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Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Location: Onsite at the location listed in the job posting. Hours: MONDAY - FRIDAY / 9:00 AM - 5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with "on the job training" of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED) • 5+ years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Only candidates with US Work Authorization will be considered. About the Role We are looking for a dynamic and detail-oriented Product Analyst to support the evolution of our Investment Platforms. This role works at the intersection of Wealth Management, Technology, and Operations, helping coordinate stakeholders, support platform enhancements, and ensure smooth user experience for both clients and internal teams. The ideal candidate understands investment products, enjoys problem-solving, learns fast, and is comfortable dealing with multiple priorities in a fast-paced environment. Key Responsibilities: • Support stakeholders in the planning, execution, and validation of platform initiatives across onboarding, trading, portfolio management, performance, and operational workflows., • Coordinate with stakeholders across Investments, Trading, Operations, Compliance, Marketing, and Technology to gather requirements and ensure proper alignment., • Partner with Technology teams during development cycles: clarifying requirements, validating functionality, and supporting troubleshooting., • Perform BUAT (Business User Acceptance Testing), create test cases, execute scenarios, log defects, and validate fixes before releases., • Investigate and debug platform issues, including inconsistent data, account setup errors, operational or settlement issues, and trading/processing discrepancies., • Translate complex issues into clear, actionable explanations for business stakeholders and for technical teams., • Monitor platform performance, client behavior, and usage trends to identify opportunities for improvement. Create and track requirements for platform enhancements and maintenance., • Help maintain product documentation, workflows, and release notes., • Assist in validating investment products, fee configurations, account attributes, and operational flows. Qualifications: Education: Bachelor’s degree in Finance, Economics, Business, Data Science, or a related field. Experience: 1–3 years of experience in Wealth Management, Investment Operations, FinTech, Banking or Brokerage platforms. Skills • Strong understanding of investment products (equities, ETFs, REITs, mutual funds, fixed income)., • Comfort working with technology teams, APIs, data structures, and software development concepts., • Excellent analytical skills and willingness to dive deep, debug, and investigate issues end-to-end., • Strong communication skills, ability to simplify, structure, and clearly articulate problems and solutions., • Ability to handle multiple tasks simultaneously while maintaining high attention to detail., • Proactive, resourceful, and comfortable working in ambiguous or evolving environments., • High sense of ownership and curiosity. Preferred Qualifications • Experience in a financial institution or investment firm., • Proficiency in both English and Portuguese., • Series 7 and Series 66 preferred (but not required). Why This Role Matters This position plays a critical part in ensuring our investment platform runs smoothly end-to-end, from onboarding to trading to ongoing client experience. You will help enhance platform capabilities, improve stability, and support our mission of delivering a world-class digital investment experience. Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Only candidates with US Work Authorization will be considered. Description: The advisor is a strategic professional who follows the company strategy and help the clients to set their portfolio according to their needs. Both strong commercial and technical skills are mandatory. The professional must utilize our investments intelligence to generate ideas and allow the clients to achieve their portfolio goals within their risk limitations. The investor should bring new ideas and participate in our Strategy Committees within the Investments department. The position demands a high knowledge in every main products, such as bonds, equities, mutual funds, structured notes, alternatives and more. The advisor must establish a close relationship with new and existing high and ultra high net worth clients. The position will be allocated inside the Investments Solutions department and will report to the Head of Investors. Main Duties: • Provide complete financial and investment guidance to clients., • Leverage deep knowledge of securities, regulations, and investment strategies to develop customized investment plans and strategies., • Understanding of clients needs and profile, recommending adequate investments products, and monitoring portfolios to ensure alignment with clients' financial goals and risk tolerance., • Be updated about market trends, economy and all institutional calls., • Provide advice and guidance on markets and actionable investments ideas., • Be adherent to all regulatory standards., • Be able to leverage information and relationships with internal partners., • Prepare proposals for clients and present investments products and ideas., • Execute trades in client accounts in accordance with client orders., • Manage under appropriate supervision the selected portfolios of clients., • Use commercial skills to expand clients base and AUC., • Identifying potencial areas of opportunity Qualifications: • Series 7 and 66 (or 63 and 65) required, • Fluency in Portuguese and English required, • CFA, MBA degree or other advanced degree a plus, • 5+ years of experience in advisor/investor/banker/investments, • Initiative and self-driven Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Only Candidates with US Work Authorization will be considered. Scope of Responsibilities: • Assist in the design and rollout of a custody program in accordance with applicable regulations., • Support the drafting and maintenance of policies and procedures related to custody operations., • Conduct compliance monitoring and testing activities to identify potential risks and ensure adherence to regulatory requirements., • Collaborate with internal teams including Operations, Legal, Risk, and Technology to support custody-related initiatives., • Maintain records and assist in reporting obligations related to custody services., • Provide support in training staff on custody-related compliance topics., • Provide full support to the CCO, during internal and external audits and reviews from the regulatory agencies., • Perform any other task as per the request of the CCO. Experience: • Strong foundation in broker-dealer compliance and custody regulations, • Excellent written and verbal communications skills., • Be a self-starter, with a strong work ethic and the ability to both research and generate new approaches to problems., • Ability to multi-task and work under tight deadlines., • Well-organized., • Collaborative mindset, • Analytical skills Education: • Associate degree in relevant field preferred; education may be substituted with extensive banking compliance experience and knowledge., • FINRA SIE, • FINRA Series 7, • FINRA Series 24 (or willingness to obtain) Language: Spanish and English, Portuguese (not required, but a plus) Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Insigneo seeks to deliver comprehensive management across the full spectrum of investment products—including SMAs, MAC, discretionary portfolios, mutual funds, offshore funds, ETFs, private markets, and alternative investments—offered throughout the Insigneo network. With a product‑agnostic approach, we will partner closely with each region and channel to understand their unique priorities, driving asset growth and retention across all investment solutions. JOB RESPONSIBILITIES/MAIN FUNCTIONS • Serve as a subject matter expert across all investment products offered within the Insigneo network, with the ability to clearly articulate the CIO’s investment philosophy, macroeconomic and asset class views, portfolio positioning and rationale, and key performance drivers., • Support and contribute to new product initiatives that drive both the tactical and strategic expansion of Insigneo’s investment product suite., • Present on product calls and develop high‑quality written communications distributed to Advisors., • Work closely with Insigneo’s Market Heads and Senior Relationship Officers (SROs) to drive new investment flows, retain existing assets, and achieve key performance and financial targets., • Support distribution and service efforts by responding to investment product inquiries and communicating enhancements to the product offering., • Assist with client onboarding to Insigneo’s product solutions and address client questions and requests for information., • In coordination with Client Relations, educate and train internal teams and Investment Professionals on the firm’s investment offerings., • Develop, maintain, and enhance daily, monthly, and quarterly product metrics and reporting provided to senior management., • Incorporate risk and business assessments to strengthen process controls and operational effectiveness., • Evaluate the impact of regulatory changes on the business and support change initiatives to ensure ongoing compliance., • Support ad hoc research, issue resolution, data requests, and reporting requirements as needed., • Provide clear, concise, and timely written and verbal status updates to stakeholders at all levels of the organization., • Partner effectively with internal and external stakeholders to achieve business objectives., • Establish and maintain strong working relationships across all levels of the organization. JOB REQUIREMENTS (EDUCATION, EXPERIENCE, SKILLS, AND CAPABILITIES) • Bachelor’s degree in Business Administration, Finance, Economics, or a related field required; MBA and/or CFA strongly preferred., • Minimum of three (3) years of relevant professional experience., • Active FINRA Series 7 and 63 licenses required., • Service‑oriented professional with a strong commitment to resolving client inquiries effectively and efficiently., • Experience in product management and/or project management within the financial services industry., • Exceptional organizational skills with the ability to multitask, prioritize, and maintain a high level of attention to detail., • Proven ability to build and maintain strong relationships with internal and external stakeholders and clients., • Strong analytical skills with a resourceful, strategic, and solutions‑oriented mindset., • Ability to work independently, take initiative, and collaborate effectively within a small, team‑based environment., • Proficiency in Bloomberg, Morningstar Direct, Refinitiv, Excel, and PowerPoint., • Fluency in Spanish preferred.

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. About the role: We’re looking for an Investment Product Analyst / Fund Selector to join Bradesco’s Investment Products team in Miami. You’ll drive manager research and selection across mutual funds, ETFs, and alternative strategies, support product due diligence and onboarding, and partner with Sales, Compliance, and Operations to ensure products meet client needs and regulatory standards. Bradesco is launching an international digital investment platform, and this role will play an active part in shaping the new offering for digital clients. You will contribute to product architecture, selection, and governance for this innovative platform, ensuring a seamless experience for global investors - while continuing to support the broader investment product strategy across all channels. The platform is initially designed primarily for W‑8 clients (non‑U.S. residents), making familiarity with international investment structures and cross‑border regulations essential. At the same time, knowledge of investment products for domestic U.S. clients is also key, as Bradesco continues to serve this segment. The team values versatility and holistic product expertise across both markets. What you’ll do (Key Responsibilities): • Manager & strategy research: Conduct qualitative and quantitative due diligence on prospective and existing fund managers; evaluate performance drivers, risk, process, people, and price., • Fund selection & governance: Build recommendations and present cases to internal committees; maintain an auditable trail of research and decisions aligned with supervisory procedures., • Product lifecycle: Support onboarding (agreements, operational readiness, data integrations) and periodic reviews (watchlists, replacements, terminations)., • Portfolio analytics: Prepare comparative analytics (factor exposures, drawdowns, scenario tests, benchmark fit) and author client‑ready narratives., • Risk & compliance partnership: Work closely with Compliance to uphold WSP, product limits, and documentation standards; ensure due diligence files meet review requirements., • Stakeholder collaboration: Partner with Sales, Advisory, Ops, Legal, and Technology to deliver timely product launches and updates., • Market monitoring: Track macro, flows, fees, regulatory developments, and competitive trends to inform selection and shelf strategy. Technical Qualifications: • Investment analysis: Strong command of performance attribution, risk metrics (volatility, tracking error, VaR), factor and style analysis, and peer benchmarking., • Quant toolkit: Proficiency with Excel (PowerQuery/Pivot), statistical packages (e.g., Python/R a plus), and data sources (Morningstar, Bloomberg or equivalents)., • Fund structures & operations: Working knowledge of mutual funds/ETFs/UCITS/alts, share classes, distribution, trading, and operational due diligence., • Documentation & controls: Experience preparing due‑diligence memos, committee materials, and maintaining compliant research files aligned to supervisory procedures., • Licensing: FINRA Series 7 strongly preferred, or willingness/ability to obtain within 6 months after hire. What makes you successful here: • Ownership & bias to action: Proactive, organized, and able to manage multiple workstreams against deadlines., • Learning agility: Curious, adaptable, and eager to improve processes and tools., • Judgment & integrity: High ethical standards; balances investment conviction with risk and compliance requirements., • Structured communicator: Clear written and verbal communication; able to distill complex analyses into concise recommendations. Comfortable presenting to committees and to Sales team; incorporates feedback and documents decisions., • Team player mindset: collaborative, and dependable—comfortable sharing credit and stepping up where needed. Thrives in cross‑functional settings and builds trust with stakeholders across Products, Sales, Compliance, Legal, Ops, and Technology. Education & Experience: • Bachelor’s degree required—Finance, Economics, Engineering, Mathematics, or a closely related field., • 3–7 years of relevant buy‑side/sell‑side experience in manager research, product analysis, or portfolio analytics., • Advanced degrees/designations (e.g., CFA, CAIA) are advantageous., • Portuguese: Preferred (frequent interaction with Brazil‑based stakeholders and documents) | English: Required. Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

Job Summary: We are seeking an experienced Investment Advisor to deliver personalized guidance and portfolio management to clients. The role focuses on helping individuals and families achieve their long-term financial objectives through tailored strategies and ongoing support. Key Responsibilities: • Evaluate client financial situations, risk tolerance, and goals to create customized investment plans, • Monitor market conditions and recommend portfolio adjustments as needed, • Build and maintain strong client relationships through regular reviews and clear communication, • Ensure all advisory activities meet regulatory and compliance standards, • Prepare performance reports and conduct market research to support decision-making Qualifications: • Active Series 7 license required, • CFA charterholder required, • Minimum 5 years of relevant advisory experience, • Strong analytical skills and proficiency with financial modeling tools, • Excellent interpersonal and presentation abilities

The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Policies and Procedures. Responsibilities: RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated. Develops new client business using external knowledge of target market (LATAM). Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products. Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential. Uses available tools and applications to prepare and deliver proposals based on clients’ goals and needs. Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services. Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries. Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Actively participates in any required personal, corporate and business line training. For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s. RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings. Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes. Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution. Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward Obtain a general knowledge of products and services offered by the group through its multiple units. Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation. Coordinate, integrate and deliver proposals from different areas and units of the group. Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction. Identify, channel and follow up on customers complaints until problem is fully resolved. Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers’ accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor. Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. All other duties as required. Minimum Education and/or Certifications Requirements: Bachelor’s degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters’ degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements: At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or Other Essential Knowledge: Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations. Functional Skills & Knowledge: Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.

Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market with a focus on the investment services side. The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with bank and trust officers, loan specialists, etc. to integrate solutions as necessary. Ensures high standards of service to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Security Policies and Procedures. Responsibilities: WA-IC are high level professionals with experience in Finance/financial markets. They deliver personalized services to often sophisticated and wealthy clients and manage around 150-180 relationships with a focus on Investments. WA-IC develops new client business using internal network (bank business segments) and external knowledge of target market WA-IC will assess customer goals and needs and provide comprehensive wealth management advice to customers. When necessary, also refers or provides guidance on banking or trust needs, and works for deposit and lending goals or trust solutions Delivers introductory presentation, gather customer feedback and prepare initial proposal depending on customer needs. Understands how the customer’s wealth was generated, what is their current personal and financial situation, and which are their goals for the future. If prospect demonstrates interest, the WA-IC will start a thorough suitability assessment, establishing the number and type of brokerage or advisory accounts required as well as the purpose for each one of them and the investment approach or model portfolios that best suit customer needs and constraints. Once suitability is assessed, WA-IC will gather account opening documents (duly completed and signed forms and agreements, IDs, and KYC, as per procedures), and follow up on preparation of new account folder and request for approval to Principal as per supervisory procedures and operations manual. WA-IC follow-up account opening process and initial funding. WA-IC provides investment advice to advisory customers. They apply investment profiling interviews to facilitate portfolio selection, prepare and explain proposals on recommended model portfolios, provide periodic performance information and remain aware of changes in portfolio performance or customer profile by maintaining and documenting regular contacts with customers. WA-IC provides fixed income quotes and provides customer transactional support as deemed necessary. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals. Maintains licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. WA-IC must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. WA-IC might be asked to participate in or validate assumptions in the development of new products and services or also bring to the Firm any market intelligence obtained from conversations with customers and prospects. WA-IC will identify, evaluate, monitor and make any recommendation deemed necessary to their respective Executive Committee member in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or non-conformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards. WA-IC coordinates client meetings to support the sale of products and services; Maintains constant and periodic communication as agreed with customers to follow up on planned strategy and execution Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. Minimum Education and/or Certifications Requirements: Bachelors degree in business, finance, economics or related field. Other degrees may be acceptable. SIE, Series 7 and 66. Series 4 preferred. A master’s degree or other well-known professional certification are a plus. STEP FC / CFP (Preferred) - CFA (Optional) Minimum Work Experience Requirements: Three (3) to five (5) years of experience in wealth management business. Preferably with experience in the investment services and good knowledge of trust services Technical and/or Other Essential Knowledge: Dexterity in the use of financial systems and applications. Possesses knowledge of investment and banking products. Must have superior sales, negotiation and relationship management skills. Can manage large accounts independently.

Serves to ensure regulatory compliance and corporate mandates for all administrative, sales, and operational activities performed by Amerant Investments registered associates. Primarily responsible for limiting risk and financial exposure to the business unit and the firm. Responsible for day to day front line supervision, including mandated supervisory reviews and enterprise alerts, trade and trade correction. Responsibilities: Coach and drive good behaviors and best practices to operate within the Firms' risk control and promote operational excellence. Ensures firm compliance with all policies and procedures. Review and maintain all Client, Compliance and Regulatory Incoming and Outgoing Correspondence. Monitor and review client accounts for potential risk with regards to trading activity, solicitations and active client reviews. Monitors transactions for adherence to regulatory requirements Prepares various reports, including but not limited to Audit, Compliance monitoring reports and FINRA and SEC report. With support of the Managing Principal and Chief Compliance Officer, creates and revises internal controls and procedures to assure compliance with laws, regulatory issuances and internal policies. Support with the implemention and enforcement of AMTI’s written supervisory procedures (WSPs). Provide training and guidance to AMTI staff regarding changes to supervisory procedures. Review best execution trade blotters for the fixed income trading desk Identifies, evaluates, monitors and makes recommendations to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards. Assists the Managing Principal and Chief Compliance Officer with all matters relater to regulators, examiners and internal and external auditors including but not limited to FINRA and SEC Ensures proper reporting of violations or potential violations to Chief Compliance Officer as appropriate and/or required. Provide workflow approval for cases requiring principal review in a timely manner. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Minimum Education and/or Certifications Requirements: Bachelor’s degree in finance, business administration or economics Minimum Work Experience Requirements: Minimum of 1 year of Broker Dealer and RIA compliance or related experience (e.g. 1940 Act, 1933 Act, 1934 Act, FINRA rules and regulations). FINRA Series 7, 24 required Technical and/or Other Essential Knowledge: Ability to read and interpret rules and regulations. Previous experience with Internet and suite of MS Office applications skills. Proficiency in NetX360, FINRA Gateway, Protegent preferred. Operates with minimal assistance from supervisors.

Job DescriptionSalary: $70,000-$120,000 Who We Are: Native Pest Management is a local, family-owned business providing pet-friendly and environmentally responsible pest control services across Florida. We take pride in using safe, ethical practices and go above and beyond to exceed customer expectations every day. We are proud to have earned a place on the Inc. 5000 List of the Fastest Growing Companies in the United States from 2021 to 2025, as well as the 2021 Better Business Bureau Torch Award for Ethics. These recognitions reflect our commitment to quality and integrity in everything we do.Additional recognitions include: • Recognized in the PCT Top 100 as one of the largest and fastest-growing pest control companies in North America, • Named to the Gator100 List of fastest-growing Gator-led companies four years in a row, ranking No. 24 in 2025, • Ranked #1 Pest Control Company in Florida by Top Rated Local based on more than 10,000 five-star reviews, • Winner of the 2023 FLCAJ Readers Choice Platinum Award for pest control services What We Offer: • We offer a comprehensive benefits package including Health, Dental, Vision and Life Insurance. We cover 80% of the individual-only premiums (60% for dependents) for health, dental, and vision and offer life insurance at no cost to you!, • Employee Assistance Program (EAP): As part of our commitment to your well-being, we offer you and your immediate family access to an EAP with resources for managing stress, mental health, financial guidance, and other life events. This program has 24/7 access with app support., • 401k with up to 4% company matching, • 2 weeks of paid time off in your first year, 6 paid holidays, and 1 paid floating holiday, • We offer a competitive pay structure that may include bonus/commission opportunities!, • Paid training program and company-paid licensure, • We provide the tools youll need, including a take-home company vehicle for business use with a gas card and a company iPhone (at no cost to you!), • Employee Discounts, • Employee Referral Bonus ($2,000) Your Opportunity: We are looking for an enterprising, self-starting individual to join our company as anOutside Sales Representative! You will be an ambassador of our company, becoming a trusted face to our customers while also adhering to company values and policy. As part of our team, youll recognize and cultivate provided sales leads, travel to meet with prospective clients, and endeavor to transform one-off sales into lasting beneficial relationships. To be successful in this role, you should be able to demonstrate effective communication and customer service skills to continually meet or exceed sales targets. At a typical sales appointment, you will ask the customer a series of questions to understand their needs, provide a thorough inspection of their home (including inside of their attic), provide your recommendation of the service(s) they would most benefit from, and close the deal by collecting a signed agreement and payment information. You get to work outdoors, meet lots of new people daily, and get to have a flexible schedule where you work out of your home! What Youll Be Doing: • Creating and implementing a sales strategy that is effective in meeting both company and personal sales goals, • Traveling to meet existing and potential customers face-to-face to identify their needs, • Communicating with current and potential customers on a regular basis and providing solutions as needed, • Maintaining a comprehensive knowledge of our products and services and how they can benefit our customers, • Support customers after initial sales to ensure satisfaction and seek out opportunities for further sales, • Document interaction with customers to ensure efficient management of leads, • Adhering to all company procedures, values, and policies to ensure you provide an accurate representation of the company to all potential and current customers Requirements: • Valid Florida drivers license with a clean driving record is required, • You must have a minimum of 2 years of sales experience, • Previous experience in pest control is highly preferred (but not required), • You must have experience utilizing common customer management relationship software and platforms, • You must successfully pass all pre-employment screening that includes reviewing criminal history, driving record, verification of work history, and verification of academic credentials, licenses, and certifications., • Physical Requirements: This role requires climbing into attics and onto roofs and working primarily outdoors in potential adverse weather conditions. Why Native Pest Management: • At Native Pest Management, we focus on creating long-term careers for our employees with clear paths for growth. Our goal is to become the largest privately held pest control company in Florida, which will continue to open doors for advancement., • With over 10,000 five-star reviews across platforms like Google, Yelp, and Angies List, our team takes pride in delivering exceptional service that keeps customers coming back and referring us to others. That reputation is a direct reflection of the hard work and professionalism of our staff., • The pest management industry is rapidly expanding and offers a recession-resistant career path., • We are committed to providing valuable, comprehensive, and affordable benefits to our employees. Each year, we review our programs to ensure they continue to meet these goals and support our teams evolving needs. Were committed to your success now and in the future. Military veterans are encouraged to apply! Bilingual in English/Spanish is a plus but not required What to Expect During the Hiring Process: Once you submit your application, our HR team may reach out for an initial phone or Zoom interview. Candidates who move forward may then be invited to an additional follow-up interview, either via Zoom or in person at one of our nearby offices. Background Check Statement: Native Pest Management conducts pre-employment screening for all positions which includes a criminal background check, drug screen, clean driving record review, verification of work history, academic credentials, licenses, and certifications.Employment is contingent upon successful passing of the background check. Native Pest Management is an Equal Opportunity Employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, marital status, pregnancy, or any other status protected by federal or Florida law. Employment requires current eligibility to legally work in the United States.

Job Description The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Policies and Procedures. Responsibilities: RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated. • Develops new client business using external knowledge of target market (LATAM)., • Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products., • Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential., • Uses available tools and applications to prepare and deliver proposals based on clients’ goals and needs., • Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services., • Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries., • Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved., • Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction., • Actively participates in any required personal, corporate and business line training., • For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s., • RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media, • RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings., • Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes., • Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution., • Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward, • Obtain a general knowledge of products and services offered by the group through its multiple units., • Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation., • Coordinate, integrate and deliver proposals from different areas and units of the group., • Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction., • Identify, channel and follow up on customers complaints until problem is fully resolved., • Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards., • Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers’ accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor., • Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations., • Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Bachelor’s degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters’ degree or other well-known professional certification such as TEP, CFA, CFP are desired. Minimum Work Experience Requirements: At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or Other Essential Knowledge: Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations. Functional Skills & Knowledge: Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.

Job Description Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a thriving consulting practice? B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies. Do You Want to become a CFO Consultant? Many experienced CFOs deeply desire to leave the W-2 world to become a self-employed CFO Consultant. One of their main concerns about leaving the W-2 world is the important topic, “how to find great-paying clients.” We have invented that wheel for CFOs to find clients. We’ve been doing this since 1987. The CFOs that have taken our training have collected hundreds of millions of dollars! We have a 480-page training manual with the best talent in the USA to train CFO Candidates. Please see the ten reasons we excel at training CFO Consultants at . Ideal Candidate Profile: • A passion to serve owners of privately held companies (our target market)., • Desires to receive specialized training prior to beginning to find clients., • Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell., • A desire to learn proven processes to find great paying clients., • Wants to learn how to serve multiple clients simultaneously., • Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA. A FINRA Series 7 and/or 79. Please Note: This is NOT a W-2 CFO position; we are seeking candidates to join our firm as Partners, working from anywhere in the USA within your local market. This is NOT a franchise opportunity. You can copy and paste your LinkedIn URL or submit a resume at . ; By confidentially submitting your resume, you grant B2B CFO & B2B EXIT permission to contact you via email, LinkedIn and/or phone. We are an equal opportunity company that values diversity. We do not discriminate on the basis of age, race, religion, color, national origin, gender, sexual orientation, marital status, veteran status or disability status.

Job Description WE’RE HIRING: SALES EXECUTIVE Location: Miami, FL [Remote/Hybrid] Full-Time | Financial Services | Sales & Growth Join SuccessTrader, a fast-growing division of Regal Securities, Inc., a national FINRA-registered brokerage firm. We're looking for a driven, creative, and sales-focused pro to help us grow our active trading platform. What You’ll Do: ✅ Build and manage relationships with active traders & institutions ✅ Drive new business and close deals ✅ Create content & manage social media ✅ Plan and host exciting client events ✅ Use CRM tools and trading platforms ✅ Stay licensed and compliant (Series 7, 63, SIE) What We’re Looking For: ✔️ Proven sales track record ✔️ Strong communication & presentation skills ✔️ CRM & tech-savvy ✔️ Entrepreneurial energy ✔️ Securities licenses or willingness to obtain Why Join Us? 🔥 Base + uncapped commission 🔥 Growth opportunities 🔥 Supportive, collaborative team 🔥 High-impact role in a growing brand 🔥 Backed by a national firm Ready to level up your sales career? 👉 Apply now and be part of something bold. What's In It for You? A competitive 1099 pay package with enticing uncapped incentives. In-depth training to propel your growth. Career paths in a dynamic, fast-paced landscape. A harmonious culture surrounded by supportive peers. Apply Now Know More: SuccessTrader | Regal Securities, Inc. We are an Equal Opportunity Employer. All applicants, irrespective of race, religion, gender, or background, are considered based on merit. Check us out at Powered by JazzHR jxAjlo6HHK

Job Description Job Summary We are seeking an experience Azure Cloud and Dynamics Engineer to join our team, responsible for designing, deploying, and maintaining cloud-based solutions on Microsoft Azure, with a specialized focus on customizing, integrating, and managing Dynamics 365 applications (CRM/ERP). The ideal candidate will combine deep Azure infrastructure knowledge (laaS/PasS) with expert-level proficiency in the Dynamics 365 ecosystem to build scalable, secure, and efficient business processes. Key Responsibilities Azure Infrastructure & Cloud Management: • Design & Deploy: Architect and implement Scalable, secure, and high-perfornance cloud infrastructure using Azure Virtual Machines, Virtual Networks, Storage Accounts, and Kubernetes Service (AKS)., • Automation (laC): Develop and maintain Insfrastructure and Code (IaC) templates (Terraform, ARM/Bicep) for consistent, automated environment deployments., • Monitoring & Optimization: Monitos Azure resources using Azure Monitor and Lov Analytics to ensure high availability, performance, and cost-efficiency., • Security & Compliance: Implement security best practices, including Azure Active Directory (AAD), Key Vault, RBAC, and NSGs to protect data and infrastructure., • Dynamics Management: Configure, customize, and maintain Dynamics 365 applications (Finance, Supply Chain Management, Sales, Customer Service) to meet business requirements., • Power Platform Development: Utilize Power Apps, Power Automate, and Power BI to extend Dynamics 365 functionality., • Integration & Data Management: Architect integration between Dynamics 365 and other Microsoft/third-party systems using Microsoft Dataverse (Common Data Service)., • Experience: 5+ yeas of experience in Azure cloud engineering and 2-3+ years of specific experience in Dynamics 365 customization and administration., • Azure Expertise: Deep knowledge of Azure IaaS/PaaS, Azure networking, and security., • Dynamics 365 Knowledge: In-depth knowledge of D364 CRM modules., • Scripting/Development: Proficiency in PowerShell, Azure CLI, and C#., • IaC Tools: Hands-on experience with Terraform or ARM templates., • Certifications (Preferred): Microsoft Certified: Azure Administrator Associates (AZ-104), Azure Solutions Architect Expert (AZ-305), or Dynamics 365 certifications (PL-200, MB-200 series). This role may operate within a 24/7 on-call rotation to address technical escalations and critical system issues. This position is 100% remote, with potential travel for team meetings.

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 The Operations Associate is primarily responsible for the review of new accounts, account maintenances and asset movement processes. JOB RESPONSIBILITIES/MAIN FUNCTIONS • Review account opening documentation to ensure it complies with regulatory guidelines and internal policies and procedures., • Assessment of plausibility and reasonability of SOW and financial information., • Maintain, respond, and update custodian requirements for account opening process., • Inform clients on any documentation deficiencies., • Monitor any pending or missing information from customers and prepare the corresponding status reports., • Process client’s requests including changes in personal information, financial data, asset movement requests and others., • Process client’s requests for additional services provided by the custodian such as debit cards, checks and other financial services., • Support with general inquiries from clients., • Ongoing training and information sharing with clients., • Serve as liaison between the custodian and clients/advisors. JOB REQUIREMENTS (EDUCATION AND EXPERIENCE) • Bachelor’s degree in Business Administration or related field preferred., • Requires a minimum of five (5) years of industry related experience., • FINRA Series 99 or 7 licenses desired., • Previous experience using NetX360 is a plus. DESIRED SKILLS • Ability to work under pressure and time bound projects., • Ability to work with high volume of transactions in a fast-paced environment., • Strong problem-solving skills and analytical abilities., • Detail oriented and organized., • Self-motivated and strong written and verbal communication skills.

Job Description The role… At Soho House, the Assistant General Manager (AGM) is responsible for supporting all aspects of the business in conjunction with the property General Manager. The AGM oversees service standards, operational efficiency, member/guest experience, staff retention and optimal profit is met at a Soho House & Co. property. Including day-to-day staff management, an Assistant General Manager is also an ambassador for the Soho House brand and fully embraces our ethos, support staff, member and guest experience. As an Assistant General Manager, you are an influential leader and strategic business partner to all departments that tell our story, deliver service, create culture, maximize profits, support operations, and member / guest satisfaction. The Assistant General Manager works very closely with internal and external stake holders to ensure optimal experience is a result of unforgettable moments through staff, food, drink, events and amenities. A successful Assistant General Manager will collaboratively partner with the General Manager to develop goals and actionable items required to optimize performance and profitability. Main Duties • Strategic business partner and influential leader who communicates effectively with internal and external stake holders by assessing business objects and delivering an elevated, approachable and profitable experience that is consistent and regularly assessed for improvement and innovation, • Work closely with General Manager to assess and develop operational goals based off weekly, daily and quarterly business performance reviews, • Execute action plans on time and budget to support business improvements and focus on optimizing profit, minimizing margins and promote exceptional experience(s) for member, guest, staff, • Adhere to Soho House & Co company policies for food safety, allergy procedure and creating an overall safe and inviting space for members, guests, staff by partnering with Health & Safety leaders and following local, government and regional compliance and abiding by legal standards, • Collaborative partner to all leading Head Office business functions to drive effective process and implement innovative opportunities that efficiently drive sales and staff/member retention through HR, Recruitment, Learning & Development, F&B/Operations, Marketing, PR, Social, Events & Programming, Finance, Housekeeping and Facilities, • Influential leader and decision maker that supports, guides, develops and implements policies, procedure and systems to improve business operations, service, retention and over all experiences that have been outlined by local General Manager, • At least 7-10+ years managing high-volume Food and Beverage (F&B) and experience managing operations specific to; Front Office, Rooms, Housekeeping, Maintenance and Reservations, • Understand, maintain, and enforce local and government regulated food safety, risk prevention, fire prevention and emergency procedures to ensure the safety of all staff and guests, • Assist with interviewing all new and prospective hires (internal/external) and adhere to P&D policies while positively provide support to the team in terms of growth, development and success planning, • Monitor, assess, report and develop action items to support service trends, guest/member/staff surveys, • Innovator and influencer with previous experience managing F&B operations that focus on service and providing top quality experiences through food and drink., • Creative and analytical thinker who encompasses strong business aptitude is driven by results and guest satisfaction. Naturally hospitable, • Must be able to seize, grasp, turn and hold objects with hands., • Must be able to make periodical fast paced movements are required to go from one part of the property to others., • Must be able to move, pull, push, carry or lift at least 30 pounds., • Must be able to occasionally kneel, bend, crouch and climb is required., • Must be able to perform physical activities such as lifting, cleaning, and stooping. Soho House offers competitive compensation packages that feature global benefits and perks. Whether you're seeking entry-level employment or a new opportunity to expand your profession, we offer training to develop the technical and managerial skills necessary to enhance your career. • Health Care + 401K: Full time employees are eligible for full benefits; Medical, Dental & Vision as well as Retirement fund with a 2% match, • Paid Time Off: Full- Time Employees have sick day's + vacation days, • Career Development: Soho House can progress your career domestically or internationally as well as managerially or technically, • Soho Impact: Empowering the Soho House Community to make positive change, through mentoring, apprenticeship, local outreach and sustainability, • Learning & Development: An extensive range of internally and externally run courses are available for all employees., • Cookhouse & House Tonic: Celebrating our passion for food and drink. Check out our monthly calendars and get involved in trips, training's and events. Available to all., • Team Events: From fitness sessions to cinema screenings and art classes, each month we hold a series of fun events which you can sign up to., • Team Meal: Whilst on duty in our Houses & Restaurants you will be provided with a substantial meal free of charge.

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. 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 Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily. * Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. * Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it. * All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability. * Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. * Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching. 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 jQiU64fWIG

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., • 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, • $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, • 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, • 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., • 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 Powered by JazzHR KfpodeeXCt

Job Description Senior Financial Advisor sought for Private Wealth Management of Ultra High-Net Worth Clientele in the Miami and Greater South Florida Region Exceptional compensation structure for an individual contributor with total annual earning contingent upon performance and transitioned assets or generated management fees. There's two highly competitive remuneration models: • One percent (1%) of the revenue from any book you bring in is split: 60% of that amount goes to salary plus commission., • Work commission only and receive 80%/85% of the total revenue you generate plus the generated management fees. This institution is a leader in comprehensive wealth management, offering a sophisticated, full-service platform for a discerning clientele of high-net-worth individuals, families, and institutions. Renowned for their stability, deep market expertise, and client-centric philosophy, they provide an unparalleled environment for seasoned advisors to elevate their practice. Job Description: This is a premier individual contributor role designed for an established advisor. The core objective is the successful transition and fiduciary management of your existing client portfolio onto our client's robust platform. Your responsibilities will center on advising high-net-worth clients, developing sophisticated, bespoke financial strategies, and driving revenue through diligent asset management and advisory services. This opportunity is pointedly structured to reward individual performance and is not a management or leadership role, ensuring your focus can remain exclusively on superior client service and strategic portfolio growth. Qualifications: • Must possess a verifiable, substantial, and portable book of business of minimum $40 million., • Demonstrable track record of significant revenue generation in a wealth advisory capacity., • All requisite financial licenses (e.g., Series 7, Series 66 or 65) must be active and in good standing., • Advanced professional designations, such as a Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA®)., • Deep expertise in complex financial planning, trust and estate strategies, or specialized investment products., • Experience servicing an ultra-high-net-worth (UHNW) clientele for at least 5 years within the South Florida market preferably.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our district offices are located at: • 500 E Broward Blvd, Fort Lauderdale, FL 33394, • 201 Alhambra Cir, Coral Gables, FL 33134, • 19950 W Country Club Dr, Aventura, FL 33180, • 100 SE 2nd St, Miami, FL 33131 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Grant Stevens Wealth Management Advisor, District Director of Fort Lauderdale: • Time with NM: 15 years., • Prior Experience: Began his career with Northwestern Mutual as an intern while attending the University of Washington and has grown his career within the organization., • Passionate About: A proud dog dad with family roots in Louisiana, Grant is passionate about both wealth and health. He is a fitness enthusiast and CrossFit coach who also enjoys exploring psychology and philosophy in his free time.TJ Pacchioli Wealth Management Advisor, Managing Director of Miami:, • Time with NM: 15 years., • Prior Experience: Former college football athlete prior to joining Northwestern Mutual., • Passionate About: TJ is a dedicated father of four and prioritizes spending quality time with his children and family.Jonathan Ramirez Wealth Management Advisor, Managing Director of Naples:, • Time with NM: 12 years., • Prior Experience: Started with Northwestern Mutual as a financial representative intern while playing soccer at Florida International University (FIU), and has built his career with the organization since., • Passionate About: Jonathan is deeply devoted to his family, especially his son, and brings that same commitment to all areas of his life. An avid soccer player, he values teamwork, discipline, and competition, and is guided by a strong faith that shapes his leadership and purpose.Brian Reas Managing Director of Aventura:, • Time with NM: 20 years., • Prior Experience: Began his career with Northwestern Mutual as an IT intern at the home office in Milwaukee and has grown within the organization ever since., • Passionate About: Brian is married to Lisa, and together they have two children. He is deeply passionate about his family, coaching his childrens sports teams, and giving back to the community. He also serves on the Board of Directors for The Crockett Foundation and is actively involved with the NSU Art Museum and Joe DiMaggio Childrens Hospital.Robert Poleo Managing Director of Coral Gables:, • Time with NM: 25 years., • Prior Experience: Started with Northwestern Mutual as a Financial Representative intern in the Fort Lauderdale office while attending Florida State University (FSU), and has built his career with the organization., • Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is equally committed to maintaining his health through regular exercise and personal wellness.Emmy Iragorri Chief Recruitment Officer:, • Time with NM: 7 years., • Prior Experience: Background in executive recruiting prior to joining Northwestern Mutual., • Passionate About: Raised in a family with roots in California and Mexico, Emmy is a Cal State Fullerton alum who enjoys staying active and exploring new places. She is passionate about Pilates and barre, hiking, traveling, and studying languages. Married, she values balancing family life with a strong commitment to wellness and lifelong learning.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Emmy Iragorri is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.

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 Description Responsible for developing, managing and retaining a book of business of clients in the Intl and domestic market with a focus on the investment services side. The Wealth Management Advisor / IC maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with bank and trust officers, loan specialists, etc. to integrate solutions as necessary. Ensures high standards of service to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Security Policies and Procedures. Responsibilities: WA-IC are high level professionals with experience in Finance/financial markets. They deliver personalized services to often sophisticated and wealthy clients and manage around 150-180 relationships with a focus on Investments. • WA-IC develops new client business using internal network (bank business segments) and external knowledge of target market, • WA-IC will assess customer goals and needs and provide comprehensive wealth management advice to customers. When necessary, also refers or provides guidance on banking or trust needs, and works for deposit and lending goals or trust solutions, • Delivers introductory presentation, gather customer feedback and prepare initial proposal depending on customer needs., • Understands how the customer’s wealth was generated, what is their current personal and financial situation, and which are their goals for the future., • If prospect demonstrates interest, the WA-IC will start a thorough suitability assessment, establishing the number and type of brokerage or advisory accounts required as well as the purpose for each one of them and the investment approach or model portfolios that best suit customer needs and constraints., • Once suitability is assessed, WA-IC will gather account opening documents (duly completed and signed forms and agreements, IDs, and KYC, as per procedures), and follow up on preparation of new account folder and request for approval to Principal as per supervisory procedures and operations manual., • WA-IC follow-up account opening process and initial funding., • WA-IC provides investment advice to advisory customers. They apply investment profiling interviews to facilitate portfolio selection, prepare and explain proposals on recommended model portfolios, provide periodic performance information and remain aware of changes in portfolio performance or customer profile by maintaining and documenting regular contacts with customers., • WA-IC provides fixed income quotes and provides customer transactional support as deemed necessary., • With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals., • Maintains licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s., • Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. WA-IC must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings., • WA-IC might be asked to participate in or validate assumptions in the development of new products and services or also bring to the Firm any market intelligence obtained from conversations with customers and prospects., • WA-IC will identify, evaluate, monitor and make any recommendation deemed necessary to their respective Executive Committee member in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or non-conformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards., • WA-IC coordinates client meetings to support the sale of products and services;, • Maintains constant and periodic communication as agreed with customers to follow up on planned strategy and execution, • Seeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction;, • Acts as a customer advocate within and outside of the organization;, • Actively participates in any required corporate and business line training; Bachelors degree in business, finance, economics or related field. Other degrees may be acceptable. SIE, Series 7 and 66. Series 4 preferred. A master’s degree or other well-known professional certification are a plus. STEP FC / CFP (Preferred) - CFA (Optional) Minimum Work Experience Requirements: Three (3) to five (5) years of experience in wealth management business. Preferably with experience in the investment services and good knowledge of trust services Technical and/or Other Essential Knowledge: Dexterity in the use of financial systems and applications. Possesses knowledge of investment and banking products. Must have superior sales, negotiation and relationship management skills. Can manage large accounts independently.

Job Description Registered Client Service Associate (Trading and Operations) – Miami, FL FinTrust Connect has partnered with a boutique, Family Office in Brickell that supports high net worth (HNW) and ultra-high net worth (UHNW) families and family-office style relationships across the U.S., and LATAM, and Europe. The practice is built around wealth creation guided by risk management, with a strong emphasis on capital preservation, liquidity planning, and multi-generational decision-making. This is a plug-and-play opportunity for a mature, highly organized operator who thrives on fast turnaround, clean documentation, and high standards. You will execute trades, support account opening and ongoing maintenance across brokerage and advisory accounts, and provide RIA administrative support. You'll also coordinate select client service items connected to complex structures, trusts, and estate planning workflows, plus occasional life insurance coordination as needed. Spanish is required and used throughout the day. Why this opportunity? • Culture: Relationship-driven, integrity-first environment with a long-term partnership mindset, personalized service, high accountability, long term growth, and performance with purpose for multi-generational client outcomes., • Workplace: Hybrid in Brickell, FL. Expect to be in-office most days, with up to 2 days/week remote based on business needs and client meetings., • Active FINRA Series 7 and 66 license, • Ability to execute trades with speed and accuracy, • 5+ years of wealth management client service and operations experience supporting advisors and client accounts, • Professional fluency in Spanish (used most of the day for client communication), • Strong operational execution and follow-through with tight deadlines and high accuracy expectations, • Experience with account opening, account maintenance, and complex client structures (trusts/estates), • High proficiency with Microsoft Excel and Outlook; strong document management discipline, • Execute trades based on client instructions and advisor guidance, ensuring timely entry, correct allocations, and clean documentation, • Maintain the trade blotter and operational logs; track status through settlement and resolve exceptions proactively, • Support account opening for brokerage and advisory accounts, gathering required documentation and ensuring completeness and accuracy, • Own day-to-day account maintenance, including routine updates such as W-8 forms and related client documentation, • Drive operational efficiency by streamlining day-to-day tasks, improving file organization, and tightening follow-up routines, • Partner with broker-dealer and custodian teams (including assigned account manager) to support requests, checks and balances, and service escalations, • Support administrative operations tied to the RIA, including keeping required records current and supporting reporting/aggregation workflows as applicable, • Coordinate with attorneys and external partners to support client estate planning workflows and documentation needs, • Provide operational support for lending-related requests when applicable, including opening a credit line and coordinating documentation, • Support life insurance coordination tasks for an affiliated business as needed (administrative follow-through and client readiness), • Handle inbound client requests with strong service posture, clear communication, and consistent follow-through, • Maintain risk awareness, follow policies/procedures, and operate with strong attention to compliance, confidentiality, and audit readiness

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