Private Client Advisor

About the RoleWe are seeking a highly skilled Private Client Advisor to join our team at Marsh McLennan Agency. As a Private Client Advisor, you will be responsible for providing proactive day-to-day service to our Private Pleasure Yachts Clients, anticipating and evaluating client needs, and responding to client questions in person, over the phone, or via...

Job SummaryCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire qualified, new-to-wealth relationships through leads...

About the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire new relationships through leads and referrals, and...

About the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on providing exceptional client service, identifying opportunities to grow...

Private Client Services Tax ManagerCitrin Cooperman Advisors LLC is seeking a highly skilled Tax Manager to join our Private Client Services team in Fort Lauderdale. As a key member of our team, you will be responsible for providing exceptional client service and ensuring the timely and accurate preparation of tax returns and other tax-related...

Senior Private Banker/Relationship Manager OpportunityAvior Executive Search, Inc. is proud to present an exciting opportunity for a seasoned Senior Private Banker/Relationship Manager to join a well-established and growing bank in Fort Lauderdale. This newly created position is a critical need for the wealth management team, focusing on high-net worth and...

Sands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated Senior Investment Advisor to join its dynamic team in Fort Lauderdale, FL.Focused on the Debt and Equity space, this role involves managing the full deal cycle from outreach to closure, ensuring the quality of client and capital request deliverables.Key...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs...

About the RoleWe are seeking a highly experienced Tax Partner to join our Private Client Services team in West Palm Beach. As a key member of our team, you will be responsible for providing exceptional tax services to our high net worth individual, family office, and closely-held business clients.Key ResponsibilitiesPerform partner-level compliance review...

About the RoleWe are seeking a highly skilled Tax Partner to join our Private Client Services team in West Palm Beach. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including compliance review, tax return signoff, and client consultations on planning opportunities and changes in tax law.Key...

Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized...

Financial Advisor Role at Abacus Capital AdvisorsThis is a full-time hybrid position for a Financial Advisor at Abacus Capital Advisors. The successful candidate will be responsible for primarily bringing in assets and building relationships, while the firm's two portfolio managers handle the investing.Key Responsibilities:Bring in assets and build...

About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector.As a Tax Senior...

Job Title: Private Wealth AdvisorAt FineMark National Bank & Trust, we are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing client portfolios and building meaningful relationships by providing comprehensive investment planning and day-to-day administration of client...

Job Title: Private Wealth AdvisorAt FineMark National Bank & Trust, we are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing client portfolios and building meaningful relationships by providing comprehensive investment planning and day-to-day administration of client...

Job Title: Private Wealth AdvisorAt FineMark National Bank & Trust, we are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing client portfolios and building meaningful relationships with our clients.Key Responsibilities:Manage client portfolios and administer client accounts...

Job Title: Credit Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized banking solutions. As a Credit Solutions Advisor, you will play a critical role in providing expert advice and guidance to our clients, helping them navigate the complexities of borrowing and banking.Key...

Job Title: Client AssociateAscendo Resources is seeking a highly skilled Client Associate to join our team. As a Client Associate, you will play a critical role in ensuring the smooth operation of our client accounts.Key Responsibilities:Process new account openings, updates, and closures in accordance with firm policies and regulatory standards.Maintain and...

Job SummaryAscendo Resources is seeking a highly organized and detail-oriented Client Associate to join our team. As a Client Associate, you will play a critical role in ensuring the smooth operation of our client accounts.Key ResponsibilitiesProcess new account openings, updates, and closures in accordance with firm policies and regulatory...

OverviewWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Mariner Wealth Advisors. As a key member of our wealth management team, you will be responsible for leading a team of wealth advisors to create comprehensive wealth plans that align with each client's goals and values.ResponsibilitiesLead client meetings to...