Investment Advisor- 6B+ Multi-Family Office

Job DescriptionJob Description6B+ AUM Established Multi-Family Office seeks professional in Southeast Florida with strong new business background to spearhead and build-out their Florida practice.Entrepreneurial opportunity to expand existing Florida practice of well-established firmWork with current Florida client base and COI'sCollaborate with Partners...

Job DescriptionECG Resources is seeking a seasoned Investment Advisor to spearhead and build-out their multi-family office practice in Southeast Florida.Entrepreneurial opportunity to expand existing Florida practice of a well-established firmWork with current Florida client base and COI'sCollaborate with Partners to cultivate new relationships with Ultra...

Position OverviewECG Resources is seeking a seasoned professional to lead and develop our Florida operations within a well-established Multi-Family Office managing over $6 billion in assets.This role presents an entrepreneurial opportunity to enhance our existing Florida practice while leveraging a robust client portfolio.Engage with our current Florida...

This role is a hybrid position requiring three days in-office and two days working remotely. Our client, a reputable and expanding investment and wealth management firm, caters to ultra-high-net-worth families, family offices, and institutional investors. With a workforce of approximately 140 employees and multiple offices nationwide, they manage assets...

Mariner Independent is looking for an Associate Wealth Advisor in Newport Beach, CA. This is a full-time opportunity with Ocean Heights Advisors, an employee owned financial advisory and investment management company affiliated with Mariner Advisor Network.The Associate Wealth Advisor will work directly with wealth management teams to support them in the...

Job DescriptionJob DescriptionThis is a hybrid role with 3 days in-office in West Palm Beach, FL, and 2 days WFH. Our client is a well-established and growing investment and wealth management firm serving ultra-high-net-worth families, family offices, and institutional investors. They have around 140 employees with offices across the US including West Palm...

Job DescriptionJob DescriptionThis is a hybrid role with 3 days in-office in West Palm Beach, FL, and 2 days WFH. Our client is a well-established and growing investment and wealth management firm serving ultra-high-net-worth families, family offices, and institutional investors. They have around 140 employees with offices across the US including West Palm...

Job DescriptionJob DescriptionSUPERINTENDENT – Multi-Family RenovationsThe Superintendent will be responsible for onsite management of multi-family renovation/repositioning projects along the east coast of Florida (between West Palm Beach and Fort Lauderdale).Company Description:Provident Specialty Group offers both Market Rate Renovations and Affordable...

About SCS FinancialSCS Financial is a leading investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. With a strong foundation built over 22 years, our firm prides itself on a team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration...

About the RoleEaton SAKS International Group is seeking a highly skilled Client Services Associate to join our team. As a key member of our investment management team, you will play a pivotal role in servicing the needs of our clients, including wealth managers, financial advisors, RIAs, and institutional investors.ResponsibilitiesClient Relationship...

Our client, an Investment Firm, is looking to hire an Office Coordinator to help support their office.You will be performing a number of administrative support and customer service tasks to ensure efficient operation of their office environment.Specific duties and responsibilities may include:Answering phone calls, transferring callers as appropriateGreeting...

Our client, an Investment Firm, is looking to hire an Office Coordinator to help support their office.You will be performing a number of administrative support and customer service tasks to ensure efficient operation of their office environment.Specific duties and responsibilities may include:Answering phone calls, transferring callers as appropriateGreeting...

Job DescriptionJob DescriptionCompany Overview: The Company has a variety of verticals and affiliated holdings – including real estate development, real estate finance, agriculture/industrial, hospitality, marinas, entertainment and more. We are seeking a highly-motivated individual with significant hands-on, full-cycle planning, development and...

Reference #: R-132 Work Schedule: Monday - Friday: 8:00 AM - 5:00 PM (Additional hours may be required to achieve departmental goals.)Role Overview: Takes on a pivotal role in fostering new business within the brokerage, employee benefits, and insurance services offered through the independent broker dealer. This position also involves providing mentorship...

528354BRTitle:Block Advisors Multi-Unit Team Leader 3Our Company :At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they...

Position Overview:As an Investment Portfolio Advisor at Capital Group, you will be an integral part of our Portfolio Consulting and Analytics team.Your primary responsibility will be to enhance asset growth and retention for our North American Client Group by delivering unique insights and thorough portfolio evaluations to intermediaries.Key...

First State Trust CompanyPersonal Trust Relationship ManagerLocation: West Palm Beach, FLSchedule: Full-Time & Hybrid About First State Trust Company First State Trust Company (“FSTC”) is a Delaware chartered trust company with offices in Wilmington, Delaware, and West Palm Beach, Florida. FSTC is rapidly growing. FSTC is rapidly growing, and this...

About this Role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of its Financial Services division. In this role, you will be responsible for providing exceptional service to clients and supporting Financial Advisors in their daily activities.Key Responsibilities:Assist Financial Advisors with service and operational...

Job Description:Overview:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized investment planning and wealth management services.We are seeking a highly skilled and experienced Financial Solutions Advisor to join our team. As a key member of our investment planning team, you will work closely with...

Job DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CAISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and...