Private Wealth Advisor

Job Title Private Wealth Advisor Job ID 2026-5923 Posted Date 7/20/2026 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 Bachelor's Degree in Accounting, Finance or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

8-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management. Required Demonstrates ability to learn and comprehend sophisticated financial planning concepts. Excellent analytical skills, independent judgment and discretion required.

Ability to effectively sell financial services products. Strong knowledge of and the ability to present investment, finance, and tax planning concepts. Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.