Wealth Management Assistant

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

Creand Wealth Management is looking for an experienced Compliance & Onboarding Officer for our Brickell office, to be responsible for assisting the Firm in executing the compliance program for the Broker-Dealer and Investment Advisory, as well as supporting the overall Compliance Department.RESPONSIBILITIESProvide ongoing support to the regulatory compliance...

Creand Wealth Management is looking for an experienced Compliance & Onboarding Officer for our Brickell office, to be responsible for assisting the Firm in executing the compliance program for the Broker-Dealer and Investment Advisory, as well as supporting the overall Compliance Department.RESPONSIBILITIESProvide ongoing support to the regulatory compliance...

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 and prospects providing superior service. As a boutique firm, we offer the...

As a Client Service Associate of Provenance Wealth Advisors, you will use advanced skills gained through training and experience to provide pro-active support to Financial Advisors and assist with efficient, quality client service. You will serve not only as a key member of the Provenance Wealth Advisors team, but also the initial point of contact for...

As a Client Service Associate of Provenance Wealth Advisors, you will use advanced skills gained through training and experience to provide pro-active support to Financial Advisors and assist with efficient, quality client service. You will serve not only as a key member of the Provenance Wealth Advisors’ team, but also the initial point of contact for...

Proteus Management is a self storage management company which owns its properties and puts a focus on delivering a customer experience that is a cut above the rest. Above and beyond service, a focus on selling value, and dedication to serving our local customers are some of the things that we do everyday.The Assistant Property Sales Manager works as a part...

Job DescriptionJob DescriptionProteus Management is a self storage management company which owns its properties and puts a focus on delivering a customer experience that is a cut above the rest. Above and beyond service, a focus on selling value, and dedication to serving our local customers are some of the things that we do everyday.The Assistant Property...

Overview: The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service trust department relationships while managing the risks associated with the administration of those...

An esteemed team at a leading healthcare institution is searching for a Asisstant Nurse Manager of the Labor and Delivery Unit. This well know organization is dedicated to providing exceptional care to expectant mothers and their families. The Assist Nurse Manager, Manager, Delivery, Nurse, Assistant, Labor and Delivery, Staffing

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Equitable Advisors- Retirement Benefits Group Job DescriptionEquitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits...

Overview: The Personal Banking Assistant in the Wealth Management Division is responsible for providing personalized support in all phases of customer service, client relationship building, and account maintenance to Wealth Management Relationship Managers. Responsibilities: The Personal Banking Assistant will be responsible for new account documentation,...

Director of Sales – Financial SectorCompany: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 into the platform.Location: Miami, FloridaKey Responsibilities•Develop and execute...

Job DescriptionJob DescriptionOur is a UHNW Multi-Family office with offices in The Caribbean & Miami The role includes working closely with senior management and Investment Advisors and is responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the...