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Seeking a seasoned Wealth Relationship Manager in South Florida. This role requires 5-8 years of experience, strong analytical skills, and active FINRA Series 6/63/65 or 7/66 licenses. You will build deep client relationships with HNW individuals by providing holistic financial planning and solut...
Location
United States , Boca Raton; Palm Beach Gardens; Coral Gables; North Miami Beach; Fort Lauderdale; Key Biscayne; Miami
Salary
72880.00 - 109320.00 USD / Year
Citi
Expiration Date
Until further notice
Senior Wealth Advisor
Seeking a licensed Senior Wealth Advisor in Miami to manage high-value client relationships. This role requires 5-8 years of financial sales experience, Series 7 & 66 licenses, and expertise in financial planning. You will provide investment advice, grow assets, and ensure compliance. We offer co...
Location
United States , Miami
Salary
70000.00 USD / Year
Citi
Expiration Date
Until further notice
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