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Wealth Management Financial Consultant

Senior UHNW Wealth Advisor — Portfolio Strategist

Job in Coral Gables, Miami-Dade County, Florida, 33114, USA
Listing for: Amerant Bank
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services institution seeks a Senior Wealth Management Advisor to manage a portfolio of high net worth clients. You will develop investment plans, monitor portfolios, and provide personalized financial advice. Candidates should have a bachelor's degree in finance or related fields, hold FINRA Series 7 and 66, and possess significant experience in brokerage or investment advisory services. Strong bilingual (English-Spanish) skills and the ability to navigate regulatory requirements are essential.

This role is a full-time mid-senior level position based in Coral Gables, Florida.
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Position Requirements
10+ Years work experience
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