Senior Relationship Manager Wealth Advisor jobs in United States
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Ascendo Resources · 1 day ago

Senior Relationship Manager Wealth Advisor

positionMiami, FL
timeFull-time
remoteOnsite
senioritySenior Level
money$140K/yr - $175K/yr
date5+ years exp

Ascendo Resources is a fast-growing, advisor-owned wealth management firm expanding its independent RIA platform. They are seeking experienced wealth professionals to serve high-net-worth families, delivering holistic investment management and developing client relationships while maintaining full ownership of those relationships.

Human ResourcesStaffing Agency
Hiring Manager
Ivan Pulido (Executive Recruiter - Financial Services)
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Responsibilities

Serve as a fiduciary advisor delivering holistic investment management, tax-aware strategies, and estate-transfer planning
Strengthen existing UHNW relationships while organically developing new client and family-office opportunities
Utilize model portfolios or collaborate with the investment team to design customized mandates
Maintain strict adherence to SEC compliance standards
Participate in thought leadership and mentor junior advisors

Qualification

Wealth managementBusiness developmentClient relationship managementCultural fluencyCompliance knowledgeInvestment strategiesFinancial certificationsMentoringTeam collaboration

Required

5+ years advising high-net-worth or family-office clients with a strong business-development background
Entrepreneurial, client-focused mindset with cultural fluency in Latin American markets
Clean compliance record (U4/U5) and strong ethical reputation
Series 65/66

Preferred

Advanced designations such as CFP®, CFA®, CIMA®, or similar

Benefits

Competitive payout grid plus the opportunity to earn equity as production milestones are reached.
Dedicated compliance, operations, and marketing teams handle repapering, custodian transfers, and client communications to ensure a smooth transition.
Access to capital, lead-generation initiatives, multilingual marketing resources, and strategic events tailored to Latin American HNW markets.
No product quotas and access to a wide array of global public and private-market solutions.
Institutional pricing and best-in-class tools (e.g., Addepar, eMoney, institutional research).
Dedicated specialists in fixed income, equities, and alternatives supporting portfolio construction and due diligence.
High-touch onboarding, portfolio consolidation, and multigenerational planning capabilities.
Entrepreneurial, multicultural team environment headquartered in South Florida.

Company

Ascendo Resources

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Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
dateFounded in 2009
location
Coral Gables, Florida, USA
people-size201-500 employees
web-link
http://ascendo.com

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Berger
Co-Founder of Healthcare Operations
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Brandie Jimenez
Partner at Ascendo Resources
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Recent News

TecHR Series
Ascendo Resources Celebrates Company-Wide Team Member Promotions
2022-02-01
Company data provided by crunchbase