About this role
Asset & Wealth Management, Private Wealth Advisor, Associate, Miami at Asset & Wealth Management. Location: Miami, Florida, United States. Role: build client relationships, provide private wealth advice, develop bespoke solutions Requirements: Four+ years in private wealth management or related financial services; Series 7, 63, and 3 licenses (or to be obtained within 3 months); strong client focus, network and business development skills; entrepreneurial, autonomous yet collaborative; high integrity. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 63, series 3 Commitment: Full Time Workplace: Onsite Languages: English