Senior Portfolio Advisor - Miami, FL

Blackstone Technology & Innovations (BXTI) is seeking a Cybersecurity Technical Advisor to operate and build a program that measures and advises on the security posture of Blackstone's global portfolio of companies. · ...

Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help c ...

+Job summary · This is an exciting opportunity to work at the intersection of cybersecurity and business. · +QualificationsB.S. in Computer Science, Engineering, Cybersecurity, or related technology field. · ...

The Portfolio Manager will support portfolio construction, monitoring, and ongoing management for high-net-worth and institutional clients of the firm. · Support portfolio construction, rebalancing, and implementation across client accounts · Monitor portfolio performance, asset ...

Our client is a highly regarded boutique wealth management firm seeking a Client Relations Analyst to support advisors and portfolio managers in delivering an exceptional client experience. · Bachelor's degree in Finance, Business, Economics, or a related field2–5 years of experi ...

+You don't need prior finance experience to join our team but you do need energy great people skills a strong work ethic and an entrepreneurial spirit. · +Identify and set appointments with potential clients · Meet with clients to assess their financial needs · Develop customized ...

The Investment Advisor at Provenance Wealth Advisors is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. · Design and manage ...

We are expanding our advisory division and seeking experienced Financial Advisors and Money Managers with established relationships and a proven track record of managing significant client assets. · Key Responsibilities · Manage and advise on high-value client investment portfoli ...

Element Pointe Family Office's Portfolio Reporting Associate is a detail-oriented professional who is comfortable working in a dynamic, fast-paced environment, and committed to delivering a high-quality, accurate work-product on a time-sensitive basis. · Bachelor's degree. · Seri ...

Our client is a large SEC registered investment Advisor. · Support the Portfolio Manager in all areas to provide exceptional service to clients and counterparties. · Prepare investment plans with PM guidance for individual client portfolios. · ...

We are looking for Financial Advisors who want to grow their practice with us. · The role requires working on-site at one of our offices in Miami - Buenos Aires - Santiago de Chile - Bogotá · At Black Toro, we build long-term relationships based on trust, transparency,and a singl ...

We are working with a private family office based in the Coconut Grove area seeking an experienced Controller to oversee accounting, reporting and financial operations across a complex portfolio of alternative investments and real estate holdings. · Bachelor's degree in Accountin ...

The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. · ...

Meet Guerra Wealth Advisors, · We're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. · With over three decades of excellence serving clients in South Florida and nationwide, · ...

+We are looking for experienced professionals who understand deal flow, underwriting, negotiation strategy, · and long-term client relationship management — and who want a brokerage platform designed to enhance performance · and profitability. · +Competitive commission splits str ...

You will join a small, high-performing team focused on serving high-net-worth Latin American clients through investment and integrated banking solutions. · ...

The Vice President will be a key member of this investment team and will play a central role in evaluating new investments, managing deal execution, supporting portfolio companies, and mentoring junior professionals. · ...

We are hiring a talented Financial Planning Analyst to join our team. If you are excited to be part of a winning team Equitable is a great place to grow your career. · ...

As an Exposure Control Advisor, you will play a critical front-line role in managing timely collections and maintaining credit exposure within established tolerances for a diverse portfolio of accounts. · ...

+ Develop and monitor customized asset allocation strategies and investment policies aligned with client objectives+ Serve as primary point of contact for assigned clients, building long-term, trusting relationships through superior communication and proactive engagement+ Counsel ...