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Experienced Wealth Management Advisor

  • Experienced Wealth Management Advisor job type Posted on: Nov 02, 2026
  • Experienced Wealth Management Advisor experience level Maxim Group LLC
  • Experienced Wealth Management Advisor employment type Miami, Florida
  • Experienced Wealth Management Advisor employment type Onsite
  • Experienced Wealth Management Advisor salary Full-time

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Job Title :

Experienced Wealth Management Advisor

Job Type :

Full-Time

Job Location :

Miami Florida United States

Remote :

No

Jobcon Logo Job Description :

About MaximWe are a leading full-service global investment banking firm headquartered in New York City. We provide a full array of financial services including private wealth management; investment banking; global institutional equity sales and trading, fixed income and derivative sales & trading, equity research and prime brokerage services to a diverse range of high net worth individuals, institutional investors and corporate clients.Wealth Management at MaximOur Wealth Management team consists of highly skilled professionals who leverage their robust experience to meet the ever-changing needs of their clients and their families.Our team is committed to understanding client needs, helping to set both long- and short-term investment goals. Our professionals guide clients through investment choices, including equities, fixed income, derivatives, and asset management while setting realistic expectations regarding performance and associated risks.Role OverviewWe are seeking enthusiastic, driven individuals eager to make a difference in wealth management. If you have a commitment to excellence, a drive to excel, and a collaborative spirit then we want you on our team!We are hiring for our offices in Midtown Manhattan, Woodbury NY and Ft. Lauderdale FL with flexible hybrid work arrangements.This role is Commission/Fee based.Job ResponsibilitiesBuild and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingUnderstand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceDiscuss financial products and services tailored to clients' unique situationsQualificationsBachelor's degree in a relevant fieldExperience with a minimum of 10 million AUMSeries 7 & 63 license – Series 65/66 a plusExcellent oral and written communication skillsHigh standards of professionalism and ethical conductWhy MaximMaxim is a fast-growing firm with an eye on expansion. We offer a highly competitive payout structure with full back-office support. Maxim Group is a partnership that recognizes excellence, success, and results, rewarding those who exemplify these accomplishments with a path to an equity partnership in the firm.In addition to traditional product offerings, such as stocks, bonds, ETFs, mutual funds, and options at Maxim Group, you will have access to syndicate offerings ranging from IPOs, Secondary Offerings, Preferred stock, additionally for those suitable/sophisticated clients, access is available to Private Placements, a private Real Estate fund, and Hedge Funds.How to Apply:Please apply via the application link. Cover letters are not required but a plus.THIS IS AN ACTIVE POSTING WITH NO HIRE BY DATE AS WE ARE ACTIVELY LOOKING TO EXPAND OUR SENIOR WEALTH MANAGEMENT GROUP. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.

Jobcon Logo Position Details

Posted:

Nov 02, 2026

Reference Number:

10440_4482499221

Employment:

Full-time

City:

Miami

Job Origin:

APPCAST_CPC

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About MaximWe are a leading full-service global investment banking firm headquartered in New York City. We provide a full array of financial services including private wealth management; investment banking; global institutional equity sales and trading, fixed income and derivative sales & trading, equity research and prime brokerage services to a diverse range of high net worth individuals, institutional investors and corporate clients.Wealth Management at MaximOur Wealth Management team consists of highly skilled professionals who leverage their robust experience to meet the ever-changing needs of their clients and their families.Our team is committed to understanding client needs, helping to set both long- and short-term investment goals. Our professionals guide clients through investment choices, including equities, fixed income, derivatives, and asset management while setting realistic expectations regarding performance and associated risks.Role OverviewWe are seeking enthusiastic, driven individuals eager to make a difference in wealth management. If you have a commitment to excellence, a drive to excel, and a collaborative spirit then we want you on our team!We are hiring for our offices in Midtown Manhattan, Woodbury NY and Ft. Lauderdale FL with flexible hybrid work arrangements.This role is Commission/Fee based.Job ResponsibilitiesBuild and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingUnderstand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceDiscuss financial products and services tailored to clients' unique situationsQualificationsBachelor's degree in a relevant fieldExperience with a minimum of 10 million AUMSeries 7 & 63 license – Series 65/66 a plusExcellent oral and written communication skillsHigh standards of professionalism and ethical conductWhy MaximMaxim is a fast-growing firm with an eye on expansion. We offer a highly competitive payout structure with full back-office support. Maxim Group is a partnership that recognizes excellence, success, and results, rewarding those who exemplify these accomplishments with a path to an equity partnership in the firm.In addition to traditional product offerings, such as stocks, bonds, ETFs, mutual funds, and options at Maxim Group, you will have access to syndicate offerings ranging from IPOs, Secondary Offerings, Preferred stock, additionally for those suitable/sophisticated clients, access is available to Private Placements, a private Real Estate fund, and Hedge Funds.How to Apply:Please apply via the application link. Cover letters are not required but a plus.THIS IS AN ACTIVE POSTING WITH NO HIRE BY DATE AS WE ARE ACTIVELY LOOKING TO EXPAND OUR SENIOR WEALTH MANAGEMENT GROUP. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.

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