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Financial Consultant Financial Advisor Financial Sales Financial Services

Private Client Advisor: Wealth Planning & Relationships

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: JPMorganChase
Full Time position
Listed on 2025-12-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Miami to provide financial planning and investment solutions to clients. The ideal candidate will have at least 2 years of experience in a financial advisory role, strong client relationship skills, and the necessary financial certifications. This role involves helping various clients build their financial portfolios while ensuring an exceptional customer experience.

A competitive compensation package and benefits are offered.
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