Wealth Advisor: Client Book & Plans
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-01-16
Listing for:
The Misch Group
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A financial services firm in Miami is seeking a highly motivated Financial Advisor to provide comprehensive financial planning and investment management. The ideal candidate will build strong client relationships, meet business growth objectives, and have an established book of business. Required qualifications include an active Series 65 or 66 license and experience in the financial services industry. Benefits include health insurance, dental, vision, and a 401k plan.
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