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Engages warm leads, qualifies prospects, schedules appointments for financial advisors, maintains accurate CRM records, and supports client acquisition. The role requires bilingual English and Spanish communication, sales or client-facing experience, consistent follow-up, and strong relationship-building skills. The specialist collaborates with advisory and administrative teams, represents the firm at events, and contributes to business growth. Successful candidates can advance into an advisory role and must obtain Series 65 and Florida Life, Health & Annuities licenses within six months.

Inside sales role responsible for contacting warm prospects, qualifying financial needs, scheduling appointments for advisors, maintaining CRM records, and meeting performance goals. The position includes lead follow-up, seminar and outreach support, administrative tasks, and ongoing financial education. It is designed as a pathway toward becoming a financial advisor and requires bilingual English-Spanish communication, in-office work in Miami, and obtaining Series 65 and Florida 2-14 licenses within six months.

Support New Business team by managing client onboarding, CRM and financial trackers, scheduling and confirming appointments, completing AUM processes, handling account openings/transfers, and ensuring accurate documentation and client communications.

Serve as primary advisor to complex, high-net-worth clients delivering advanced financial, tax, estate, and portfolio strategies. Lead client meetings, design tax-efficient portfolios, advise on concentrated positions and liquidity events, mentor junior advisors, and expand AUM through relationship development while upholding compliance and fiduciary standards.

Client-facing Wealth Advisor who builds trust and closes business. Develops personalized financial plans, manages portfolios, implements tax-efficient strategies, conducts regular client meetings, grows assets under management, and collaborates with lead generation and service teams to deliver a premium client experience.