Wealth Management Executive

Company OverviewGuerra Wealth Advisors is a dynamic and growing firm dedicated to providing exceptional wealth management services. We are seeking a highly skilled and motivated individual to join our team as a Client Onboarding Specialist.Estimated Salary: $65,000 - $80,000 per year.

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...

Job Title: Chief Financial Officer - Family Wealth ManagementWe are looking for an experienced CFO to oversee the financial management of our clients' wealth. The ideal candidate will have a proven track record in managing complex financial situations, developing financial strategies, and implementing financial plans.This role requires a strategic thinker...

About the RoleAs a highly experienced Senior Financial Advisor and Business Development Leader, you will play a key role in driving business growth and maintaining profitable client relationships in Latin America. With a strong background in investments and banking products, you will develop and execute sales strategies to expand our client base and increase...

Job OverviewPacifica Continental, a leading European bank with an extensive presence in 11 countries, is seeking a seasoned Wealth Management Advisor to join its team in Miami, Florida. This role presents an exciting opportunity for experienced professionals to develop and maintain relationships with existing and prospective clients.

About the PositionDivergent Capital Asset Management is seeking an experienced Producer/Wealth Advisor to join their team in Florida, Georgia, Texas, and California. This role offers a unique chance to work remotely and focus on building strong client relationships.About Us:We provide a fully-integrated service model featuring shared infrastructure,...

About the Role:In this dynamic position at Coastal Wealth, you will be responsible for handling day-to-day activities related to client accounts. As an investment administrator, you will analyze and optimize portfolios using existing software tools, collaborating with our parent office investment team as needed.**Responsibilities:**Portfolio analysis,...

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...

Job Title: Family Office Senior Financial ExecutiveWe are seeking a seasoned Family Office Senior Financial Executive to join our team at BLS Asset Management. The ideal candidate will have extensive experience in financial management, investment analysis, and risk management.This role requires a strategic thinker who can develop and implement financial...

OverviewOur client's International Wealth & Asset Planning practice is looking for an experienced Estate Planning Attorney. This position involves working on international tax experience, preparing documents, and facilitating the establishment of international companies. If you have an LLM in Tax and are licensed by the Florida Bar, this could be an ideal...

Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team in The Caribbean & Miami. As a key member of our sales team, you will be responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the full range investment-related...

About UsBanco de Credito e Inversiones (BCI) provides financial services to individuals and corporations, focusing on being a global leader in innovations and personalized client experience. As the third largest privately owned bank in Chile, we have more than 300 branch offices throughout Chile and representative offices in other countries.Job SummaryWe are...

About the Position:We are seeking a highly skilled investment administrator to join our team at Coastal Wealth. In this role, you will be responsible for managing client accounts, analyzing portfolio performance, and optimizing investment strategies. Our ideal candidate has strong analytical skills, a solid understanding of financial markets, and excellent...

About UsAt Guerra Wealth Advisors, we're driven by a passion for delivering exceptional client experiences and building lasting relationships. Our team of experienced professionals is dedicated to helping clients achieve their financial goals, whether it's growing their wealth, protecting their assets, or creating a secure financial future.Job DescriptionThe...

Role SummaryWe are seeking an experienced Private Wealth Administrator to join our operations team at Teton Trust Company. This is a highly organized and detail-oriented position that requires strong communication and interpersonal skills.About the PositionThe successful candidate will have 1-3 years of experience in legal, fiduciary, family office, or...

About UsProteus Management is a self-storage management company that prioritizes delivering exceptional customer experiences. Our focus is on selling value, providing above-and-beyond service, and dedicating ourselves to serving our local customers. We're seeking a motivated and results-driven Property Sales Manager who shares our vision and values.Job...

About the JobWe are seeking a highly motivated and organized Legal Assistant to join our team at Ascension Global Staffing & Executive Search. In this role, you will provide administrative support to attorneys and paralegals, ensuring the smooth operation of our practice group.You will be responsible for communicating with clients daily, scanning and...

Company OverviewMission-driven professionals at Aascension Global Staffing & Executive Search, a leading national recruiting firm, are dedicated to delivering exceptional results in identifying top talent for its esteemed clients. Leveraging a unique blend of cultural insight and professional expertise, the team creates an environment that fosters success...

Job Summary: Ascension Global Staffing & Executive Search is a leading recruitment firm seeking a highly skilled Business Finance & Tax Legal Assistant for our client's Miami office. In this role, you will provide exceptional support in all aspects of corporate, securities, real estate, financing, technology, aviation, wealth preservation, and tax...

Company Overview:">Affinity Management Services LLC is a reputable Association Management Company that has been serving Miami-Dade, Broward, and Palm Beach County for over 14 years.">We have established ourselves as a trusted partner in community association management, delivering high-quality services that cater to the unique needs of our clients.">At...