- Guardian Life (Tallahassee, FL)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- Morgan Stanley (Miami, FL)
- …Executive Director, Intl Country Mkt Specialist__in Miami, FL_ Prospect and develop new high net - worth client relationships with focused prospecting on ... in investable assets. Maintain and manage the accounts and transactions of those high net - worth investors and jointly develop suitable financial strategies.… more
- Charles Schwab (Orlando, FL)
- …responsibilities for this role: + Provide exceptional, prompt, and thorough service to our ultra- high net worth clients and advisors when researching cost ... provides cost basis updates, support, and resolution of client inquiries. The Specialist in Cost Basis Operations will provide dedicated support and technical… more
- Truist (Miami, FL)
- …of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet ... essential functions. 1. 7+ years in the role as a Wealth Support Specialist or equivalent work-related experience 2. Excellent organizational skills with the ability… more
- JPMorgan Chase (Miami, FL)
- …leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. ... + Excellent interpersonal skills, both written and oral + Self-starter, high sense of responsibility, extremely organized and detail-oriented with strong commitment… more
- Gavin de Becker & Associates (Fort Lauderdale, FL)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... or a combination of the following environments is preferred: Residential, Corporate, Technology, or Military/Law Enforcement Protective Security Details (PSD). + 5+ years working in a full-time certified law enforcement officer position(s). HR-218 (LEOSA)… more
- Truist (Naples, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- Wounded Warrior Project (Miami, FL)
- …and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... for you. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The...service organizations (MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. +… more
- Citigroup (Miami, FL)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- TD Bank (Fort Lauderdale, FL)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... regulations. Develop and implement policies and procedures. The position requires a high level of compliance knowledge with applicable laws and regulations, an… more
- Truist (Ormond Beach, FL)
- …banking; minimum of 5 or more years managing a portfolio of affluent and/or high net worth clients delivering banking, investments, financial planning, ... within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships. 8. Serve as a champion for… more