Private Wealth Manager
3 days ago
Pacifica Continental is seeking an experienced Private Banker to join our team in Miami, Florida. As a Private Banker, you will be responsible for developing and maintaining relationships with existing and prospective clients, providing comprehensive financial planning and investment advice, and managing client portfolios.
Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Develop and implement customized financial plans to meet clients' needs and goals.
- Provide ongoing investment advice and portfolio management services to clients.
- Collaborate with internal teams to ensure seamless delivery of services to clients.
- 5+ years of experience in private banking or a related field.
- Strong network of contacts in Latin America.
- Bachelor's degree in finance or a related field.
- SEC Series 65 or 66 license.
- Competitive salary and benefits package.
- Opportunity to work with a global team of experienced professionals.
- Chance to make a significant impact on the lives of our clients.
- Hybrid work model.
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Private Wealth Management Associate
3 weeks ago
Miami, FL, USA, United States AmLaw 100 International Law Firm Full timeUnique Opportunity for a Tax AssociateAn AmLaw 100 international law firm is seeking a highly skilled Tax Associate to join their private wealth management team. The team provides counsel to high-net worth individuals, family offices, and similar groups on income tax, estate and gift tax, succession, general tax, and strategic business planning...
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Private Wealth Management Associate
2 weeks ago
Miami, FL, USA, United States AmLaw 100 International Law Firm Full timeUnique Opportunity for a Tax AssociateAn AmLaw 100 international law firm is seeking a highly skilled Tax Associate to join their private wealth management team. The team provides counsel to high-net worth individuals, family offices, and similar groups on income tax, estate and gift tax, succession, general tax, and strategic business planning...
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Private Wealth Management Specialist
6 days ago
Miami, United States AmLaw 100 International Law Firm Full timeAmLaw 100 International Law Firm**Job Title:** Private Wealth Associate**Job Summary:**We are seeking a highly skilled Tax Associate to join our high-net worth, private wealth management team. The ideal candidate will have experience in income tax planning, partnership taxation, and family-held business tax issues. International taxation and trust exposure...
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Wealth Management Processor
1 week ago
miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Wealth Management Processor is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position offers a competitive salary (+bonuses) with...
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Wealth Management Processor
2 months ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Wealth Management Processor is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position offers a competitive salary (+bonuses) with...
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Wealth Management Junior Associate
2 weeks ago
Miami, United States Guerra Wealth Advisors Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Junior Wealth Management Associate to join our team at Guerra Wealth Advisors. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial planning and wealth management services.Key...
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Wealth Management Junior Associate
3 weeks ago
Miami, United States Guerra Wealth Advisors Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Junior Associate to join our team at Guerra Wealth Advisors. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and executing trades and allocation changes.Key ResponsibilitiesReceive and respond to...
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Private Wealth Associate
4 weeks ago
miami, United States AmLaw 100 International Law Firm Full timeUnique Miami-based Tax Associate RoleAn international, AmLaw 100 law firm is looking for a 2nd to 7th year Tax Associate (J.D. years 2017 to 2022) for their high-net worth, private wealth management (estate planning) team. The team counsels high-net worth individuals, family offices and similar groups with regard to their income tax, estate and gift tax,...
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Private Wealth Associate
3 weeks ago
Miami, United States AmLaw 100 International Law Firm Full timeUnique Miami-based Tax Associate RoleAn international, AmLaw 100 law firm is looking for a 2nd to 7th year Tax Associate (J.D. years 2017 to 2022) for their high-net worth, private wealth management (estate planning) team. The team counsels high-net worth individuals, family offices and similar groups with regard to their income tax, estate and gift tax,...
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Private Wealth Associate
2 months ago
Miami, United States AmLaw 100 International Law Firm Full timeUnique Miami-based Tax Associate RoleAn international, AmLaw 100 law firm is looking for a 2nd to 7th year Tax Associate (J.D. years 2017 to 2022) for their high-net worth, private wealth management (estate planning) team. The team counsels high-net worth individuals, family offices and similar groups with regard to their income tax, estate and gift tax,...
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Private Wealth Associate
1 day ago
Miami, United States AmLaw 100 International Law Firm Full timeUnique Miami-based Tax Associate RoleAn international, AmLaw 100 law firm is looking for a 2nd to 7th year Tax Associate (J.D. years 2017 to 2022) for their high-net worth, private wealth management (estate planning) team. The team counsels high-net worth individuals, family offices and similar groups with regard to their income tax, estate and gift tax,...
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International Private Banker
3 weeks ago
Miami, Florida, United States Atria Consulting Full timeAbout the RoleAtria Consulting is seeking a seasoned International Private Banker to enhance our presence in the vibrant financial landscape. As a key member of our team, you will leverage your expertise in wealth management and financial advisory to provide tailored solutions for high-net-worth clients.Key ResponsibilitiesRelationship Management: Develop...
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Wealth Management Associate
3 weeks ago
Miami, United States Goldman Sachs Full timeAbout This RoleWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management business, you will provide exceptional client service and support to our clients and sales teams.ResponsibilitiesSupport the implementation of new client accounts, trade...
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Financial Planning and Analysis Specialist
2 weeks ago
Miami, United States Corient Private Wealth LLC Full timeFinancial Planning and Analysis Role at Corient Private Wealth LLCCorient Private Wealth LLC is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our organization, you will play a critical role in driving business growth and success through strategic financial planning and...
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Wealth Management Associate
4 weeks ago
Miami, United States Goldman Sachs Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management business, you will provide exceptional client service and support to our clients and sales teams.ResponsibilitiesSupport the implementation of new client accounts, trade...
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Tax Associate
2 weeks ago
Miami, United States Pillsbury Winthrop Shaw Pittman Full timePrivate Wealth Tax AssociatePillsbury Winthrop Shaw Pittman LLP is seeking a highly skilled Tax Associate to join our Private Wealth Practice group in Miami, Florida. As a key member of our team, you will be responsible for providing exceptional tax planning and advisory services to high-net-worth individuals, families, and family offices.Key...
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Tax Associate
1 month ago
Miami, United States Pillsbury Winthrop Shaw Pittman Full timePosition Overview The Miami office is seeking a talented income tax associate with 2-5 years of experience to become a part of our esteemed and expanding Private Wealth Practice group. This group specializes in addressing the income tax, estate and gift tax, and business planning requirements of affluent individuals, families, and family offices. Key...
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Senior Network Architect
3 days ago
Miami, Florida, United States Corient Private Wealth LLC Full timeSenior Network EngineerAt Corient Private Wealth LLC, we're seeking a highly skilled Senior Network Engineer to join our team. As a key member of our IT department, you'll be responsible for designing, implementing, and maintaining our network infrastructure to ensure seamless communication and data transfer across our offices.Key Responsibilities:Design and...
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Wealth Management Summer Analyst Program
2 months ago
Miami, United States Bank of America Full timeJob description and Summer Analyst Program overviewWith more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized...
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Wealth Management Tax Advisor
4 weeks ago
Miami, United States AmLaw 100 International Law Firm Full timeExciting Opportunity for a Tax Advisor in Wealth ManagementAn esteemed AmLaw 100 international law firm is seeking a Tax Advisor with 2 to 7 years of experience (J.D. years 2017 to 2022) to join their distinguished private wealth management (estate planning) division. This team provides expert guidance to affluent individuals, family offices, and similar...