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The Misch Group
RIA Financial AdvisorThe Misch Group • Miami, Florida, US
RIA Financial Advisor

RIA Financial Advisor

The Misch Group • Miami, Florida, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Description

Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.

Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits.


Position Overview:

We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment.

Key Responsibilities

  • Transition and manage existing book of clients
  • Build and maintain client relationships, both domestic and international
  • Customize multi-custodial investment solutions
  • Collaborate with back-office team for trading, support, and compliance
  • Conduct client meetings in preferred formats (in-person, remote, international travel, etc.)

Skills, Knowledge and Expertise

Must-Have Qualifications:

  • Minimum $5M in portable AUM
  • Active Series 65 or equivalent registration
  • Experience working with HNW/UHNW clientele
  • Comfortable with independent 1099 model
  • Clean or manageable U4 disclosures (firm is open to candidates with prior marks, depending on nature)

Nice-to-Have Qualifications:

  • Experience serving international clients
  • Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks)
  • Multilingual skills (Spanish, Portuguese, French)
  • Previous experience at a major wirehouse

Benefits

  • Full independence, no non-solicit agreements
  • Flexible work location and schedule
  • Voluntary group-rate benefits available
  • High payout structure (65%+)
  • Multinational custodial access
  • White-glove support and culture

Ideal Candidate Profile:

This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.
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RIA Financial Advisor • Miami, Florida, US

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