- AIG (Miami, FL)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... underwrites a diversified facultative reinsurance portfolio in Property, Energy, Casualty, Financial Lines, Marine, and Political Violence. Depending on our clients'… 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 ... World Insurance Associates ("World") is a unique financial services organization with a global network of...their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of… more
- Citigroup (Miami, FL)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... market movements. A PC will also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance… more
- Truist (Miami, FL)
- …8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has strong ... long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing… more
- BayCare Health System (Clearwater, FL)
- …premier destination for philanthropy.** + **Establishes and maintains a mature portfolio of high - net - worth individuals, aiming to secure leadership gifts for ... most critical system funding needs, priorities, and initiatives.** + **Ensures that annual financial targets are met or exceeded.** + **Aims to establish the BayCare… more
- TEKsystems (St. Petersburg, FL)
- …and decision will be made thereafter **Must have 3-5 years of experience processing HNW ( High Net Worth - (USD)1MM+) loans** **Experience with Encompass POS ... receipt of and reviews legal documents. Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents. Verifies loan… 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 ... Preferred Qualifications: 1. 5 years of previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3.… more
- Robert Half Accountemps (Sarasota, FL)
- …+ Knowledge of multi-state tax returns and corporate tax laws. + Experience working with high - net - worth clients or complex tax situations. Robert Half is the ... and ensure clients achieve optimal tax outcomes. + Review and analyze financial statements, income data, and supporting documents to gather pertinent tax… more
- Truist (Orlando, 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 ... **Preferred Qualifications:** + 5 years of previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge +… more
- AIG (Miami, FL)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients and High Net Worth individuals. What you need to know: The ... time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you… more
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