High Net Worth Client Advisor

About the OpportunityWe are seeking a talented Luxury Real Estate Advisor to join our team at Carvalho Real Estate Group LLC. As a key member of our sales team, you will have the opportunity to work with high-net-worth clients and help them achieve their luxury real estate goals.Key ResponsibilitiesMaintain accurate records of leads and prospective...

About the OpportunityDivergent Capital Asset Management seeks a talented Producer/Wealth Advisor to join their team. This role offers a unique chance to work remotely and focus on building strong client relationships.About Us:We aim to create an ecosystem of support that empowers our wealth advisors with the freedom and resources needed to grow their...

Job DescriptionWe are seeking an experienced Tax Senior to join our Trust and Estates team at Carrie Rikon & Associates, LLC.About the RoleIn this role, you will provide sophisticated tax planning, consulting, and compliance services to high-net worth clients. Your expertise will impact fiduciary, gift, and estate tax matters, as well as individual income...

About the Position:EJI Recruiting, LLC is looking for an experienced Senior Trust and Estate Planning Professional to fill a key role in our high-net-worth, international wealth and asset planning division.Main Responsibilities:Prepare and manage complex international trusts and estates for attorneys.Draft and review various legal documents, including wills,...

About Banco de Credito e InversionesBanco de Credito e Inversiones (BCI) provides financial services to individuals and corporations. As a global leader in innovation and personalized client experience, BCI is recognized as one of the best companies in which to work and develop a career.Job Summary:The Investment Counselor is responsible for providing...

Expand your expertise as a Strategic Tax Advisor for our esteemed Real Estate Private Equity team at EisnerAmper.We are seeking a seasoned professional to drive business growth, deliver exceptional client service, and lead innovative initiatives in the field of tax strategy.About the Role:Craft and execute comprehensive tax plans for clients, ensuring...

About the RoleGlades Talent is representing a Registered Investment Advisor firm, seeking an experienced Producer/Wealth Advisor to join their team. This position is 100% remote.About Us:Divergent Capital Asset Management aims to empower its wealth advisors with the freedom and resources needed to build and grow their business. Our holistic platform...

About Guerra Wealth AdvisorsGuerra Wealth Advisors is a boutique wealth management firm dedicated to providing personalized service and expertise to high net worth individuals, families, and businesses. Our team of experienced advisors works closely with clients to understand their unique financial goals and objectives, developing customized strategies to...

Banco de Credito e Inversiones: A Leader in Financial ServicesBanco de Credito e Inversiones (BCI) has been providing financial services to individuals and corporations for years. With over 10,500 employees, BCI is one of the largest banks in Chile, with a presence in over 300 branches throughout the country and representative offices in other countries.Job...

About the RoleAmerantbank is looking for an International Relationship Director to lead its efforts in developing and maintaining high net worth and ultra high net worth relationships. This individual will provide exceptional service to clients, identifying their needs and delivering tailored solutions to meet their financial objectives.The ideal candidate...

We are seeking an experienced and dynamic Supervisory Principal to oversee the activities and operations of our Wealth Management & Institutional Division at an international bank with both US and offshore investors. This position will require a strategic and highly skilled professional to ensure that all regulatory, compliance, and operational standards are...

**About APR**We are a company dedicated to delivering bespoke insurance solutions. Our team values deep expertise in life insurance products and a commitment to excellence in client service.**Job Overview**We are seeking a Senior Life Insurance Product Strategist to join our team. The ideal candidate will have 7-10 years of experience in life insurance...

About UsWe are a luxury travel company that offers unparalleled experiences to our clients. Our goal is to provide exceptional service and create lasting memories for our guests.Job OverviewThis is a remote opportunity to join our team as a Regional Sales Director - Southern States. As a seasoned sales professional, you will be responsible for building...

Company Overview:Carvalho Real Estate Group Llc is a Miami-based commercial and luxury residential real estate brokerage firm that has been serving all of South Florida for over 15 years. Our team specializes in office, industrial, retail, investment brokerage, as well as consulting, providing our clients with expert guidance and support throughout their...

Company OverviewAvior Executive Search is a leading recruitment agency specializing in high-end placements for top-tier financial institutions.Estimated Salary: $120,000 - $180,000 per annum.Job Description:We are seeking an experienced Senior Relationship Professional to join our team. As a key member of our client services division, you will be responsible...

Pacific Continental seeks a highly motivated and experienced Head of Wealth Management to lead our wealth management division.We offer a competitive compensation package, estimated to be in the range of $120,000 - $180,000 per year, depending on experience and qualifications.About the Role:The successful candidate will be responsible for managing existing...

Job SummaryThe Senior International Relationship Manager at Amerantbank is responsible for managing and retaining a portfolio of high net worth and ultra high net worth personal and commercial customers. This role requires a highly dedicated professional relationship with each customer to ensure a comprehensive understanding of their financial situation. The...

Are you a talented and ambitious professional looking for a challenging role in the insurance industry? We are seeking a Risk Solutions Client Advisor to join our team at World Insurance Associates, LLC. In this role, you will be responsible for providing risk management solutions to businesses and individuals, leveraging our unique niche and broad platform....

Florida One Insurance is dedicated to providing personalized coverage tailored to meet each client's unique needs. As a Full-Time Client Advisor, you will play a vital role in helping clients navigate the complexities of auto insurance, ensuring they have the right protection at the best possible price.Your day will start by reviewing our sales pipeline,...

Job DescriptionAligned Solutions is seeking a highly skilled Tax Professional to join our team. This individual will be responsible for assisting one of our managing partners in managing their book of business, both on the client-facing and internal-facing sides. The ideal candidate will have experience in working with partnerships, corporations, and...