Senior Wealth Advisor Safe Act

Publix Serving (Civica)

Miami, Florida, United States
Base: $120,000.00; bonus/equity: discretionary + f...
Not specified
6-10 years of experience in wealth management
Nyse series 7 and 66 licenses required
Prospecting via referral or personal contact only
The Senior Wealth Advisor SAFE Act position at Publix Serving (Civica) in Miami, Florida, seeks a strategic professional with expertise in financial services for high net worth clients. The ideal candidate will possess strong communication skills and relevant licenses, bringing a mix of analytical and advisory capabilities to manage sophisticated investment portfolios

Job Summary

  • The role involves providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
  • Candidates must adhere to a strict prospecting code of conduct that prohibits seminars, mail campaigns, and cold calling.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

The Senior Wealth Advisor SAFE Act position at Publix Serving (Civica) in Miami, Florida, seeks a strategic professional with expertise in financial services for high net worth clients. The ideal candidate will possess strong communication skills and relevant licenses, bringing a mix of analytical and advisory capabilities to manage sophisticated investment portfolios.

Salary

Base: $120,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • 6-10 years of experience in wealth management
  • NYSE Series 7 and 66 licenses required
  • Prospecting via referral or personal contact only

Nice-to-have

  • Knowledge of Bloomberg terminal
  • Master's degree preferred
  • Strong diplomatic communication skills

Key Requirements

  • Bachelor's degree required, Master's preferred
  • Series 7 and 66 licenses mandatory
  • 6-10 years professional experience required

Work Rights

Not specified

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