Location: On-site - Florida, United StatesCompensation: Competitive, commensurate with experience and performanceAbout the CompanyWe are a Registered Investment Advisor (RIA) and Multi-Family Office focused on building resilient, all-weather portfolios designed to minimize drawdowns and compound long-term returns. Our investment approach places a strong emphasis on alternative investments, including commercial real estate, private equity, and non-correlated strategies, with the goal of creating durable value for high-net-worth clients.About the RoleWe are seeking an experienced investment advisor with a deep understanding of alternative investments and portfolio construction. This role is adecuado for a forward-thinking financial professional who aligns with a non-traditional approach to wealth management and has a proven ability to grow and manage high-net-worth (HNW) client relationships.Key ResponsibilitiesClient Acquisition & Relationship Management- Source, onboard, and manage HNW and ultra-HNW clients, contributing at least $50M+ in AUM- Deliver customized wealth management solutions aligned with alternative and non-traditional investment strategies- Maintain and expand existing client relationships while identifying new business opportunitiesInvestment Strategy & Execution- Construct and manage portfolios using all-weather,



diversified investment strategies beyond traditional stocks and bonds- Oversee trade execution and portfolio rebalancing based on market conditions and client objectivesRequired Qualifications- CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation- Demonstrated track record of managing and growing client assets ($50M+ AUM)- Minimum of 5 years of experience in client coverage and relationship management- Experience executing trades across multiple asset classes- Strong understanding of equity and debt markets, derivatives, and real estate investments- Ability to challenge conventional wealth management frameworks and adapt to non-traditional strategiesPreferred Qualifications- Experience with fundamental and quantitative investment analysis- Knowledge of hedge funds and alternative investment vehicles- Strong financial modeling and macroeconomic research skillsThis Role Is Not a Fit For- Traditional wealth managers who rely solely on stock-and-bond portfolios- Professionals entrenched in a “60/40 portfolio” mindset- Individuals unwilling to challenge conventional investment thinking- Advisors unable to bring client assets to the firmWhat We Offer- Competitive, performance-driven compensation- Clear growth path, including potential advancement to a CIO role- High-impact work within a firm that challenges traditional wealth management norms- Collaborative culture focused on innovation and long-term value creationTipo de puesto: Tiempo completoSueldo: $200,00 - $300,00 al mesLugar de trabajo: Empleo presencial

📌 President - Wealth Management (Florida)
🏢 Source
📍 Florida