Private Wealth Advisor
The Anderson Search Group - Fort Lauderdale, FL
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Wealth Advisor - Fort Lauderdale, FloridaBEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Fort Lauderdale, Florida Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of!About Our **Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications.Named #1 bank for strength, stability and focus on innovation.Forbes named Client to "America's Best Banks" and "World's Best Banks", a tribute to their innovative service offerings and outstanding service delivery.Industry leading benefits - Medical, Dental, Vision, 401K, Flex Spending AccountsPet InsuranceEnhanced Family LeaveEmployee Assistance ProgramBrooks Brothers DiscountMicrosoft Home User ProgramNEOU - The latest and greatest in real-time and on-demand fitness offerings for the whole familyThe Ideal Candidate Shall ***7+ years HNW/UHNW Private Wealth Management Business Development ExperienceProven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Fort LauderdaleBank wealth platform team sales experience preferredCFP Designation PreferredEntrepreneurial driveThe Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Created: 2025-02-17