Private Wealth Advisor Senior

@ City National Bank of Florida

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Miami, Florida, United States

OnsiteFull Time

Responsibilities:cultivating relationships, analyzing portfolios, presenting solutions

Requirements Summary:8-10 years of customer-facing investment and financial profiling, planning and sales experience; strong relationship management; proficient in presenting financial solutions; excellent analytical skills and MS Office proficiency.

Technical Tools Mentioned:Excel, Word, Outlook, PowerPoint

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Job Description

Job Title

Private Wealth Advisor Senior
Job ID

2025-5695
Posted Date

2/23/2026
Category

Wealth Management
Type

Full-Time
Job Locations

US-FL-Miami
Location : Location

City National Bank of Florida
Job Post Information* : External Company Name

www.citynational.com
Location : Postal Code

33134
Location : Address

2855 Le Jeune Rd