Wealth jobs in Miami, Florida - Page 5Create job alerts

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

Transitions Manager - RIA operations This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: We partner with independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies to enhance and expand their business. Why join us? We are a rapidly growing firm surpassing 125 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors. comprehensive health, dental, and vision insurance 401(k) with company match unlimited PTO paid paternity leave 10%-15% bonus equity Job Details The Transition Manager will play a pivotal role in transitioning Financial Advisors from wire houses to helping them launch their own RIAs. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction. You bring proven experience in transition management or project management within financial services, wealth management, or RIA operations. You are someone who is an easy study and thrives in a fast-paced and collaborative environment. This is a remote role but will require a significant amount of travel, including some weekends when the transition period begins for their clients. You will be expected to be in St. Pete, FL one week a month when you are not working a transition. 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

As a National Client Fund Banker, you are responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage markets. Morgan Asset & Wealth Management delivers industry-leading investment management and priva

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

By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil. Joining our Summer Analyst Program means you will be joining a team committed to building cli

As a Private Wealth Planner in the Wealth Planning and Advice team, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth Management's Planning Center of Excellence. Provide unbiased customized wealth and financial planning advice to clients and prosp

Private Wealth Solutions Global Fund Finance Position. The Private Wealth Solutions Global Fund Finance group is responsible for the fund performance reporting and all aspects of accounting related to Blackstone's multi-asset private equity funds. In addition, the group provides support to the front

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 - Miami Center Hub (Multilingual Skills Required).

For specific information on how FIS protects personal information online, please see the Online Privacy Notice. FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. We evaluate qualified applicants without re

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 significant wealth.

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. Citi Wealth - Wealth Advisor - Vice President. The

Morgan Wealth Management team, you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients. Knowledge of macro interest rate environment; understanding of wealth management. Diversified wealth management and investment skills.

Top performers may receive a full-time offer at the end of the summer. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Top performers may receive a full-time offer at the end of the summer.

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

Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products. As an Investment Specialist in the U. Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on

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

As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth ind

A leading wealth management firm in Miami is seeking a Risk and Controls Manager to oversee the design and implementation of financial controls.

Citibank (Switzerland) AG is seeking a seasoned business leader for the Head of Latin America position within the Wealth division. The ideal candidate will possess proven execution skills, exemplary leadership abilities, and a strong understanding of risk management and CPB products, along with the

This role serves as chair of the Citi Private Bank The Head of Latin America will report to the Head of Wealth and is a member of the Wealth and Citi Latin America Senior Leadership TeamsQualifications: Proven execution skills in prior assignments Strong understanding CPB products and deep knowl

A leading financial institution in Miami is seeking an experienced Private Banker to provide exceptional wealth management services. The ideal candidate has over eight years' experience in private banking and is fluent in Portuguese and English.

As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth ind

Job DescriptionSalary: $20 Job Title: Operations Officer Location: Coral Gables, Florida Department: Operations Reports To: CEO & Director of Operations or Chief Operating Officer (COO) Summary: We are seeking a detail-oriented and organized Operations Officer to join our growing RIA firm. The Operations Officer will be responsible for managing and optimizing our operational infrastructure, ensuring seamless client service, accurate transaction processing, and efficient system performance. You will work closely with advisors, clients, and vendors to deliver exceptional operational support as well as support contracting and document and processing operations. Key Responsibilities: • Oversee the full lifecycle of client accounts, from onboarding to maintenance and transactions, including contract preparation., • Manage and optimize the firm's technology stack, including CRM, portfolio accounting systems, and trading platforms., • Assist in maintaining compliance with regulatory requirements by maintaining accurate records and supporting compliance reporting., • Identify and implement process improvements to enhance operational efficiency and the client experience., • Serve as a key point of contact for operational inquiries from clients and advisors, providing timely and effective resolutions., • Collaborate with cross-functional teams to support the firm's growth and strategic initiatives., • Assist CEO in personal agenda, presentations, events., • Assist in hiring, onboarding and offboarding advisors and clients with software in order to ensure a correct flow. Requirements: • Bachelor's or Associate's degree in finance, business, or a related field, including AI for Automation and Virtual Assistants set-up., • From 0 to 1 years of experience in operations, client service, or a related role in financial services., • Experience with financial software systems (e.g., RightCapital, Schwab, Docusign) is a strong plus., • Strong knowledge of SEC/FINRA regulations and their impact on operations., • Series 65 license (or willingness to obtain) is preferred., • Excellent organizational, communication, and problem-solving skills., • Experience in a Registered Investment Adviser (RIA) or wealth management firm., • Certification in financial operations or compliance (e.g., CRCP, CAMS)., • Experience with project management and process improvement initiatives.

Join a team that values your ambition and empowers your growth.At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care a

A prestigious private bank in Miami is seeking a Senior Private Banker to manage high-net-worth clients with a focus on LATAM and Brazil. The ideal candidate should have a strong portfolio exceeding $200MM and proven experience in private banking.

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 Hedge Funds, Private Equity and Real Estate. Morgan Asset & Wealth Management delivers industry-leading inv

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

Vice President, Private Wealth Management Compliance. Private Wealth Management Compliance is seeking a Vice President to join our team and be based out of our Miami office. Reviewing marketing materials that are used to pitch Private Wealth Management products and services to clients.

Vice President, Private Wealth Management Compliance. Private Wealth Management Compliance is seeking a Vice President to join our team and be based out of our Miami office. Reviewing marketing materials that are used to pitch Private Wealth Management products and services to clients.

Job Description ABOUT BCI Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law. JOB SUMMARY The Onboarding Documentation Associate acts as a primary, client-facing representative, responsible for efficiently and seamlessly onboarding new clients, processing account applications, and ensuring compliance with internal policies and procedures, as well as regulatory requirements (AML/KYC) for Bci Miami and Bci Securities. The Onboarding Documentation Officer is the first point of contact for our clients, responsible for providing exceptional customer service and support, and ensuring client satisfaction during the onboarding process. The onboarding documentation officer’s primary responsibilities include processing account applications accurately and on time, maintaining high standards of customer service and assisting with other administrative tasks. Through daily interactions with customers and bankers and CSAs, as well as other colleagues, the onboarding documentation officer will contribute to delivering excellent onboarding service, meeting the Departments’ objectives, and supporting its overall success. Performance will be evaluated based on quality, timeliness, adherence to internal policies and procedures, customer satisfaction, and personal development. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: * Coordinate the efficient, end-to-end processing of new account openings for clients across Bci Miami and BCI Securities. * The account opening process covers accounts for both individuals and entities. * The account types at BCI Securities are brokerage, advisory, and managed accounts. * Serve as the primary client-facing representative, delivering exceptional customer service and support throughout the onboarding process to our customers, bankers and CSA’s. * Contribute to customer acquisition and retention by ensuring a positive and effective client welcome experience. * Prepare and finalize comprehensive account opening packages for customer signatures. * Provide clear and relevant communication to clients, bankers and CSA’s related to the onboarding process, outlining service steps, required documentation, and expected timeframes. * Act as liaison with the banker and client as it relates to account opening status and requirements for account opening. * Maintain bankers informed of any issues with each relevant account * Prioritize account opening of larger clients first, and/or as established from time to time by BCI. * Support CAP and IROs to create a collaborative environment in support of bankers and clients. * Ensure accounts are opened accurately and promptly * Assist new internal recruits with the account opening process. * Ensure strict adherence to all regulatory requirements, including Know Your Customer (KYC), Anti-Money Laundering (AML). * Review, validate, and inventory all KYC documentation, verifying and accurately documenting customer identity, source(s) of funds/wealth, and the nature of intended activity. * Confirm the accuracy of and update KYC with information provided by Bankers and CSA’s as required. * Adhere to all Bank security procedures, ensuring client and bank information remains secure and confidential. * Manage all day-to-day activities related to documentation and new account processing to ensure best practices and established procedures are consistently met. * Prepare work for processing by systematically gathering, organizing, and accurately recording all necessary data, information, and documents. * Monitor daily reports related to account opening and maintenance to ensure accurate records comply with all firm requirements. Maintain accurate status updates and a robust audit trail for all completed work. * Provide essential administrative support by collecting, analyzing, and summarizing data, and responding to requests from the CAP and compliance Departments of Bci Miami and Bci Securities. * Participate in the continuous development of the Account Opening operating model, including validating proposed ideas and plans, and reviewing/updating existing procedures in the Procedures Manual. * Implement strategies aimed at increasing operational efficiency, maintaining quality, and ensuring continuous process improvement. * Participate in special projects related to Account Opening and represent Client Onboarding Documentation in broader organizational initiatives. General Requirements * Ensure compliance with all legal and regulatory requirements * Excellent communication skills, critical, customer service and problem-solving skills * Strong interpersonal and team-building skills * Detailed oriented and able to manage multiple tasks effectively * Ability to work independently and in a fast-paced environment * Ability to understand, speak, read and write English and Spanish * Ability to prepare presentations, team reports and manage excel * 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) * Provide coverage for other positions as requested * Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds * Perform additional duties and responsibilities as assigned by management COMPLIANCE RESPONSIBILITIES In the performance of their duties, all Bci - Miami Branch staff members are required to comply all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with in the Bci’s Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place, or which may become effective during the staff member’s employment. PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications. EDUCATION: Bachelor’s degree in a related field or equivalent combination of coursework and work experience. CERTIFICATIONS/LICENSES:EXPERIENCE: At least 5 years’ experience of account opening to International Customers and knowledge of related Compliance regulations.

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 Role At Belong, we believe every detail matters—whether it’s the homes we care for or the environment where our team thrives. We’re looking for a part-time Team Experience & Office Assistant to make our Miami HQ a place where every Belonger feels inspired, supported, and at home.This role is all about elevating the everyday experience: from the vibe of the space to the energy we feel walking through the door. You’ll keep things beautiful, organized, and joyful—while always finding ways to make life easier, more delightful, and more connected for the team. If you have an eye for design, love creating warm and welcoming spaces, and naturally lift people’s spirits, we’d love to meet you. What You’ll Do • Ensure the office always looks and feels its best: organized, beautiful, and welcoming.- Manage supplies, snacks, and anything else that helps the team stay fueled and focused.- Bring your creative flair to the workspace—whether it’s refreshing a lounge area, setting the tone with flowers and playlists, or adding those thoughtful touches that brighten the day.- Support the planning and execution of team events, lunches, and celebrations that bring people together and foster belonging.- Coordinate with vendors, deliveries, and service providers to keep things running smoothly.- Welcome new Belongers on their first day with warmth, care, and a seamless onboarding experience.- Look for ways to continuously enhance the space and the team’s experience—proactively spotting what needs attention or improvement.- Provide general administrative support as needed to ensure the office operates like a well-oiled machine. What We’re Looking For • A people-person with a natural warmth, positive energy, and passion for creating beautiful, welcoming environments.- Excellent organizational skills and attention to detail—you notice the little things that make a big difference.- An eye for design and aesthetics—you love curating spaces that feel intentional, elevated, and alive.- Someone who takes initiative, solves problems on the fly, and enjoys helping others.- Previous experience in office coordination, hospitality, or events is a plus (but not required).- Ability to lift up to 25 lbs occasionally (for event setup, supplies, etc.). Why Join Us? • Be part of a mission-driven team shaping the future of homeownership and belonging.- Play a key role in cultivating a positive and engaging workplace culture.- Work part-time in a flexible, dynamic, and collaborative environment.- Have a direct impact on the daily lives of an incredible team. If you’re excited about creating an inspiring space and experience for our team, we can’t wait to hear from you! 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 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 Client Ambassador Concierge 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, Hybrid role based in Miami, FL (combination of remote and in-office work)., • 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 lxwo5UMyGJ

Job Description Vizcaya Museum and Gardens is a National Historic Landmark and accredited museum in Miami, Florida (). Vizcaya is owned by Miami-Dade County and is operated by the non-profit Vizcaya Museum and Gardens Trust, Inc. Our mission is to preserve the estate’s cultural and environmental resources to engage people in connecting with the past, understanding the present and shaping the future. Our vision is to position Vizcaya as an enduring, inclusive, and innovative place that inspires people to embrace the cultural vitality and environmental sustainability of the world around us. This is an exciting time to join Vizcaya Museum and Gardens. Vizcaya is preparing for a transformational comprehensive campaign to support annual giving, endowment growth and capital projects across the campus totaling more than $100 million in need. Among the most highly anticipated initiatives is underway is the revitalization of Vizcaya Village, the original working farm of the estate. This ambitious restoration project will enhance the visitor experience, expand educational and agricultural programming, and restore historic buildings and landscape features for public access. The Village Revitalization represents a once-in-a-generation opportunity to tell Vizcaya’s full story and establish a cultural hub for future generations. The Campaign Coordinator and Prospect Researcher provides essential fundraising and operational support for the Campaign fundraising efforts. Working collaboratively across the Advancement team, this newly created role combines prospect research expertise with coordination of Campaign engagement activities, serving as a key support partner in reaching the Advancement team’s annual strategic goals. This position will also play a critical role in supporting Campaign planning and execution during this exciting period of institutional growth. The position is on the Advancement Team and reports to the Director of Advancement Operations and Campaigns. Essential Functions Campaign Coordination and Administration • Coordinate leadership briefings, meetings and tours for donors, prospects, and key stakeholders., • Maintain accurate and up-to-date donor and prospect records in the Veevart database., • Support campaign logistics including tracking progress toward goals, preparing materials, and coordinating donor recognition., • Prepare clear campaign reports for leadership and the Board such as dashboards and progress updates., • Support Campaign communications in partnership with Advancement colleagues., • Provide administrative support for Campaign activities and perform other related duties as assigned. Prospect Research and Identification • Conduct prospect research to identify, qualify, and cultivate potential major gift donors including individuals, corporations, and family foundations., • Use iWave and other analytics tools to complete wealth screenings, capacity ratings, relationship mapping, and donor propensity analysis., • Assess high-net-worth individuals’ philanthropic interests, giving capacity and readiness to give., • Provide recommendations to support new prospect assignments and pipeline prioritization., • Partner with the Director of Corporate, Foundation and Government Relations to support research and prospect development. Portfolio Support and Relationship Management • Assist the Chief Advancement Officer with portfolio management, meeting preparation, and donor engagement planning., • Staff donor portfolios for the Chief Advancement Officer, Executive Director/CEO and Board Chair including scheduling meetings and preparing briefing materials., • Track moves management to support strong major gift and principal gift pipelines., • Work with Advancement team members to support donor engagement planning and coordination. General Responsibilities · Achieve meaningful and timely actions that advance Vizcaya’s mission, vision, and strategic plan. · Help to sustain and grow Vizcaya’s revenues and participate in pursuing funding opportunities. · Proactively promote communication, collaboration, and customer service. · Engage in internal committees as appropriate and complete assigned tasks in a timely manner. · Create and manage your budget; understand and comply with Vizcaya’s policies and procedures. This job description is not designed to be comprehensive; duties, responsibilities and activities may change at any time with or without notice. Position Requirements · At least 3-5+ years of work experience as a Campaign Coordinator or Prospect Researcher. · Bachelor’s degree in nonprofit management, communications, or a related field. · Analytical skills with current knowledge of prospect research methodologies, donor cultivation practices, and fundraising principles. · Experience with donor database systems and prospect research tools. · Positive attitude, strong interpersonal skills, excellent writing skills, and attention to detail. · Flexibility and commitment to collaboration. · Ability to be self-directed, curious, and work independently to meet deadlines. · Maintain confidentiality of sensitive donor information and adhere to ethical standards in fundraising and prospect research. · English fluency. · Proficiency with Microsoft Office. Factors Vizcaya Will Consider When Evaluating Applicants and Determining Compensation · Additional relevant work experience, training, internship, and education. · Certification in prospect research (CFRE, APRA or similar credentials). · Familiarity with iWave and prospect analytics platforms. · Proficiency with AI tools for research, data analysis, and productivity enhancement. · Experience in cultural organizations, museums, or historic sites. · Experience supporting comprehensive or capital campaigns. · Experience with Veevart, Salesforce or comparable donor database systems. · Spanish, Haitian Creole and other language skills. Compensation Vizcaya Museum and Gardens offer competitive compensation with generous paid leave, retirement benefits, and robust medical and other insurance for full-time employees. Salary will be based on the selected candidate’s experience and skills. The anticipated compensation is approximately $57,000 for someone meeting the requirements of the position to approximately $68,000 for someone exceeding them. Work Environment/Physical Demands The majority of work is done in an office setting, with some interaction with donors, prospects, community members, partners, vendors, and other constituents on and off site. Vizcaya is a non-smoking environment. Occasional lifting of materials up to 25 pounds may be required for event setup and coordination. Position Type/Expected Hours of Work/Schedule This is a full-time (40 hours per week), exempt position, typically Monday-Friday. This is a hybrid position with a combination of on-site and remote work. Periodic evening and weekend work is required. To Apply Please submit a resume and a cover letter expressing your interest in this position to: Equal Opportunity Employer Vizcaya Museum and Gardens is committed to equity and inclusion and is engaged in a strategic process to ensure that our staff, Board, and volunteers reflect our community’s diversity. Vizcaya welcomes applicants from groups that are underrepresented in cultural organizations and seeks to recruit, develop and retain a diverse workforce. Vizcaya Museum and Gardens is an equal opportunity employer. Vizcaya respects people of all backgrounds and does not discriminate based upon race, religion, color, national origin, ancestry, sex, pregnancy, childbirth, sexual orientation, gender identity, gender expression, age, marital status, familial status, status as a protected veteran, status as an individual with a disability, status as a victim of domestic violence, dating violence or stalking, or other applicable legally protected characteristics protected by law. Updated January 28, 2026 Company DescriptionVizcaya Museum and Gardens is a National Historic Landmark, accredited by the American Alliance of Museums and located on Miami’s spectacular Biscayne Bay. Vizcaya consists of 14 historic buildings on 50 acres of grounds, with approximately 2,500 objects and 40,000 archival documents. The Museum attracts nearly 200,000 visitors annually and is working to strengthen and extend its profile as a cultural resource throughout South Florida and the nation. To diminish second-hand health hazards, risk of fire, and unwanted trash on Vizcaya's historic property. VMGTI's employees are not permitted to smoke tobacco or other substances, use vapor devices (including e-cigarettes), or use smokeless tobacco anywhere o the Vizcaya estate (including the Village and parking lots).Vizcaya Museum and Gardens is a National Historic Landmark, accredited by the American Alliance of Museums and located on Miami’s spectacular Biscayne Bay. Vizcaya consists of 14 historic buildings on 50 acres of grounds, with approximately 2,500 objects and 40,000 archival documents. The Museum attracts nearly 200,000 visitors annually and is working to strengthen and extend its profile as a cultural resource throughout South Florida and the nation.\r\n\r\nTo diminish second-hand health hazards, risk of fire, and unwanted trash on Vizcaya's historic property. VMGTI's employees are not permitted to smoke tobacco or other substances, use vapor devices (including e-cigarettes), or use smokeless tobacco anywhere o the Vizcaya estate (including the Village and parking lots).

Job Description This position is in-office at our Miami, FL location. Out-of-state applicants will not be considered. Thank you. Do you love digging into research and helping people? We’re hiring a paralegal to assist our legal team in preparing legal documents, filing motions, coordinating law office activity, and conducting legal research. Applicants should be experienced, highly organized professionals with great attention to detail. If this sounds like a job you’ll love, apply below. Compensation: $65,000 - $75,000 yearly Responsibilities: • Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer, • Gather information about legal issues from the client in interviews, • Draft subpoenas and coordinate with process servers, • Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings, • Drafting of probate or administration proceeding papers, collection and valuation of assets, maintaining estate asset lists with date of death values, payment of debts, and bequests, • Corresponding with clients - heavy client contact, both verbal and written, • Monitoring of deadlines of key dates and events for each matter assigned, • Maintaining estate administration files and a complete set of correspondence, memos, and administrative documents using practice management software, • 3 years of experience in legal services under an attorney or lawyer in a law firm setting, • Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference, • Candidates must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree preferred, • Must have great time-management skills, and organizational skills, • To have mastered the day-to-day tasks that this role requires, including drafting and researching, • To have the JUDGMENT to make smart decisions about how to move a case through the system 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 We are a fast-growing, client-centered estate planning and probate law firm committed to delivering exceptional results while building something bigger than ourselves. Our vision is bold: we are building a premier private wealth and probate practice known for excellence, efficiency, and an elite client experience. We are looking for a fantastic Probate Paralegal to add to our team who can confidently guide clients through one of the most difficult seasons of their lives — and who wants to grow with a firm that promotes from within. What You’ll Gain Working w/ us: • Culture of Excellence & Camaraderie, • Work alongside a team that celebrates wins, supports each other, and holds a high bar., • Leadership That Invests in You, • We are as committed to your development as we are to clients’ success. Training, mentorship, and clear expectations come standard., • A Team of Pros, • You’ll work with seasoned legal professionals who believe in collaboration over ego., • Real Career Trajectory, • We are growing quickly. We promote from within. There is a real opportunity here for leadership and expanded responsibility as we scale our probate and private wealth divisions. If you are Hungry, Scrappy, Smart, Anti-Fragile, and Accountable — keep reading. This is an in-office position at least 3 days a week -- do not apply if you are looking for a remote position Compensation: $65,000 - $75,000 Base Yearly Responsibilities: You can sit across from a grieving family, explain the probate process with clarity and confidence, and make them feel supported and organized. You take ownership. You don’t wait to be told what to do. You anticipate problems and solve them before they escalate. You thrive in an environment where standards are high, feedback is direct, and growth is expected. What You’ll Do Day to Day: • Manage Florida probate administrations from intake to closing, • Draft pleadings, petitions, inventories, accountings, and related court filings, • Communicate directly with clients, courts, financial institutions, and opposing counsel, • Proactively track deadlines and ensure procedural compliance, • Lead clients step-by-step through the probate process with clarity and professionalism, • Coordinate asset transfers and estate distributions, • Support attorneys in strategy and case management, • 3+ years of Florida probate experience required, • Strong knowledge of Florida Probate Rules and court procedures, • Exceptional organizational skills and deadline management, • Confident client communicator — in person, on the phone, and in writing, • High emotional intelligence and professional composure, • Tech-savvy and comfortable with case management systems, • Solution-oriented mindset Bonus points if you: 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.

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