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Wealth Management Client Associate — LATAM; Spanish
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-01-04
Listing for:
UBS
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services company is seeking a Registered Client Associate in Miami, FL. This role involves supporting Financial Advisors in wealth management, conducting order entries, and educating clients on services. Candidates should have Series 7 and 66 licenses, fluency in Spanish, and ideally 3+ years of experience in client services. Attention to detail and excellent communication skills are essential. This position offers a full-time contract with a focus on client engagement and support in the Latin American market.
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Position Requirements
10+ Years
work experience
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