Family Office Fiduciary Advisor

Family Office Fiduciary AdvisorOur client is looking for a strong fiduciary and investment management professional who is experienced providing superior client service to UHNW clients $20MM+ that has worked with families $20MM+. They need someone that can manage the dynamics of a family relationship, coordinate services needed which generally means now and...

Company DescriptionTomcat Family Office is a one person office adminstration center for multiple trusts, family limited partnerships, passive limited partnerships, holding companies, project SPVs, aircraft, residences and associated staff and professional relationships.Role DescriptionThis is a full-time on-site role as Family Office Manager based in St....

Company Description Tomcat Family Office is a one person office adminstration center for multiple trusts, family limited partnerships, passive limited partnerships, holding companies, project SPVs, aircraft, residences and associated staff and professional relationships. Role Description This is a full-time on-site role as a Chief Administrative Officer at...

Compliance- CCOSt. Petersburg, Florida (On-site)Webull Advisors is an SEC registered Investment Adviser focused on robo-advisory services. We are looking for a talented compliance professional in St. Petersburg, Florida to join our compliance department and provide support for our investment advisory services.Responsibilities:Contribute to the regulatory...

Customer Accounts Advisor St. Petersburg, Florida Overview A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals. In this role you will also support the overall needs of the store by assisting other team members. You will have direct contact with customers and will act as a...

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

Are you a financial advisor burdened with wearing too many hats? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and...

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our...

4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do:Directly engage...

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

Benefits:Stipend401(k)Bonus based on performanceCompany partiesDental insuranceFlexible scheduleHealth insuranceOpportunity for advancementTraining & developmentVision insuranceWhy Current and Former Athletes Thrive Here:We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment...

Overview:Join Our Renowned St. Petersburg Practice as an Endodontist!Our distinguished private practice in St. Petersburg, FL, a cornerstone of the community for decades, is thrilled to invite candidates for a new Endodontist position. If you're looking to join a respected and well-established, highly successful family practice, this is your opportunity!What...

The Chief Financial Officer is responsible for overseeing the fiscal health of the company. They will direct the financial functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission, and other regulatory and advisory organizations and in...

Customer Service Sales Advisor Make sure to apply with all the requested information, as laid out in the job overview below. Make a Difference: As a result of current economic conditions, our clients are looking for viable alternatives to their current benefit programs and the demand for our products and services has never been higher! Our Advisors can make...