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Financial Consultant Financial Advisor Wealth Management

Legacy Wealth Advisor: Trusts, Estates & Multigenerational Planning

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Ascendo Resources
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A well-established wealth management organization is seeking an experienced Wealth Advisor to support high-net-worth and ultra-high-net-worth clients in Miami. This role involves delivering holistic advisory support across trust oversight, investments, estate planning, and personal financial matters. Ideal candidates should have a Bachelor’s degree, 8+ years in wealth management, and a strong understanding of complex financial needs. Excellent communication and organizational skills are essential for this position.
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