Wealth jobs in Miami, Florida - Page 4Create job alerts

Job DescriptionBrief Description About COURSER COURSER accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and contribute to our ongoing success. Field Technician The Field Technician is responsible for installing, troubleshooting, and repairing equipment or systems at customer locations. This role involves on-site visits to perform diagnostics, maintenance, and upgrades, often requiring technical knowledge and hands-on skills. The ideal candidate will have excellent problem-solving abilities, strong customer service skills, and a solid understanding of the equipment or systems they work with. Key Responsibilities • Install, configure, and test network and hardware equipment or systems at customer sites according to company guidelines and specifications., • Ensure proper functioning of equipment post-installation and provide initial training to users if necessary., • Coordinate with clients to schedule installation and resolve any access or technical setup issues., • Diagnose technical issues in the field, using testing equipment and diagnostic tools to identify and resolve problems., • Perform repairs and adjust equipment as needed, ensuring operational efficiency., • Document issues, repairs, and solutions clearly to maintain accurate records of service history., • Conduct routine maintenance on equipment and systems, identifying potential issues before they result in major breakdowns., • Replace worn parts, clean equipment, and perform calibrations to prolong equipment life., • Provide customers with recommendations for care and maintenance to help them maintain optimal equipment performance., • Communicate effectively with customers, explaining service work performed and answering any questions they may have., • Provide clear and professional support, maintaining a high standard of customer service at all times., • Address customer concerns and feedback promptly and professionally., • Complete detailed service reports and maintain documentation for all installations, maintenance, and repairs., • Update records in company systems, noting parts used, time taken, and any other relevant information., • Report back to supervisors or the technical support team on recurring issues and recommend potential solutions., • Follow all safety protocols and guidelines during installations, repairs, and maintenance., • Ensure compliance with company standards, industry regulations, and customer requirements., • Keep tools, equipment, and vehicle in good condition, performing regular checks and maintenance.Key Qualifications, • High school diploma or GED required; technical certification or associate’s degree preferred., • 1+ years of experience in a field technician or similar role., • Familiarity with equipment relevant to the industry (e.g., telecommunications, HVAC, electrical)., • Proficiency in using diagnostic tools, testing equipment, and computer applications., • Competitive benefits package, including medical, dental, vision, and life insurance, • 401k match, • Unlimited vacation time*, • Paid sick time, • 10 Holidays including your Birthday and a Floating Holiday!, • Healthy Lifestyle reimbursement, • Amazon Prime reimbursement, • 40 Hours for Volunteer Time, • Paid parental leave, • Reimbursement for ongoing education and certifications, • Learning and development programs X51NObzsCa

As an Advisor Trainee in Global Private Bank within the Latin America team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth m

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Three plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, includin

As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Morgan's International Private Bank. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relati

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Our advisor-led wealth management businesses provide financial planning, inve

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Our advisor-led wealth management businesses provide financial planning, inve

Job Opportunity At A Fast-Growing Financial Services Company.We are a fast-growing, publicly traded, diversified financial services company, and our advisors benefit from a nationally competitive platform.You'll have access to wide-ranging, in-house capabilities including capital markets services an

Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience. Provide essential Investment support in the daily investment portfolio administration for the Wealth Management regional o

At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. Strong background in finance or wealth management, with knowledge of annuities, life insurance, and investment accounts. These are the heart and soul of Guerr

Job Opportunity At A Fast-Growing Financial Services Company.We are a fast-growing, publicly traded, diversified financial services company, and our advisors benefit from a nationally competitive platform.You'll have access to wide-ranging, in-house capabilities including capital markets services an

Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree.

Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support. Strong fiduciary and investment management knowledge.

Senior Wealth Advisor SAFE Act - Miami. The Senior Wealth Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

Work closely with private wealth advisors and teammates to service our clients. Identify opportunities for wealth advisory services for clients, while understanding client suitability and risk tolerance.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, inc

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Three plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, includin

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including

Wealth Relationship Manager - South Florida.

Job Opportunity At Northern Trust.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individ

Senior Wealth Advisor- SAFE ACT.

The Director, HNW Wealth Planner provides advanced financial planning, cross-border tax strategy, and holistic wealth guidance for high-net-worth (HNW) domestic and international clients within a broker-dealer environment. Partner with internal teamsincluding investments, trust & estate, lending, an

Private Wealth Management Advisor. At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning an

Identify opportunities for wealth advisory services for clients, while understanding client suitability and risk tolerance. Work closely with private wealth advisors and teammates to service our clients.

Wealth Advisor, Ultra High Net Worth. We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients.

Senior Wealth Advisor Safe Act. The Senior Wealth Advisor Safe Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

The Client Associate - Wealth Management. Financial Advisors and delivering an exceptional client experience within the StoneX Wealth Management platform.

Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. Experience: At least 4 years sales and related industry experience in wealth management, financial planning, and invest

Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc. Senior Wealth Advisor SAFE Act - Miami. The Senior Wealth Advisor SAFE Act is a seasoned professional role.

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Establish, nurture and grow client relationships by acting as a trusted

Preparing and submitting expense reports for processing at the direction of the Financial Advisor/Private Wealth Advisor. Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Entering profile inform

Private Banker In The International Private Bank. As a Private Banker in the International Private Bank, you will advise offshore clientsamong the largest and most complex globallyon building, preserving, and managing their wealth. Morgan Asset & Wealth Management delivers industry-leading investmen

Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. Minimum of 5 years of experience in private banking or wealth management. The ideal candidate will have a strong track record in private banking, with experience in business develo

Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. Across Wealth Management, Goldman Sachs helps empower clients and customers around the w

Solid understanding of wealth management and financial planning considerations for high-net-worth individuals and wealth families. A Legal Wealth Advisor is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys

Function as a Center of Excellence (COE) Wealth Management Professional (WMP) providing client service support to clients of PWM teams in the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. Assist in providing operational effi

Goldman Sachs Private Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Wealth Management Professionals work directly with our clients to provide exception

Team and peer group role model for other Wealth Advisors and Wealth Associates. Wealth Management and demonstrated ability to manage a portfolio of high net worth clients. Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.

At Guerra Wealth Advisors, we redefine retirement planning and help families achieve financial confidence. These are the heart and soul of Guerra Wealth Advisors. Apply today and help us drive growth and success at Guerra Wealth Advisors.

The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The Wealth Management Services Specialist Senior is also responsible

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

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. Establish, nurture and grow client relationships by acting as a trusted

Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs. Provides high-touch, in-office support to a team of Wealth Advisors overseeing portfolios for h

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology. Adherence to the Wealth Enhancemen

Work closely with private wealth advisors and teammates to service our clients. Identify opportunities for wealth advisory services for clients, while understanding client suitability and risk tolerance.

At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be. The Client Ambassador Concierge at Guerra

Top Rated CPA firm in Miami! Advancement opportunities available as the firm continues to grow! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $180,000 per year A bit about us: Located in South Florida, we are a growing, full spectrum firm that focuses on HNW Individuals, Wealth Management, Audit and complex Business Tax. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable companies and individuals who have chosen to use us as their top tier partner! Why join us? Do you want to work with top clients!? We do too! Billable hours lower than industry averages! Competitive Base Salary! Competitive Bonus Package! Extremely Competitive Benefits Package! % benefits covered for employee Flexible Work Schedules! Accelerated Career Growth! Hybrid/Remote Options! 401k Matching! Generous PTO! Company paid Continued Education! Recognized as a Best Places to Work for several consecutive years! Recognized on list of fastest growing public accounting firms Job Details Seeking a Tax Manager with expertise in Trust & Estates who's interested in growing with us as we continue to add new clients! Qualifications: • BS/BA in accounting or related field, • 5+ years in public accounting tax role, • Experience with strong tax compliance and research background specific to Estates and Trusts (Form 706 / Form 709), • CPA or LLM required Interested in hearing more? Easy Apply now by clicking the "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