Company Description

Abacus Capital Advisors is a Multi-Family Office Boutique located in Plantation, FL, specializing in customized client portfolios. Our experienced investment team actively manages portfolios to help clients achieve their financial goals.

Role Description

** Must be located in the USA and have a work permit**

This is a full-time hybrid role for a Financial Advisor at Abacus Capital Advisors. The Financial Advisor will be focused on a business development role, bringing in new business and maintaining existing clients.

Advisor must have the ability to bring assets to the firm as the majority of the compensation will come from the revenue generated by the advisor. We are only looking for individuals with relationships to bring assets to the firm.

This role is located in Plantation, FL, with flexibility for some remote work.

Qualifications

• Ability to maintain / bring in relationships assets (HNW) MUST
• Experience in Finance and Investments
• Financial Advisory expertise / Series 65 / CPF / 66 + 7
• Excellent interpersonal and communication skills
• Ability to work independently and collaborate effectively
• Knowledge of regulatory and compliance requirements
• Bachelor's degree in Finance, Economics, Business, or related field