Private Wealth Advisor

Our client is a highly respected $2B independent RIA serving a sophisticated client base of high-net-worth and ultra-high-net-worth families. The firm is known for its deep commitment to financial planning, investment management, and long-term relationship building. With a strong presence in the Miami metro area, the team provides comprehensive wealth management solutions tailored to the complex needs of affluent clients. The Opportunity The firm is seeking an experienced Wealth Advisor to join its Miami office as the #2 to several senior advisors. This role provides the unique opportunity to work alongside established advisors, gaining direct exposure to UHNW client relationships, while also positioning for long-term growth and advancement within the firm. Key Responsibilities Partner closely with senior advisors to deliver holistic financial planning and investment advice to HNW and UHNW clients. Attend and lead client meetings, serving as a trusted relationship manager and subject matter expert. Collaborate on investment strategy, portfolio construction, and ongoing monitoring of client portfolios. Build and maintain strong client relationships by understanding complex needs and delivering customized solutions. Support business development efforts by participating in client prospecting, referrals, and networking opportunities. Seniority level:

Mid-Senior level Employment type:

Full-time Job function:

Finance, Financial Services and Investment Management

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