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Miami, FL - Succession Opportunity for Financial Advisor(s) in Brickell

financial advisor succession opportunity through vantage impact in miami fl

Located in downtown Miami, in the heart of the historic Brickell neighborhood, an existing advisor, seeking to retire within the next few years, is looking for the right partner. The advisor is well connected with many centers of influence and board members across major industries.

The practice currently generates $700K in annual revenue and manages $150M in assets.

find succession opportunity at new firm in miami fl with vantage impact

The right candidate will be bilingual (Spanish/English) and comfortable conducting business with international clients.

Reach out to Vantage Impact if you are interested or would like to learn more about opportunities across the country.

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