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Koch Davis
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Senior Vice President, Private Wealth Advisor

Senior Vice President, Private Wealth Advisor

forum groupFort Lauderdale, FL

yesterday

Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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Private Wealth Advisor We're partnered with a leading Multi Family Office that is looking to add an experienced Advisors across multiple major markets in the US, focused on serving high and ultra high net worth individuals and families. The platform stands apart in the industry, offering robust, firm generated lead flow alongside decades of investment in technology, specialist resources, and a product suite few competitors can match.
What's In It For You:
  • Robust, firm generated lead flow that supplements your own pipeline and accelerates growth from day one
  • Global brand recognition that opens doors with prospects and referral sources
  • A considerable transition package to support your move
  • Direct access to lending, banking, trust, estate, and capital markets specialists to support complex client needs
  • A dedicated support team so you can focus on clients, not administration
  • Institutional grade technology and research
  • Ability to serve clients with cross border and multi jurisdictional needs through a truly global footprint
  • Long term career stability backed by one of the most established names in the industry
What We're Looking For:
  • An established book of business or strong referral pipeline
  • Deep experience serving complex, high balance client relationships
  • A track record of consistent production growth
  • Series 7/66 required, CFP preferred

Also on the board Same function, level within a rung

Level

Manager

Location

Fort Lauderdale, FL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

Apply for this role (opens in a new tab)