Logo
Soteria Reinsurance Ltd.

Senior Wealth Management Advisor — Multi-Generational Planning

Soteria Reinsurance Ltd., Coral Gables, Florida, United States

Save Job

A leading financial services firm seeks a VP, Wealth Management Advisor in Coral Gables, FL. The role focuses on developing comprehensive financial plans and wealth strategies for ultra-high net worth clients. Candidates should have extensive experience in financial services and advanced certifications such as CFP. The position requires building deep relationships with clients, implementing effective wealth management strategies, and leading collaborative teams. This senior role promises a dynamic and impactful work environment. #J-18808-Ljbffr