- Truist (Miami, FL)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... portfolio-oriented roles 3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration. Teammates will have 60 days from… more
- PennyMac (Tampa, FL)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... gyms and cafe style dining (select locations) + Retirement benefits, life insurance , 401k match, and tuition reimbursement + Philanthropy Programs including matching… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …problems for clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and provide ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/benefits/) which includes annual bonus, medical,… more
- Gavin de Becker & Associates (Jupiter Island, FL)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. + Experience working in one ... This is a full-time position with benefits, including: Medical, Dental, Vision, Life Insurance , and 401(k). GDBA's Mission: The Safety, Privacy, and Wellbeing of our… 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 ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… more
- Truist (Doral, 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 ... offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… more
- Robert Half Finance & Accounting (West Palm Beach, FL)
- …to support management decision-making and operational needs. Communicate professionally with high - net - worth individuals to address inquiries and provide ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- Truist (Tampa, 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 ... offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… more
- 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 ... This is a full-time position with benefits, including: Medical, Dental, Vision, Life Insurance , and 401(k). Your Role as a Protector: + Monitor property while… more