Location: Miami, Florida
Compensation: $100,000 – $450,000+
Agius & Partners LLC is partnering with top-tier banking institutions seeking experienced Financial Advisors / Wealth Advisors to join their Miami offices.
The role provides access to sophisticated investment platforms, global research capabilities, and the ability to build long-term advisory relationships with affluent clients.
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Develop and maintain relationships with high-net-worth clients and families
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Provide financial planning and investment advisory services tailored to individual client needs
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Construct diversified investment portfolios aligned with client risk tolerance and financial objectives
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Deliver guidance on retirement planning, estate planning, and tax-efficient investment strategies
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Identify and develop new client relationships through networking and referrals
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Maintain strong knowledge of financial markets and investment products
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Ensure regulatory compliance and suitability standards are met
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5+ years of wealth management or financial advisory experience
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Demonstrated success in business development and client relationship management
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FINRA licenses (Series 7 and 66 or equivalent) preferred
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Strong knowledge of investment products including equities, fixed income, ETFs, and alternatives
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Excellent communication and relationship management skills
