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Wealth Management Partner - Client Relationships
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Coral Gables is looking for a Financial Consultant Partner to deepen client relationships and support their affluent wealth management practice. Required qualifications include active Series 7 and 66 licenses, with preferred experience in financial services and strong communication skills. The role offers opportunities for professional growth, competitive benefits, and bonus incentives, allowing you to make a significant impact while developing under a seasoned advisor.
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