via Teamtailor
$0K - 0K a year
Manage and grow a portfolio of high-net-worth Latin American clients, providing investment and banking solutions.
Active FINRA Series 7 license, Series 66 or Series 63 + 65, proven client portfolio management experience, fluency in Spanish and English, and willingness to relocate to Miami.
Overview You will join a small, high-performing team focused on serving high-net-worth Latin American clients through investment and integrated banking solutions. The ideal candidate brings an existing portable portfolio and is motivated to scale their business in a flexible, entrepreneurial environment. This is a hunter profile role designed for advisors who want to grow their practice while maintaining ownership of client relationships and leveraging a banking infrastructure tailored to international clients. This opportunity is ideal for senior advisors seeking greater flexibility, competitive payout and a platform designed specifically for cross-border wealth management. Location: Miami, FL - office-based Responsibilities Transfer and manage an existing portfolio of LATAM-focused clients Drive new client acquisition and grow assets under management Deliver investment advisory and brokerage services Collaborate with internal banking teams to provide lending and financial solutions Maintain full ownership of client relationships and long-term portfolio growth Requirements Active FINRA Series 7 license required Series 66 or Series 63 + 65 required Proven track record managing an existing client portfolio (target range: $70M-$150M AUM) Strong hunter mentality and business development focus Experience serving Latin American clients Fluency in Spanish and English Based in Florida or willing to relocate Permanent authorization to work in the US. Compensation Commission-only structure: 50% payout on generated revenue OR base salary structure may be available for hybrid wealth management profiles and will be discussed during the interview process Additional performance incentives may be available based on assets transferred Access to integrated banking and lending platform supporting international clients Commitment to Diversity and Inclusion We are committed to creating an inclusive workplace where all people are treated with respect. We welcome applications from candidates of all backgrounds and identities and encourage people who meet some, but not all, of the criteria to apply. Application Process Please submit your CV outlining your experience, examples of successful client outcomes you have driven, and why you are interested in this role. Shortlisted candidates will be invited to an initial interview, followed by a panel interview and a practical case exercise. We will contact only those selected for interview.
This job posting was last updated on 2/13/2026