Private Client Advisor, Wealth Planning & Relationships

A leading global financial services firm located in Miami is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse clientele. The role emphasizes client relationship management, requiring at least 2 years in a financial advisory position alongside active Series 7 and 66 licenses. Candidates should demonstrate success in client acquisition and integration with key partners, fostering a team-oriented culture focusing on diversity and inclusion. #J-18808-Ljbffr