- Gavin de Becker & Associates (Fort Lauderdale, FL)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... or a combination of the following environments is preferred: Residential, Corporate, Technology, or Military/Law Enforcement Protective Security Details (PSD). + 5+ years working in a full-time certified law enforcement officer position(s). HR-218 (LEOSA)… more
- Robert Half Finance & Accounting (Tampa, FL)
- …role. * Strong communication skills, with the ability to interact effectively with high - net - worth individuals. * Demonstrated proficiency in Microsoft Office ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Bank of America (Tallahassee, FL)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to… more
- Truist (Winter Park, FL)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- Regions Bank (Miramar Beach, FL)
- …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 and financial advisory concepts. **Primary Responsibilities** + Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset… more
- World Insurance Associates, LLC. (Tampa, FL)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... capital and payroll outsourcing, and retirement financial services. Qualifications + Must have proven experience with a range of insurance solutions to bring value to clients + Must be willing to become each client's trusted risk management advisor and bring… more
- Williams Parker (Sarasota, FL)
- …complex estate planning, tax planning, and probate and trust administration matters with high - net - worth clients. + Possess an enthusiastic attitude with ... demonstrated initiative, reliability, and an exceptional drive for results. + Ability to plan, organize, and prioritize multiple tasks. + LL.M. in Tax is strongly preferred, but the lack of an LL.M. can be substituted with the right depth of experience. +… more
- Bank of America (St. Petersburg, FL)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ( ... net worth of ~$200k - $1mm). The...net worth of ~$200k - $1mm). The Wealth Operations organization...exposure to our senior leaders. You will work on high impact and global projects to further develop your… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ( ... net worth of ~$200k v. $1mm). The...net worth of ~$200k v. $1mm). The Wealth Operations organization...exposure to our senior leaders. You will work on high impact and global projects to further develop your… more