Senior Advisor jobs in Pembroke Pines, FL

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SENIOR WEALTH ADVISOR, FT. LAUDERDALE, FL

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs. Lead client meetings at all phases of the wealth planning cycle to identify compl...

CompanyMariner Wealth Advisors
AddressFort Lauderdale, FL
CategoryRetail
Job typeFull-Time
Date Posted a month ago See detail

Senior Wealth Advisor, Ft. Lauderdale, FL

Mariner Wealth Advisors

Fort Lauderdale, FL

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs. Lead client meetings at all phases of the wealth planning cycle to identify compl...

Senior Portfolio Manager/Investment Advisor

Avior Executive Search

Miami, FL

Perform thorough due diligence on current and prospective managers through a structured quantitative and qualitative process analyzing historical performance, risk management, team structure, investment process, as well as complia...