About this role
Private Wealth Advisor Senior at City National Bank of Florida. Location: Miami, Florida, United States. Role: cultivating relationships, analyzing portfolios, presenting solutions Requirements: 8-10 years of customer-facing investment and financial profiling, planning and sales experience; strong relationship management; proficient in presenting financial solutions; excellent analytical skills and MS Office proficiency. Category: Sales Seniority: Senior Level Tools: Excel, Word, Outlook, PowerPoint Commitment: Full Time Workplace: Onsite Languages: English