Private Wealth Advisor — Holistic Planning & Growth

A leading financial services firm in Miami is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to clients. You will support individuals from early savers to affluent families, fostering relationships while ensuring an exceptional investor experience. The ideal candidate has at least 2 years in a financial advisory capacity and possesses required licenses such as Series 7 and 66, along with a commitment to goals-based planning. This role comes with competitive compensation and extensive benefits. #J-18808-Ljbffr