Private Wealth Advisor

$275,000 – $650,000 | South Florida office or fully remote

Private Wealth Advisor – South Florida

The wealth is moving to South Florida. Is your platform keeping up?

Families, founders, executives, and retirees keep arriving from the Northeast and Midwest, and many need a new advisor who truly understands multi-state tax, estate, and trust questions. Our client, a nationally recognized and rapidly expanding wealth management firm, is adding private wealth advisors across Miami, Fort Lauderdale, and Palm Beach to meet that demand, and conversations are moving quickly.

Day to day, you will:

• Act as primary advisor to HNW and UHNW households, many with homes, entities, and estate plans in more than one state.
• Lead domicile-change, retirement income, and wealth transfer planning alongside in-house tax, estate, and trust specialists.
• Build and oversee portfolios across the firm's open-architecture lineup, including tax-aware SMAs, alternatives, and income strategies.
• Move existing relationships to the platform with a dedicated transition team, consistent with your agreements and the Broker Protocol where applicable.
• Develop new business through relocation-driven referrals, local CPA and estate attorney networks, and firm-sponsored client events.
• Run structured annual reviews and keep planning documentation current to fiduciary standards.

Why advisors are making the move:

• Total ownership of the client relationship, with a national brand behind you.
• Your choice of setup: a South Florida office or fully remote from anywhere in the U.S.
• Relocation-planning experts who handle multi-state complexity every day.
• A white-glove transition covering operations, compliance, and client communications.
• Open architecture, institutional research, and modern portfolio technology.
• Room to scale: add team members and grow your footprint along the Gold Coast.

The deal structure:

• A transparent, production-based payout that rewards growth.
• Transition economics based on trailing-12 revenue and assets moved, potentially including upfront and asset-based components.
• Terms negotiated one advisor at a time.

Ideal fit:

• Seven or more years advising private clients as an advisor, wealth manager, or private banker.
• Ideally $50M+ in AUM or $400K+ in trailing-12 revenue; candidates without a fully portable book are still welcome.
• Experience with HNW/UHNW families, retirees, or business owners, especially multi-state situations.
• Series 7/66 or 65 preferred; CFP®, CPWA®, or CIMA® a plus. Spanish fluency a plus.
• Clean regulatory history and a fiduciary, client-first mindset.

Markets this active don't wait. Find out what your practice could look like here in a completely confidential, no-obligation conversation.