About this role
International Banker & Wealth Advisor at undefined. Location: Miami, Florida, United States. Role: Prepare plan, Meet goals, Dual-license Requirements: Manage high-net-worth client relationships, provide wealth guidance, and meet AUM/ROA targets; Series 7/66; bilingual English/Spanish; travel. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Bloomberg Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English, Spanish