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Capital Markets Advisors LLC · 3 hours ago

Financial Advisor

Coral Gables, FL

Full-time

Onsite

Mid, Senior Level

$100K/yr - $120K/yr

Capital Markets Advisors LLC is a leading wealth management organization in Coral Gables seeking an experienced Financial Advisor for a salaried advisory position. The role focuses on originating and building a personal book of clients while providing comprehensive financial planning and wealth management advice.

ConsultingFinancial ServicesRisk Management

Hiring Manager

Brett Evans

Responsibilities

Originate and grow a personal book of client relationships

Provide comprehensive financial planning and wealth management advice

Retain and expand client relationships with exceptional service

Engage with warm opportunities and firm-generated prospects

Partner with internal specialists to deliver holistic solutions

Adhere to all regulatory and compliance requirements

Qualification

Financial PlanningWealth ManagementClient Relationship ManagementLicensingCommunication SkillsTeam Collaboration

Required

Currently acting in the capacity of a Financial Advisor

Completed a structured advisor training program

Fully licensed

Hands-on experience servicing and expanding an existing book of clients

Strong foundation in planning, relationship management, and client service

Benefits

Full benefits package provided by the client firm

Company

Capital Markets Advisors LLC

CMA is a boutique professional services firm, with global reach, and staffed by seasoned professionals who bring decades of experience gained by working for Banks around the world, in senior roles, in virtually every department.

Founded in 2012