Senior Wealth Client Advisor — Relationship & Portfolio
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Ascendo Resources is seeking a skilled client services professional in Miami to serve as the primary contact for allocated clients, ensuring trustful, compliant engagement and proactive communication. You will support financial advisors with account openings, transfers, and ongoing maintenance.
The role requires a Bachelor's degree in finance or related field and FINRA Series 7/66 certification, with strong knowledge of financial products and exceptional communication abilities.
Our organisation is growing, and we are hiring a Senior Wealth Client Advisor — Relationship & Portfolio in Miami, FL, United States.
Join us at Ascendo Resources as our next Senior Wealth Client Advisor — Relationship & Portfolio in Miami, FL, United States.
We are currently recruiting a Senior Wealth Client Advisor — Relationship & Portfolio for our team in Miami, FL, United States.
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