Job Description

About Corrales & Co.

Corrales & Co. is a boutique wealth management firm specializing in tax-efficient investment strategies, business exit planning, and multi-asset wealth building. We serve successful business owners, particularly federal government contractors, helping them navigate the complexities of growing, exiting, and preserving their wealth. Our firm is growing, and we are seeking a Private Wealth Advisor to join our team and play a key role in our expansion.

Role Overview

As a Private Wealth Advisor , you will be responsible for managing and deepening relationships with a portion of the firm’s existing clients while also sourcing and acquiring new high-net-worth clients. Beyond individual client growth, you will play a strategic role in identifying and targeting other Registered Investment Advisors (RIAs) for acquisition to further expand Corrales & Co.’s footprint.

This position is ideal for an entrepreneurial, growth-minded professional who thrives in a high-touch advisory environment and is eager to contribute to the firm’s long-term expansion strategy.

Key Responsibilities

Client Management & Acquisition

• Serve as a primary advisor for a portion of the firm’s existing client base, providing personalized investment and financial planning solutions.
• Build and deepen relationships with high-net-worth individuals, business owners, and federal government contractors.
• Develop and implement tailored wealth management strategies that incorporate tax planning, investment management, and estate structuring.
• Actively seek new client opportunities through referrals, networking, and strategic outreach.

RIA Acquisition Strategy

• Identify and evaluate independent RIAs that align with Corrales & Co.’s vision for potential acquisition.
• Build relationships with RIA principals to explore acquisition and partnership opportunities.
• Conduct due diligence on potential acquisitions, including assessing financials, client demographics, and cultural fit.
• Work closely with firm leadership to execute RIA acquisitions and integrate acquired firms into Corrales & Co.

Market & Thought Leadership

• Stay informed on industry trends, market conditions, and evolving client needs.
• Represent Corrales & Co. at industry conferences, networking events, and client seminars.
• Contribute to the firm’s thought leadership through articles, presentations, and media appearances.

Qualifications & Experience

• 5+ years of experience in wealth management, investment advisory, or financial planning.
• Proven track record of successfully managing high-net-worth client relationships.
• Strong business development skills with experience acquiring and converting new clients.
• Experience with M&A in the RIA space or a strong network within the independent advisory community is a plus.
• CFP®, CFA, CPA, or other relevant certifications preferred.
• Deep knowledge of investment strategies, financial planning, tax planning, and estate structuring.
• Entrepreneurial mindset with a growth-oriented approach.

Compensation & Benefits

• Competitive base salary plus performance-based incentives.
• Revenue-sharing opportunities for acquired RIAs.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Flexible work environment within our offices in Miami, FL opportunities for professional development and leadership growth.

How to Apply

If you are a dynamic Private Wealth Advisor with a passion for client service, business development, and strategic growth, we invite you to apply. Please send your resume and a brief cover letter to lcorrales@corralesco.com with the subject line “Private Wealth Advisor Application – [Your Name].”

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