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Wealth Management Financial Consultant

Bilingual Investment Analyst — Wealth Management

Job in Coral Gables, Miami-Dade County, Florida, 33114, USA
Listing for: MAXIMAI Investment Partners
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A boutique investment advisory firm located in Coral Gables is seeking a Wealth Management Associate. The role involves supporting daily trade execution, performing operational oversight for alternative investments, and researching investment opportunities. The ideal candidate has at least 3 years of experience in wealth management, is fluent in Spanish, and holds a degree in Finance or a related field. This firm provides a collegial work environment and emphasizes professional growth within the wealth management sector.
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