Wealth Advisor III - Miami Truist BankWealth Advisor III - MiamiMiami, FloridaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
J.P. Morgan Wealth Management - Private Client Advisor - The Villages, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - The Villages, FLThe Villages, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Surfside, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Surfside, FLSurfside, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - St Petersburg, South Tampa, Riverview JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - St Petersburg, South Tampa, RiverviewTampa, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Naples, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Naples, FLNaples, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor III - Tampa / Naples Truist BankWealth Advisor III - Tampa / NaplesTampa, FloridaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
J.P. Morgan Wealth Management - Private Client Advisor - Greater Southwest Miami JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Greater Southwest MiamiMiami, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Portfolio Manager III Bank of America CorpPortfolio Manager IIINaples, FLKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Wealth Advisor, Ultra High Net Worth FartherWealth Advisor, Ultra High Net WorthMiami, FLFarther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Lead Advisor (Lake Nona & Viera, Florida) The Chamberlin GroupLead Advisor (Lake Nona & Viera, Florida)Lake Nona & Viera, FLFull timeOur Retirement Educators qualify potential clients and set appointments, our dedicated in-house paraplanners handle the comprehensive financial planning work, while our client service advisors manage onboarding and ongoing client service. Holistic Wealth Advisory: Meet with prospective clients to understand their unique goals, presenting customized financial plans encompassing tax, estate, insurance, retirement, and income planning.
Opioid Response and Policy Coordinator Manatee County FLOpioid Response and Policy CoordinatorBradenton, FL$71,556.54–$94,812.41 / yearFacilitates new and unconventional partnerships between government and the private sector to develop, test, and launch new initiatives meant to speed the execution of demonstration projects, expand successful pilot programs, and support rapid implementation to meet the public health needs of individuals, families, and communities throughout the County. Masters degree preferred in Public Health (MPH), Public Administration (MPA), Healthcare Administration (MHA), Social Work (MSW), Nursing (MSN), Business Administration (MBA) with a healthcare concentration, Public Policy, or a closely related field.
Wealth Strategist Northern TrustWealth StrategistTampa, FLAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. You'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.
Paraplanner Claire Myers ConsultingParaplannerCoral Gables, FloridaThe ideal person is technically strong and highly detail-oriented but also enjoys working with people and wants to develop into a client-facing financial advisor over time . Our client is a highly regarded wealth management firm known for its thoughtful approach to financial planning and deep, long-term client relationships.
Sr Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr Manager, Wealth Advisor Schwab Wealth AdvisoryOrlando, FLTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
VP Wealth Consultant - Coral Gables, FL Calamos Investments LLCVP Wealth Consultant - Coral Gables, FLCoral Gables, FL$150,000–$200,000 / yearThe Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships with custodial partners and converting referrals into new clients. The position requires coordinating branch meetings, managing the prospect conversion process, and partnering with investment professionals and onboarding teams to ensure seamless client experiences from initial referral through conversion.
Senior Wealth Strategy Analyst Fifth Third BankSenior Wealth Strategy AnalystOrlando, FLREQUIRED SKILLS: Qualified candidates will possess a strong degree of proficiency in (typically from 5+ years of experience): Financial Planning & Analytical Skills: Solid understanding of financial planning concepts including cash flow, estate planning, basic income, gift, and estate tax concepts, and investment structures, with the ability to translate data into actionable analysis. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you.
Senior Wealth Strategist Northern TrustSenior Wealth StrategistJacksonville, FL$130,530–$228,380 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. You'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors.
PWM Partner Portfolio Manager US BankPWM Partner Portfolio ManagerPalm Beach, FL$98,175–$115,500 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Private Wealth Management (PWM) Investment Partners has the shared responsibility for soliciting, developing, managing, and retaining client relationships for Investments.
Public Safety Operations Manager | Full Time | Miami Beach Convention Center Oak View GroupPublic Safety Operations Manager | Full Time | Miami Beach Convention CenterMiami Beach, FL$69,000–$79,000 / yearA LEED Silver certified green building, the venue includes a magnificent Grand Ballroom, 500,000 square feet of flexible exhibition halls, 4 junior ballrooms, outdoor terraces & parks, 84 breakout rooms, and an onsite parking garage with 800 parking spots, including disabled, accessible, and Electric Vehicle (EV) charging spaces, as well as bike racks. Main responsibilities include directing overall leadership, planning, administration, and management of assigned Public Safety & Transportation Department operations, including transportation operations, loading dock operations, event logistics, parking operations, and other operational functions as assigned.
Public Safety Operations Manager | Full-Time | Miami Beach Convention Center Oak View GroupPublic Safety Operations Manager | Full-Time | Miami Beach Convention CenterMiami Beach, Florida$69,000–$79,000 / yearA LEED Silver certified green building, the venue includes a magnificent Grand Ballroom, 500,000 square feet of flexible exhibition halls, 4 junior ballrooms, outdoor terraces & parks, 84 breakout rooms, and an onsite parking garage with 800 parking spots, including disabled, accessible, and Electric Vehicle (EV) charging spaces, as well as bike racks. This includes working closely with internal MBCC departments, contract partners, vendors, exhibitors, Event Managers, show management, transportation providers, public safety stakeholders, and local agencies on operational issues and projects as directed.