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Wealth Management Client Associate – Private Banking

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: National Black MBA Association
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and client management skills, and have a client-first mindset.

This role offers an opportunity for those committed to continuous learning and professional growth, emphasizing a collaborative work environment in Miami, Florida.
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Position Requirements
10+ Years work experience
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