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Wealth Advisor : High-Net-Worth Investment Solutions
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-09-03
Listing for:
Ellenco Estágios e Treinamentos
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Ellenco Estágios e Treinamentos is seeking a FA-IC I to develop and manage a book of business across international and domestic markets for investment services. The role emphasizes high-level client relationships, wealth management advice, and rigorous compliance with regulatory standards.
The candidate will source their own client base, deliver tailored investment solutions, and coordinate with associates to maintain KYC and account documentation, while adhering to firm policies and procedures.
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