Candidate #1009 Senior Private Wealth Advisor/Senior Vice President Job at Eliteprofitpath, Miami, FL

Zm1YWFpqVUM3b3ZtcVcrcEYrVktxY3U2enc9PQ==
  • Eliteprofitpath
  • Miami, FL

Job Description

An exceptionally accomplished and fervent Director of Private Banking and Wealth Management, boasting 20+ years of demonstrated success in new business development, increasing competitive market share, and leading business management. Location: Miami, FL Willing to Relocate: No Wants: Seeking a W2 salary role, ideally within a Private Bank or Wealth Management firm, as a leader and collaborative team player with a demonstrated capacity for envisioning and executing strategic plans. Education/Licenses: Bachelor of Arts, Business Management FINRA Series 24, Registered Securities Principal FINRA Series 7 FINRA Series 66 Life, Health, and Variable Annuities License Notary Public Experience: A collaborative team player with a proven ability to envision and implement strategic plans. Skilled in fostering strong relationships, driving team engagement, and delivering customized solutions. Adept at identifying opportunities for growth and innovation, and committed to achieving organizational goals through effective leadership and strategic execution to notable companies as their Senior Vice President and Private Client Advisor for Commercial and Private Wealth Management/Banking/Investments. Duties/Achievements: Leading and executing the bank’s culture to deliver top-tier products, services, and advice tailored to the specific needs of Private Wealth clients in the Miami market. Expanded business through organic growth, client referrals, utilizing Centers of Influence (COIs), self-sourcing, and networking. Currently serves as President, Vice President, and a committee member for several organizations within the community. #J-18808-Ljbffr Eliteprofitpath

Job Tags

Relocation,

Similar Jobs

Howden

QA Tester Job at Howden

 ...it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. Position: QA Tester Location: Dallas, TX (Hybrid) Reports to: QA Director in IT division Travel: 0-10% Role overview DUAL North America... 

Yale New Haven Health

Medical Receptionist - Internal Medicine Job at Yale New Haven Health

 ...and physician activity by greeting all patients/visitors, answering telephone calls, scheduling appointments, maintaining patient medical records. The position requires an individual with knowledge of front desk medical office operations. Essential duties and responsibilities... 

AFLAC Northwest Ohio

Aflac Agent - Training Provided Job at AFLAC Northwest Ohio

 ...Competitive Commissions, Bonus, Renewals, & Stock Options Military Friendly Role Responsibilities: Communicate the Value of Aflacs Products & Services Generate Sales via Networking, Referrals & Cold Calls Schedule & Conduct Employer Presentations ... 

Help at Home

Direct Support Professional - 25-50 hours Job at Help at Home

 ...We are seeking a compassionate and dependable Direct Support Professional (DSP) to provide carefor individuals with disabilities in Detroit, MI . This part-time role is ideal for someone looking to make a meaningful difference during consistent weekly shifts. The... 

Drive Staff

CLASS A REGIONAL TANKER TRUCK DRIVER Job at Drive Staff

CLASS A REGIONAL TANKER DRIVER We are looking for an experienced driver for Liquid and Bulk Freight 2,000 to 2,400 miles per week $1,...  ...know our company is built on the backs of our drivers. CDL-A Truck Drivers keep our economy and nation moving. For this...