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Financial Consultant

Wealth Management Client Solutions Specialist

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Miami seeks a dedicated individual to provide client service support to Financial Advisors. The role includes educating clients on banking services, ensuring material accuracy, and maintaining client relationships. Applicants should be enthusiastic, detail-oriented, and have a minimum of a High School diploma. Bilingual Spanish, investment product knowledge, and proficiency in Microsoft tools are highly desirable.

This position offers a structured environment focused on results and client satisfaction.
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