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Senior Private Wealth Advisor — Strategic Investment & Planning
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-23
Listing for:
City National Bank (CNB)
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
City National Bank of Florida seeks a Private Wealth Advisor Senior to consult with clients and deliver wealth advisory and investment management solutions aligned with fiduciary standards. The role involves financial planning services, risk assessment, and ongoing client counsel to grow assets and enhance retention.
The candidate should have 8–10 years in customer-facing investment work and proven sales ability, with strong analytical skills and proficiency in MS Excel, Word, Outlook, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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