Senior Lead Private Wealth Portfolio Manager Wells Fargo & CoSenior Lead Private Wealth Portfolio ManagerPALM BEACH, FLThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives.
Key Private Bank Wealth Planner KeyCorpKey Private Bank Wealth PlannerPalm Beach Gardens, FL$96,000–$181,000 / yearThe Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Sr. Administrative Assistant AllianceBernstein Holding LPSr. Administrative AssistantWest Palm Beach, FLWho You'll Work With: Bernstein Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. What You'll Do: The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Financial Advisor to serve a broad range of client needs and will act as a liaison with both internal and external clients.
J.P. Morgan Wealth Management - Vice President, Lending Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Lending SpecialistPalm Beach, FLIn this high-impact and fast paced role, you will have the opportunity to make a tangible difference every day, whether it's by providing seamless execution of new lending requests, designing innovative solutions, or helping clients and advisors unlock new opportunities for growth and financial success. As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateStuart, FloridaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Business Service Officer Morgan StanleyBusiness Service OfficerWest Palm Beach, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches.
Restaurant Zone Manager Raising Cane'sRestaurant Zone ManagerBoynton Beach, FLFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Restaurant Manager Raising Cane'sRestaurant ManagerRoyal Palm Beach, FLFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Operations Manager Raising Cane'sOperations ManagerRoyal Palm Beach, FLFull timeOccasionally drive on behalf of the Company for work-related purposes (e.g., picking up product for the Restaurant) when required by business needs (e.g., when a salaried leader is on a leave of absence or there is a role vacancy). Perkspot Employee Discount Programs*Raising Cane's pays weekly, except in some states (e.g., California) where the company pays bi-weekly.
Tax Senior Manager The Third GroupTax Senior ManagerWest Palm Beach, FLThe Tax Senior Manager will oversee tax compliance and planning engagements for high net worth individuals, families, and their related entities, including trusts, estates, family partnerships, and closely held businesses. This role requires deep technical expertise in individual, trust, and estate taxation, strong client relationship management skills, and the ability to lead and develop a team while working closely with partners on practice growth.
Trust Relationship Manager Hancock Whitney CorpTrust Relationship ManagerSt. Petersburg Wealth - St. Petersburg, FLJOB FUNCTION / SUMMARY: The Trust Relationship Manager 3 manages a portfolio of high-value and complex fiduciary client relationships, serving as a senior advisor for trusts, estates, guardianships, and agency accounts. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Sr. Registered Client Service Associate Morgan StanleySr. Registered Client Service AssociateWest Palm Beach, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociatePalm Beach Gardens, FloridaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Tax Senior Associate - Private Client Services (PCS) Hill, Barth & KingTax Senior Associate - Private Client Services (PCS)Stuart, PennsylvaniaParticipate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country.
Tax Manager Hill, Barth & KingTax ManagerStuart, FloridaInteract closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. 4+ years previous public accounting experience with a strong concentration in tax including corporate, partnership, individual, trusts and estate planning, and resolving complex tax issues.
Tax Intern Hill, Barth & KingTax InternStuart, FloridaAt HBK, the firm's internship program is designed to provide a valuable and challenging "hands-on" learning experience, to develop an understanding of the firm, the public accounting profession and to enhance the intern's formal education. **Please note that application and interview timeframes and processes differ by office location** For specific questions regarding your application and the expected timeframe, please reach out to Catie Cohn at ccohn@hbkcpa.com.
NewAdministrative Assistant Hill, Barth & KingAdministrative AssistantStuart, FloridaWe are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.
Asset & Wealth Management, XIG, Market Risk, Associate - West Palm Beach The Goldman Sachs Group IncAsset & Wealth Management, XIG, Market Risk, Associate - West Palm BeachWest Palm Beach, FLThe External Investing Group ("XIG") provides investors with investment and advisory solutions, across leading hedge fund managers, private equity funds, real estate managers, public equity strategies and fixed income strategies. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients.
Director / VP, State & Local Tax & Incentives TeraWulf IncDirector / VP, State & Local Tax & IncentivesWest Palm Beach, FL$225,000–$275,000 / yearThe successful candidate will bring sophisticated, proactive tax expertise to the significant exposures and opportunities created by TeraWulf's multi-billion-dollar investments in data centers, electrical infrastructure, power generation and related assets. Working closely with Development, Finance, Legal, Operations and External Affairs, this role will ensure tax considerations are incorporated into site selection, project structuring, customer agreements, capital investment decisions and community engagement from the outset.
Senior Consultant- Cdbg-Dr EisnerAmperSenior Consultant- Cdbg-DrWest Palm Beach, FLRemoteEisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). This role is ideal for someone with strong familiarity with the U.S. Department of Housing and Urban Development Community Development Block Grant Disaster Recovery (CDBG-DR) program and a proven track record of supporting complex programs in a compliance or policy-related role.