Private wealth management jobs in Miami, FloridaCreate job alerts

Description: Location: Miami, FL School Year: Starting Fall Semester 2026 Employer: School Professionals, a Division of The TemPositions Group of Companies We’re thrilled to announce that we are actively building our Substitute Teacher pool to support local charter and private schools. Our immediate recruitment need is for Miami, FL. We’re looking for adaptable, dependable educators open to short-term and long-term assignments starting next school year. Responsibilities Implement lesson plans and maintain classroom continuity in the teacher’s absence. Manage student behavior and foster a safe, engaging learning environment. Support learning across multiple subjects, including literacy, math, and social studies. Adapt to various grade levels and student needs. Collaborate with administrators and staff to ensure instructional success. Track attendance and key classroom details during each assignment. Requirements: 3+ months experience working with students in a traditional classroom or analogous setting. This can include substitute teaching, student teaching, after school counselor, coach, tutor, camp counselor, religious school instructor, higher education professor, etc. *High School Diploma/Equivalent or higher – Florida Employees Be flexible to cover a variety of grades and subjects based on school needs which are subject to change at any time. Excellent classroom management skills and ability to keep students engaged, focused, and motivated. Ability to circulate classrooms or other spaces to supervise and assist students as necessary. Manage student behavior in a positive manner and be able to de-escalate situations. Excellent communication skills. Be patient and exercise sound judgment. Lesson planning, taking and reporting student attendance, grading/scoring, light administrative duties, organizing the classroom, recess, lunch duty, attending field trips, some lifting duties as needed. Attend meetings such as professional development, parent teacher conferences, etc. if requested/approved by school/program and School Professionals. Why Join Us Flexible scheduling that fits your lifestyle. Competitive pay and professional support from our education staffing team. Work with leading charter and private schools across Pasco and Hernando Counties. Great for certified teachers, retired educators, or aspiring educators seeking experience. We’re seeking passionate, adaptable educators ready to help launch something new and meaningful in the Tampa Bay area. FLORIDA BACKGROUND SCREENING Employment for this role is contingent upon completion of background screening through the Florida Clearinghouse. Learn more at https://info.flclearinghouse.com COMPANY OVERVIEW This job is presented to you by School Professionals, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in education. To learn more about employment opportunities, visit our website at https://www.tempositions.com/school-professionals/ We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged. #SPMiami Responsibilities: Skills: Miami

Leads the expansion of the International Wealth Management business by combining personal business development, advisor recruitment, and team leadership. This role is responsible for managing and growing an individual client book, recruiting and developing Financial Advisors and advisor teams, and providing ongoing leadership and business development support to the broader Financial Advisor group dedicated to the international banking segment. In partnership with senior leadership, the Head of International Wealth Management Business Development helps shape and execute strategies to deepen relationships within the international banking channel and convert those opportunities into sustainable wealth management growth. Responsibilities: Lead the growth of the International Wealth Management business through the recruitment, onboarding, development, and oversight of Financial Advisors dedicated to the international banking segment. Serve as the primary business development leader for advisor recruiting efforts, including sourcing, evaluating, attracting, and helping onboard experienced Financial Advisors and advisor teams aligned with the Bank’s international client strategy. Build and develop a productive advisor cluster or team by creating a scalable recruiting model, establishing performance expectations, and supporting long-term advisor retention and productivity. Drive advisor recruitment activity through internal and external networking, pipeline development, market intelligence, and coordination with senior leadership, Human Resources, and other relevant business partners. Manage and grow an individual book of business by developing new client relationships, deepening existing relationships, and delivering profitable growth consistent with the Bank’s strategic objectives. Provide day-to-day leadership, coaching, and business development support to Financial Advisors serving the international banking channel, with a focus on improving sales effectiveness, client acquisition, and overall advisor productivity. Partner closely with International Banking leadership to strengthen referral generation, increase collaboration, and improve conversion of bank client opportunities into Wealth Management relationships. Establish and monitor sales, recruiting, revenue, and productivity goals for the advisor team, and regularly review performance against established benchmarks and strategic targets. Support the successful integration of newly recruited advisors and teams by coordinating onboarding, transition planning, training, and early-stage business development support to accelerate productivity. Identify and implement strategies to expand advisor coverage, enhance market penetration, and improve the overall scale and effectiveness of the International Wealth Management platform. Provide ongoing coaching and performance feedback to advisors, including client observation, business planning, pipeline review, and individualized development plans designed to strengthen production and client relationship management capabilities. Ensure all business activities are conducted in accordance with applicable regulatory requirements and the Bank’s policies and procedures, including those related to Audit, Compliance, BSA/AML, Information Security, and operational risk management. Ability and willingness to travel domestically and internationally, including throughout Latin America, as needed to support business development, advisor recruiting, relationship management, and market expansion efforts. Promote a culture of collaboration, professionalism, accountability, and high-quality client service across the International Wealth Management advisor team and its partner groups. Minimum Education and/or Certifications Requirements: Bachelor’s degree in Business, Finance, Economics, or a related field required. FINRA Series 7 and Series 66 (or Series 63/65, as applicable) required. Supervisory registration is required for the position or must be obtained within a specified period following hire, subject to role structure; Series 24 (General Securities Principal) preferred, although Series 9 and 10 may be acceptable depending on the scope of supervisory responsibilities. A master’s degree and/or advanced professional designation such as CFA, CFP®, or CIMA are a plus. Minimum Work Experience Requirements: At least ten years of proven experience in wealth management, private banking, brokerage, or advisory sales, including at least five years of experience in advisor recruiting, sales leadership, team development, or related business development roles. Strong knowledge of investment, advisory, banking, and trust products, as well as experience working with high-net-worth and international clients, preferred. Functional Skills & Knowledge Requirements: Must possess strong leadership, recruiting, and business development skills, with the ability to attract, onboard, develop, and retain Financial Advisors while also managing and growing an individual book of business. Requires strong sales, negotiation, coaching, supervisory, and relationship management skills, as well as the ability to support the broader Financial Advisor team serving the international banking segment. Requires strong knowledge of wealth management products and services, private banking and advisory solutions, and the international client segment, together with the ability to build effective partnerships across business lines and support referral-driven growth. Must be able to work under pressure, manage multiple priorities, lead change effectively, and identify, assess, and escalate risks arising from business activity, regulatory requirements, or non-compliance with internal policies and procedures. Strong written and verbal communication skills, presentation skills, project management ability, professionalism, and executive presence are required. Technical and/or Other Essential Knowledge: Strong knowledge of wealth management, advisory, brokerage, private banking, and trust products and services required, together with an understanding of the needs of high-net-worth and international clients. Must possess proficiency in Microsoft Office applications, including advanced Excel, Word, PowerPoint, and Outlook, as well as familiarity with CRM and business reporting tools. Requires strong business development, negotiation, problem-solving, and conflict resolution skills, along with excellent written, verbal, presentation, and listening abilities. Must be results-driven, collaborative, analytical, and capable of coaching advisors, managing competing priorities, and adapting effectively to change. Working knowledge of applicable regulatory, compliance, BSA/AML, and operational risk requirements is also required.

CONFIDENTIAL SEARCH — Miami General Contractor Project Manager — Garden-Style Residential Build wealth while you build. Join an employee-owned GC where every project you deliver grows your own stake. THE OPPORTUNITY: I'm running a confidential search for a Project Manager to lead a 2-year garden-style residential build in Miami on behalf of one of Florida's most established and respected general contractors; a firm with a 50+ year track record and 400+ projects delivered on time and on budget. Here's what sets this one apart: the company is 100% employee-owned through an ESOP. Every project you deliver doesn't just build the company, it builds your personal stake in it. With 90%+ repeat-client business and a reputation built on integrity, this is the kind of place people join and don't leave. WHAT YOU'LL DO: • Lead a ground-up garden-style multifamily residential project in Miami from preconstruction through closeout, • Own budgets, schedules, buyout, RFIs, submittals, and change orders, • Manage subcontractors, consultants, and the field team to keep the job on time and on budget, • Serve as the primary point of contact for the owner, architect, and design team, • Drive quality, safety, and the standard of work the firm is known for WHAT YOU BRING: • Project Manager experience with a general contractor, • Ground-up multifamily experience strongly preferred, • Strong command of scheduling, cost control, buyout, and subcontractor management, • South Florida market knowledge and established trade relationships a plus, • A builder's mindset: accountable, organized, and proud of the work WHY THIS ROLE: 🤝 You become an owner — ESOP equity that builds real long-term wealth 🏗️ A 2-year project — stability and continuity, not job-hopping 📈 50+ years and 400+ projects — a rock-solid, financially strong GC 🌴 Strong culture, low turnover — people join here and stay 💰 Competitive base + bonus + full benefits, on top of ESOP upside Interested — or know someone who fits? This is a confidential search. All conversations stay 100% private. Reach out to me directly at (754) 241 - 9581 or Brandon@searchmaxinc.com 📩 DM me directly to learn more. SearchMax Inc. | Professional Recruiting Services Proudly named to the South Florida Business Journal's List of Top Executive Search Firms.

A leading global financial services institution is seeking a highly organized and professional Administrative Assistant to support top-level advisors within its Private Wealth Management division. This is a high-touch role operating in a fast-paced, confidential environment serving ultra-high-net-worth clients. *Contract: 12+ months *Fully Onsite, 5 Days/Week in Brickell, Miami *Spanish Fluency Required What you'll do: • Manage complex calendars, senior-level meetings, and conference call logistics for top advisors, • Handle highly confidential client information and sensitive communications with full discretion, • Manage high-volume phone interactions with senior executives and HNW clients professionally, • Coordinate domestic and international travel arrangements, visa procurement, and expense reporting, • Prepare correspondence, reports, and materials; support client meetings, onboarding, and events, • Support general office administration, facilities management, and ad-hoc projects as needed What we're looking for: • 5+ years executive admin experience, • Fluent in English and Spanish, • Financial services background preferred, • Expert in MS Office suite, • SAP Concur or similar expense tools, • Exceptional discretion and judgment, • Strong written and verbal communication, • Proactive, detail-oriented, self-starter Please submit your resume in Word format for immediate consideration! You can use _ to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

COMPANY OVERVIEW About Daybright Financial Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally. Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions. For more information on Daybright Financial, visit daybright.com. Follow Daybright on , , , and . Daybright is currently seeking a Senior Client Service & Operations Lead to join our Private Sector Retirement Segment. This is a hybrid role out of our Miami office. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals. JOB DESCRIPTION The Senior Client Service & Operations Lead will own the daily execution of account servicing, custodial workflows, and operational controls across our advisory platforms. This is a senior individual-contributor role designed for a professional who operates autonomously, performs at a high level daily, and can mentor a junior team member supporting similar responsibilities. RESPONSIBILITIES • Own end-to-end account onboarding and maintenance, including new accounts, ACAT/non-ACAT transfers, money movement, and account changes., • Serve as primary operator across custodial platforms, independently resolving issues and NIGOs., • Execute complex service requests such as RMDs, QCDs, journals, wires, and restrictions with full documentation., • Ensure CRM and Orion accuracy or administration across workflows, activities, and service notes with strong quality controls., • Lead Orion administration: serve as the firm’s primary administrator for Orion, centralizing and standardizing platform configuration, data quality, reporting, and day-to-day usage across the team., • Maintain operational dashboards and reports including onboarding pipelines, service queues, and billing exceptions., • Train and mentor a junior Client Service / Operations Associate on systems, workflows, and best practices., • Collaborate across internal departments and with external partners — including offshore teams — to align on handoffs, service standards, and end-to-end ownership of operational workflows. JOB QUALIFICATIONS • 5–10 years of experience in RIA or wealth management operations or client service roles., • Strong experience with account servicing, custody platforms, and CRM workflows., • Advanced proficiency in Microsoft Excel and Outlook., • Series 65 preferred or willingness to obtain., • Demonstrated ability to manage custodial workflows independently, prioritize competing deadlines, and support others through training and guidance., • High attention to detail, professional judgment, and personal accountability., • Strong experience working within CRM platforms in a financial services environment (e.g., Redtail, Salesforce, Microsoft Dynamics CRM)., • Direct, hands-on experience with the Fidelity and Schwab custodial platforms is expected., • Experience administering Orion is a plus but not required, as is prior work in Microsoft Dynamics CRM.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Ideal candidate lives in the metro Orlando or Miami areas and is excited to meet with clients in person, if needed. This position offers a competitive bonus opportunity in addition to the base salary The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor - Practice Lead, you bring that mission and vision to life-ensuring that every client interaction is Easy, Personal, and Enlightening. This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do • Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients, • Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients, • Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive., • Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness., • Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients., • An ability to clearly explain the 'Personal Strategy' investment strategy; recommend, implement, and review investment strategies that align with clients' risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions., • Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans., • Effectively coordinate with advisory team and various EPW stakeholders for client-related requests., • Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources., • Travel required to meet with clients face-to-face and build strong relationships. What You Will Bring • 10+ years related work experience in financial services and client experience, • Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required., • Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning, • Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills, • Exceptional at delivering effective client consultations - always composed, professional, and skilled at establishing trust and building long-term client relationships, • Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients, • Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems, • Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention, • Bachelor's degree in business or related discipline or equivalent experience, • FINRA Series 65 required, • FINRA fingerprinting required, • CFP strongly preferred #PJPW #PJHTF What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time - 16 hours per calendar year, • Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $114,000.00 - $165,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer * Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.* Job Posting End Date at 12:01 am on: 06-23-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with _ and sign up for Empower's free newsletter.

Job Description Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.” Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. Celebrated 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. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking senior-level tax professionals to join our dynamic Tax Services team in Boca Raton. Our Tax group provides planning and tax compliance services to inbound and outbound owner/entrepreneurial clients. • Prepare complex tax returns for individuals, partnerships, corporations, private equity funds, etc., • First-level review of returns prepared by interns and lower-level staff, • Proactively assist Managers with interacting with key client management to gather information, resolve tax-related issues, and make recommendations for business and process improvements, • Manage engagement budgets effectively, • Assist in training and mentoring interns and staff, • Resolve minor issues directly with the IRS and other tax authorities, • Dedicate time to professional development and business development activities Requirements What Skills You'll Bring: • Bachelor’s in Accounting required, • Master’s in Taxation or working toward completion, required, • CPA strongly preferred, • Strong knowledge of all tax provisions, • At least 3 years of recent experience in public accounting with strong tax preparation skills (1040s, 1065s, 1120, 1120s) How You’ll Stand Out: • Team player and a commitment to high-quality, detailed work, • Self-starter with the ability to deal with multiple priorities, • Ability to deal with clients and a good “executive presence”, • Proficiency in ProSystems, Excel, and a paperless environment, • Bilingual in Spanish, • Excellent verbal and written communication skills, • Ability to work overtime Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job DescriptionSENIOR ASSOCIATE M&A (MERGERS & ACQUISITION - hybrid) ARC Group has an immediate opportunity in sunny Miami, FL for a Senior Associate M&A (mergers & acquisition). The Senior Associate will support the client's merger and acquisition (M&A) growth initiatives. The Senior Associate M&A will work closely with the company's VP of Corporate Development's various functional teams, as well as the subsidiaries' leaders to identify, target and foster acquisition opportunities by proactively calling on business and owners and other industry leaders This is a direct hire FTE position and a great opportunity to join a client founded over 40 years ago, has over 5K employees across North America and LATAM, is a Fortune 500 company and named as one of the top Fortune companies to work for! They are an organization that promotes work/life balance, has a history of long tenure with its employees, and provides a path to progress your career from within. You must have permanent US work authorization. This is W2 only working for the end client directly. SENIOR ASSOCIATE M&A JOB DESCRIPTION The Senior Associate M&A will lead the analytical and due diligence evaluation of acquisition targets, identifying growth opportunities and key risks, providing input on transaction structuring, legal considerations, and more. In addition, the Senior Associate will also support the VP of Corporate Development and others with reporting and analytics surrounding key internal initiatives. • Identify and foster new acquisition and partnership opportunities by building relationships with industry participants and stakeholders., • Introduce new acquisition targets and ideas to the corporate pipeline and drive those acquisition opportunities forward, • Support and coordinate due diligence activities on strategic transactions, including acquisitions and joint ventures, coordination with third-party diligence providers, and synthesizing results into presentations and reports for senior management., • Assist in all aspects of the deal, including sourcing, qualification, initial rationale/pitch, financial modeling, due diligence and closing & integration activities., • Work with internal team members and functional leaders, as well as external advisers, in the preparation and execution of transactions., • Analyze new markets and commercial opportunities; conduct research and synthesis of results into actionable business plans and analysis; and communicate results to key stakeholders, • Assist key leaders and decision-makers throughout the organization in researching and evaluating growth opportunities, partnership ideas, and investment decisions, • Engages external business and industry experts to learn and influence business strategies, constantly remaining alert and forward-thinking about industry opportunities and risks., • Support and facilitate reporting and analytics around key operating initiatives including sales, margin, productivity, and more., • Support investor relations activities including research and analysis of financial data, tracking and monitoring of investor activity, coordinating investor meetings and follow-ups, and maintaining the company's IR database., • Assist with other internal strategic projects as needed. SENIOR ASSOCIATE M&A REQUIREMENTS, • Minimum of 3+ years of experience in Corporate Development, Private Equity, Venture Capital, Investment Banking, Commercial Banking, Wealth Management, or Public Accounting, • Excellent analytical skills, fluency in performing rigorous financial statement analysis, valuation and other quantitative analyses and familiarity with accounting & key operational metrics, • Curious mind and data-driven disposition, • Outgoing, externally focused business development mindset with experience in business development and comfort around outbound sales calling and relationship building., • Excellent judgment, mature personality, and experience working with senior executives and business ownersWould you like to know more about this role? For immediate consideration, please apply online and view all our open positions at www.arcgonline.com. ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed. ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. We are a no-fee agency for candidates.

Job Description Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.” Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. Celebrated 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. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Manager / Senior Manager to join our growing Outsourced Accounting Services (OAS) practice. This is a high-impact role for an experienced accounting professional who is passionate about leveraging cutting-edge technology to deliver controller and CFO-level services to a diverse client portfolio. Our CAS team is at the forefront of technology-driven accounting, and the right candidate will have the opportunity to grow with a team that is shaping the future of outsourced accounting. • Oversee multiple client engagements simultaneously and manage deadlines, workflow, and team execution across accounts., • Solve higher-risk technical accounting and operational issues and review complex judgments before final escalation., • Optimize workflows across engagements and identify opportunities for efficiency, standardization, and improved delivery consistency., • Balance client, team, and firm needs when making decisions in ambiguous or fast-moving situations., • Design and refine policies, procedures, and service delivery processes that strengthen execution across the portfolio., • Lead process improvement efforts related to close, reporting, workflow coordination, and team handoffs., • Contribute to pricing, scoping, and resource planning discussions with a practical understanding of profitability and delivery impact., • Delegate effectively and develop next-level leaders through technical coaching and operational guidance., • Advance the team's use of technology and cloud-based tools to support scalable, efficient outsourced accounting delivery. Requirements What You’ll Bring • Bachelor’s degree in Accounting or a related field (required)., • 7+ years of accounting experience, including meaningful time in a outsourced accounting, and/or controller-level role., • Proven ability to manage multiple client engagements simultaneously, meeting competing deadlines with precision., • Advanced QuickBooks Online skills; proficiency in MS Excel, Word, Teams, Outlook, and Bill.com., • Demonstrated experience supervising accounting staff and managing client relationships., • Familiarity with treasury management and cash forecasting., • Proficiency with leading technologies, including client collaboration, task management, and financial close platforms., • Excellent interpersonal, organizational, and time management skills. How You’ll Stand Out • CPA license is a plus, • Experience with cloud-based ERP and accounting platforms such as Sage Intacct, NetSuite, Tipalti, Business Central and Rillet., • Prior experience in private industry accounting (e.g., Controller, Accounting Manager) with end-to-end accounting exposure, • Knowledge of AI-powered accounting tools and modern financial close automation., • Strong command of accounting principles and the ability to translate financial data into actionable business insight. Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job DescriptionDescription: Job Title- Integrated Marketing Manager, Private Jet Services Department- Marketing Reports to- Chief Marketing Officer Location- Remote Who we are- Founded in 1995, Elevate Aviation Group is the parent organization uniting Elevate Jet, Private Jet Services (PJS), and Elevate MRO under one standard of aviation excellence. We operate in the space between small operators and faceless corporations – large enough to deliver global capability, yet agile enough to provide true personal service. As we enter our fourth decade, we’re revolutionizing how we approach the market, combining decades of operational expertise with modern technology to deliver certainty, safety, and seamless experiences across every stage of private aviation – from charter to acquisition, management, and maintenance. Summary of position- We are looking for an Integrated Marketing Manager to own the full content and campaign marketing function for PJS. This is a senior individual contributor role reporting to the Chief Marketing Officer and serving as the primary marketing owner for PJS across all enterprise verticals — corporate, sports, entertainment, UHNW, government, and hospitality. You will be responsible for bringing the PJS brand to life across every touchpoint: campaigns, one sheets, email, social, events, and vertical-specific collateral. You are not a generalist executing tasks — you are a strategic content owner who understands enterprise client psychology, can translate complex service offerings into compelling narratives, and knows how to market a premium managed service to sophisticated buyers. Essential Duties & Responsibilities- Campaign Marketing • Lead integrated campaign development across all PJS verticals from brief through execution, • Build campaign architecture that serves both long-cycle enterprise sales and relationship-driven retention, • Partner with paid media and PR agencies to ensure PJS messaging is consistent and on-brand across all channels Content & Collateral • Own all PJS one sheets, pitch decks, capabilities decks, and sales enablement materials, • Develop and maintain vertical-specific content tailored to corporate travel managers, sports organizations, entertainment agencies, government procurement teams, and hospitality groups, • Ensure all PJS materials meet the brand standard: editorial quality, premium tone, zero ambiguity in value proposition Email Marketing • Manage PJS email marketing end-to-end in HubSpot — campaign emails, nurture sequences, client communications, and reactivation programs, • Develop segmented messaging strategies across the enterprise funnel: prospect, active client, lapsed client, • Partner with the Marketing Automation & Intelligence Manager on list hygiene, segmentation logic, and performance reporting Social Media • Own PJS social presence across applicable platforms, with content strategy calibrated to an UHNW and enterprise B2B audience, • Develop an editorial calendar that supports campaign goals, vertical activation, and brand positioning, • Distinguish PJS tone and content approach from Elevate Jet without creating audience confusion Events • Support planning and execution of PJS client events, industry activations, and partnership-driven experiences, • Develop event marketing materials, pre- and post-event communications, and on-site collateral, • Coordinate with the CMO and events function on activations tied to strategic partnerships (e.g., TIGER 21, sports industry) Knowledge, Skills & Abilities Required • 5–8 years of marketing experience with at least 2–3 years in private aviation or business aviation., • Demonstrated experience owning content and campaign marketing for a managed service, charter operation, or high-touch B2B product, • Deep understanding of enterprise buyer behavior across corporate, sports, entertainment, or government verticals, • Exceptional writing ability — you can draft a capabilities deck, a client email, and a social caption with equal command, • Proficiency in HubSpot (campaign execution, segmentation, reporting) or a comparable CRM/MAP, • Strong project management skills with the ability to manage multiple campaigns and stakeholders simultaneously, • Experience working with creative, PR, and paid media agency partners Preferred • Background in managed charter, fractional ownership, or jet card program marketing, • Familiarity with UHNW audience marketing, wealth-adjacent media, or luxury lifestyle brand positioning, • Experience supporting a sales organization with vertical-specific collateral and enablement materials, • Exposure to partnership or co-marketing programs within sports, entertainment, or hospitality ecosystems, • 4–7 years of experience in marketing, brand, or content-focused roles, • Aviation or aerospace industry experience preferred, particularly within private aviation, travel, or high-consideration services Schedule & Travel • Standard business hours are expected for this role, however there may be times when nights or weekends may be required to meet business needs, • Travel may be required up to 10% Miscellaneous • FLSA Status – Full time, exempt, • Lifting requirements – Up to 20 lbs, • U.S. work authorization is a precondition of employment. Applicants must be authorized to work for any employer in the U.S., both now and at all future times. The company is unable to sponsor or assume sponsorship of employment visas.Requirements:

Job Description Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.” Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. Celebrated 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. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Manager level professional with International Tax experience to join our dynamic team in Miami. With clients in more than four dozen countries, our expertise in international tax issues is unmatched. We help clients minimize tax, whether they’re U.S. citizens with interests overseas, non-resident aliens with business operations in the United States, or high net-worth non-residents with investments in U.S. real estate. • Conduct primary and secondary review of complicated or complex international tax returns, • Facilitate planning, execution, direction, and completion of international tax projects in a wide variety of industries, • Consult with clients on tax-efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investments activities, and repatriation programs to minimize US and foreign income taxes, • Provide technical expertise and knowledge of processes to expand the line of business and develop professional staff Requirements What Skills You'll Bring: • BS Accounting, MS Taxation, • CPA, • At least seven years of international tax experience in public accounting, • Strong knowledge of foreign tax provisions, • Compliance knowledge of 5471s, 5472s, FBAR filing, and FATCA, • Team player and a commitment to high-quality, detailed work, • Self-starter with the ability to deal with multiple priorities, • Ability to deal with clients and a good “executive presence”, • Strong computer skills, and experience in a paperless environment, • Proven engagement and staff management skills How You'll Stand Out: • Excellent oral and written communication skills., • Strong interpersonal and teamwork skills with the ability to interact with all levels of client management, referral sources, and other professionals, • Fluent in Spanish Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description About the Company: Cardone Capital acquires and manages real estate properties with a focus on both near-term income generation and long-term value creation. Grant Cardone, CEO, created Cardone Capital to provide everyday investors access to the institutional-grade real estate deals that are normally reserved for only the largest investors. Cardone Capital offers investment funds that invest directly in private real estate transactions. To date, the company has raised over $1.2 billion from 14,483 accredited and non-accredited investors. Cardone Capital’s real estate portfolio consists of approximately 12,718 apartment units across 41 multifamily properties along with over 500,000 square feet of commercial office space. This is full-time onsite Monday to Friday in Aventura, FL - No remote options Position: Investor Relations Associate Cardone Capital has an immediate opening for an Investor Relations Associate to join our dynamic real estate team in Miami. As an Investor Relations Associate, you will primarily connect with potential investors interested in growing their wealth through equity placements in institutional multifamily real estate. This role provides information about opportunities for accredited and non-accredited investors looking to preserve and grow their net worth by equity investments in multifamily real estate. The position works closely with potential and current investors and reports directly to the Investor Relations Manager. Responsibilities: • Evaluate investment opportunities and present detailed information to investors, • Advise potential and current investors on fund return targets and investment strategy, • Maintain and expand relationships with current investor base, • Prospect clients and follow up on warm leads, • Coordinate client and prospective investor requests with appropriate team members, • Maintain the Investor Relations CRM database Requirements: • Bachelor’s degree in Real Estate, Business, Finance, Accounting or similar field preferred, • One to two years’ experience working for a real estate firm or financial institution or a strong interest in real estate investing generally, • Maintain the strictest of confidence while dealing with confidential matters, • Professional verbal and written communication skills, • Experience with Microsoft Office Suite, • Superb time management skills, • Ability to work in an intense, fast paced environment, • Superior attention to detail, • Excellent organizational skills Cardone Real Estate Acquisitions is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #CREA

Job Description About Company: Spices USA has gained a wealth of knowledge from being involved in the Spice Trade Industry for over 30 years. Our extensive experience and knowledge of this sector allows us to be able to source high quality products at highly competitive prices, savings which are passed directly to our customers. Our buyers visit all the major spice producing regions around the world annually. This is to ensure that the focus on quality, which has been the cornerstone on which the company was built, occurs at the source and throughout our supply chain. This approach allows us to have a firsthand knowledge of future pricing trends and product quality, thus enabling us to provide our customers with information to make more informed business decisions that are beneficial for them. So, whether you are just in the market to purchase spices or spice related products, or if your needs are more complex and you require a business resource to work with you to improve your business, Spices USA is here to provide that support. From private label packaging to product development to equipment supply; The Spices USA’s Team is dedicated to ensuring your satisfaction and success. We are here for you! About the Role: The Warehouse Worker/Forklift Operator at Spices USA Inc plays a critical role in ensuring the efficient handling, storage, and movement of inventory within the warehouse facility. This position is responsible for operating forklifts safely and effectively to load, unload, and transport goods, contributing directly to the smooth flow of supply chain operations. The role demands meticulous attention to detail to maintain accurate inventory records and ensure that all products are stored in compliance with safety and quality standards. The successful candidate will collaborate closely with warehouse team members and supervisors to meet daily operational goals and deadlines. Ultimately, this position supports the company’s commitment to timely delivery and customer satisfaction by maintaining an organized and productive warehouse environment. Minimum Qualifications: • Warehouse experience., • High school diploma or equivalent., • Proven experience operating forklifts in a warehouse or industrial setting., • Ability to lift and carry heavy objects up to 50 pounds regularly., • Basic literacy and numeracy skills to read labels, documents, and record inventory data. Preferred Qualifications: • Valid forklift operator certification or license., • Previous experience working in a food or spice distribution environment., • Strong understanding of OSHA safety standards and warehouse best practices., • Ability to work flexible shifts including weekends or overtime as needed., • Good communication skills and ability to work effectively in a team. Responsibilities: • Operate forklifts and other material handling equipment to move products within the warehouse safely and efficiently., • Load and unload incoming shipments, verifying the accuracy of received goods against shipping documents., • Organize and store inventory in designated locations, ensuring proper labeling and adherence to safety protocols., • Ensure that product is received, stored, processed and shipped in a timely and efficient manner., • Assist in inventory counts and maintain accurate records of stock movements using warehouse management systems., • Collaborate with team members to fulfill orders, prepare shipments, and maintain a clean and orderly work environment., • Follow all company policies and OSHA safety regulations to minimize workplace hazards., • Upkeep warehouse clean and organized. Skills: The required skills such as forklift operation and inventory management are essential for daily tasks like moving goods safely and maintaining accurate stock records. Physical stamina and attention to detail ensure that products are handled properly and stored in compliance with safety standards. Preferred skills like familiarity with warehouse management software enhance efficiency by streamlining inventory tracking and order fulfillment processes. Communication and teamwork skills facilitate coordination with colleagues to meet operational goals and maintain a safe work environment. Together, these skills enable the Warehouse Worker/Forklift Operator to contribute effectively to the overall productivity and safety of the warehouse. Spices USA is an equal-opportunity employer that fosters an inclusive and diverse workplace. We encourage all qualified candidates to apply. If you are ready to take on this exciting challenge, apply now and be part of our success story! Monday - Friday: 8:00 AM - 4:30 PM Saturday (once a month)

Vice President - Private Wealth Planner.Morgan Wealth Management is seeking a Certified Financial Planner (CFP) to join the Wealth Planning and Advice team as a Vice President, Private Wealth Planner.In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-base

Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Our advisor-led wealth managemen

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s)/Private Wealth Advisor(s)/teams, including responsibilities such as phone coverage, calendar management and expense processing.

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth

Senior Estate Planning Innovation Lead.Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and

Job Description We are a fast-growing, client-centered estate planning and probate law firm committed to delivering exceptional results while building something bigger than ourselves. Our vision is bold: we are building a premier private wealth and probate practice known for excellence, efficiency, and an elite client experience. We are looking for a fantastic Probate Paralegal to add to our team who can confidently guide clients through one of the most difficult seasons of their lives — and who wants to grow with a firm that promotes from within. What You’ll Gain Working w/ us: • Culture of Excellence & Camaraderie, • Work alongside a team that celebrates wins, supports each other, and holds a high bar., • Leadership That Invests in You, • We are as committed to your development as we are to clients’ success. Training, mentorship, and clear expectations come standard., • A Team of Pros, • You’ll work with seasoned legal professionals who believe in collaboration over ego., • Real Career Trajectory, • We are growing quickly. We promote from within. There is a real opportunity here for leadership and expanded responsibility as we scale our probate and private wealth divisions. If you are Hungry, Scrappy, Smart, Anti-Fragile, and Accountable — keep reading. This is an in-office position at least 3 days a week -- do not apply if you are looking for a remote position Compensation: $65,000 - $75,000 Base Yearly Responsibilities: You can sit across from a grieving family, explain the probate process with clarity and confidence, and make them feel supported and organized. You take ownership. You don’t wait to be told what to do. You anticipate problems and solve them before they escalate. You thrive in an environment where standards are high, feedback is direct, and growth is expected. What You’ll Do Day to Day: • Manage Florida probate administrations from intake to closing, • Draft pleadings, petitions, inventories, accountings, and related court filings, • Communicate directly with clients, courts, financial institutions, and opposing counsel, • Proactively track deadlines and ensure procedural compliance, • Lead clients step-by-step through the probate process with clarity and professionalism, • Coordinate asset transfers and estate distributions, • Support attorneys in strategy and case management, • Continuously improve internal systems and workflows Qualifications: What We’re Looking For • 3+ years of Florida probate experience required, • Strong knowledge of Florida Probate Rules and court procedures, • Exceptional organizational skills and deadline management, • Confident client communicator — in person, on the phone, and in writing, • High emotional intelligence and professional composure, • Tech-savvy and comfortable with case management systems, • Solution-oriented mindset Bonus points if you: • Have experience with complex or contested estates About Company Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing. Our Vision: We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact. We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date i

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Senior Estate Planning Innovation Lead.Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment p

Private Wealth Management division. Support general office administration, facilities management, and ad-hoc projects as needed.

As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to g

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in all are

Job Description ABOUT BCI Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The Private banker is responsible for growing and maintain existing book. Expected to cross-sell Credit and investment products to clients whilst maintaining a very high client satisfaction. The person is expected to uphold all compliance standards whilst also ensure all rules and regulations applicable are upheld. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: Relationship Management Abilities to acquire High Net Worth and Ultra High Net Worth clients, activities which can be performed through referrals, through your own network and by actively approaching potential clients. Actively engage in contact with customers and counterparties, primarily based in Chile, through phone calls, face to face meetings and email to improve our understanding of customers’ needs and position BCI Miami Branch/ BCI Securities to deliver products that meet those needs. Identify risk management factors (Credit, operational, legal, etc.) on a timely basis Profiling the needs and identifying business opportunities. Build relationships with clients and families and cross generations to be able to establish long term relationships. Product Management and Financial Advisory Develop and implement sales strategies and the subsequent servicing of UHNW customers and quality management of standard banking products and services. • Understand and identify credit needs which can range from Advisory Lending, Securities Based Lending, Retail Lending, and investment needs (liquidity, cash management) of current and potential Private Banking clients and offer banking solutions as part of an integrated Wealth Management client team Risk Management Participate in internal committees Demonstrate an understanding of bank policies and procedures, particularly about risk management while maintaining compliance with relevant legal and regulatory requirements in order to demonstrate consideration to the firm’s reputation. Conduct analyses of and document clients credit worthiness, ensuring that all credit proposals fairly assess the risks inherent in a proposed transaction to make well-supported recommendations Follow up and track respective approvals from Head Office Credit Origination Identification and development of credit opportunities, especially credit transactions involving term loans, Residential and Commercial Real estate and specialty loans Collect, analyze and present all relevant information to understand the market, the participants, competition, opportunities and risks Analyze and document clients credit worthiness for presentation to local and/or Head Office credit committees ensuring that all credit proposals fairly assess the risks inherent in a proposed transaction to make well-supported recommendations Other responsibilities BSA / Radar review and front office approvals. Develop and maintain a high degree of understanding regarding bank policies and procedures, as well as all legal and regulatory requirements for the US and Chile markets, particularly with regard to the clients’ product suite Stay current with industry and regulatory standards and best practices as needed via seminars, industry events, training, certifications, and or licenses as needed. Must maintain courteous, professional, and effective internal and external working relationships Must provide timely and appropriate responses to requests for information and/or customer complaints or concerns and provide appropriate follow up to ensure issues are resolved. Must receive and provide clear, constructive feedback in a cooperative and professional manner Ability to understand, speak, read and write English and Spanish Effectively speaking before groups of customers or employees Assume evolving duties and responsibilities of position Work all hours required to fulfill job duties and responsibilities (including, weekends, evenings and holidays as needed) Travel as required Perform additional duties and responsibilities as assigned by management Must have the ability to effectively deal with changing situation, in addition to recognizing, identifying and interpreting a variety of work such as instructions, forms, and reports Ability to work and apply mathematical concepts to be able to get the assigned work completed Required knowledge of regularly operating a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing best-in-class client service Excellent verbal and written communication skills, including ability to effectively communicate with internal and external client Must have the ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications. EDUCATION: Bachelor’s degree in Business, Finance or related field or MBA preferred. CERTIFICATIONS/LICENSES: Series 7 & Series 66 (63 & 65) EXPERIENCE: At least (10+) or more years of experience a must. Positive, goal and team oriented, poised, tactful, independent, self-starter, detail oriented, thinks outside the box. Needs to have a valid driver’s license and must have the ability to independently visit clients. External client interaction (meetings, networking etc.), sales activities, accomplishment of goals, accuracy and regulatory compliance are critical functions of this job.

Job Description ABOUT BCI Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The International Banker & Wealth Advisor is responsible for managing a profitable client relationship portfolio (AUM’s and ROA) and achieving business results through strategic sales development. The International Banker & Wealth Advisor targets existing and future wealthy clients in Latin America to increase profitability and diversify revenue sources, managing a portfolio of approximately 250 individuals with medium complexity needs and an average of $50,000,000.00 in assets under administration. This position requires close collaboration with Wealth Management, Personal Banking Chile, Commercial Banking, and Preferencial Internacional Chile to meet Bci Plan Internacional goals and ensure continuous compliance with banking laws and regulations for regulatory excellence. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: Prepare and manage Marketing and Sales Plan of customer portfolio assigned. Meet goals in conjunction with Department goals. Dual responsibility between the Bci Bank and Securities; NASD Registered with Series 7 and future 66 licenses as a Wealth Manager Advisor (WMA or FA) . Provide training and coaching to Client Service Associates (CSAs). Provide Trading support for the team. Lead the strategic expansion of existing customer relationships across regional offices (Chile, Peru, and Colombia) and the Miami Office Serve as a liaison and business partner with the Relationship Managers of Bci Chile across Bci Chile (Banca Preferencial, Private Bank, Premier Banking, GIC, BAM) and Bci Securities Develop and deliver innovative wealth management financial advice and solutions to clients in collaboration with the Investment Team. Identify and proactively address key investment needs of assigned clients and their businesses, leveraging banking products to bring net new assets. Establish, promote, and maintain a robust pipeline of opportunities to achieve the Team’s annual AUM and revenue goals Manage and ensure the timely resolution of all client inquiries, complaints, and service issues (internal and external) Focus on the achievement of continuous self-improvement and respond effectively to changing circumstances. Maintain a focus on asset quality, drive cost-efficient practices, and ensure strict adherence to all sound bank regulatory practices, including BSA/Compliance policies, Risk Management policies, and NASD Best Practices, as well as the policies and procedures of the Bank and BCI Securities. Present investment proposals, review existing investment portfolios while maintaining clients in line with their suitability/risk appetite. Evaluate the performance and asset allocation of existing portfolios and make necessary adjustments. Manage client needs, service, trades, problem resolution, process issues and respond to client's inquiries. Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies. Travel if required. Follow the Bank’s and Dept’s policies and procedures as well as the ones of BCI Securities. OTHER REQUIREMENTS Work all hours required to fulfill job duties and responsibilities (including weekends, evenings and holidays as needed) Maintain regular and predictable attendance and work the hours and/or shifts assigned, particularly during regular business hours, to communicate with colleagues, supervisors, and customers with whom interaction is required to accomplish and complete work assignments and meet company goals within established deadlines. Maintain courteous, professional and effective internal and external working relationships. Must receive and provide clear, constructive feedback in a cooperative and professional manner Ability to understand, speak, read and write English and Spanish Effectively speaking before groups of customers or employees Assume evolving duties and responsibilities of position Provide coverage for other positions as requested Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds. Perform additional duties and responsibilities as assigned by management COMPLIANCE RESPONSIBILITIES In the performance of their duties, all Bci - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with in the Bci’s Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place, or which may become effective during the staff member’s employment. PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications. EDUCATION: Bachelor’s degree in a related field or equivalent combination of coursework and work experience. CERTIFICATIONS/LICENSES: Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing. EXPERIENCE: At least 2 years of investment experience in International Wealth Management and knowledge in Investments and Bank Products.

Job DescriptionMeet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Here, you’ll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a dedicated team handles lead generation, administrative support, and scheduling. This structure allows you to focus on what matters most: building relationships, providing financial guidance, and helping clients achieve their goals. If you’re seeking a role where you can truly impact people’s lives while being supported by a high-performing team, Guerra Wealth Advisors is calling your name. Role: The Wealth Advisor at Guerra Wealth Advisors is a client-facing strategist and trusted partner, helping clients navigate their financial journeys. You will develop tailored financial plans, manage portfolios, and implement tax-efficient strategies while cultivating meaningful relationships. This role is perfect for experienced financial professionals who thrive in a consultative, client-focused environment and want to make a measurable impact on both clients and the firm. With a robust team providing qualified leads and administrative support, your focus will be on building trust, delivering exceptional service, and growing client relationships. Responsibilities: Conduct comprehensive financial analyses to understand client goals, risk tolerance, and financial situations. Develop personalized financial plans covering investment, retirement, tax, estate, and legacy strategies. Monitor and adjust investment portfolios to align with market conditions and client objectives. Implement tax-efficient strategies and coordinate with tax professionals when needed. Communicate complex financial concepts clearly, fostering trust and understanding. Conduct regular client meetings to update, educate, and address concerns. Identify opportunities to expand services within existing client relationships. Stay informed on industry regulations, compliance requirements, and tax law changes. Pursue ongoing education to deepen financial planning knowledge and maintain professional certifications. Collaborate closely with the lead generation and administrative teams to ensure seamless client experience. Requirements: 3+ years of experience in financial advising or related client-facing roles. Preferred licenses: SIE, 2-15, Series 65; additional certifications/licenses (CFP, CFA, Series 66, Series 7, 2-14) are a plus. Bilingual in English and Spanish strongly preferred. Strong knowledge of financial products, investment vehicles, and market trends. Excellent interpersonal skills with a natural ability to build rapport and trust. Self-motivated, proactive, and eager to grow professionally. Tech-savvy and comfortable learning new systems, software, and processes. Team-oriented with a client-first mindset and high ethical standards. What We Are Expecting: Trusted advisor relationships built on credibility, professionalism, and client-focused service. Growth in client base and assets under management through exceptional service and referral generation. Regularly updated client records and proactive follow-up on all leads and opportunities. Collaboration with internal teams to optimize client engagement and satisfaction. Measurable contribution to firm growth and success. Schedule: Full-time role based in Miami, FL (office and client meeting locations). Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments. Advisor Support Infrastructure (You Focus on Clients — We Handle the Rest) Wealth Advisors at GWA are supported by a fully built enterprise-level platform, including: • Marketing Department generating consistent, high-quality lead flow, • Appointment Scheduling Team scheduling and confirming initial introductory meetings, • Director of First Impressions greeting and hosting clients in-office, • Onboarding Specialist transitioning prospects into clients and facilitating asset transfers (documentation), • Life & Annuity Division assisting with insurance product placement and paperwork, • Estate Planning Division guiding clients through the estate planning process, • Wealth Management & Client Service Team handling service requests and ongoing review scheduling, • Exclusive Client Events Team providing private, invitation-only experiences for your clients This structure enables Wealth Advisors to meet with clients and prospects throughout the day (4 - 6 meetings) while the team maintains and delivers a premium client experience. Compensation: $120,000–$250,000 Annually (Base Salary + Uncapped Commissions + Performance Bonuses) High earning potential supported by a lead generation team providing qualified client opportunities. Benefits: Base salary plus uncapped commission and performance incentives Referral and business development bonuses 401(k) with company match Health insurance, Vision and Dental options 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for certifications and licenses (Guerra Growth Lab) Career advancement within a growing, established firm Culture of continuous learning, professional growth, and team collaboration Advisor Core Values These define what it means to succeed as an advisor at Guerra Wealth Advisors: • Charisma & Natural Like-ability – Speak with energy and confidence., • Knowledge – Demonstrate mastery of financial planning concepts., • Clear Communication Skills – Clients understand what you are saying the first time you say it., • Relentless (WIT – Whatever It Takes) – Go above and beyond expectations., • Process Driven – Respect and follow the systems, processes, and standards.Guerra Wealth Advisors Core Values These are the heart of who we are: • Always Be Learning – Relentless growth and curiosity, • Your Words Matter – Clarity builds trust, • All for One, One for All – Team before ego, • Take Ownership & Accountability – Own outcomes, no excuses, • Do the Right Thing – Integrity above all else If you’re ready to leverage your financial expertise, focus on building deep client relationships, and maximize your impact with the support of a dedicated team, this is your opportunity. Apply today and help shape the financial futures of our clients at Guerra Wealth Advisors. Powered by JazzHR JSGVG34xgl

Job Description Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise — we educate, empower, and guide families toward financial confidence. Here, you'll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a fully built support infrastructure handles lead generation, administrative support, onboarding, and scheduling. This structure allows you to focus on what matters most: building relationships, delivering sophisticated advice, and leading at the highest level. If you're a top-tier financial professional seeking elite earning potential, deep support, and the ability to scale your impact without sacrificing culture or integrity, Guerra Wealth Advisors is calling your name. Role: Senior Wealth Advisor The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships. You are a trusted strategist, portfolio architect, and mentor who delivers advanced planning solutions while upholding the highest professional and cultural standards. This role is designed for accomplished advisors with 7+ years of experience who expect to perform — and be compensated — at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually. With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership — not administrative work. Responsibilities • Lead comprehensive financial planning for middle to high-net-worth and complex clients, including business owners, executives, and multi-generational families., • Develop and present advanced strategies for tax planning, estate planning, retirement income, and legacy wealth transfer with clear, compelling communication., • Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns and tax efficiency using firm-approved processes., • Advise on concentrated stock positions, equity compensation, trust structures, charitable giving, and liquidity events., • Navigate complex planning scenarios including divorce, inheritance, business succession, and major life transitions., • Conduct in-depth financial analysis using advanced planning software, cash-flow modeling, and scenario analysis tools., • Lead client meetings, portfolio reviews, and strategic sessions with C-suite executives and high-net-worth families., • Serve as the primary relationship manager while collaborating with CPAs, attorneys, estate planners, and internal specialists., • Mentor and develop junior advisors through coaching, shadowing, and feedback on planning strategy and client communication., • Identify opportunities to expand assets under management through deepening relationships, referrals, and proactive engagement., • Represent Guerra Wealth Advisors by hosting client education workshops, seminars, and exclusive client events., • Maintain current knowledge of regulatory requirements, tax law updates, and advanced planning strategies., • Uphold Guerra processes, core values, compliance standards, and fiduciary excellence.Advisor Support Infrastructure (You Focus on Clients — We Handle the Rest) Senior Wealth Advisors at GWA are supported by a fully built enterprise-level platform, including: • Marketing Department generating consistent, high-quality lead flow, • Appointment Scheduling Team scheduling and confirming initial introductory meetings, • Director of First Impressions greeting and hosting clients in-office, • Onboarding Specialist transitioning prospects into clients and facilitating asset transfers (documentation), • Life & Annuity Division assisting with insurance product placement and paperwork, • Estate Planning Division guiding clients through the estate planning process, • Wealth Management & Client Service Team handling service requests and ongoing review scheduling, • Exclusive Client Events Team providing private, invitation-only experiences for your clients This structure enables Senior Wealth Advisors to meet with clients and prospects throughout the day (4 - 6 meetings) while the team maintains and delivers a premium client experience. Compensation (Reality-Based, Proven, Elite) $200,000 – $400,000+ Annually (Uncapped Commissions + Performance Bonuses) • $200,000 is the minimum expectation for Senior Wealth Advisors, • Over the last six months, all Tier 2 Advisors were on pace to earn $250,000+ annually as a starting benchmark, • Top performers significantly exceed this range through relationship expansion and referrals The average income of a Senior Wealth Advisor at GWA in 2025 exceeds industry norms. This role is designed for advisors who are motivated by delivering exceptional results & advice to client & works great under a performance-based compensation structure. Requirements • 7+ years of experience advising high-net-worth clients, • CFP®, CFA®, ChFC®, or similar advanced designation (strongly preferred), • RICP required within 1 year of hire, • Active Series 65 required (or Series 66 if active), • Life & Health (2-14 or 2-15) license required or ability to obtain immediately, • Language: English (Spanish strongly preferred), • Proven experience in working directly with clients & administering AUM of $50M+, • Expertise in financial planning, portfolio management, and tax-efficient strategies, • Strong leadership presence and mentoring capability, • Exceptional communication skills with boardroom-level confidence, • High ethical standards and fiduciary-first mindset, • Proficiency with modern financial planning technology & softwareWhat We Expect From You, • Elite-level client relationships built on trust, clarity, and results, • Consistent asset growth through referrals, retention, and deeper client engagement, • Leadership in complex planning scenarios that elevate firm capabilities, • Active mentorship and development of junior advisors, • Thought leadership through seminars, workshops, and client education, • Full alignment with Guerra values, processes, and performance standards, • Measurable contribution to firm growth, reputation, and cultureAdvisor Core Values These define what it means to succeed as an advisor at Guerra Wealth Advisors: • Charisma & Natural Likeability – Speak with energy and confidence., • Knowledge – Demonstrate mastery of financial planning concepts., • Clear Communication Skills – Clients understand what you are saying the first time you say it., • Relentless (WIT – Whatever It Takes) – Go above and beyond expectations., • Process Driven – Respect and follow the systems, processes, and standards.Guerra Wealth Advisors Core Values These are the heart of who we are: • Always Be Learning – Relentless growth and curiosity, • Your Words Matter – Clarity builds trust, • All for One, One for All – Team before ego, • Take Ownership & Accountability – Own outcomes, no excuses, • Do the Right Thing – Integrity above all elseSchedule, • Full-time role based in Miami, FL at Guerra Wealth Advisors Home Office, • Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments for high-value client engagements., • Typically from 9:00 - 6:00 PMBenefits, • Incentive Trips with Owners & Advisors (2025-2026: Mexico, Rome, St. Lucia, Bahamas), • Paid Training - Starting Salary (3 - 6 months), • Uncapped commissions and bonuses, • Significant referral and business development incentives, • 401(k) with company match, • Health, vision, and dental insurance, • 20+ PTO days including holidays and Birthday PTO, • Sponsored advanced training, certifications, and conferences, • Access to personal financial planning services, • Bonus compensation for advanced licenses and certifications (Guerra Growth Lab), • Leadership development, equity consideration, and partnership track, • Culture of excellence, growth, and accountability If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients. Powered by JazzHR WNpV09kqZB

Job DescriptionJOB SUMMARY The Investment Counselor is responsible for providing high-touch, comprehensive investment guidance and tailored solutions to clients within the Wealth Management Division of a bank’s broker-dealer. This role requires the ability to analyze and assess clients’ financial goals, risk tolerance, and investment needs while offering personalized portfolio management and investment advice. Investment Counselors work closely with Financial Advisors, Private Bankers, and other Wealth Management professionals to deliver an integrated service offering. This role requires extensive knowledge of financial markets, investment products, regulations, and wealth management strategies to ensure delivery of superior client service and financial advice in alignment with client objectives. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: Client Relationship Management: Develop and maintain strong relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing personalized investment advice to help meet their long-term financial goals. Regularly meet with clients to discuss investment performance, portfolio strategies, risk tolerance, and changes in financial objectives. Provide expert guidance on investment strategies across asset classes (equities, fixed income, alternatives, private equity, etc.). Assist clients in portfolio construction, rebalancing, and optimizing asset allocation in accordance with their risk profile and financial objectives. Portfolio Management & Advisory: Lead the design and implementation of customized investment strategies and portfolio solutions based on comprehensive client needs assessments. Monitor, evaluate, and rebalance client portfolios as needed to ensure they align with the agreed-upon investment strategy and market conditions. Provide detailed market insights and investment performance updates to clients, ensuring they are informed of any significant changes or opportunities in the market. Leverage a combination of proprietary investment products, third-party offerings, and institutional strategies to create diversified portfolios that meet the client’s financial objectives. Investment Research & Analysis: Conduct thorough analysis of financial markets, economic trends, and asset classes to provide actionable investment insights. Work with internal and external research and product specialist teams to stay updated on market conditions, investment trends, and new products and strategies. Utilize sophisticated financial models, risk management tools, and technology platforms to assess potential investments and make recommendations. Collaboration with Wealth Management Teams: Collaborate closely with financial advisors, relationship managers, and other professionals within the wealth management division to ensure clients receive holistic wealth solutions. Partner with the Private Banking team to coordinate investment strategies with clients’ broader wealth planning, tax, estate, and philanthropic objectives. Educate and train junior staff on investment strategies, market developments, and client relationship management techniques. Compliance and Risk Management: Adhere to all relevant regulatory and compliance standards, including SEC, FINRA, and bank policies regarding investment advice, suitability, and portfolio management. Monitor portfolio risk and ensure that investment recommendations meet the clients’ risk tolerance and are in line with the bank’s internal guidelines and best practices. Ensure all client interactions and investment transactions are documented and compliant with regulatory and internal requirements. Business Development: Actively participate in business development efforts to attract new clients, including providing investment presentations, preparing proposals, and attending client meetings. Assist with cross-selling other banking and financial services, contributing to the growth of the wealth management division. Attend industry events, conferences, and networking functions to promote the bank’s investment services and stay ahead of market trends. GENERAL REQUIREMENTS FOR THIS POSITION: Strong understanding of financial markets, economic trends, and financial instruments. Excellent communication and presentation skills, with the ability to simplify complex financial concepts for clients. High degree of professionalism, integrity, and client focus. Strong analytical, problem-solving, and decision-making skills. Ability to work independently and collaboratively within a team environment. Strong organizational and time-management skills, with the ability to manage multiple client relationships effectively. Ability to understand, speak (fluently), read and write English and Spanish Ability to write routine reports and correspondence Ability to multitask and work under pressure Effectively speaking before groups of customers or employees Assume evolving duties and responsibilities of position Work all hours required to fulfill job duties and responsibilities including, weekends, evenings and holidays as needed) Travel as required Provide coverage for other positions as requested Ability to carry and lift boxes and/or other objects that may weigh between 10 and 25 pounds. Perform additional duties and responsibilities as assigned by management Bci Securities is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment p

As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to g

As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Leverage your unique background and experiences to build a business within Goldman Sachs. Provide unique access and exclusive

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as selec

Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client's wealth management goals. Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their

Job Description Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.” Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. Celebrated 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. Think you have what it takes? How You’ll Contribute: We are seeking a Project Manager, Brand & Social Media to support our Marketing Operations team. This is a senior, strategic role responsible for leading brand strategy, social media direction, and the execution of high-impact marketing initiatives. In this role, you will guide brand stewardship across the firm, manage key marketing programs, and oversee major FY27 transformation efforts, including potential website redevelopment and brand evolution initiatives. You will serve as a strategic leader responsible for shaping how the firm’s brand is expressed, experienced, and scaled across all channels and touchpoints. • Develop, own, and continuously evolve the firm’s social media strategy across organic and paid channels, • Lead brand stewardship, ensuring consistency across all marketing, communications, and business development materials, • Partner with creative resources to define content themes, visual direction, and storytelling approaches that drive engagement and business impact, • Oversee brand reputation management and monitor external perception, ensuring a cohesive and positive firm presence in the market, • Lead advertising and campaign creative strategy across sponsorships, events, and firm initiatives, • Serve as a key connector between Marketing Operations, Business Development, and firm leadership on brand and social media strategy Requirements Skills You’ll Bring: • 7+ years of work experience and 5+ years of progressive marketing experience with a strong focus on brand management, social media, and/or integrated marketing programs, • Proven experience managing and developing direct reports and external vendors or agency partners, • Strong ability to build and execute social media strategies that drive measurable engagement and awareness, • Experience managing brand identity systems, guidelines, or refresh initiatives, • Strong project management skills with experience leading complex, cross-functional marketing initiatives, • Excellent communication, storytelling, and presentation skills with comfort engaging senior leadership, • Experience in professional services, financial services, or B2B marketing environments preferred, • Familiarity with social and marketing platforms such as Oktopost, CRM/marketing automation tools (Salesforce, HubSpot, or similar), and project management systems How You’ll Stand Out: • You operate as both a brand manager and a marketing operator, able to translate vision into execution, • You bring a strong point of view on brand usage and aren’t afraid to elevate or challenge creative direction when needed, • You excel at leading through influence, aligning stakeholders across functions and seniority levels, • You are highly structured in how you manage complex initiatives, timelines, and dependencies without losing creative momentum, • You naturally think in systems—building scalable brand and social media frameworks rather than one-off campaigns, • You are comfortable owning high-visibility initiatives with executive-level exposure and accountability, • You balance creativity with commercial impact, always tying brand and marketing efforts back to business outcomes Benefits We embrace authenticity. Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.” Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. Celebrated 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. About the Role Kaufman Rossin is seeking a confident, highly organized Tax Scheduling Coordinator to own and drive the scheduling function for the Tax department. This is not a purely administrative role — it is a coordination and accountability function that sits at the center of how the department manages its people, workload, and utilization. The right candidate will monitor capacity daily, facilitate cross-group work assignment, hold managers to staffing commitments, and serve as a neutral and trusted resource for Partners, Managers, and staff alike. The ideal candidate is process-oriented, relationship-savvy, and comfortable engaging in direct conversations with senior stakeholders when scheduling decisions need to be upheld. How You'll Contribute • Own daily and weekly monitoring of staff hours, identifying individuals who are underutilized, over-capacity, or at risk of missing billable targets, • Coordinate work assignments across Tax groups and managers, facilitating reallocation of available staff when workload demands shift, • Attend group and team meetings regularly to maintain visibility into workload, capacity, and staffing needs across the department, • Engage service line leaders directly to negotiate staffing moves, ensuring equitable distribution of work while respecting manager priorities and client commitments, • Serve as the single intake point for scheduling requests, using a dedicated channel to manage and prioritize incoming needs, • Follow up on timesheet submission compliance and escalate gaps or patterns to the appropriate manager or leadership contact, • Pull and maintain utilization reports, billable hour benchmarks, and burnout indicators to support leadership decision-making, • Collaborate with the Tax service line leader in regular check-ins to review staffing status, flag concerns, and align on priorities, • Support the transition to XCM, learning new workflows and helping the department adopt updated scheduling tools and processes, • Maintain scheduling accuracy across engagements and help ensure that deadlines and client commitments are met What to Expect This is a full-time role. During busy season, the pace is high, the stakes are real, and the coordination demands are significant. You will be a visible and important presence across the Tax department, and your effectiveness will directly impact how well the team is staffed, how efficiently work moves, and how supported managers and staff feel. Requirements Skills You'll Bring • 2+ years of scheduling, coordination, or resource management experience, preferably in a professional services, tax, or accounting environment, • Strong organizational skills with the ability to manage competing priorities across multiple groups and stakeholders simultaneously, • Confidence in navigating direct, sometimes difficult conversations with managers and partners while maintaining professionalism and sound judgment, • Excellent interpersonal skills with the ability to build trust and credibility across all levels of the organization, • High attention to detail, especially in tracking hours, utilization data, and scheduling accuracy, • Comfort working independently and taking ownership of a function without constant direction, • Proficiency in Microsoft Office Suite, particularly Excel, • Experience with XCM or similar workflow management tools is a plus, but not required, • Prior exposure to tax processes, accounting environments, or professional services scheduling is helpful How You'll Stand Out • Demonstrated ability to hold firm on scheduling decisions when challenged by managers or senior stakeholders, while maintaining strong working relationships, • Experience supporting a scheduling or resource management function within a Tax team, • Familiarity with tracking utilization rates, billable hour benchmarks, and workflow capacity data, • Ability to operate as a neutral third party across competing team interests, making balanced decisions that serve the department as a whole, • Strong sense of ownership, initiative, and follow-through — you do not wait to be asked twice, • Enthusiasm for learning the firm's culture, systems, staff, and client service expectations within the first 90 days Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

A leading financial institution headquartered in the United States is seeking an experienced Private Banking professional to manage client relationships and provide tailored financial solutions. Candidates must have a Bachelor's degree and six years of experience in Private Banking.

Wealth Management - Latin America Private Bank - Banker - Paraguay, Argentina, Chile, Uruguay Team - Miami, FL. As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience prospe