Senior Wealth Management Professional

Job Title: Senior Network EngineerCorient Private Wealth LLC is seeking a highly skilled Senior Network Engineer to join our team. As a key member of our IT department, you will be responsible for designing, implementing, and maintaining our network infrastructure.Key Responsibilities:Oversee network architecture, deployment, and ongoing administrationManage...

Transforming Talents into LeadersEFG International is a leading Swiss private banking group with a global reach and presence, shaping one of the most attractive growth markets in financial services. We are passionate about delivering expert advice to our clients, managing their assets, financial and family affairs, and creating solutions that enable them to...

Job SummaryCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

Job SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

Job SummaryCitigroup Inc. is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients through...

Key Responsibilities:As a Criminal Justice Advocate at Guerra Wealth Advisors, you will be responsible for performing quality control surveys to ensure our services meet the highest standards. You will also gather referral opportunities to expand our reach in the community, input and update notes into our CRM and data trackers, and maintain professional...

Job Title: Senior Manager, Associate BankerCitigroup Inc. is seeking a highly skilled and experienced Senior Manager, Associate Banker to join our team in Miami, Florida.Job Summary:We are looking for a seasoned professional with a strong background in wealth management and private banking to lead our team in delivering exceptional client service and driving...

Job SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

Job SummaryCitigroup is seeking a highly skilled Wealth Investments Business Performance Analyst to join our team. As a key member of our Wealth Investments group, you will be responsible for analyzing financial performance and drivers, business metrics, expense management, and sales productivity.Key ResponsibilitiesSupport the annual financial plan, revenue...

Job DescriptionWe are seeking a highly skilled Wealth Supervision Coordinator to join our team at Citigroup Inc. This individual will play a critical role in providing essential support to the Wealth Supervision organization.The successful candidate will be responsible for identifying and implementing strategic opportunities for innovative solutions, driving...

Job Title: Senior Sales ProfessionalJob Description:As a Senior Sales Professional at Whetstone Management LLC, you will be responsible for building and maintaining strong relationships with our clients to identify their financial needs and provide them with customized solutions. This role requires a high level of energy, motivation, and enthusiasm to...

Job Description:Wealth Supervision Coordinator is an individual contributor providing essential support to the Wealth Supervision organization.The role is responsible for identifying and implementing strategic opportunities for innovative solutions, driving process re-engineering, building scale and mitigating risk.The candidate will work closely with Wealth...

Citigroup Inc. is seeking a skilled Senior Wealth Advisor to join our team in Miami, Florida. As a key member of our Private Client Coverage group, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships...

We are seeking a skilled Wealth Management Advisor to join our team at U.S. Bank. As a key member of our Wealth Management Team, you will be responsible for meeting with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate each client's unique circumstances.You will determine which financial products are...

At Corient Private Wealth LLC, we strive to provide exceptional wealth management services to our clients. To achieve this goal, we are seeking a highly skilled Cloud Infrastructure Architect to join our team.The ideal candidate will have a strong background in designing, developing, and maintaining cloud-based infrastructure solutions on Microsoft Azure....

Job Description: Are you looking for a career that will provide you an opportunity to build a business, deepen your connection within the community, and leverage your years of work experience? As a Financial Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. You...

Cloud Engineer Job DescriptionAt Corient Private Wealth LLC, we are seeking a highly skilled Cloud Engineer to join our team. As a Cloud Engineer, you will be responsible for designing, developing, and implementing highly available, multi-region solutions on Microsoft Azure. This role involves managing and administering the Microsoft Azure cloud environment,...

Job SummaryAs a Wealth Management Advisor at U.S. Bank, you will be responsible for meeting with affluent clients to collect financial information, conduct discovery, assess investment needs, and evaluate each client's unique circumstances. You will determine which financial products are suitable for the client's unique circumstances and facilitate the...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at RSM US LLP. As a Tax Manager, you will be responsible for providing exceptional tax services to our ultra-high net worth clients, including wealth transfer, charitable, and retirement planning, as well as tax compliance. You will manage and oversee the engagement team focused on...

About Us:Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Our team provides planning and tax compliance services for domestically and internationally based clients in diverse industries.Audit Senior Role:We seek highly motivated accounting professionals to join our...