- Citigroup (Coral Springs, FL)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- Comerica (Fort Lauderdale, FL)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success ... of the Wealth & Institutional Management business unit by building and...the business development function. * Be viewed as an advisor by serving as a resource speaker for related… more
- Truist (Fort Lauderdale, FL)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Deloitte (Miami, FL)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Atria Wealth Solutions (Pembroke Pines, FL)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide investment and...there is an exciting opportunity for an experienced Financial Advisor to join the investment program and take an… more
- TD Bank (Fort Lauderdale, FL)
- …and the Wealth Lending Advisors (WLA) support the lending activities of Wealth Banking. In this position, the Senior Compliance Manager will provide ... role. **Line of Business:** Compliance **Job Description:** **Department Overview:** US Wealth Compliance acts as an independent regulatory compliance and conduct… more
- Deloitte (Miami, FL)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- First Horizon Bank (Miami Lakes, FL)
- …for the small business department and region. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, investments, ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- Wells Fargo (Miami, FL)
- **About this role:** Wells Fargo is seeking a Market Sales Manager in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a driven and ... will have a proven ability to partner with leadership share best practices, new wealth management solutions and help advisors grow. Learn more about our career areas… more
- Citigroup (Miami, FL)
- …communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …growth and satisfaction of our people. You may also serve as a Career Advisor to our service line senior resource coordinators. **What you will bring ... allocation conflicts for the project assigned. + Serve as a Trusted Business Advisor to the leaders in the practice along with Regional Leadership + Experience… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead ... with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …optimized for minimizing tax liabilities. You will serve as a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis ... + Develop and present analytical reports and strategic tax insights to senior management. + Familiarity with partnership M&A activity. **Strategic Leadership and… more