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Financial Consultant

Senior Wealth Investment Counselor – FX & Multi-Asset Lead

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Psychbilling
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Miami is looking for a Senior Investment Counselor. This role entails creating investment strategies based on detailed analyses of clients' wealth and portfolios, along with regulatory compliance. The ideal candidate will have at least 10 years of experience in investment advising, strong knowledge of various investment products, and excellent client-facing skills. The company offers a competitive rewards program and opportunities for professional development.
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Position Requirements
10+ Years work experience
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