About this role
Wealth Management Advisor at Employer. Location: Coral Gables, Florida, United States. Role: Develops client, Provides investment, Maintains relationships Requirements: Bachelor’s in business/finance/economics; SIE, Series 7 and 66; Series 4 preferred; STEP/CFP preferred; CFA optional; 3-5 years wealth management experience. Category: Finance and Accounting Seniority: Mid Level Tools: Financial systems, Investment platforms Certifications: sie, series 7, series 66, series 4, step, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English