High Net Worth Trust Advisor

About the Role:We are seeking a highly experienced Private Wealth Trust Advisor to join our team at Finemark National Bank. This is an exceptional opportunity for a skilled professional to manage and administer complex trust relationships, providing expert advice and guidance to high-net-worth clients.Job Summary:The successful candidate will be responsible...

We are DeFi Planet, the leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential. We strive for an inclusive culture and talent experience that sets us apart from other companies.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity...

**Job Summary**We are seeking a highly skilled Senior Fiduciary Financial Advisor to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, providing exceptional client service, and ensuring compliance with regulatory requirements.Key Responsibilities:Administer trust...

Job SummaryWe are seeking an experienced Senior Trust Portfolio Manager to join our team at Finemark National Bank. This is a senior-level position that requires a high level of expertise in managing complex financial portfolios and trust relationships.About the RoleThe successful candidate will be responsible for managing and administering trust accounts,...

Job DescriptionWe are seeking a skilled Elite Financial Advisor to manage a portfolio of high-net-worth clients, providing personalized banking and investment solutions.About the RoleThis is an exceptional opportunity for a motivated and experienced professional to join our team as a Premier Banker II. As a key member of our financial services team, you will...

**Job Summary**The Luxury Wealth Strategist at Finemark National Bank is responsible for managing and administering complex trust relationships, focusing on prudent fiduciary risk management, relationship growth, and exceptional client experiences.Key Responsibilities:Fiduciary Management: Administer trust accounts in accordance with governing instruments,...

About UsPremier Protection Insurance Services is a leading insurance agency catering to high net worth entrepreneurs. Our specialized expertise lies in providing personalized insurance solutions for both personal and commercial lines.Our MissionWe ensure the protection and security of our esteemed clients' valuable assets with a focus on exceptional service...

 Job SummaryThe University of the Incarnate Word is seeking an Academic Advisor to provide academic advising services for students and implement engagement and retention strategies in assigned Schools to meet the goals of Academic Support Services. The ideal candidate will have strong interpersonal communication skills, be able to handle multiple...

Job SummaryFidelity Investments is a leading financial services company that empowers individuals, companies, and institutions to achieve their financial goals. We are seeking a highly skilled Strategic Relationship Manager to join our team.About the RoleThis role is responsible for building long-lasting relationships with high net worth clients by providing...

Company OverviewPremier Protection Insurance Services is a specialty boutique insurance agency catering to high-net-worth entrepreneurs. Our team excels at delivering top-tier insurance solutions, and we're seeking an experienced Senior Personal Lines Insurance Specialist to join us.Salary: $120,000 - $180,000 per year, depending on experienceJob...

About the Role:This is a high-level position that requires exceptional trust administration expertise, financial acumen, and client relationship management skills.Job Summary:Manage and administer complex trust relationships with a focus on prudent fiduciary risk management and relationship growth.Administer trust accounts in accordance with governing...

Dynamic Opportunity for a Seasoned Executive AssistantThe Chief Operations Officer for Travel and Technology Services is a pivotal role that requires an exceptional executive assistant to support the founder/CEO of a company that provides innovative solutions to major airlines in Fort Lauderdale, Florida. This is a dynamic opportunity for a seasoned...

Job Summary:We are seeking a highly skilled Business Entity Formation Specialist to join our team at Equity Trust Company. This is a full-time position located in Fort Myers, FL and eligible for a hybrid schedule after the probationary period.About Us:Equity Trust empowers individual investors and financial professionals by removing barriers to investment...

About UsWe are a leading full-service tax planning and accounting firm based in Fort Myers, FL. Our team of experts caters to high net worth individuals, small businesses, self-employed professionals, and freelancers across specialized industries.Why Join Us?Dynamic Professional Environment: Fast-paced and dynamic work setting with a dedicated team of...

About UsWe are a leading full-service tax planning and accounting firm based in Fort Myers, Florida. Our team of experts caters to high net worth individuals, small businesses, self-employed professionals, and freelancers across specialized industries. We strive to simplify business responsibilities and enhance financial knowledge for our clients.Our...

About Sam Galloway Ford-LincolnAs a family-owned and operated dealership, Sam Galloway Ford-Lincoln has been serving the community since 1927. We pride ourselves on our commitment to customer satisfaction and providing top-notch services.Salary & BenefitsThe successful candidate can expect a highly competitive salary ranging from $50,000 to $100,000+ per...

Job Description: As a Senior Tax Advisor at our firm, you will be part of a dynamic team that prides itself on providing exceptional service to our clients. We offer a comprehensive range of tax services, including individual, corporate, and international tax.About Us: We are a South Florida-based business advisory and tax accounting firm with a strong focus...

About the Role:As a Service Advisor, you will play a vital role in delivering exceptional customer service at CarMax. Your primary responsibility will be to act as a liaison between customers and retail technicians, providing accurate information and ensuring that customer concerns are addressed in a timely manner.Key Responsibilities:Meet and greet...

Job Description:Job Title: Private Wealth AdvisorJob Summary: We are seeking an experienced and skilled Private Wealth Advisor to join our team at FineMark National Bank & Trust. As a Private Wealth Advisor, you will be responsible for managing client portfolios, building meaningful relationships, and providing comprehensive investment planning and...

Job SummaryKunin Associates, a respected CPA firm in Fort Lauderdale, seeks an experienced Tax Senior to join their team. This key tax role requires a strong background in tax preparation, research, and review, with expertise in partnership, S corporation, and high-net-worth individual tax laws.Key Responsibilities:Tax return preparation and...