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 Financial Advisor - Miami, Florida, United States

Job information
Posted by: Proaltus USA, Inc. 
Hiring entity type: Other 
Work authorization: Existing work authorization required for United States
Position type: Direct Hire, Full-Time 
Compensation: ******
Benefits: See below
Relocation: Not specified 
Position functions: Finance
Travel: Unspecified 
Accept candidates: from anywhere 
Languages: English - Fluent
Minimum education: See below 
Minimum years experience: See below 
Resumes accepted in: English
Cover letter: No cover letter requested
Job code: QhDuLIbKj41AUqfn2Pj5zL2RQI0xkl / Latpro-3787930 
Date posted: Apr-25-2021
State, Zip: Florida, 33131


Financial Advisor (Miami, FL) Assess clients' assets, liabilities, cash flow and financial objectives to provide financial planning advice. Apply knowledge of tax and investment strategies, securities, real estate to maintained tailored financial plans. Conduct analysis of income, expenses, tax status, financial objectives, risk tolerance to develop financial plans. Develop wealth management, tax and investment plans to optimize wealth preservation. Analyze financial and economic data on a global and domestic basis to identify and determine optimal investment opportunities based on wealth and tax planning strategies. Coordinate with advisors/sub-advisors on implementation and rebalancing while monitoring compliance with financial objectives. MBA plus 2 yrs exp in job or as Economist required. Send resume to Mr. Benitez, Proaltus USA, Inc., 1450 Brickell Ave, Ste 2780, Miami, FL 33131.

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