Senior Wealth Investment Advisor UHNW Portfolios
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2025-12-20
Listing for:
Provenance Wealth Advisors
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in Fort Lauderdale seeks an experienced Investment Advisor to manage tailored investment portfolios for high-net-worth clients. Responsibilities include conducting portfolio analysis, client engagement, and collaboration with financial planners. Candidates should have a Bachelor's degree in finance or related field, CFA designation preferred, along with 7+ years in investment management. This role requires strong knowledge of financial markets and investment strategies.
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Position Requirements
10+ Years
work experience
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