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Bilingual Wealth Ops Associate: Trading & Client Service

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: FinTrust Connect
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique Family Office in Miami is seeking a Registered Client Service Associate to execute trades, manage client accounts, and provide operational support. The ideal candidate must have an active FINRA Series 7 and 66 license, along with a minimum of 5 years in wealth management. Spanish fluency is a must, as it will be used extensively in client communication.

The role involves working hybrid, primarily in the Brickell office with some remote flexibility.
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Position Requirements
10+ Years work experience
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