Personal Assistant ARC GroupPersonal AssistantFort Lauderdale, FLWe are seeking a highly organized, proactive, and discreet Personal Assistant & Yacht Operations Coordinator to provide comprehensive support to a High-Net-Worth Principal across personal, household, business, property, travel, financial, and yachting responsibilities. The ideal candidate is equally comfortable coordinating a yacht service provider, reconciling household expenses, arranging complex international travel, managing vendors, or handling time-sensitive personal requests.
Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer & Co. Inc.Registered Client Service Associate (Fort Lauderdale, FL)Fort Lauderdale, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Financial Advisor Brady FinancialFinancial AdvisorMiami, FLServe as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
Tax Senior Manager, Private Client Group Phaxis LLCTax Senior Manager, Private Client GroupBoca Raton, FL$160,000–$220,000 / yearThe Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams.
Senior Branch Operations Specialist (Ft.Lauderdale, FL) Oppenheimer & Co. Inc.Senior Branch Operations Specialist (Ft.Lauderdale, FL)Fort Lauderdale, FLInc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The firm is seeking a Branch Senior Operations Specialist to join their Private Client Branch office in Ft. Lauderdale, FL Branch.
Client Service Associate (Ft.Lauderdale, FL) Oppenheimer & Co. Inc.Client Service Associate (Ft.Lauderdale, FL)Fort Lauderdale, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
Senior Associate, Assurance The Third GroupSenior Associate, AssuranceBoca Raton, FLThe Senior Associate, Assurance will be responsible for planning and executing audit procedures for a diverse client base, supervising and reviewing the work of staff auditors, and serving as a key point of contact with clients during fieldwork. Coordinate directly with client personnel, including accounting and finance teams, to obtain audit evidence and resolve open items.
Tax Manager The Third GroupTax ManagerBoca Raton, FLThis role requires strong technical tax knowledge, engagement management skills, and the ability to mentor and develop staff while serving as a trusted advisor to clients. The Tax Manager will oversee tax compliance and planning engagements for a diverse client base, including corporations, partnerships, and high-net-worth individuals.
Financial Aid Advisors Datasoft TechnologiesFinancial Aid AdvisorsFort Lauderdale, FLEssential Functions: Daily -10%: Provides financial aid advice and counsels students on financial aid programs, eligibility requirements, and application processes while maintaining a level for individualized counseling to provide students with the most equitable financial aid award package. Under limited supervision, the Financial Aid Advisor is responsible for assisting senior advisors, coordinators, and management with calculating eligibility, communicating effectively with students, pulling files and documents, and scanning.
Financial Advisor ECG ResourcesFinancial AdvisorDelray Beach, FLWith a team-based advisory model and a comprehensive, planning-first approach to client service, the firm is known for its commitment to delivering an exceptional client experience. This firm is a well-established, rapidly growing independent wealth management firm with a strong presence across the United States.
J.P. Morgan Advisors -Senior Client Associate -Bilingual Spanish/ English required Miami, FL JPMorgan Chase & CoJ.P. Morgan Advisors -Senior Client Associate -Bilingual Spanish/ English required Miami, FLMiami, FLProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Associate Vice Provost, Business Services Miami Dade CollegeAssociate Vice Provost, Business ServicesMiami, Florida$127,563–$159,455Candidates must possess one of the following combinations of education and experience: Master's degree in Business Administration, Finance, Accounting, Management, or a related field and seven (7) years of management experience in budgeting, financial management, risk management, auxiliary services, or a related administrative area; OR Bachelor's degree and eleven (11) years of progressive management experience in the respective fields. This executive leadership position oversees a diverse portfolio that includes purchasing, risk management, auxiliary services, property and asset management, and real estate, with a strong focus on operational excellence, fiscal stewardship, compliance, innovation, and revenue optimization.
J.P. Morgan Advisors -Senior Client Associate -Bilingual Spanish/ English required Miami, FL JPMorgan Chase Bank, N.A.J.P. Morgan Advisors -Senior Client Associate -Bilingual Spanish/ English required Miami, FLMiami, FLFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Associate Director of Financial Aid Keiser UniversityAssociate Director of Financial AidFort Lauderdale, FLFull timeThis is accomplished through:Overseeing student financingConducting initial overview with studentReviewing and following-up on student packagingConducting financial aid review with studentMonitoring and tracking financial aid packagesThe Associate Director of Financial Aid must hold a minimum of a Bachelor's Degree. The Associate Director of Financial Aid must also have:3-5 years experience as a Financial Aid officer / representativeKnowledge of Federal & State Grant / loan programsExperience with Return to Title IV calculationsHands on knowledge of crossover funding issuesManagerial experienceManaging team performance
Merrill Advisor Development Program - Financial Advisor: Miami & Islands Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Miami & Islands MarketMiami, FLOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. 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.
Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Florida Tropics MarketFort Lauderdale, FLBack to search results Merrill Advisor Development Program - Financial Advisor: Florida Tropics Market Fort Lauderdale, Florida; Plantation, Florida; Aventura, Florida; Weston, Florida; Boca Raton, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Palm Beach Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Palm Beach MarketDelray Beach, FloridaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Senior Audit Associate (Client Service) Doeren Mayhew CPAs and AdvisorsSenior Audit Associate (Client Service)Miami, FLThe role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership. Plan and manage smaller engagements or sections of the audit; ensuring that projects are at or below budget (i.e. communicating with associates on scheduling issues or delays, mitigating excessive billable hours posted to WIP.
NewEntrepreneurial Services Administrative Assistant Kaufman RossinEntrepreneurial Services Administrative AssistantMiami, FLCelebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Our Entrepreneurial Services team works closely with mid-sized businesses, providing trusted tax and accounting services that help clients navigate complex financial needs and achieve their goals.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorPlantation, FLEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.