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Financial Advisor

Wealth Advisor: Strategic Client Planner

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Equitable
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Miami is seeking a Wealth Manager to build and nurture client relationships, develop personalized financial strategies, and discuss tailored financial products. Candidates should have a Bachelor's degree, relevant licensing (State Life & Health, SIE, Series 7, Series 66), and a values-driven approach to positively impacting clients' lives. The position offers comprehensive training and competitive compensation, including commissions and benefits.
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