Wealth Advisory Coordinator

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...

At Guerra Wealth Advisors, we are seeking a highly skilled Senior Financial Advisor Coordinator to join our team. This role is perfect for individuals who are passionate about sales and have excellent communication skills.We offer a competitive salary of $62,000 - $75,000 annually, plus an uncapped commission structure. Our company is committed to the...

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 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 Kaufman RossinKaufman Rossin is a top accounting firm in the country, recognized for its commitment to innovation and excellence. With over 600 employees and offices spanning across the tri-county area, we offer a unique blend of tradition and innovation.Job DescriptionWe are seeking a seasoned Tax Senior with M&A expertise to join our dynamic Tax...

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...

About Banco de Credito e InversionesBanco de Credito e Inversiones (BCI) provides financial services to individuals and corporations. As a global leader in innovation and personalized client experience, BCI is recognized as one of the best companies in which to work and develop a career.Job Summary:The Investment Counselor is responsible for providing...

Estimated Salary: $45,000 - $65,000 per yearAbout the CompanyWe are a small but flexible firm based in South Florida, dedicated to delivering comprehensive accounting and advisory services with a personal touch. Our team is passionate about providing expert advice and guidance to individuals and businesses alike.Job DescriptionWe are seeking a highly...

We are seeking a highly motivated and ambitious Financial Professional to join our team at New York Life, a Fortune 100 company with over 175 years of experience in the financial services industry.The ideal candidate will have excellent leadership skills, be competitive, entrepreneurial, coachable, communicative, self-disciplined, and authentic. As a...

About UsNew York Life is a Fortune 100 company with a long history of excellence. For over 175 years, we have helped generations of Americans protect their families and achieve their financial goals.We are a mutual company, accountable only to our policyholders. Our focus on long-term success drives us to innovate and deliver value for our clients. We are...

Company OverviewDoeren Mayhew is a reputable public accounting and advisory firm with a strong presence in the industry. Headquartered in Troy, Michigan, the company has a global footprint with offices in various locations, including Houston, Miami, Dallas, Charlotte, Tampa, Atlanta, Grand Rapids, Zurich, and London.

Unlock Your Potential as a Financial AdvisorAt New York Life, you have the freedom to build a successful career as a financial advisor. With our support, you can grow your practice and achieve your goals in the financial services industry. As a Fortune 100 company, we are committed to long-term success for our clients and offer a range of products and...

Job SummaryWe are seeking a detail-oriented Administrative Assistant to join our team in Miami, Florida. As an Administrative Assistant, you will provide support to our Shareholders, Managers, and Auditors, assist with daily office needs, and work on quarterly audits of Credit Unions. This is an excellent opportunity to join a growing firm and contribute to...

Unlock your earning potential and make a lasting impact in your community as an Insurance Sales Professional with Bankers Life.With a rich history dating back to 1879, we've been dedicated to providing financial security solutions that shape our culture. Our team of experienced professionals is passionate about helping individuals achieve their financial...

About UsEgon Zehnder is a leading executive search and leadership advisory firm that empowers leaders to tackle complex challenges with innovative solutions.The OpportunityThe Executive Assistant plays a crucial role in supporting consultants by providing administrative assistance and owning the oversight of tasks. This position requires a highly organized...

Job SummaryWe are seeking a highly skilled and experienced Client Service Manager to join our team at Professional Legal Group Inc. This is an excellent opportunity for a motivated individual to take on a leadership role and make a significant impact in our company.Key Responsibilities:Front Desk Operations: Manage the front desk, oversee daily operations,...

Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm is seeking an experienced legal assistant to support the International Wealth and Asset Planning practice group in Miami, FL.Job Description:The Legal Assistant plays a critical role in boosting attorney efficiency by managing information and aiding in...

Job OverviewWe are a renowned engineering consulting firm in Florida, specializing in civil, water and wastewater, structural and transportation related engineering projects. With over 17 years of experience, our team has established itself as a trusted partner for clients across the state.We have an exciting opportunity for a Senior Structural...

About Our CompanyKaufman Rossin is a renowned accounting firm in South Florida, known for its commitment to employee development and well-being. With over 600 employees and offices spanning across the tri-county area, we offer a unique blend of tradition and innovation.Job OverviewWe are seeking an experienced Tax Senior with M&A expertise to join our...

About UsKaufman Rossin is a leading accounting firm in the country, celebrated as one of the top firms with over 600 employees and offices spanning across the tri-county area. Our foundation is built on 'people first' principles, prioritizing employee development and well-being.Our MissionWe strive to be the best place to work in South Florida, providing an...