Wealth Management Associate

Ascendo Resources

Ascendo Resources is seeking a polished wealth management support professional for a premier family office in the Miami area. The role requires Series 7, a completed bachelor's degree, and 3+ years of related experience, with full bilingual fluency in English and Spanish to serve high-net-worth clients across South Florida. You will coordinate onboarding, manage client accounts, and support advisory teams with daily requests, portfolio reviews, and presentation materials in a fast-paced, hybrid #J-18808-Ljbffr

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Vacancy posted 19 hours ago

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