Senior Investment Advisor

Description:

We are seeking an experienced Wealth Investment Advisor to join our dynamic growing team. The successful candidate will provide comprehensive wealth management solutions and personalized investment advice to high-net-worth individuals, families, and institutions. As the initial member of our South Florida advisory team, you will be responsible for building and maintaining strong client relationships, understanding their financial objectives, and developing tailored investment strategies to help them achieve their goals. We are looking to this initial member for leadership ambition as we grow Gamma’s South Florida presence.

Responsibilities:

o Conduct in-depth financial assessments to understand clients' financial situations, investment objectives, risk tolerance, and time horizon.

o Proactively identify opportunities to bring in new clients and further expand existing client relationships to grow assets under management.

o Develop customized investment plans and asset allocation strategies aligned with clients' goals and preferences.

o Provide ongoing portfolio management, monitoring, and rebalancing to ensure alignment with clients' objectives and market conditions.

o Conduct thorough research and analysis of investment opportunities, market trends, and economic indicators to make informed investment recommendations.

o Stay abreast of industry regulations, best practices, and emerging trends in wealth management and investment advisory services.

o Deliver exceptional client service and communication, including regular portfolio reviews, performance updates, and financial planning advice.

o Be present and engaged with South Florida community leaders, activities, and boards.

o Collaborate with internal stakeholders, including the Chief Investment Officer to deliver integrated wealth management solutions.

Qualifications:

• Bachelor’s degree in finance, economics, or related field; advanced degree (e.g., MBA, CFA) preferred.
• Series 65 securities licenses required.
• Minimum 7-10 years of experience in wealth management, investment advisory, or related financial services roles.
• Proven track record of acquiring and managing client relationships, with a focus on high-net-worth individuals and families.
• Strong understanding of financial markets, investment products, and asset allocation principles.
• Excellent analytical skills, with the ability to conduct thorough investment research and analysis.
• Exceptional communication and presentation skills, with the ability to articulate complex financial concepts in a clear and concise manner.
• Ability to work effectively in a hybrid remote and office team environment to collaborate with internal and external stakeholders due to their respective remote location.
• Commitment to upholding the highest ethical standards and regulatory compliance.