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Financial Consultant Financial Advisor Wealth Management

Private Client Advisor, Wealth Planning & Relationships

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading global financial services firm located in Miami is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse clientele. The role emphasizes client relationship management, requiring at least 2 years in a financial advisory position alongside active Series 7 and 66 licenses. Candidates should demonstrate success in client acquisition and integration with key partners, fostering a team-oriented culture focusing on diversity and inclusion.
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