Ne Capital Group · 1 day ago
Financial Advisor / Wealth Management Associate
Miami, FL
Full-time
Hybrid
Entry, Mid LevelNE Capital is a global financial services firm with a strong presence in the United States and Latin America. They are seeking a Financial Advisor / Wealth Management Associate to support and develop long-term client relationships and contribute to the expansion of their advisory platform in the U.S.
Financial Services
Responsibilities
Build and maintain trusted relationships with high-net-worth individuals and families, ensuring consistent communication and strategic follow-up
Assess clients’ financial objectives, risk profiles, and long-term goals to develop customized wealth and investment strategies
Assist in portfolio construction, monitoring, and ongoing alignment with client objectives and firm strategy
Present financial strategies and investment solutions in a clear, professional, and client-focused manner
Participate in networking initiatives, referrals, and internal collaboration to support business growth
This position requires a consistent in-person presence in Miami, FL
Qualification
Required
Bachelor's degree or equivalent professional experience in finance, economics, business, or related fields
FINRA licenses such as SIE, Series 7, Series 66, and State Life & Health (or willingness to obtain with firm support)
Entrepreneurial and results-driven mindset
Strong ethical standards and professionalism
Excellent interpersonal and communication skills
Confidence interacting with sophisticated clients
Ability to collaborate with senior advisors and leadership
Must be authorized to work in the United States
Benefits
Health, Dental & Vision Insurance
401(k)
Life & Disability Insurance
Additional benefits subject to applicable company programs
Company
Ne Capital Group
NE Capital | Turning Vision into Value Founded in 2020 by entrepreneur Luana Paes Mendonça, NE Capital is the forward-looking investment arm of the renowned JCPM Group.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase