Financial Advisor

Bradesco BAC Florida Bank Coral Gables, FL Full-time Finance

Posted on March 19, 2023

Financial Advisor (Coral Gables, Fl), Must have 5 yrs exp in the job to:
Perform analysis & selection of financial investments. Prospect new clients.
Assess the financial needs of individuals. Propose & implement strategies in
connection w/financial assets allocation. Perform Risk analyses. Monitor
client's portfolio. Perform client due diligence. A BA in Biz, Finan or
reltd field is req'd. Special Reqs: Series 7 FINRA Securities Registration.
Ability to draw upon past/present exp & acquaintances to dvlp markets &
build upon them; demonstrable in-depth knwldg of bank products, customized strategies; ability to deliver high-quality srvcs to high-net-worth clients. Strong, verifiable record of past accomplishments at high level
w/world-class financial institution. Demonstrable exp managing
multi-million-dollar client book & strong desire to port past clients to the
Bank. Portuguese fluency & some trvl req'd. Send resume & ref to Bradesco
Bank at amgarcia@bradescobank.com