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Senior Wealth Advisor Leadership & Client Impact
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-01-03
Listing for:
Citi
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Miami is hiring a Senior Wealth Advisor to build and deepen client relationships while ensuring regulatory compliance. The role requires 5-8 years of experience in financial services and strong analytical skills. Responsibilities include client asset management, compliance with KYC/AML regulations, and providing investment advice. Candidates should hold necessary securities licenses and be proficient with Microsoft Office and financial planning software.
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Position Requirements
10+ Years
work experience
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