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Great Team, Hybrid schedule, Top Rated Place to Work! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $120,000 - $160,000 per year A bit about us: Ready for a change of pace? Are you ready to take your career to the next level and join a fast-growing team? We’re on the hunt for a Senior Tax Manager to join our team where you'll have the chance to impact growing businesses and lean in to your entrepreneurial spirit. Our group is a leader in technology-driven accounting systems and our team members are comfortable using tomorrow’s technologies today. As part of our tight-knit, rapidly growing team, you'll have a direct hand in shaping the team's culture and scaling alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable today. Why join us? Join us at the perfect time—where your contributions will be seen, valued, and rewarded. This is more than a job; it's a chance to build your future in a firm that's scaling fast and taking its people along for the ride. Flexible hybrid schedules Paid time off! Excellent health benefits Recognized by a best place to work over 10 times Job Details As a Tax Senior Manager in our High-Net-Worth Tax practice, you will work closely with individual clients to support the effective transition of wealth across generations. Our clients are primarily multi-generational family offices. This role combines technical tax expertise, client advisory, and team leadership. Typical responsibilities include: Preparing and reviewing highly complex tax returns—including individual, fiduciary, corporate, partnership, and nonprofit filings—while ensuring accuracy and timely completion. Evaluating tax strategies across individuals, trusts, and estates from multiple perspectives to maximize tax efficiency. Leading and reviewing staff work to ensure compliance with firm standards, processes, and deadlines. Partnering with clients to develop comprehensive wealth transition strategies, including cash flow modeling, income distribution planning, business succession, estate preservation, and estate plan implementation. Reviewing and interpreting legal documents related to estate planning and business succession. Conducting technical research on individual, trust, and estate tax compliance and planning matters. Mentoring, coaching, and developing team members through ongoing feedback, recognition, and support. Managing client relationships by proactively identifying planning opportunities and delivering value-added solutions. Contributing to business development efforts through prospect identification, proposal and engagement preparation, industry research, and participation in networking and professional events. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Wealth & Asset Management Firm / $$$ / International Clients This Jobot Job is hosted by: Anne-Laure McGrory Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $80,000 - $120,000 per year A bit about us: We are seeking a highly skilled and motivated Paralegal to join our dynamic legal team. This is a permanent, full-time position that offers a fantastic opportunity to work on a diverse range of legal issues and to contribute to our company's success. The successful candidate will provide comprehensive paralegal support, including legal research, client interaction, meticulous attention to detail, organizational skills, legal documentation, and drafting of legal documents. The role demands a high degree of professionalism, a strong understanding of the legal industry, and the ability to manage multiple tasks in a fast-paced environment. Why join us? Medical Insurance Dental Insurance Vision Insurance Short Term Disability Insurance Long Term Disability Insurance 401 (k) PTO Job Details Responsibilities: Conduct legal research and provide detailed reports to support case preparation and strategy development. Maintain regular interaction with clients, ensuring their needs are met and concerns are addressed in a timely and professional manner. Demonstrate exceptional attention to detail in reviewing, proofreading, and managing legal documents. Utilize strong organizational skills to manage multiple tasks, deadlines, and case files efficiently. Prepare, draft, and revise a variety of legal documents, including contracts, agreements, pleadings, and legal memoranda, ensuring accuracy and compliance with applicable laws and regulations. Coordinate and manage case files, legal correspondence, and documentation in a systematic manner. Utilize Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) to prepare and present information effectively. Collaborate with the legal team to ensure efficient and effective handling of legal matters. Qualifications: A minimum of 2+ years of paralegal experience, preferably within the legal industry. A Paralegal Certificate from an ABA-approved program is highly desirable. Proficiency in legal research, with a solid understanding of legal terminology, principles, and procedures. Proven experience in client interaction, demonstrating excellent communication and interpersonal skills. Exceptional attention to detail and a high level of accuracy in all work. Strong organizational skills, with the ability to prioritize tasks, manage time effectively, and meet deadlines. Proficiency in drafting and revising various types of legal documents. Advanced knowledge of Microsoft Office Suite, particularly Word, Excel, and PowerPoint. Ability to work independently and collaboratively within a team, demonstrating initiative and problem-solving skills. Knowledge of legal documentation and record-keeping procedures. A commitment to maintaining confidentiality and exercising discretion at all times. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

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 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 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 WNpV09kqZB

Job DescriptionMeet Guerra Wealth Advisors Guerra Wealth Advisors is a boutique firm dedicated to helping families achieve financial clarity and confidence. With decades of experience, our team provides tailored advice, education, and support to every client. We’re looking for someone who thrives in a sales-driven environment and wants a fast track to becoming a financial advisor. “Start in business development today, step into advisory tomorrow.” Role: The Inside Sales Specialist engages warm leads and sets appointments for our financial advisors. You’ll focus on relationship-building, qualifying leads, and contributing directly to the firm’s growth. This is perfect for professionals with 1–3 years of sales or client-facing experience who are ambitious, goal-oriented, and looking to advance into an advisory role. Responsibilities: * Contact prospective clients and schedule advisor meetings * Collect financial information and assess needs * Maintain consistent follow-up to drive conversions * Keep CRM records updated and accurate * Collaborate with advisory and administrative teams * Represent Guerra professionally at events * Assist with team projects and administrative tasks * Continue learning to enhance financial knowledge and sales skills Requirements: * 1–3 years of experience in sales, business development, or appointment setting * Bilingual English/Spanish preferred * Financial experience and certifications/licenses a plus * Strong interpersonal, communication, and organizational skills * Motivated, goal-oriented, and eager to grow into an advisor role What We Are Expecting: * High-quality appointments scheduled for financial advisors. * Accurate and timely CRM updates and prospect tracking. * Measurable contribution to business growth through sales performance. * Strong collaboration with advisory and administrative teams. * Professional, client-focused communication at all times. Schedule: * Full-time, role based in Miami, FL. * Standard weekday hours with flexibility for prospect calls and advisor support. Compensation: $80,000–$100,000 Annually (Base Salary + Uncapped Commission + Bonuses) Competitive pay structure with uncapped earning potential based on performance and appointments scheduled. 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 and professional growth 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 sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity. Apply today and help us drive growth and success at Guerra Wealth Advisors. Powered by JazzHR xVzHQTw6Ae

Job DescriptionMiami | Hybrid National Law Firm | Tax / Trusts & Estates Associate (3–6 Years) A well-established national law firm is looking to add a Tax / Trusts & Estates Associate in Miami. This is a strong opportunity for an attorney who enjoys working closely with high net worth and ultra-high net worth individuals and families, advising on sophisticated estate and tax planning matters. What You’ll Be Doing • Advising on estate, gift, and tax planning strategies, • Drafting complex estate planning documents, • Supporting trust and estate administration, • Working with closely held businesses and family structures, • Assisting with tax aspects of wealth planning and transfersWhat They’re Looking For, • 3–6 years of trusts & estates and/or tax experience, • Experience working with high net worth clients preferred, • Strong drafting, analytical, and communication skills, • Interest in building long-term client relationships, • Strong academic credentialsWhy This Role Stands Out, • High-end client base (HNW / UHNW individuals and families), • Hands-on experience with meaningful client interaction, • Leaner teams = more responsibility and visibility, • Opportunity to build a relationship-driven practice Confidential Inquiries Happy to share more details or talk through what you’re seeing in the market. Devney Ayers Director of Legal Recruiting Aligned Talent Acquisition (216) 710-5174

Job DescriptionDescriptionJoin a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians. Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits. Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment. Key Responsibilities • Transition and manage existing book of clients, • Build and maintain client relationships, both domestic and international, • Customize multi-custodial investment solutions, • Collaborate with back-office team for trading, support, and compliance, • Minimum $5M in portable AUM, • Active Series 65 or equivalent registration, • Experience working with HNW/UHNW clientele, • Comfortable with independent 1099 model, • Experience serving international clients, • Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks), • Multilingual skills (Spanish, Portuguese, French), • Full independence, no non-solicit agreements, • Flexible work location and schedule, • Voluntary group-rate benefits available, • High payout structure (65%+), • Multinational custodial access, • White-glove support and culture Ideal Candidate Profile: This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.

Job DescriptionAbout Belong We believe in a world where homes are owned by regular people, not corporations. Our mission is to provide authentic belonging experiences, empowering residents to become homeowners and homeowners to achieve financial freedom. We are building a scaled system of wealth creation for regular people through homeownership. We've survived Covid, the tech crash, and the toughest years of the capital markets. We are growing fast and we are AI First. Our 200+ Belongers are strong, curious, and extremely ambitious. The Role Belong is seeking a Sales Floor Operations Manager to help scale a fast-growing, high-velocity B2C sales organization without sacrificing execution quality.This is a hybrid role combining Sales Floor Management and Sales Operations / Revenue Operations ownership. It’s designed for an operator who thrives in the middle of action — someone who can enforce standards, bring structure, and translate strategy into daily execution.You’ll work extremely closely with Sales Leadership, acting as the operational backbone of the sales floor. This role is critical to ensuring discipline, data integrity, and repeatable performance as we continue to scale.This is not a passive or purely strategic role. It’s hands-on, execution-driven, and central to how we build a scalable, high-performing sales engine. What You’ll Do Sales Floor Management Own day-to-day execution on the sales floorDrive discipline around:Activity levels and progression stepsPipeline hygiene and follow-up qualityCadence and sequencing adherenceEnforce standards such as punctuality, preparedness, and accountabilityPartner closely with Sales Leadership to ensure strategy is executed without slowing the team downAct as the connective layer between leadership direction and rep execution Sales OperationsOwn cleanliness, accuracy, and reliability of Salesforce / FoundationPerform daily pipeline inspections and reportingServe as the Salesforce power user for the Sales organization:CRM configurationDashboards and reportingDialers, automation, and toolingSimplify, document, and continuously improve sales processesTranslate sales strategy into operational workflows that scaleIdentify bottlenecks and proactively implement fixes AI-Enabled Sales ExecutionUse AI-powered tools to improve pipeline visibility, forecasting, and rep productivityIdentify opportunities to automate manual workflows and reduce operational frictionPartner with Sales, Product, and Ops teams to continuously upgrade tooling and processes What We’re Looking For ExperienceStrong background in B2C high-volume, high-velocity sales environmentsPrevious experience managing or operating a fast-paced sales floorProven Salesforce power user (reporting, automation, dashboards)Hands-on experience with modern sales tech stacks (CRM, dialers, automation tools)Familiarity with AI applied to sales workflows is a strong plus Profile & MindsetExecution-first, low-ego, high-ownership mindsetComfortable being both strategic and deeply hands-onObsessively organized and process-drivenAble to enforce standards without creating frictionStrong communicator who can operate across reps, managers, and leadershipThrives in fast-moving, ambiguous environments Why This Role MattersThis role is foundational to scaling sales without breaking executionHiring more reps only works if the system behind them is bulletproofYou’ll help design and run the operating system for a repeatable, high-performing sales orgYour work will directly impact revenue growth, forecasting accuracy, and team performance Why BelongWe’re transforming one of the most broken industries (housing) into something fundamentally betterWork directly with senior leaders and operators building at scaleAI is embedded in how we operate and how we sellCompetitive compensation, equity, and benefitsHigh ownership, real impact, and clear growth paths We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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

Job DescriptionDescription: Tailwind Group is a top twenty owner and manager of off-campus student housing and brings a wealth of knowledge to the industry. We are committed to creating and sustaining a workplace culture that is second to none. We strive to fight for the highest possible good of the people that matter most, including our team members! Attracting and retaining the most talented and passionate individuals in our industry is an ongoing objective at Tailwind Group. We would love for you to join our team! The Position: The Community Assistant is primarily responsible for providing high-quality customer service and dedication to our current and future residents. A successful Community Assistant will provide excellent customer service to our residents and administrative support to the office staff, take pride in the property, and understand that this role is critical to the reputation of the property. The Property: 109 Tower is a centrally located housing community consisting of 149 units and 542 beds, designed with Florida International University students in mind. This is a part-time position working a variable schedule, not to exceed 29.5 hours per week. Rotating nights and weekends are required and may vary based on property needs. The compensation rate for this position is $14.00 per hour plus bonus potential. This rate is determined by current market data based on the position requirements and complexities. Responsibilities & Duties • Demonstrate excellent customer service during each encounter with residents, prospects, vendors, officials, and community members., • Participate and assist with the execution of marketing efforts on campus and in the community, customer appreciation events, and other special events., • Respond to leasing inquiries from prospects by making appointments, conducting tours, maintaining show units, and completing follow-ups with the potential resident., • Assist with annual unit turnover and help execute move-in/move-out procedures., • Complete administrative and Front Desk tasks and duties., • Ensure accurate file documentation and assist in the collection of required fees in accordance with company policy., • Seek feedback from residents and communicate them with the team., • Respond to after-hour emergency issues as needed., • Perform other duties as directed by Property Manager.Requirements:, • Prefer for our Community Assistants to live onsite and be currently enrolled at the university., • Demonstrated ability to work in a growing, fast-paced environment managing multiple projects simultaneously., • Possess strong administrative, organization, and communication skills., • Demonstrate a high level of integrity and professionalism., • Be a self-motivated individual and excel at working in a team environment., • Ability to have a positive and innovative approach to problem-solving. A complete list of responsibilities and duties can be provided during the interview process. This position is not eligible for Visa sponsorship at this time. Tailwind Group is an Equal Opportunity Employer. Notice to Third Party Agencies: We are not accepting resumes from recruiters or employment agencies for this position.

Job DescriptionABOUT BCIBci 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 VP Private banker is responsible for bringing his/her existing book, growing and maintaining it. Expected to use cross-sell Credit and investment products to clients whilst maintaining very high client satisfaction. The person is expected to uphold all compliance standards whilst also ensuring 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 * Develop a base of prospective clients through referrals and expand market share. * Abilities to cultivate new business from High Net Worth and Ultra High Net Worth clients, activities which can be performed through referrals and through your own network and by actively approaching potential clients. * Actively engage in contact with counterparties, primarily based in LATAM (Chile, Peru, Colombia, Central America), through phone calls, in person 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., • 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., • 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 or LATAM 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 practice, • 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, MBA preferred, or combination of equivalent experience. CERTIFICATIONS/LICENSES: Series 7 & Series 66 (63 & 65) EXPERIENCE: • At least (7+) 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 SUMMARY: The Community Health Coordinator plays a critical role advancing Catalyst Miami’s mission of building power with frontline communities throughout Miami-Dade County to collectively advance justice and achieve shared prosperity. This position joins Catalyst Miami’s flagship Prosperity Campaign and provides bilingual, culturally responsive public benefits enrollment and health care access navigation to Miami-Dade County residents. The goal of this role is to ensure residents have access to affordable health care and income supports (SNAP, TANF/TCA). Catalyst Miami’s public benefits and health care access services are a core component of our economic justice work, given the connections between affordable health coverage, employment, educational attainment, income, and opportunities to build wealth. DUTIES AND RESPONSIBILITIES: • Provide one-on-one direct services with the goal of reducing health inequities for Miami-Dade County residents; services include public benefits application assistance, health care access navigation, and health coaching., • Advocate for equitable access to health care and public benefits within broader economic justice frameworks., • Provide excellent customer service and timely follow-up to all current and potential clients/program participants., • Monitor client needs for systemic trends/barriers to health and collaborate with Catalyst Miami colleagues to work on policy projects to address identified systemic needs., • Identify needs and refer clients/program participants to other resources and services, including other Catalyst Miami’s other Prosperity Campaign services and Policy & Engagement program offerings., • Maintain accurate, complete and timely client records in organization’s data tracking and management systems and adhere to relevant client confidentiality and privacy policies., • Facilitate and conduct group education classes/workshops related to health care access, public benefits, and economic justice., • Participate in community events, outreach, and meetings related to Catalyst Miami’s health care access and public benefits services., • Maintains a client-centered, asset-based approach to direct services, group education, and collaborative policy projects., • Attend local, state and national training to maintain knowledge of current service trends, relevant public policy issues, and other topics relating to health care access and public benefits., • Other duties and responsibilities as assigned by management. SUPERVISORY RESPONSIBILITIES: • This position does not include supervisory responsibilities. QUALIFICATIONS: • Language: Professional working proficiency in oral and written English. Professional working proficiency in oral and written Haitian Creole and/or Spanish., • Education: Associate’s Degree, • Years of Experience: suggested 0-3, • Certification or License: must obtain Certification in the Department of Children and Families Florida ACCESS and Affordable Care Act Certified Application Counselor within 60 days of hire, • Training: must obtain HIPAA, ACCESS Civil Rights, Security Awareness, and any other relevant training within 60 days of hire, • Computer skills: Microsoft Office Suite and working knowledge of web-based platforms CORE COMPETENCIES: • I respond to inquiries and move forward tasks without having to be reminded to do so., • I follow instructions and ask questions as needed. I try things out and communicate transparently and honestly about my progress along the way., • I ask for help troubleshooting challenges. When I see something that could be a problem, I communicate it to the appropriate leadership at Catalyst Miami along with a proposed solution. If I have a role in remedying the problem I follow-through with the necessary action steps., • I take responsibility for my own physical, emotional, spiritual, and mental well-being., • I navigate difficult issues without taking them personally. I know when to pause and take a breath. I challenge my own assumptions and seek understanding with curiosity instead of blame or judgement., • I demonstrate care for the well being of my colleagues and fellow community members. I am aware of how my speech and energy may impact others. I communicate clearly, directly, and purposefully in a timely manner., • I am self-reflective and respond well to the feedback I receive. When I know better, I do better., • I practice gratitude. I know that any accomplishment is a team effort. I take the extra step to say thank you. Even on my worst days I act with kindness, compassion, and humility., • When I see opportunities for improvement in the way we do social impact, whether that be within my own work, with a peer, or in the community at large, I speak up and provide that feedback so that we can all do better., • I engage in collaboration. I actively seek perspectives and input of those that are directly-impacted, listen well, and adapt to ensure that my initiatives reflect diverse needs and interests., • I step up to fill gaps and meet needs, especially where no one else can, even when it may be inconvenient., • I lead with a love of Miami and make work enjoyable., • When I see an opportunity to be more impactful and strategic, I seize it. As a leader, I hold high expectations for what is possible. Together, we are capable of accomplishing extraordinary social progress. We do this work to win., • I am open to change, new ideas, and experimentation., • I make the effort to model what this world could be through my everyday actions. This means that I lower barriers to participation (ex. language, disability, food, transportation, childcare), so that everyone feels that they are welcome. In addition, our work holds the environment as sacred, this belief is reflected in the meetings, operations, & initiatives that I host. FUNCTIONAL COMPETENCIES: • Coordinates and delivers direct health care access services and supports community members through coaching, benefits access, and health system navigation using an asset-based, client-centered approach., • Advocates for equitable access to health care and public benefits within broader economic justice/stability frameworks., • Facilitates collaboration across healthcare, social service, and community networks to ensure coordinated health care and public benefits access support., • Maintains accurate and confidential client information while aligning service delivery with evolving community health care access and economic stability needs, and policy developments., • Monitors the impact of health care access education, coaching, and outreach efforts on individual outcomes and systemic health care access and economic stability issues. PHYSICAL DEMANDS AND WORK ENVIRONMENT: • Ability to lift weights of up to 25 pounds, • Stretch and bend to organize and distribute materials for Catalyst Miami activities, • Able to sit at desk for long periods of time and utilize computer for extended periods, • Must be able to work flexible hours to accommodate project needs, • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job DescriptionSales Agent / Financial Professional New York Life Spanish Speaking Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • AuthenticIf yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for...We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer...Training and developmentWe’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents. When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents. How we will compensate you.You have the power to determine your own income with our commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351.2 Individual agent performance dictates this income. Additional benefits include medical, dental, vision, a 401(k) and pension.3 About New York Life...New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.Awards & Accolades... We’re proud of our financial strength, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)We’re proud of our position in the industry, • Training Magazine 2021: Top Companies for Learning and Development, • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for, • Flexible schedule, • Supplemental pay types:, • Bonus opportunities, • Weekly day range:, • Monday to Friday

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. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact. If you’re seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is where you need to be. Role: The Quality Control Specialist at Guerra Wealth Advisors plays a key role in elevating and protecting the client experience. This is not a call-center position — it is a relationship-driven role focused on gathering meaningful feedback, strengthening trust, and ensuring every client interaction reflects the Guerra standard of excellence. In this role, you will conduct daily quality control outreach with clients through surveys and proactive phone calls to understand their experience and identify opportunities to improve service and communication. You will act as the voice of the client within the firm, helping leadership continuously enhance the level of care we deliver. You will also manage and execute our weekly “Acts of Kindness” initiative by coordinating personalized notes and gifts tied to important moments in our clients’ lives, while responsibly managing a dedicated gifting budget. Additionally, you will support the firm’s growth by helping satisfied clients share their experiences through Google reviews, testimonials, and referrals, including participation in the Guerra Ambassador Program when appropriate. Through phone conversations, written communication, in-person interactions, and event engagement, you will serve as a trusted connection point between our clients and advisory team — ensuring clients feel heard, valued, and genuinely cared for. If you have experience in the financial industry, particularly in retirement planning or investments, and are passionate about delivering an exceptional client experience, this role offers a meaningful opportunity to make an impact. Responsibilities: • Build trusted relationships with clients and prospects through warm, professional communication., • Conduct client experience surveys and quality control follow-up calls to improve service delivery., • Collect testimonials, feedback, and Google reviews that reflect the Guerra client experience., • Handle client service calls with empathy and confidence., • Proactively identify referral opportunities and introduce the Guerra Ambassador Program when appropriate., • Support marketing and educational events through pre-qualification calls and on-site engagement., • Represent Guerra Wealth Advisors at events with professionalism and pride., • Maintain accurate and detailed documentation within the CRM system., • Update client and prospect records and support reporting initiatives., • Assist with marketing event preparation and client communication via phone, text, and email. 1. Exceptional Communication & Emotional Intelligence- You communicate clearly, confidently, and compassionately, with the ability to listen deeply, read emotional cues, and make clients feel genuinely heard and understood., 2. Relationship-First Mindset- You naturally prioritize long-term relationships over transactions and understand that trust, consistency, and care are what drive referrals and loyalty., 3. Strong Attention to Detail & Follow-Through You are highly organized, dependable, and consistent in tracking conversations, surveys, referrals, and follow-ups without things slipping through the cracks., 4. 3 Year Experience Client Facing/Hospitality You take pride in delivering a five-star client experience and proactively identify ways to improve service before issues arise., 5. Comfort with CRM Systems & Data Tracking - You are comfortable working within a CRM system to document interactions, maintain accurate records, and support data-driven improvements., 6. Financial Services Experience or Awareness (Preferred)- You have experience in or exposure to financial services and understand the sensitivity, complexity, and importance of conversations around retirement and investments., 7. Ownership & Accountability- You take full responsibility for outcomes, follow through on commitments, and proactively identify next steps without needing constant direction., 8. Professionalism, Integrity & Discretion - You demonstrate sound judgment, protect client confidentiality, and consistently represent the firm with professionalism and ethical standards., 9. Growth Mindset & Coachability - You are open to feedback, eager to learn, and committed to continuous improvement through training and coaching. • Authentic, lasting relationships that strengthen client trust and satisfaction., • A consistent flow of client testimonials, reviews, and referrals., • Organized CRM documentation and data accuracy., • Visible contribution to firm growth through enhanced client engagement and referral activity., • Strong collaboration with advisory, marketing, and leadership teams.Schedule:, • Full-time, role based in Miami, FL, • Base salary plus uncapped commission and performance bonuses, • Referral and business development bonuses, • 401(k) with company match, • Health/Dental/Vision Plans offered, • 20+ combined PTO days (vacation, sick, floating 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, • 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. Apply today and help us continue redefining client success at Guerra Wealth Advisors. Powered by JazzHR nnFVNjcxm0

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

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 blends world-class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our team creates opportunities for clients to take control of their financial futures, and that’s where you come in. If you thrive in a sales-driven, client-focused environment, want a clear path to grow into an advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name. “Start here, grow fast, become a financial advisor.” Role: The Financial Specialist (Phone Sales) is the bridge between prospects and their future financial freedom. With warm leads provided, NO cold calling is required, allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors. This role is perfect for someone with 1–3 years of sales or client-facing experience, strong closing skills, and the drive to advance into a financial advisor role. You’ll collaborate closely with the advisory team to fill their calendars with high-quality meetings, directly contributing to the firm’s growth while building the skills needed for long-term career progression. Responsibilities: * Call prospects and schedule appointments for financial advisors. * Qualify leads by gathering financial data and assessing prospect needs. * Consistently follow up to maintain engagement and maximize conversion. * Track progress, including calls made, appointments set, and appointments kept. * Represent Guerra professionally during seminars, workshops, and outreach. * Keep CRM records up to date with prospect interactions and notes. * Work proactively to meet business goals and team performance targets. * Assist with administrative tasks and team projects as needed. * Pursue ongoing education to enhance financial knowledge and sales skills. Requirements: * 1+ years of experience in a sales or closing role (appointment setting preferred). * Bilingual in English and Spanish preferred (verbal and written). * Financial industry experience is a plus. * Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus. * Excellent interpersonal skills with the ability to build rapport and trust. * Self-motivated, goal-oriented, and eager to grow professionally. * Tech-savvy with the ability to quickly learn new systems and processes. * Team-player mindset with a professional, service-focused attitude. What We Are Expecting: * High-quality appointments scheduled for financial advisors. * Accurate and timely CRM updates and prospect tracking. * Measurable contribution to business growth through sales performance. * Strong collaboration with advisory and administrative teams. * Professional, client-focused communication at all times. Schedule: * Full-time, role based in Miami, FL. * Standard weekday hours with flexibility for prospect calls and advisor support. Compensation: $60,000–$90,000 Annually (Base Salary + Uncapped Commission + Bonuses) Competitive pay structure with uncapped earning potential based on performance and appointments scheduled. 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 and professional growth 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 sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity. Apply today and help us drive growth and success at Guerra Wealth Advisors. Powered by JazzHR 8rKbacCMJe

Job Description Ready to Elevate Your Legal Career? Are you an experienced Probate Litigation Paralegal hungry for growth and impact? Do you thrive in a fast-paced environment where your grit, intelligence, and ownership mindset are not just appreciated—but expected? At Trust Counsel, we help clients preserve, protect, and pass down their legacy—and we're looking for a passionate Probate Paralegal to join our team in Coral Gables, FL. If your values align with being Hungry, Scrappy, Smart, Anti-Fragile, and Accountable, we want to hear from you. WHY TRUST COUNSEL? • Culture of Excellence & Camaraderie – Work alongside a team that celebrates wins and supports growth., • Leadership that Invests in You – We're as committed to your personal development as we are to clients' success., • A Team of Pros – Join a crew of seasoned legal professionals who’ve got your back., • Real Career Trajectory – We’re growing fast—and we promote from within. YOUR ROLE: As our Probate Litigation Paralegal, you'll support attorneys with litigation tasks, research, drafting, filings, and case management. Strong legal writing and research skills are essential. BENEFITS: • Full-time, permanent role, • Competitive compensation, • Comprehensive benefits package, • Clear growth path and leadership opportunities, • Confidential application process If you're ready to bring the heat and make a real impact, apply now. Compensation: $50,000 - $75,000 yearly Responsibilities: • Conduct comprehensive legal research on relevant case laws, statutes, and regulations for civil litigation matters at a law firm in Coral Gables, FL, US., • Assess and summarize legal documents to aid attorneys in case preparation., • Draft, revise, and review legal paperwork, including pleadings, motions, and discovery requests for probate litigation cases., • Maintain meticulous organization of case files to ensure accurate and timely document filing., • Previous experience working as a paralegal in the field of litigation is a requirement for this Probate Litigation Paralegal position., • A strong understanding of legal principles and procedures relevant to probate litigation is a must-have qualification., • Proficiency in using legal research tools and software to analyze cases effectively is essential for this role., • Excellent communication, organizational, and interpersonal skills are prerequisites for the position. Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing. Our Vision: We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact. We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.

Job Description Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.” Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Tax Manager with Real Estate industry experience to join our dynamic team in Miami. This important role includes client relationships, technical tax compliance and consulting work, and managing staff. • Reviewing individual and non-individual tax returns, • Assisting entire Tax practice in resolving day-to-day tax issues, • Communicating with federal and state tax authorities as needed, • Researching complex tax issues, • Managing engagement planning, • Mentoring and training staff What Skills You’ll Bring: • 6 - 8 years of recent experience with strong tax compliance and research background, specific to Real Estate clients, • CPA, • MS in Taxation preferred, • Public accounting experience required, • Strong team player and a commitment to high quality, detailed work, • Ability to deal with clients and possess “executive presence”, • Strong computer skills, with experience in a paperless environment How You’ll Stand Out: • Self-starter with ability to deal with multiple priorities, • Passion for client service and strong communication skills We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description Why We Stand Out: Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is "people first". In the words of James Kaufman, "We prioritize our people, their development, and their well-being. Our values are translated into action every day." Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? What You’ll Contribute: Kaufman Rossin is seeking an experienced Tax Manager with M&A experience to join our dynamic Tax Advisory Services team. This leadership role focuses on supporting corporate and private equity clients through buy-side and sell-side transactions, delivering high-quality tax due diligence, structuring advice, and transaction modeling. • Support corporate and private equity clients in connection with buy-side and sell-side transactions, including tax due diligence, transaction structuring, and tax modeling., • Lead and manage tax due diligence engagements from planning through report delivery., • Prepare and present tax due diligence findings and comprehensive reports to senior management, executive stakeholders, and client leadership teams., • Lead technical tax research on complex issues and develop practical tax planning strategies within the context of transactions., • Analyze and advise on Subchapter C, Subchapter K, and other U.S. federal corporate and partnership tax matters related to M&A activity., • Review tax provisions in merger agreements and legal documents and provide structuring insights., • Serve as the primary day-to-day contact for clients, managing multiple engagements in a fast-paced environment., • Collaborate closely with Partners and Directors on complex technical matters., • Mentor and develop Associates and Seniors, reviewing work product and providing meaningful feedback., • Ensure compliance with Kaufman Rossin’s quality control and engagement management standards. Requirements What Skills You’ll Bring • CPA or JD required., • 4–5+ years of public accounting experience, with exposure to tax due diligence, transaction tax, or M&A tax advisory., • Strong knowledge of U.S. federal corporate and partnership tax principles., • Experience working directly with clients and managing multiple concurrent projects., • Strong technical research, analytical, and tax modeling capabilities., • Excellent written and verbal communication skills, including the ability to translate complex tax matters for non-tax audiences., • Ability to thrive in a deadline-driven, fast-paced environment. How You’ll Stand Out • Experience supporting and managing buy-side and sell-side tax due diligence engagements., • Experience working with private equity-backed companies., • Strong leadership and project management skills., • Self-starter with the ability to prioritize multiple competing demands., • Detail-oriented with strong organizational skills., • Ability to work additional hours during peak transaction cycles. Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description Are you ready to take your career to the next level with a dynamic, purpose-driven law firm? Are you a sharp and driven Attorney with extensive Estate Planning experience, dealing with sophisticated high-net-worth clients? Do you exemplify our core values: Are you Hungry, Scrappy, Smart, Anti-Fragile, and Take Ownership to get things done? If you are, look no further! At our Trusts & Estates Law Firm, we are passionate about helping clients preserve and protect their legacy, and we are seeking a driven and dedicated Experienced Estate Planning & Asset Protection Attorney who shares our mission and values to join our growing team. Compensation: $180,000 plus Origination and Full Benefits. As soon as you apply, you will be sent a practical Skills Assessment where you will rank yourself 1-4 to see if you qualify for this role and where you fall in the general spectrum of knowledge in this practice area. MUST HAVE ENOUGH PRIOR EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS TO WORK MOSTLY INDEPENDENTLY. Please review the Job responsibilities below. If you don't know what those things are and have worked on them many times before, save us the trouble and yourself the time - do not apply to this position. You can check our website for more junior positions. If all you know how to do is basic revocable living trusts, do not apply at all. Compensation: $180,000 yearly Responsibilities: When you apply, you will be sent a self-assessment to determine the level of skill and knowledge in this area of law. • Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients., • Have experience with sophisticated /HNW domestic estate tax and asset protection planning., • Analyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs., • Coordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracy., • Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clients., • Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance., • Prepare trust/fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, and deliver accountings to beneficiaries., • Review and approve Foundational Estate Plans before submission to clients., • Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizations., • Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation., • Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees, gifting trusts, generation-skipping trusts, etc., and ensure proper tax treatment with respect to cost basis, lifetime gifting exemptions, and split-gifts., • Advise Trustees in ongoing trust administrations., • Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions., • Administer individual and family trusts with respect to investment and banking activity, real estate investments, including rental properties, corporate and partnership interests, and ensure federal tax compliance., • Membership with The Florida Bar is a requirement for this position., • Will consider someone with the required skill set who is moving from another state and is waiting to take the next FL bar exam, • LLM is not required., • Demonstrated experience in Estate Planning, Estate Tax Planning, Asset Protection, and Trust Administration is essential to showcase proficiency, certainty, and most of all, independence in this role., • Being a constant learner and having the ability to quickly grasp new legal concepts in a constantly evolving field is crucial., • Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio is a must., • Fluency in Spanish is a plus. Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing. Our Vision: We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact. We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.

Job DescriptionLocations: Fort Lauderdale, Miami, West Palm Beach, Tampa Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services Practice in South Florida. This is an excellent opportunity for an experienced attorney to work on sophisticated succession and tax planning matters for individuals and closely held businesses in a collegial and supportive environment. Key Responsibilities: • Provide comprehensive estate planning, tax, and business succession strategies for individuals and businesses., • Advise on corporate, LLC, partnership, and estate planning for closely held and family-owned businesses., • LL.M. in Taxation is required., • Florida Bar Membership is mandatory., • Exceptional academic credentials., • A detail-oriented professional with the ability to manage sophisticated legal transactions., • A collaborative team player with a commitment to delivering excellent client service.Compensation:, • Work within a collegial atmosphere that values professional growth and advancement.

Job Description Are you a seasoned Probate Attorney seeking a new opportunity to elevate your career? Do you possess several years of experience in Probate/Estate Litigation and embody qualities such as Hunger, Drive, Intelligence, Resilience, and Accountability? Join our Trusts and Estates Law Firm in Coral Gables if you are passionate about protecting Executors from lawsuits and ensuring Beneficiaries are treated fairly. We are in search of a motivated Estate/Probate Litigation Attorney who aligns with our vision and values. This is not an entry-level role. FAR FROM IT! The ideal candidate will leverage their expertise, sound judgment, and litigation skills to handle contested estate matters in probate and civil court settings. Preferably, the candidate should have at least 4 years of experience in Probate litigation, along with proficiency in legal research, writing, and courtroom practice. Expect a long-term position with ample opportunities for advancement as we prioritize internal promotions. Rest assured that your application will be handled with the utmost confidentiality. WHY JOIN TRUST COUNSEL FOR YOUR CAREER GROWTH? • We cultivate a culture of teamwork, excellence, and progress within our firm., • Benefit from professional leadership that fosters client success and prioritizes your learning and development., • Receive unwavering support from a team of experienced legal professionals who cheer for your accomplishments., • Engage in continuous learning through professional growth initiatives and collaboration with a supportive community., • Contribute to the growth of a dynamic law firm where your work truly matters. BENEFITS: This full-time, permanent role at our law firm includes a comprehensive benefits package. Enjoy perks such as medical and dental coverage (100% coverage for Health Insurance with Blue Cross Blue Shield PPO), 401(k) contributions (employer contributions included), and a Retirement Plan with Profit-Sharing. The office is located in Coral Gables. Compensation: $120,000+ yearly Responsibilities: • You MUST be able to manage your cases from beginning to end., • Must be able to delegate to and supervise the work of paralegals and assistants., • Review and edit drafts of probate documents for formal and summary administrations, guardianships, and conservatorships., • Draft substantive complaints, motions, oppositions, correspondence, and other pleadings for contested matters., • Research various probate issues., • Draft and respond to interrogatories, subpoenas, and document requests., • 3+ years of Probate, Guardianship, and Adversarial Probate experience or enough to be COMPETENT, CONFIDENT, and mostly AUTONOMOUS in this role., • You must be able to take a file from start to finish on your own., • Must be a member of The Florida Bar., • Bilingual English/Spanish. Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing. Our Vision: We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact. We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Reporting to the Vice President, the Commercial Counsel will have exceptional negotiating and drafting experience, product support, and fintech services industry experience. You will need to be able to combine business acumen and creativity to negotiate terms to help launch key business initiatives. You will play an immediate and direct role in complex commercial transactional work supporting our sales, technology, product, partnerships, and enterprise teams. Things You Get To Do: Commercial & Transactional Leadership: • Draft, review, and negotiate complex financial and commercial agreements, including, • Clearing agreements, • Crypto and digital asset services agreements, • Securities lending and margin documentation, • B2B API, SaaS, and embedded brokerage partnerships, • Derivatives and futures documentation, • Vendor and event contracts, • Structure novel partnership arrangements that support Alpaca's API-first brokerage model., • Develop scalable contracting frameworks, templates, and playbooks to support global expansion.Cross-Functional Leadership, • Work closely with Sales, Compliance, Operations, Finance, InfoSec, and other stakeholders to ensure commercial arrangements align with regulatory and operational requirements.Strategic Impact, • Challenge assumptions and help design creative legal structures that scale financial services infrastructure., • Bring practical, business-oriented solutions to complex cross-border regulatory issues., • Licensed attorney with 5-8+ years of experience working at:, • A financial services institution (e.g., bank, broker-dealer, asset manager, FCM, payments firm, crypto exchange), or, • A law firm supporting such clients., • Strong history of commercial and transactional legal work in financial services., • Experience reviewing and negotiating complex financial agreements (clearing, prime brokerage, crypto, derivatives, or similar)., • Familiarity with U.S. regulatory regimes applicable to securities, crypto, and/or derivatives (SEC/FINRA, CFTC/NFA), • Excellent judgment, analytical rigor, and clear communication skills., • Demonstrated ability to own projects from concept to execution., • Practical, solution-oriented mindset with strong business judgment., • Comfort working with cross-functional, globally distributed teams., • Intellectual curiosity and interest in fintech, digital assets and blockchain technology. How We Take Care of You: • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals. Position Summary This position requires a highly organized individual who possesses strong initiative and can complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively. Job Essentials, Responsibilities, Duties • Develop and assess contracts on service agreements, non-disclosures, terms and conditions, real estate transactions, and all other contracts relevant to business operations., • Ensure consistency of contract terms with Tri Star’s best practices, policies and business goals., • Serve as the key contact for the firm., • Expedite and review contracts from client attorneys, business managers, insurance companies, production companies and all other contractual agreements., • Work with the CEO and outside counsel to develop contract strategies., • Draft corporate engagement letters., • Work collaboratively to develop and/or improve systems, processes, controls and procedures that improve the overall efficiency of the firm and ensure excellent client service., • Serves as a key resource for leadership decisions on process and business strategy., • Provide rapid, practical, business-oriented legal/commercial contract advice directly to the CEO., • Evaluate and quantify Tri Star’s contract and indemnification risk., • Apply innovative problem-solving skills and practical business judgment to maximize revenues, minimize risk and foster long-term client relationships., • Collaborate with and facilitate cross-team decision-making., • Endorse contracts prior to submission to the CEO for approval and processing by Business Management., • Act as a strategic partner on the Executive Leadership team and will work closely with the staff to ensure they are meeting performance expectations and will coach and develop the team to ensure they are delivering against key business metrics. Specific Job Knowledge, Skills, and Abilities • Excellent verbal and written communication skills; ability to interface and communicate effectively and diplomatically with all levels of Tri Star personnel., • Strong project management skills., • Excellent interpersonal skills., • Strong negotiation skills, both as an individual and a team., • Highly responsive with ability to manage high workload volumes efficiently and effectively., • Ability to strategize and think creatively., • Attention to detail, self-starter., • Ability to understand, and accurately articulate and document, complex transactions., • High degree of cultural and emotional intelligence., • Ability to team effectively with colleagues in other functions., • Expertise in negotiation techniques, contract law, contract drafting, licensing, intellectual property and project management., • Solution-oriented thinking with focus on exceptional client service., • Identify, drive and implement change opportunities and initiatives., • Experience in human resources required., • Excellent organizational skills demonstrated, ability to create, plan and successfully execute projects; the ability to meet multiple deadlines in a fast-paced environment., • Ability to juggle multiple, high-priority projects, with a keen attention to detail., • Excellent contract review and drafting skills., • Ability to assess size and scope of contemplated transactions and to tailor contracts and negotiation effort accordingly., • Superior analytical and writing skills and ability, together with strong business and financial acumen., • Proven track record of outstanding performance in a previous role., • Experience managing a team, required. Qualifications • 10+ years working in legal and business affairs., • Bachelor’s Degree required from an accredited University., • Juris Doctor from an accredited law school required., • Admitted to California Bar or Florida Bar, required., • Preference given to candidates with family office or corporate entertainment experience, • Ability to reliably commute and report to the Tri Star office. Tri Star Core Values PERFORMANCE: We provide clients with excellent reporting and service HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients TEAMWORK: We actively participate in group discussions, tasks, and projects COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm This job description is not intended to be a comprehensive list of all requirements of this position. The salary offered to an applicant will be based on individual qualifications, skills, experience and education. The pay range is subject to change at any time based on various internal and external factors. This position is also eligible for performance-based bonuses and competitive benefits.

Executive Administrative Assistant – Private Wealth Management Miami, FL (On-Site | Local Candidates Only) $31.25/hour Fluency in Spanish is required and will be assessed during the interview process. Join a high-performing Private Wealth Management team supporting top financial advisors in a fast-paced, client-focused environment. This role is ideal for an experienced Executive Administrative Assistant who thrives on managing complexity, supporting senior stakeholders, and delivering exceptional service to both internal leaders and high-net-worth clients. Key Responsibilities Executive & Client Support • Serve as a trusted administrative partner to senior advisors and their teams, • Provide seamless day-to-day support in a high-volume, fast-paced environment, • Oversee complex, highly detailed calendars, including senior-level internal and external meetings, • Coordinate client calls, meetings, and events with a high level of precision and professionalism, • Coordinate frequent domestic and international travel, including detailed itineraries and visa requirements, • Prepare and distribute reports, correspondence, and presentation materials, • Support onboarding of new team members in partnership with business leadership, • Handle highly sensitive client and business information with discretion and sound judgment, • Maintain adherence to internal policies and compliance requirements Qualifications • 5+ years of experience supporting senior executives or advisors in financial services, private banking, or a complex corporate environment, • Fluency in Spanish (written and verbal) is required, • Proven ability to manage complex calendars and high-volume workflows independently, • Strong communication skills with a professional presence when interacting with senior leaders and clients, • Exceptional attention to detail, organization, and follow-through, • Ability to remain composed under pressure and adapt in a dynamic, deadline-driven environment, • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), • Experience with expense platforms such as Concur preferred What Sets You Apart • You anticipate needs and act proactively with minimal direction, • You excel in high-touch, client-facing environments, • You bring professionalism, discretion, and strong business judgment to everything you do Why This Role • Opportunity to support top advisors within a respected Private Wealth Management environment, • High exposure to senior stakeholders and client interactions, • Fast-paced, team-oriented setting with meaningful impact Important: This is an on-site role based in Miami, FL. Candidates must be local. Spanish fluency is a non-negotiable requirement for consideration. PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least five years of administrative support experience from a corporate environment. The applicants MUST speak Spanish fluently and is a non-negotiable requirement of this role. Administrative Assistant position is a 12 month contract working onsite at our client are responsible for general office support, including but not limited to: • Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and related logistics., • Handles highly confidential and sensitive client information with the utmost discretion., • Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner., • Coordinates a high volume of domestic and international travel arrangements, including visa procurement; processes expense reports accordingly and in a timely manner., • Prepares and distributes correspondence, agendas, letters, reports or other documents as requested., • Supports the onboarding of new hires., • Organizes and ships materials to clients as needed. Responds and follows up on client requests., • Works with conference and catering services for client engagements as needed. Qualifications • Fluency in Spanish is required and will be reviewed during interviewing process., • Experience supporting high level executive(s) in a complex environment, preferably in financial services, private sector or government., • Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information., • Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication., • Extreme attention to detail and organizational skills, with ability to prioritize tasks., • Quick learner and self-starter with excellent anticipation skills., • Pro-active problem solver and independent thinker; ability to follow-up as often as necessary., • Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment., • Highest degree of integrity, professionalism, and diplomacy is required., • Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required., • Familiar with expense platforms such as SAP Concur., • Supportive team player with a positive attitude., • Ideal candidate has at least 5+ years of experience.

Contract Duration: 12 months Location : Miami , FL Hourly Pay : $31/hr Job Summary & Responsibilities: • Provides administrative support to Top Advisors within the Northeast Region of Private Wealth Management Philadelphia in a complex team environment, • Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and related logistics., • Handles highly confidential and sensitive client information with the utmost discretion., • Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner., • Coordinates logistics for PWM client calls & meetings; responds and follows up on requests in a timely manner., • Coordinates a high volume of domestic and international travel arrangements, including visa procurement; processes expense reports accordingly and in a timely manner., • Prepares and distributes correspondence, agendas, letters, reports or other documents as requested., • Supports the onboarding of new hires with the Business Unit Manager across the region., • Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects, facilities management and/or event planning as requested., • Organizes and ships materials to clients as needed. Responds and follows up on client requests., • Works with conference and catering services for client engagements as needed., • Maintains understanding of firm policies and can handle certain issues independently. Qualifications: • Fluency in Spanish is required and will be reviewed during interviewing process., • Experience supporting high level executive(s) in a complex environment, preferably in financial services, private sector or government., • Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information., • Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication., • Extreme attention to detail and organizational skills, with ability to prioritize tasks., • Quick learner and self-starter with excellent anticipation skills., • Pro-active problem solver and independent thinker; ability to follow-up as often as necessary., • Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment., • Highest degree of integrity, professionalism, and diplomacy is required., • Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required., • Familiar with expense platforms such as SAP Concur, • Supportive team player with a positive attitude., • Ideal candidate has at least 5+ years of experience. PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Equal Employment Opportunity PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. Fair Chance Employment PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation. FIRST SEARCH IS DIVERSE ___ #DecidedlyDiverse

Position Title: Administrative Assistant Location : Miami, FL Pay rate: $30-31.25/hr. Job Summary & Responsibilities: • Provides administrative support to Top Advisors within the Northeast Region of Private Wealth Management Philadelphia in a complex team environment, • Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and related logistics., • Handles highly confidential and sensitive client information with the utmost discretion., • Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner., • Coordinates logistics for PWM client calls & meetings; responds and follows up on requests in a timely manner., • Coordinates a high volume of domestic and international travel arrangements, including visa procurement; processes expense reports accordingly and in a timely manner., • Prepares and distributes correspondence, agendas, letters, reports or other documents as requested., • Supports the onboarding of new hires with the Business Unit Manager across the region., • Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects, facilities management and/or event planning as requested., • Organizes and ships materials to clients as needed. Responds and follows up on client requests., • Works with conference and catering services for client engagements as needed., • Maintains understanding of firm policies and can handle certain issues independently. Qualifications: • Fluency in Spanish is required and will be reviewed during interviewing process., • Experience supporting high level executive(s) in a complex environment, preferably in financial services, private sector or government., • Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information., • Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication., • Extreme attention to detail and organizational skills, with ability to prioritize tasks., • Quick learner and self-starter with excellent anticipation skills., • Pro-active problem solver and independent thinker; ability to follow-up as often as necessary., • Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment., • Highest degree of integrity, professionalism, and diplomacy is required., • Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required., • Familiar with expense platforms such as SAP Concur, • Supportive team player with a positive attitude., • Ideal candidate has at least 5+ years of experience. Benefits Info Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors. Responsibilities • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current, • Identify and assist with Firm services and solutions that support clients’ needs, • Confirm authorization and authenticate client when processing requests, • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples, • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors, • Prepare financial plans, client reports, and other materials for client meetings, • Review and take appropriate action on client account alerts, • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model, • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Requirements: • Prior experience in a wealth management firm, • Fluency in English and Spanish

Evensky & Katz / Foldes Wealth Management – Coral Gables, FL We are looking for a steady, warm, service-oriented professional who takes pride in being the welcoming face of the firm, thrives in structured environments, and finds fulfillment in supporting others through consistent, high-quality administrative work. This is a full-time, in-office role (Monday–Friday) based in our Coral Gables office. Key Accountabilities Client & Visitor Experience • Serve as the first point of contact welcoming clients, prospects, vendors, and team members., • Maintain a warm, professional, and polished front office atmosphere at all times., • Answer, screen, and route calls with care, accuracy, and discretion. Office Operations & Logistics • Manage all incoming/outgoing mail, package deliveries, and bulk mailings., • Maintain office, kitchen, and supply inventory; coordinate vendor orders as needed., • Liaise with building management and service providers to ensure smooth operations., • Ensures the office environment is neat and orderly, reflecting the firm’s high standards. Administrative & Document Support • Scan, organize, and maintain critical client and firm documents., • Prepare and send DocuSign envelopes accurately and promptly., • Perform precise data entry and administrative updates within CRM systems. Firm-Wide Support • Assist internal teams with administrative tasks and operational projects., • Maintain confidentiality and uphold firm values in all interactions, • Ensure timely and accurate completion of all responsibilities. Attributes · Takes ownership of the role seriously · Treats everyone fairly · Loves routines and checklists · Keeps the environment calm and respectful · Enjoys gathering and organizing information · Builds trust through caring interactions · Takes satisfaction in completing tasks well Qualifications • Bachelor’s degree preferred., • Prior experience as a receptionist, administrative assistant, or office coordinator preferred., • Proficiency in Microsoft Office Suite., • Familiarity with CRM systems is a plus., • Exceptional communication skills, both written and verbal., • Strong organizational skills and meticulous attention to detail., • Ability to work both independently and collaboratively., • Thoughtful problem-solving abilities and sound judgment. To apply please send both your résumé along with a brief paragraph explaining why you are a strong candidate for this position. About Us Evensky & Katz is a nationally recognized, fee-only financial planning and investment management firm. As one of South Florida’s largest independent Registered Investment Advisors, we manage more than $3 billion in client assets across offices in Florida, Texas, and Washington state. With over 40 professionals, we are committed to growth and excellence, and we are excited to welcome a dedicated professional who will take pride in being the welcoming face of the firm and a vital contributor to our operational excellence.

We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors. Responsibilities • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current, • Identify and assist with Firm services and solutions that support clients’ needs, • Confirm authorization and authenticate client when processing requests, • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples, • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors, • Prepare financial plans, client reports, and other materials for client meetings, • Review and take appropriate action on client account alerts, • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model, • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Requirements: • Prior experience in a wealth management firm, • Fluency in English and Spanish

A leading global financial institution is seeking a polished and highly organized Administrative Assistant to support senior advisors within their Private Wealth Management division in Miami. This is a demanding role within a fast-paced, client-facing environment where discretion, professionalism, and proactive problem-solving are paramount. The right candidate will be deeply detail-oriented, thrive under pressure, and take pride in delivering executive-level administrative excellence. Key Responsibilities: • Manage complex, high-priority calendars for senior advisors, including scheduling internal and external meetings, conference calls, and related logistics, • Handle a high volume of phone and email communications with senior executives and high-net-worth clients, maintaining a professional and responsive demeanor at all times, • Coordinate client meetings and calls; ensure timely follow-through on all action items and requests, • Arrange extensive domestic and international travel, including visa applications; prepare and submit expense reports accurately and on schedule, • Draft, proofread, and distribute correspondence, agendas, reports, and presentations as needed, • Support new hire onboarding in partnership with the Business Unit Manager, • Provide general office support including filing, shipping, supplies management, and facilities coordination, • Organize and ship materials to clients; coordinate conference and catering services for client engagements, • Assist with ad hoc projects and event planning as requested, • Maintain working knowledge of firm policies and manage routine matters independently Qualifications: • Fluency in Spanish is required, • 5+ years of experience providing administrative support to senior executives, ideally within financial services, private sector, or government, • Demonstrated ability to handle confidential and sensitive information with absolute discretion, • Exceptional written and verbal communication skills with a consistently professional presence, • Meticulous attention to detail and strong organizational abilities; able to manage competing priorities effectively, • Self-directed and proactive, with strong anticipation skills and a bias toward action, • Comfortable managing ambiguity and adapting quickly in a deadline-driven environment, • Uncompromising professionalism, integrity, and diplomacy in all interactions, • Advanced proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, • Familiarity with expense management platforms such as SAP Concur, • Collaborative team player with a positive, can-do approach Contract Details: This is a 12-month contract position with the potential for extension or permanent conversion based on performance and business needs. Compensation is $31.25/hr. Candidates must be available to work on-site at the Miami office. Please submit your resume to be considered for this opportunity! You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

The Director of Operations is responsible for leading and scaling the firm’s operational infrastructure to support continued growth and client experience excellence. This role serves as the connective tissue between leadership strategy and day-to-day execution, ensuring that people, processes, and technology operate in a coordinated and efficient manner. The ideal candidate brings experience in the RIA or wealth management industry, strong operational rigor, and the ability to build structure without creating unnecessary bureaucracy. This individual will partner closely with leadership to establish and improve workflows, enhance accountability, and support the firm’s next phase of growth. Primary responsibilities include but are not limited to: · Oversee the firm’s core operational functions, including client service workflows, new account onboarding, money movement, and custodial processes. · Design, document, and continuously improve scalable operating procedures. · Identify process bottlenecks and implement solutions that improve efficiency and reduce risk. · Ensure operational readiness to support firm growth and increasing client complexity. · Establish and monitor key operational KPIs and service standards. · Lead and develop the Client Service team. · Clarify roles, responsibilities, and performance expectations across the client support team. · Build management depth and succession within the operations function. · Foster a culture of accountability, ownership, and continuous improvement. · Serve as the primary liaison between Operations, Advisors, Investment Team and Vendors. · Oversee effective utilization and successful implementation of the firm’s technology stack (CRM, custodial platforms, planning tools, etc.). · Lead the subscription process for alternative investments, coordinating investor paperwork and fund allocations. · Drive adoption of automation and digital tools to enhance scalability. · Partner with COO/CCO and third-party consultants to ensure operational processes align with regulatory expectations. · Strengthen procedural documentation and audit trails. · Support mock exams, operational due diligence, and regulatory readiness. Requirements: – 5+ years of experience in wealth management, RIA, or financial services operations. – Must be fluent in Spanish. – Demonstrated leadership of client service and/or operations teams. – Deep familiarity with custodial platforms (e.g., Schwab, Pershing). – Strong process design and workflow optimization experience. – Proven ability to operate in a growing, entrepreneurial environment. – Excellent organizational, communication, and problem-solving skills.

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. Our operations team ensures exceptional client experiences through meticulous preparation and seamless execution, and that's where you come in. If you're detail-oriented, organized, and eager to launch your career in financial services, the Wealth Management Specialist Intern role is your opportunity to gain hands-on experience while making a meaningful impact on both clients and the firm. Role The Wealth Management Specialist supports the advisory team by contributing to all client servicing activities, both pre- and post-meeting. You will update financial data, process client requests, and assist advisors with documentation and communication needed to deliver exceptional client experiences. This internship is perfect for students with strong attention to detail, excellent organizational skills, and a passion for financial planning who want real-world experience in a boutique yet resource-backed wealth management firm. Responsibilities • Update financial planning software (Retirement Analyzer) for all advisor meetings., • Prepare client review summaries and retirement analysis documentation., • Input advisor notes and update CRM records accurately., • Manage and attach financial statements, contracts, and reports to client files., • Receive incoming client service calls and emails in a professional and friendly manner., • Complete service change requests, account updates, and custodial login setup., • Review and process applications, trades, allocation changes, withdrawals, and transfers., • Coordinate and follow up on client transfers to ensure completion., • Assist with client update reports and outgoing mailings., • Support client scheduling and collaborate with WMAs, WMPs, and Advisors., • Assist with internal team projects and additional responsibilities as assigned., • Maintain clear, professional communication with clients and internal team members., • Stay informed on industry regulations, compliance changes, and relevant tax law updates., • Always act in the best interest of the client and adhere to company standards.Requirements, • Currently enrolled in an undergraduate program (Finance, Business Administration, Economics, or related field). Junior/Senior status preferred or 1-2 years experience within a financial institute., • Proficiency with Microsoft Office; CRM experience is a plus., • Excellent verbal and written communication skills., • Exceptionally detail-oriented with strong organizational and time management skills., • Eager to learn new tools, processes, and systems., • Comfortable working both independently and within a team setting., • Bilingual in English and Spanish is a MUST., • Availability of 24 - 30 hours/week What We Are Expecting, • Seamless advisor meeting preparation that reflects Guerra's commitment to client service., • Accurate, timely, and thorough CRM and financial data updates., • Consistent support to advisors in meeting operational and client experience goals., • Active contribution to team efficiency and client satisfaction., • Proactive communication and follow-through on all assigned responsibilities.Schedule, • Onsite in office located in Miami, FL, • 3 - 4 day schedule with flexibility on schedule. (Required to work at least 3-full days) Competitive hourly rate with opportunities for bonuses based on performance and contribution. Benefits • Real-world experience in financial operations, client services, and wealth management., • Exposure to CRM systems, workflow tracking, and financial planning processes., • Mentorship from experienced operations professionals and insight into the financial planning lifecycle., • Ongoing training and certification sponsorship opportunities., • Performance-based bonuses and future consideration for part-time or full-time roles. 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 join a team that values precision, professionalism, and client-first service — and want to launch your career in wealth management with hands-on experience — this is your opportunity. Apply today and help us deliver an exceptional client experience at Guerra Wealth Advisors. Powered by JazzHR 28lGAuqmfZ

Aon is looking for a Greater Florida Market Leader, which consists of three offices - Jacksonville, Tampa and Miami. As part of an industry-leading team, the Greater Florida Market Leader will help empower results for our clients by delivering innovative and effective solutions across the Greater Florida market. Our strong preference is for this role to be Miami based, as Miami is a major component of the market and will require a corresponding level of attention and presence. Reporting to the South Region Leader, this role oversees all strategic and tactical operations of the Greater Florida market and holds responsibility for leading and driving strategic growth plans across all solution lines. The Market Leader manages the Greater Florida portfolio of clients, champions a positive colleague experience, drives and supports revenue growth, and maintains accountability for overall market results. The Market Leader models a "one-firm" mentality in all situations. This individual is also accountable for implementing business strategies, developing and achieving sales goals, driving and communicating financial goals, and ensuring operational excellence. Aon's philosophy is performance-based, and our colleague culture is aligned around accountability for key goals, objectives, and service levels. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like • Leads, personally participates in, and is responsible for all Greater Florida market business activities, facilitating growth across all solution lines to achieve regional objectives., • Serves as a point of integration and ensures colleagues deliver on client service activities., • Carries out statutory and regulatory compliance where applicable., • Collaborates with Greater Florida leadership to develop and drive cross-solution line business plans to include client retention, business growth, colleague engagement, and community engagement and service., • Communicates overall vision with office solution line leadership, client leaders, sales and growth operations, to deliver on office objectives, • Leads all aspects of people-related activities including recruitment, training, engagement, performance, succession planning and employee relations as appropriate., • Responsible for client stewardship and executive client contact., • Highly engaged in the Greater Florida market and serves as the face of Aon externally., • Promotes Aon's visibility and business networking within the community by encouraging staff participation in local organizations and representing Aon in professional and business associations, • Responsible for role-modeling and encouraging a positive, diverse and inclusive colleague experience Skills and experience that will lead to success • Experience in one or more of Aon's solution lines: Health, Wealth, Commercial Risk or Human Capital, • Passionate and entrepreneurial about delivering the best of the firm to clients, • Deep understanding of local context, trends and macroeconomic factors, • Experienced in leading multi-solution/segment teams in an office, • Strong analytical, strategic and critical thinking skills, • Able to mobilize stakeholders, • Proven track record of achieving growth targets across multiple products or specialties, • Build and develops inclusive and diverse teams, • Cultivates an environment in which all employees are seen, valued, and heard, • Motivates and inspires others, creating an environment for continuous learning and connection Leadership Skills: • Embodies a 'One Firm' approach, • Empathic and thoughtful, • Consultative, • Influential and with leadership resolve, • Driven to innovate and evolve, • Client-centric growth orientation, • Passion for uniting diverse collaborators around common vision Holds all regulatory licenses, permissions and technical or other requirements applicable under local legislation Education: Bachelor's degree or equivalent experience How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ___ or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws: Thesalary range for this position (intended for U.S. applicants) is $350,000 to $400,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in Aon's annual incentive plans to receive in addition to base salary. The amount of any incentive varies and is subject to the terms and conditions of the applicable incentive plan. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-CB1 #LI- Executive 2578027

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. The Southeast Region includes the following states: Florida, Georgia, and Alabama. The Day-to-Day: • Convert prospects to clients by showcasing the Fisher difference, • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions, • Educate prospective clients on the variety of Fisher Investment’s offerings, • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management, • 5+ years experience working in financial services, • FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred, • Multi-year track record of success driving results, • Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: • 100% paid medical, dental and vision premiums for you and your qualifying dependents, • A 50% 401(k) match, up to the IRS maximum

Managing Director, Capital Markets & Investor Relations New York / Miami / Remote (U.S.) Astor Realty Capital is an institutionally backed private equity real estate firm with over $3B+ in assets and a track record of delivering 20%+ gross returns across market cycles. We partner with best-in-class developers across major U.S. markets to originate and structure equity, preferred equity, and credit investments. We are actively scaling our capital formation platform across family offices, RIAs, and institutional investors. We are seeking a senior capital markets executive with a proven track record of raising significant capital across private equity, real estate, and alternative investments. This is a front-line, revenue-generating role focused on: • Building and monetizing investor relationships, • Driving capital formation across funds and direct deals, • Source, develop, and maintain relationships with:, • Family offices, • RIAs / wealth managers, • Institutional investors (endowments, pensions, consultants), • Lead capital raising across:, • Preferred equity, • Structured debt, • Opportunistic real estate equity, • Drive investor conversations from introduction through closing, • Collaborate with internal team on deal positioning, structuring, and go-to-market strategy, • Contribute to long-term capital strategy and platform growth Ideal Candidate Profile • 15–25+ years in capital markets, fundraising, or investor relations, • Demonstrated track record raising $500M+ to $1B+ across career, • Deep relationships across family offices, RIAs, and institutional capital, • Experience across private equity, real estate, or alternative investments, • Strong understanding of deal structuring and investor psychology, • Entrepreneurial, self-directed, and revenue-focused Compensation Structure Designed to reward performance and aligned with capital raised: • Base Compensation (stability + platform support), • Origination-Based Incentives tied directly to capital raised, • Performance Bonus based on overall contribution, • Participation in Promote / Upside on closed investments This is a highly lucrative role for the right individual with existing relationships and the ability to execute. Why Astor • Active pipeline of institutional-quality deals, • Established track record and brand credibility, • Direct access to senior leadership and decision-making, • Ability to monetize existing relationships immediately, • Platform built for scale (not bureaucracy) How to Apply If you are actively raising capital and looking for a platform to scale your production, we welcome a confidential conversation. Apply directly or reach out to discuss.

Job Description Why We Stand Out: Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being. Our values are translated into action every day." Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? Requirements How You’ll Contribute: As a Senior Accountant in the Entrepreneurial Services team, you’ll handle multiple accounting and tax engagements related to individuals, as well as business entities. Successful candidates will be attentive to details and both quick and accurate in handling multiple engagements. • Maintain and analyze books and records, • Compile and review financial statements, • Assist with banking relationships, • Preparation and review of individual, corporate, and partnership tax returns, • Providing complete and accurate work papers, • Offer feedback to improve efficiency and enhance profit, • Assist in the selection of appropriate software, • Design and implement accounting systems and processes What Skills You'll Bring: • 3-6 year’s public accounting experience, • CPA or CPA eligible, a must, • Strong accounting skills, • Strong tax preparation skills related to individual, corporate, and partnership tax returns, • Strong computer skills in Excel, Word, and tax preparation software, • Competency regarding the compilation and review of financial statements preferred How You'll Stand Out: • Excellent communication skills, both verbal and written, • Bilingual or conversational in Spanish, • Proficient with QuickBooks, • Healthcare, Real Estate & Construction, or Wholesale/Manufacturing industry-specific experience Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Executive Administrative Assistant – Private Wealth Management Miami, FL (On-Site | Local Candidates Only) $31.25/hour Fluency in Spanish is required and will be assessed during the interview process. Join a high-performing Private Wealth Management team supporting top financial advisors in a fast-paced, client-focused environment. This role is ideal for an experienced Executive Administrative Assistant who thrives on managing complexity, supporting senior stakeholders, and delivering exceptional service to both internal leaders and high-net-worth clients. Key Responsibilities Executive & Client Support • Serve as a trusted administrative partner to senior advisors and their teams, • Provide seamless day-to-day support in a high-volume, fast-paced environment, • Oversee complex, highly detailed calendars, including senior-level internal and external meetings, • Coordinate client calls, meetings, and events with a high level of precision and professionalism, • Coordinate frequent domestic and international travel, including detailed itineraries and visa requirements, • Prepare and distribute reports, correspondence, and presentation materials, • Support onboarding of new team members in partnership with business leadership, • Handle highly sensitive client and business information with discretion and sound judgment, • Maintain adherence to internal policies and compliance requirements Qualifications • 5+ years of experience supporting senior executives or advisors in financial services, private banking, or a complex corporate environment, • Fluency in Spanish (written and verbal) is required, • Proven ability to manage complex calendars and high-volume workflows independently, • Strong communication skills with a professional presence when interacting with senior leaders and clients, • Exceptional attention to detail, organization, and follow-through, • Ability to remain composed under pressure and adapt in a dynamic, deadline-driven environment, • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), • Experience with expense platforms such as Concur preferred What Sets You Apart • You anticipate needs and act proactively with minimal direction, • You excel in high-touch, client-facing environments, • You bring professionalism, discretion, and strong business judgment to everything you do Why This Role • Opportunity to support top advisors within a respected Private Wealth Management environment, • High exposure to senior stakeholders and client interactions, • Fast-paced, team-oriented setting with meaningful impact Important: This is an on-site role based in Miami, FL. Candidates must be local. Spanish fluency is a non-negotiable requirement for consideration. PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

Job Description Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “We prioritize our people, their development, and their well-being…Our values are translated into action every day.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: Kaufman Rossin is seeking a Tax Controversy Senior to join our dynamic team of Tax Controversy professionals in Boca Raton: • Assist with IRS examinations, • Prepare responses to IRS penalty notices, • Assist with IRS collection matters, • Perform legal research, • Review IRS account transcripts and reconcile client accounts, • Proactively identify client needs, • Achieve team and individual budget and performance objectives, • Maintain expert technical standards, • Lead by example: demonstrate a positive, team-player attitude and professional appearance What Skills You’ll Bring: • 3+ years of experience with tax and/or legal research projects with a focus in tax controversy, • Ideal candidates will have experience working for the IRS or within a public accounting firm on tax controversy matters, • CPA, EA, or JD LL.M, • Experience juggling multiple projects simultaneously How You’ll Stand Out: • Excellent verbal and written communication skills, • Ability to work overtime during peak times of the year, • Local to South Florida Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects our firm's and clients' diversity. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description Staff Accountant Wealth Management Firm Position Overview A growing and highly regarded Wealth Management firm is seeking a detail-oriented Staff Accountant to support its core accounting and financial operations. This individual will play a critical role in maintaining accurate financial records, supporting reporting processes, and ensuring operational efficiency across the organization. This position offers strong exposure to leadership and the opportunity to contribute within a sophisticated financial services environment. Reports directly to the CFO. Key Responsibilities Core Accounting Functions • Prepare and post journal entries, ensuring accuracy within the general ledger, • Perform monthly account reconciliations, including cash, investments, and accruals, • Support preparation of financial statements and internal management reports, • Assist in tracking firm-level revenue, expenses, and profitability, • Track and reconcile investment-related transactions (if applicable), • Support reporting tied to AUM (Assets Under Management) and client-related financial activity, • Ensure adherence to GAAP and internal financial policies, • Support audit processes and maintain audit-ready documentation, • Identify opportunities to improve reporting accuracy and efficiency, • Bachelor's degree in Accounting, Finance, or related field, • 2–4 years of accounting experience (public accounting or financial services preferred), • Strong understanding of accounting principles and financial reporting, • Proficiency in Excel and accounting systems (ERP experience preferred), • High attention to detail and strong organizational skills, • Ability to manage multiple priorities in a deadline-driven environment, • Experience within wealth management, financial services, or family office environments, • Exposure to investment accounting or multi-entity structures, • Timely and accurate close cycles, • Clean, well-documented reconciliations, • Strong support of leadership through reliable financial reporting, • Opportunity to gain exposure to investment and wealth management operations, • High visibility with leadership and opportunity for growth, • Collaborative, professional environment with long-term career potential

Job DescriptionAbout Belong We believe in a world where homes are owned by regular people, not corporations. Our mission is to provide authentic belonging experiences, empowering residents to become homeowners and homeowners to achieve financial freedom. We are building a scaled system of wealth creation for regular people through homeownership. We've survived Covid, the tech crash, and the toughest years of the capital markets. We are growing fast and we are AI First. Our 200+ Belongers are strong, curious, and extremely ambitious. About the Home Quality Team What we do goes far beyond prepping a home for listing. Our work is about quality—as a mindset, a standard, and a promise to residents and homeowners. From the moment a home is ready to start work to the moment it’s loved, our team ensures that every step—inspections, repairs, cleaning, photography, listings—reflects our commitment to delivering homes that meet Belong’s standards. About the Role We’re looking for a hands-on operator who owns a portfolio of homes from inspection → scope → repairs → QA → photos → listing → move-in. You’ll translate inspection findings into action, coordinate contractors and schedules, manage revenues executed and timelines, and keep every stakeholder aligned. If you’re proactive, organized, and energized by making things happen fast—and right—this role is for you. This isn’t a sit-back role. You’ll chase blockers, re-sequence work on the fly, jump on details when needed, and keep momentum until keys are in a resident’s hand. What You’ll Do Own the home journey: Take each assigned home from inspection to move-in ready, ensuring scope, schedule, and revenues executed are clear and delivered.Turn findings into plans: Convert inspection notes into punch lists; define scope, materials, and sequencing (repairs → cleaning → photos).Coordinate the doers: Work daily with inspectors, handypeople, painters, cleaners, locksmiths, and photographers—ensuring access and day-of readiness.Schedule with precision: Book vendors, stack work efficiently, and re-sequence quickly to protect timelines.Guard the standard: Run pre- and post-repair QA; confirm photo-readiness; ensure listing criteria and brand standards are met.Drive revenue execution: Compare quotes, choose the most affordable trusted option, and push work to completion and invoicing to realize revenues.Communicate clearly: Keep homeowners, internal teams (Sales, Vendor Ops, Listings, Support), and residents updated—no surprises.De-risk early: Escalate access issues, power/water, furnished homes, or special conditions quickly to avoid delays.Track everything: Keep the source-of-truth updated in our product—every task, date, and invoice. What Success Looks Like (KPIs) Revenues executedTime to listListings deliveredCSAT from homeowners and residents What Makes You Great Homeowner-centric: You frame decisions around trust, outcomes, and value.Cross-functional driver: You align inspectors, contractors, and internal teams toward a date-certain goal.Proactive: You anticipate issues and solve them before they hit the critical path.Structured & organized: You manage multiple homes, vendors, and deadlines without dropping details.Ambitious & hands-on: You roll up your sleeves and drive to done—and done well.Outcome-oriented communicator: Crisp, timely, and action-focused in writing and on calls. Minimum Requirements 1–3 years in start-up operations or a similar fast-paced execution role. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial * Elite payout structure: 60–80%+, depending on book size and profile * True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. * Independent, advisor-first platform built to reduce friction and inefficiency * Scalable infrastructure that lets you focus on clients, not admin * Leadership and equity potential for advisors who want to help shape the firm’s future * Built for experienced advisors—not trainees or product pushers The Role * Transition your existing book of business to a more efficient, higher-payout platform * Maintain full ownership and control of client relationships * Deliver comprehensive wealth management advice aligned to your clients’ needs * Collaborate with other senior advisors and firm leadership * Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For * Financial / Wealth Advisors with a transferable book of business * Wirehouse or bank advisors currently earning ~25–35% * Independent advisors burdened by inefficiencies and lack of opportunity * Those with strong client retention and an extensive relationship management track record * Advisors motivated by better economics, autonomy, and long-term upside * Collaborative professionals who value flexibility and ownership * High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): * Book size of $20M–$100M+ * Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside * Payout range: 60–80%+ based on book size and structure * Top-tier payout bands available for advisors with larger, scalable books * No forced production grids or artificial caps * Clear alignment between revenue generation and take-home pay * Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. * On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job DescriptionJob Title: Financial Services Advisor (Entry-Level to Experienced) Location: Miami, FL (Hybrid / Remote Options Available) About Us Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We specialize in retirement planning, insurance strategies, tax-efficient solutions, and long-term wealth building. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career. What You'll Do • Work with clients to assess financial goals and needs, • Provide guidance on retirement planning, insurance, and wealth strategies, • Build and maintain long-term client relationships, • Participate in training, mentorship, and development programs, • Utilize digital tools and CRM systems to manage your pipelineWhat We Offer, • Competitive compensation (commission + performance-based incentives), • Full training and mentorship (no experience required), • Access to A-rated financial carriers and products, • Flexible schedule (full-time or part-time options), • Remote and hybrid work opportunities, • Business ownership and growth potentialQualifications, • Strong communication and interpersonal skills, • Self-motivated and goal-oriented, • Entrepreneurial mindset, • Ability to obtain a state license (if not already licensed), • Prior experience in sales, finance, or customer service is a plus (not required)Ideal Candidate, • Looking for career growth and income scalability, • Open to learning financial concepts and strategies, • Interested in helping others achieve financial independence

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management