RIA Financial Advisor
3 days ago
Miami
Job DescriptionDescriptionJoin a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians. Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits. Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment. Key Responsibilities • Transition and manage existing book of clients, • Build and maintain client relationships, both domestic and international, • Customize multi-custodial investment solutions, • Collaborate with back-office team for trading, support, and compliance, • Minimum $5M in portable AUM, • Active Series 65 or equivalent registration, • Experience working with HNW/UHNW clientele, • Comfortable with independent 1099 model, • Experience serving international clients, • Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks), • Multilingual skills (Spanish, Portuguese, French), • Full independence, no non-solicit agreements, • Flexible work location and schedule, • Voluntary group-rate benefits available, • High payout structure (65%+), • Multinational custodial access, • White-glove support and culture Ideal Candidate Profile: This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.