Investment Counselor Sr. Lead

Publix Serving (Civica)

Miami, Florida, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
15+ years investment experience
Fluent in spanish language
Ultra-high net worth client management
The role focuses on building and managing relationships with ultra-high net worth clients to optimize their investment needs

Job Summary

  • The role focuses on building and managing relationships with ultra-high net worth clients to optimize their investment needs.
  • Candidates must possess extensive experience in providing investment advice, executing trades, and assessing risk while ensuring compliance.
  • The position offers a competitive salary range of $200,000 to $300,000 along with comprehensive medical, dental, vision, and retirement benefits.

Matching Summary

The role focuses on building and managing relationships with ultra-high net worth clients to optimize their investment needs.

Salary

Base: $200,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, paid time off

Skills & Requirements

Must-have

  • 15+ years investment experience
  • Fluent in Spanish language
  • Ultra-high net worth client management
  • S7, S66, S3 securities licenses
  • Advanced judgment and analysis

Nice-to-have

  • CFA or MBA degree preferred
  • Entrepreneurial client acquisition skills
  • Collaborative team-oriented approach
  • Deep knowledge of alternative investments
  • Cross-border market expertise

Key Requirements

  • 15+ years of relevant experience
  • Fluency in Spanish required
  • S7, S66, S3 securities licenses
  • Bachelor's degree required; Master's preferred
  • US work authorization required

Work Rights

Not specified

Tailored Resume

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