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Wealth Management Financial Consultant

Wealth Management Client Associate — Bilingual & Licensed

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Ascendo Resources
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A growing wealth management firm in Miami is seeking a Wealth Management Client Associate to facilitate trade executions, serve as a liaison between advisors and clients, and oversee client onboarding. The ideal candidate will hold active FINRA Series 7 and 66 licenses and demonstrate proficiency in both Spanish and English. The position requires exceptional organizational skills and experience in the financial sector, providing an excellent opportunity to support a growing client base in a fast-paced environment.
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Position Requirements
10+ Years work experience
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