Senior Wealth Advisor
3 weeks ago
Citigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.
Key Responsibilities- Build relationships with new clients and deepen relationships with existing clients through financial planning and excellent discovery and profiling skills.
- Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
- Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research.
- Master referral opportunities to grow portfolio and refer opportunities to segment partners where appropriate.
- Acquire new clients through converting referral leads and manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- Ensure strict adherence to KYC/AML and other compliance norms and partner with all roles on branch team to ensure all clients have a positive in-branch experience.
- Assume an informal/formal leadership role within teams, including coaching and training new recruits.
- 5-8 years of experience serving in a financial advisory capacity.
- Experience in a proactive, successful sales and service role in the financial services industry.
- Strong analytical and financial skills, strong verbal and written communication skills, and organized with strong attention to detail.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
- Basic understanding of investment and financial planning strategies preferred.
- Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
Citigroup Inc. is a global financial services company that provides a range of financial products and services to individuals, corporations, and governments around the world. We are committed to helping our clients achieve their financial goals and improving the lives of our customers.
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Senior Wealth Advisor
3 weeks ago
Coral Gables, Florida, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients, utilizing your expertise in financial planning and wealth management.Key Responsibilities:Build and maintain relationships with clients to...
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Senior Wealth Advisor
3 weeks ago
Coral Springs, Florida, United States Citigroup Inc Full timeWealth Management OpportunityCitigroup Inc is seeking a skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients. You will work closely with a dedicated team to meet the financial needs of our affluent and high-net worth clients.Key...
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Senior Wealth Advisor
3 weeks ago
Coral Springs, Florida, United States Citigroup Inc Full timeJob SummaryCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Our unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in...
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Financial Advisor
4 weeks ago
Cape Coral, Florida, United States IncredibleBank Full timeAbout the RoleIncredibleBank is seeking a talented Financial Advisor to join our team. As a key member of our Wealth Management team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesDevelop and maintain ongoing financial planning relationships with clients,...
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Tax Manager
4 weeks ago
Coral Gables, Florida, United States TrueLine Publishing Full timeUnlock Your Tax ExpertiseA forward-thinking public accounting firm based in Miami, Florida is seeking a seasoned Tax Manager to join our dynamic team. As a trusted advisor, you will play a pivotal role in driving our clients' success through exceptional tax expertise and leadership.Key Responsibilities:Lead and manage client portfolios, ensuring timely and...
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Strategic Corporate Development Analyst
4 weeks ago
Coral Gables, Florida, United States Amerant Bank Full timeAmerant Bank is seeking a highly skilled Strategic Corporate Development Analyst to support the overall process of corporate development transactions, including deal sourcing, due diligence, competitive analysis, valuation, financial modeling, and post-merger integration.The ideal candidate will work closely with senior management and cross-functional teams...
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Financial Services Representative
3 weeks ago
Cape Coral, Florida, United States IncredibleBank Full timeAbout the RoleIncredibleBank is seeking a highly motivated and experienced Financial Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.Key Responsibilities:Develop and implement comprehensive financial plans...
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Civil Engineer IV
4 weeks ago
Coral Gables, Florida, United States AECOM Full timeAbout the RoleAECOM is seeking a highly skilled Civil Engineer IV to join our Water Business Line in Coral Gables, Florida or Fort Lauderdale, Florida office.The successful candidate will work with Project Managers and other technical disciplines on all project phases to deliver a variety of water, wastewater, stormwater, and resiliency projects.Key...
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Tax Director
4 weeks ago
Coral Gables, Florida, United States AerSale, Inc. Full timeAerSale, Inc. Tax Director Job DescriptionAerSale, Inc. is a leading provider of aviation products and services, and we are seeking a highly skilled Tax Director to join our team.Key Responsibilities:Coordinate tax compliance, including U.S. federal and state corporation tax returns, and related quarterly withholding for foreign partners and transfer pricing...
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SSP Temp Enrollment Advisors
3 weeks ago
Coral Gables, United States The University of Miami Full timeCurrent Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet. The University of Miami is considered among the top tier...
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Corporate Development Senior Analyst
2 months ago
Coral Gables, United States Amerantbank Full timeReporting to the Head of Financial Planning and Analysis, the Corporate Development Senior Analyst will be primarily responsible for supporting the overall process of corporate development transactions, including deal sourcing, due diligence, competitive analysis, valuation, financial modeling, and post-merger integration. The Corporate Development Senior...
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Corporate Development Senior Analyst
2 months ago
Coral Gables, United States Amerant Bank Full timeReporting to the Head of Financial Planning and Analysis, the Corporate Development Senior Analyst will be primarily responsible for supporting the overall process of corporate development transactions, including deal sourcing, due diligence, competitive analysis, valuation, financial modeling, and post-merger integration. The Corporate Development Senior...
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Corporate Development Senior Analyst
4 weeks ago
Coral Gables, United States Amerant Bank Full timeReporting to the Head of Financial Planning and Analysis, the Corporate Development Senior Analyst will be primarily responsible for supporting the overall process of corporate development transactions, including deal sourcing, due diligence, competitive analysis, valuation, financial modeling, and post-merger integration. The Corporate Development Senior...
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Financial Advisor I
2 weeks ago
Coral Gables, FL, United States Amerant Bank Full timeResponsible for developing, managing and retaining a book of business of clients in the Intl and domestic market for investment services. The Financial Advisors (FA-IC I) maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Responsible for...
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International Relationship Manager Sr
3 weeks ago
Coral Gables, United States Amerantbank Full timeThe International Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal & commercial customers (usually $5MM and above). The SRM maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their...
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Senior Managing Consultant SAP FI
1 week ago
Coral Gables, United States IBM Computing Full timeIBM Senior Managing Consultant SAP FI - RTR Lead in Coral Gables , Florida IntroductionA career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe.You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies...
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International Relationship Manager I
4 weeks ago
Coral Gables, United States Amerant Bank Full timeThe Relationship Manager I (RMI) is responsible for managing and retaining a book of business of personal & commercial customers (usually $750K and above). The RMI maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product...
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Sr. Director, Estate
1 week ago
Coral Gables, United States University of Miami Full timeCurrent Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. The Senior Director, Estate and Gift Planning (OEGP) in the Division of Development and Alumni Relations (DAR), assists in the formulation and execution of annual plans of...
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Corporate Development Senior Analyst
4 weeks ago
Coral Gables, FL, United States Amerant Bank Full timeReporting to the Head of Financial Planning and Analysis, the Corporate Development Senior Analyst will be primarily responsible for supporting the overall process of corporate development transactions, including deal sourcing, due diligence, competitive analysis, valuation, financial modeling, and post-merger integration. The Corporate Development Senior...
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Sr. Clinical Program Coordinator
6 months ago
Coral Gables, United States University of Miami Full timeCurrent Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this . The Department of Orthopedics Sports Medicine is currently seeking a...
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Sr. Director, Estate
3 days ago
Coral Gables, United States University of Miami Full timeCurrent Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet . The Senior Director, Estate and Gift Planning (OEGP) in the...
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People Business Partner
2 weeks ago
coral gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...
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People Business Partner
2 weeks ago
Coral Gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...
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Human Resources Business Partner
1 week ago
Coral Gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...
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People Business Partner
2 weeks ago
coral gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...
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People Business Partner
2 hours ago
coral gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...
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People Business Partner
3 days ago
coral gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...
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People Business Partner
4 days ago
Coral Gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...
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People Business Partner
3 days ago
Coral Gables, United States Heinemann Americas, Inc. Full timeGriffin Resources is recruiting for a People Business Partner on behalf of Heinemann Americas, Inc. located in Coral Gables, FL.Founded in 2014 as a subsidiary of Germany-based Gebr. Heinemann, Heinemann Americas has grown into a key player in cruise retail and distribution, backed by over 140 years of expertise in Travel Retail. Serving cruise lines,...