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Private Client Advisor @ Henley & Partners - The Firm of Global Citizens®

Miami, Florida, United StatesOnsiteFull Time
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About this role

Private Client Advisor at Henley & Partners - The Firm of Global Citizens®. Location: Miami, Florida, United States. Role: converting leads, providing advice, conducting research Requirements: 3+ years customer-facing sales experience in wealth/investment fields; undergraduate degree in business/economics/marketing (master's preferred); English and Spanish proficiency; strong communication, negotiation, research, CRM and Microsoft Office skills. Category: Sales Seniority: Mid Level Tools: Microsoft Office, CRM Commitment: Full Time Workplace: Onsite Languages: English, Spanish

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