Senior Private Wealth Advisor & Practice Lead
Hispanic Alliance for Career Enhancement
Hispanic Alliance for Career Enhancement seeks a Senior Private Wealth Advisor, Practice Lead, to empower clients in achieving long-term financial freedom. Located in Miami, the role emphasizes managing high-net-worth households, providing tailored financial advice and leading client teams. Candidates should have over 10 years in financial services, expertise in wealth management strategies, and exceptional interpersonal skills. A Bachelor's degree is required, while a FINRA Series 65 is mandatory. Rewards include competitive salary of $114,000 - $165,300 with bonus opportunities and comprehensive benefits. #J-18808-Ljbffr
$114k - $165.3k
...person, if needed. **This position offers a competitive bonus opportunity in addition to the base salary** The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$70k
...Overview The Senior Wealth Advisor SAFE Act is a senior strategic professional... ...financial strategies with the Private Bankers. Conduct... ...Bankers and the clients that will lead to the growth of the asset base... ...behavior, conduct and business practices, and escalating, managing...SeniorPrivateFull timeWork at office$120k
## Senior Wealth Advisor SAFE ActApplylocations: Miami Florida United Statestime... ...strategies with the Private Bankers.* Conduct sophisticated... ...Bankers and the clients that will lead to the growth of the asset... ..., conduct and business practices, and escalating, managing and...SeniorPrivateFull time- ...Private Wealth Advisor Senior Job ID 2025-5695 Category Wealth Management Type Full-Time Workplace policy... ...Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all...SeniorPrivateFull timeWork at office
$158.4k - $237.6k
...Citigroup Inc. is looking for a Wealth Advisor in Miami, Florida. This senior-level position involves deepening client relationships and delivering comprehensive wealth management solutions. The ideal candidate should have over 8 years of experience in financial services...SeniorPrivate- A prominent engineering firm is looking for a Senior Construction Materials Practice Team Lead to manage its Miami office's construction materials inspection and testing group. This role involves leading project teams, ensuring laboratory accreditation, and developing...SeniorWork at office
- ...Kong Study Skills Research Institute in Miami, Florida, seeks a Lead Consultant - Commissioning. This role involves supporting technical... ...and validating the commissioning of systems in both public and private sectors, ensuring high-quality standards. Key responsibilities...SeniorPrivate
$112.5k - $190k
Santander Consumer USA Inc. is seeking a professional to develop and manage institutional client relationships, ensuring satisfaction and growth of Assets Under Management. A Bachelor's degree and three years of experience in investment management for high-net-worth individuals...SeniorPrivate- ...VC Stack is seeking a Senior Investor Relations Associate to lead investor engagement and onboarding efforts. This high-impact role involves direct interaction with high-net-worth individuals and institutional partners, ensuring a positive investor experience. The ideal...SeniorPrivate
- Senior Construction Materials Practice Team Lead - Miami, FL WSP has an exciting career opportunity for a senior professional to manage our South Florida construction materials inspection, testing and laboratory group while interfacing with other construction materials...SeniorContract workFor subcontractorFlexible hours
- Corient Private Wealth LLC. in Miami is seeking an Analytics and Reporting Manager to lead a team focused on delivering reliable data insights for financial and regulatory reporting. The ideal candidate will have extensive experience in analytics, team management, and...SeniorPrivate
- ...Opportunity WSP has an exciting career opportunity for a Senior Construction Materials Practice Team Lead to join our Miami and South Florida offices. This... ...engineers, planners, technical experts, strategic advisors and construction management professionals. WSP USA designs...SeniorContract workFor subcontractorWork at officeLocal areaFlexible hours
$158.4k - $237.6k
...Global Wealth brings together the full power of Citi to serve the... ...specific expertise. The Wealth Advisor is the primary advisor serving... ...fields. The Wealth Advisor is a senior-level position responsible for... ..., wealth planning, and private banking services to optimize client...SeniorPrivateFull time- ...industry. Job Description: Temporary Senior Consultant - Financial Crime Audit &... ...our Regulatory Compliance Financial Crime practice, you will work with a broad array of professionals... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateTemporary workLocal areaWorldwide
- VC Stack, based in Miami, is seeking a Senior Associate with 4 to 6 years of professional experience... ...background and demonstrated expertise in private equity or venture capital. Apply now for an opportunity to join a leading investment firm! #J-18808-Ljbffr VC StackSeniorPrivate
$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission... ...infrastructure handles lead generation, administrative support... ...calling your name. Role: Senior Wealth Advisor The Senior... ...Client Events Team providing private, invitation-only experiences...SeniorPrivateFull timeWork at officeImmediate startHome officeAfternoon shiftWeekday work$72.7k - $144k
...our industry. Job Description: As an International Tax Senior Associate you will have the opportunity to work on a vast... ...deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax,...SeniorPrivateFull timeLocal areaRemote workWorldwideFlexible hours$127.7k - $269.3k
...are seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team. This role is ideal... ...group, you will serve as a trusted advisor to clients, a mentor to staff and managers... ...audit services to public and private entities while also helping clients...SeniorPrivateLocal areaRemote workWorldwide- ...The University of St. Augustine is seeking a Senior Financial Aid Advisor to manage the student financing process. This role involves counseling... ...and families on payment options including federal, state, private funds, and education benefits. The successful candidate will...SeniorPrivateWork at office
- ...A private nursing school in Miami seeks a Program Director for its Practical Nurse Program. The director will ensure quality education, oversee faculty, and focus on student achievement and success. Candidates must hold a BSN, an active RN license in Florida, and have...Private
$112.5k - $190k
Santander US is seeking a driven professional for a role focusing on developing and managing institutional client relationships. The desired candidate holds a Bachelor's Degree and has at least three years of experience in providing investment management advice to high-...SeniorPrivate- Avior Executive Search is looking for experienced HNW private bankers, Financial Advisors, or Sr. Relationship Managers in Miami, Florida. Candidates should have a solid existing portfolio of at least $100M in assets. The position provides a strong balance sheet backing...SeniorPrivateFlexible hours
- A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business. Candidates...SeniorPrivate
$100k - $170k
A global consulting firm is looking for an Associate or Senior Associate for their Digital Finance Transformation team. This role will help private equity portfolio companies modernize their finance functions and build analytics-driven tools to drive measurable impacts....SeniorPrivate- ...Senior Private Banker Our client, a global private bank in Miami is recruiting Private Bankers covering LATAM and Brazil. This is a client facing role with the opportunity to sell not only securities but to participate in referral efforts with the corporate, lending...SeniorPrivate
$200k - $300k
Citigroup Inc. in Miami, Florida is seeking a Private Banker Principal to manage relationships with ultra-high-net-worth clients. The role requires a strategic approach to identify prospects, develop tailored financial solutions, and ensure compliance with regulatory standards...SeniorPrivateFull time- ...Experience Private Bankers & Relationship Managers International private bank & RIA is seeking experienced private bankers & relationship managers with active HNW portfolios from Latin American based clients. AUM should exceed 100M to be considered as well as the ability...SeniorPrivate
- Senior Private Banker International Private Bank is seeking Senior Private Bankers with HNW portable assets of a minimum of 100M Avior Executive SearchSeniorPrivate
$250k
...Group Manager is a senior leadership role... ...assets and revenues by leading and developing... ...junior investment advisors. This role requires... ...coupled with extensive practical experience. The ME... ...is part of the Wealth at Work leadership... ...management, private banking, or financial...PrivateFull time$70k
...Overview The Senior Wealth Advisor SAFE Act is a seasoned professional role.... ...through converting referral leads. Manage client follow-up and... ...behavior, conduct and business practices, and escalating, managing... ...----------Job Family Group: Private Client Coverage ------------...SeniorFull timeWork at office
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