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Senior Wealth Advisor: Strategic Planning & Client

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: CITI
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
Position: Senior Wealth Advisor: Strategic Planning & Client Growth
A leading financial services group in Miami is seeking a Senior Wealth Advisor. This role involves building and deepening client relationships and providing financial planning and investment advice. Ideal candidates will possess strong analytical and communication skills along with experience in financial services and relevant licenses. A bachelor's degree and a proactive, team-oriented mindset are essential.
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Position Requirements
10+ Years work experience
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