Global Wealth Management Specialist

1 week ago


Naples, Florida, United States Jobot Full time
Job Opportunity

About the Role

We are seeking an experienced International Estate Planning Attorney to join our team at Jobot. As a key member of our trusts and estates practice, you will provide high-quality legal advice and support to our clients on matters related to international estate planning.

Responsibilities

  • Advise U.S. clients on structuring estate plan documents to minimize U.S. taxes and coordinate with foreign counsel.
  • Draft U.S. estate plan documents for U.S. clients with foreign assets or foreign beneficiaries and coordinate with foreign counsel.
  • Administer estates of U.S. individuals who own foreign assets.
  • Advise foreign clients on structuring investments in the U.S., including the acquisition of real estate.
  • Draft U.S. estate plan documents for foreign clients with assets or beneficiaries in the U.S. and coordinate with foreign counsel.
  • Administer estates of foreign individuals who own U.S. assets.
  • Advise clients on U.S. reporting requirements for foreign investments and transfers from foreign entities or people.

Requirements

  • Partners, Counsel, and Senior Associates are encouraged to apply.
  • Experience in international estate planning and cross-border taxation.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

What We Offer

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


  • Naples, Florida, United States Moran Wealth Management Full time

    About the RoleMoran Wealth Management is a leading Registered Investment Advisory firm dedicated to providing exceptional investment management services to our clients. As a Client Service Specialist, you will play a vital role in ensuring that our clients receive the highest level of service and support.Key ResponsibilitiesClient Service Coordination:...


  • Naples, Florida, United States MAI Wealth Management, Inc. Full time

    Job OverviewPOSITION SUMMARYThe Financial Wealth Consultant will play a crucial role in executing MAI's comprehensive strategy for engaging with clients through our Advisor Referral Program (ARP). This professional will oversee, or assist in overseeing, client relationships encompassing investment management, financial planning, and effective client...


  • Naples, Florida, United States Moran Wealth Management Full time

    About the RoleMoran Wealth Management is a leading Registered Investment Advisory firm dedicated to providing exceptional investment management services to our clients. As a Client Service Specialist, you will play a vital role in ensuring that our clients receive the highest level of service and support.Key ResponsibilitiesClient Service Coordination:...


  • Naples, Florida, United States Moran Wealth Management Full time

    Job OverviewMoran Wealth Management, a Registered Investment Advisory firm, is dedicated to providing extensive resources and tailored strategies to address clients' investment management requirements. Our clients benefit from a team of seasoned advisors who offer a diverse array of financial products and services, including investment management, succession...


  • Naples, Florida, United States Moran Wealth Management Full time

    Job OverviewMoran Wealth Management, a distinguished Registered Investment Advisory firm, offers extensive resources and tailored strategies to fulfill clients' investment management requirements. Our clients benefit from a dedicated team of seasoned advisors who provide a diverse array of financial products and services, including investment management,...


  • Naples, Florida, United States Keller Executive Search Full time

    Job Opportunity: Financial Advisor/Wealth SpecialistAbout the Role:Keller Executive Search is seeking a highly skilled and experienced Financial Advisor/Wealth Specialist to join our team. As a Financial Advisor/Wealth Specialist, you will be responsible for providing expert financial planning and investment advice to clients, helping them achieve their...


  • Naples, Florida, United States CNI Consulting Inc. Full time

    This is a remote opportunity.Senior Vice President of Wealth Management SalesOverviewWe invite experienced financial advisors to explore a rewarding opportunity focused exclusively on sales. As the Senior Vice President of Wealth Management Sales, your primary responsibility will be driving sales without the burden of service obligations. You will benefit...


  • Naples, Florida, United States The Bessemer Group, Incorporated Full time

    Position OverviewAn exceptional opportunity exists for a pivotal role within The Bessemer Group, Incorporated's business development division. In this capacity, you will cultivate new connections with ultra-high net worth individuals, representing our esteemed wealth management firm.Your responsibilities will include:Identifying and nurturing potential...


  • Naples, Florida, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients. We are committed to refining our expertise in personalized financial planning through our innovative Roundtable and UniFi processes, which exceed conventional methods. With a growing network of...


  • Naples, Florida, United States Annex Wealth Management LLC Full time

    **Join Our Expanding Team**Are you a recent graduate aspiring to pursue a career in Financial Advisory?In this extensive training and development initiative, you will gain insights into all facets of financial advisory services and experience the operations of a flourishing branch office.You will learn and perform the vital administrative functions that...


  • Naples, Florida, United States The Bessemer Group, Incorporated Full time

    Position OverviewAn exceptional opportunity exists to become an integral part of The Bessemer Group, Incorporated's business development division. In this capacity, you will cultivate new connections with ultra-high net worth individuals, representing our esteemed wealth management firm.Your responsibilities will include:Identifying and nurturing potential...


  • Naples, Florida, United States Fifth Third Bank Full time

    About the RoleFifth Third Bank is seeking a highly skilled and experienced Wealth Management Advisor II to join our Private Bank team. As a key member of our team, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.Key ResponsibilitiesSales and Business...


  • Naples, Florida, United States Insight Global Healthcare Full time

    Job OverviewDaily Responsibilities:Insight Global Healthcare is seeking a Clinical Support Specialist to provide assistance to healthcare providers during medical procedures within a clinical setting. This role involves preparing examination rooms, measuring patient vital signs, performing blood draws, conducting laboratory tests, ensuring quality control,...

  • Coffee Specialist

    2 weeks ago


    Naples, Florida, United States Pyramid Global Hospitality Full time

    Property About Us At Pyramid Global Hospitality, our employees are our priority. We are committed to fostering a supportive and inclusive workplace that champions diversity, personal growth, and overall wellbeing. Our People First philosophy is evident in our focus on employee development, benefits, and the cultivation of meaningful relationships. Pyramid...


  • Naples, Florida, United States RSM Global Full time

    About the RoleWe are seeking a highly skilled and motivated Audit Associate to join our team at RSM Global. As a key member of our audit team, you will be responsible for providing exceptional service to our clients, ensuring the accuracy and reliability of their financial statements, and identifying areas for improvement.Key ResponsibilitiesClient Service:...


  • Naples, Florida, United States LHH Full time

    Top Global Law Firm Expands Private Wealth Management GroupWe are seeking a highly skilled attorney to join our world-renowned Private Wealth Management Group. As a leading law firm with offices across Florida, we have a strong reputation for excellence and a commitment to delivering exceptional results.Key Responsibilities:Manage complex estate planning and...


  • Naples, Florida, United States Insight Global Full time

    **Job Summary**We are seeking a highly organized and detail-oriented Patient Service Specialist to join our team at Insight Global. As a key member of our medical clinic staff, you will be responsible for handling various clerical duties, ensuring seamless patient experiences, and maintaining accurate records.**Key Responsibilities:**Assist in scheduling new...

  • Eye Care Specialist

    2 weeks ago


    Naples, Florida, United States VSP Global Full time

    Join a Leading Vision Care ProviderAre you ready to elevate your professional journey as an Optometrist? At VSP Global, we are dedicated to providing exceptional eye care services that enhance the quality of life for our patients.Your Role:Deliver comprehensive eye examinations and assessments.Prescribe corrective lenses and manage ocular health.Educate...


  • Naples, Florida, United States Insight Global Full time

    Job OverviewOur organization is seeking a skilled Atlassian Jira Specialist who will be accountable for managing the Atlassian ecosystem and providing support for all Jira-related products, plugins, and integrations.Company CommitmentWe are dedicated to fostering diverse and inclusive workplaces where individuals can express their true selves every day. We...


  • Naples, Florida, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...