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Senior Private Wealth Advisor & Planning Strategist
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-29
Listing for:
City National Bank of Florida
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
City National Bank of Florida seeks a Senior Private Wealth Advisor to guide current and prospective clients toward achieving their financial goals through wealth advisory and investment management solutions, including financial planning and fiduciary products. You will analyze goals, liquidity, and risk to tailor investment strategies while maintaining fiduciary standards.
Responsibilities include expanding relationships, meeting sales targets, credit risk assessment, and collaborating with RMs
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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