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Financial Services Wealth Management Financial Advisor Financial Consultant

Senior Wealth Onboarding & Relationship Officer

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 81600 - 122400 USD Yearly USD 81600.00 122400.00 YEAR
Job Description & How to Apply Below
A financial services firm in Miami is seeking an experienced Investment Relationship Officer to lead client onboarding and account opening efforts. The ideal candidate will possess 3-7 years of relevant experience, particularly in wealth management. Strong analytical skills and the ability to manage multiple deadlines are essential. The role also involves collaborating with various teams to enhance client experiences and ensuring compliance with regulations.

Competitive salary and comprehensive employee benefits offered.
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Position Requirements
10+ Years work experience
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