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Financial Advisor

Preferred Location:
South-East
Open to Relocation:
No

A Financial Advisor at an International Financial Services firm in Miami is seeking to bring over her book of business and transition to a Relationship Manager role. Below please find high-level details:

  • Been with her current firm for 8+ years
  • 20 million in portable fee-based AUM with 20 households, totaling approximately 165k in revenue
  • CFP, Series 7 & 66 License, clean U4
  • Spanish-speaking
  • Seeking to take on a Relationship Manager role, and move away from an exclusively business development focus

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