Wealth Management - Miami, United States - Saragossa

Wealth Management

2 weeks ago

Join one of the most modern network environments in the Wealth Management space. · Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. · Given that the fund is less than five years old, the ...

Wealth Management Associate

1 week ago

Wealth Management Associate - FL, Miami PIN_15037 ) · Primary Location : UNITED STATES-FL-Miami · Organization : Equitable Advisors · Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to ...

Wealth Relationship Manager- SAFE ACT Bayfront, FL

1 day ago

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry exp ...

Senior Wealth Advisor SAFE Act

1 week ago

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

Sales Director

6 days ago

Director of Sales – Financial Sector · Company: · A leading wealth tech solution that transforms complex wealth information into usable and sortable data. Track assets, automate tasks, and enhances client experience. Can pull reports from fund portals and extract data instantly ...

Financial Advisor

1 week ago

If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name · With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you're able to spend 90% of your time sitting with clients ...

Salesforce Developer

2 weeks ago

Develop Salesforce for a growing Wealth Management firm - backed by a leading Investment Manager. · With all kinds of growth in the past few years and a plan to grow by another 50% this year, you'll be a key player in ensuring change is delivered efficiently and everything from a ...

Senior Wealth Advisor SAFE Act

1 day ago

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

Senior Wealth Advisor SAFE Act

1 week ago

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

Senior Relationship Manager, Israel Coverage, Miami

1 week ago

Our client is looking to onboard a Senior Relationship Manager to cover the Israeli & Israeli Diaspora markets out of their offices in Miami · Ideal candidates would come from a similar Wealth Management platform with a transferable book of clients. However, our client would also ...

Investment Portfolio Analyst

6 days ago

A registered Investment Advisor (RIA) located in the Miami area is looking for an Investment Portfolio Analyst · The ideal candidate is someone who has experience performing the following tasks: · Review third-party model portfolios and compile reports detailing their advantages ...

Major Gifts Officer

1 week ago

You are expected to uphold the School's philosophy and will report to the Advancement Director. As our officer of the major gift program, you will be expected to: ·  Help our donors accomplish their philanthropic goals and ambitions through a relationship with the client ·  Sec ...

Lead Salesforce Developer

5 days ago

Are you an EXPERT Salesforce Developer looking for your next challenge? · Our client, a fast-growing wealth management firm, is seeking a talented Lead Salesforce Developer / Architect to join their team. In this position, you will play a key role in migrating our client away fro ...

Senior Private Banker

1 week ago

Location: South Miami · We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensi ...

Senior Client Service Associate

5 days ago

Responsibilities: · Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. · Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as neede ...

Private Banking Relationship Manager II

1 week ago

Location:On site in Coral Gables, FL · Summary · As a Private Banker (PB), you are responsible for business development of high net worth individuals as well as professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. You are res ...

Investment Analyst

5 days ago

We are seeking an Investment Analyst who is willing to make a career move and join an exciting wealth management firm. The ideal candidate must possess experience already within the space and be required to do the following: · Analyze portfolios and prepare reports based on stren ...

Project Engineer

3 days ago

Are you a talented Project Engineer looking for an exciting opportunity to optimize interconnected components of a manufacturing system? Look no further Wealth Recruitment, LLC is seeking a driven and innovative Engineer to join our team. In this role, you will develop and apply ...

Market Manager

4 days ago

POSITION SUMMARY: · The primary focus of the Market Manager role is to drive revenue, increase profit before taxes within their branch and other assigned branches in the market, and manage risk within their branch and other assigned branches in the market. Job functions also incl ...

Full Charge Bookkeeper

4 days ago

FULL CHARGE BOOKKEEPER · Looking for an opportunity that offers growth and advancement, more pay or a better commute? An established wealth management company in Miami is seeking a skilled Full Charge Bookkeeper to maintain financial records. · The bookkeeper works closely with ...