Broker / Senior Wealth Manager (LATAM Focus) - Relocation to Miami
About The Position
You will join a small, high-performing team focused on serving high-net-worth Latin American clients through investment and integrated banking solutions. The ideal candidate brings an existing portable portfolio and is motivated to scale their business in a flexible, entrepreneurial environment. This is a hunter profile role designed for advisors who want to grow their practice while maintaining ownership of client relationships and leveraging a banking infrastructure tailored to international clients. This opportunity is ideal for senior advisors seeking greater flexibility, competitive payout and a platform designed specifically for cross-border wealth management.
Requirements
- Active FINRA Series 7 license required
- Series 66 or Series 63 + 65 required
- Proven track record managing an existing client portfolio (target range: $70M-$150M AUM)
- Strong hunter mentality and business development focus
- Experience serving Latin American clients
- Fluency in Spanish and English
- Based in Florida or willing to relocate
- Permanent authorization to work in the US.
Responsibilities
- Transfer and manage an existing portfolio of LATAM-focused clients
- Drive new client acquisition and grow assets under management
- Deliver investment advisory and brokerage services
- Collaborate with internal banking teams to provide lending and financial solutions
- Maintain full ownership of client relationships and long-term portfolio growth
Benefits
- Access to integrated banking and lending platform supporting international clients
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
