Senior UHNW Family Office Advisor
$85k - $240kGoldman Sachs
Goldman Sachs is seeking a Family Office Advisor in Deerfield Beach, Florida to manage financial planning and provide strategic guidance for ultra-high net worth clients. This role emphasizes strong relationships with a limited portfolio, ensuring exceptional service and wealth management. The ideal candidate will have over 7 years of experience in financial planning, excellent communication skills, and advanced qualifications such as an MBA or CPA. The position offers a competitive salary range of $85,000-$240,000, commensurate with experience, alongside a discretionary bonus. #J-18808-Ljbffr Goldman Sachs
$85k - $105k
A wealth management firm located in Boca Raton, Florida, is seeking a Senior Family Office Accountant to support high-net-worth clients in their accounting and financial reporting needs. The ideal candidate should have a strong background in accounting, 3-5 years of relevant...Work at officeSenior- Oxford Financial GRP is seeking a Senior Wealth Planner in Boca Raton, Florida. As a key member of the Family Office Services Team, you will manage existing client relationships and provide wealth planning deliverables. The ideal candidate has at least 7 years of experience...Work at officeSenior
$67k - $75k
Work180 is seeking a Family Office Staff Accountant in Boca Raton, Florida. The successful candidate will support high-net-worth clients by preparing financial reports, overseeing bill payments, and managing accounts payable. A Bachelor’s degree in Accounting, Economics...Work at officeSenior- A leading financial services firm located in Boca Raton is seeking an experienced Senior Family Office Accountant. The successful candidate will manage accounting and financial reporting for high-net-worth clients and oversee junior staff. A Bachelor’s degree in Accounting...Work at officeSenior
$70k
...The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...Small Business Partners, Home Lending Officer, etc.) Acquire new clients through converting... ...or equivalent experience Job Family Group: Private Client Coverage...Work at officeSeniorFull time$126.7k - $190k
...role reports directly to the Senior Director within the Product Marketing... ...in-person at an assigned TU office location for a minimum of two... ...and AD&D for you and your family, and short‑ and long‑term disability... ...'s Internal Job Title: Sr Advisor, Product Marketing Company:...Work at officeSeniorFull timeTemporary workWork experience placementFlexible hours2 days per week$67k - $75k
...Summary The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial... ...player, enthusiastic and reliable What We Offer Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays,...Work at officeSenior- A high-growth family office is seeking a motivated Paraplanner to support their operations in Boca Raton. This role offers a pathway for career advancement, ideally for candidates pursuing CFP certification. Responsibilities include creating client presentations, executing...Work at office
$70k - $160k
...most strategic clients. You will work with advisors to cultivate deep, enduring... ...decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate... ...net worth individuals, as well as family offices, foundations and endowments, and corporations...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement- Senior Commercial Portfolio Manager General Function The Portfolio Manager is a key member of the coverage team, managing transactions... ...and ability to learn new applications. Ability to work in normal office environment with little exposure to dust, noise, temperature...Work at officeSenior
- Northern Trust is seeking a Senior Banking Advisor in Boca Raton, Florida, responsible for developing and deepening client relationships for high-net-worth individuals. This role requires expertise in managing complex credit and deposit accounts and offers the chance to...Senior
$135k - $190k
...the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely. About The Company Gen II Fund Services, LLC is one of the largest global independent private equity...Work at officeSeniorRemote work2 days per week- ...Originally founded in 1882 as the family office of John D. Rockefeller, the... ...wealth planners, tax advisors, estate attorneys, and other... .... Position The Senior Tax Planner is an experienced... ...advises ultra-high-net-worth (UHNW) clients on all aspects of their...Work at officeSeniorLocal area
$121.44k - $154.84k
...As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions... ...assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively... ...2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other...Work at officeSeniorWork experience placementInternshipSeasonal workLocal areaFlexible hours3 days per week- Summary Cresa believes in providing Advisors with the base of knowledge and... ...manuals, mentorship with a senior broker or Managing Principal,... ...offered by Cresa's local office to convey these advantages to... ...childbirth and related conditions), family responsibility (e.g. child...Work at officeLocal area
$35 per hour
...dedicated to delivering top‑notch HVAC services. Joining the Neighborly family, Aire Serv contributes to a diverse range of home maintenance... ...lift 60 lbs. Excellent communication skills with customers and office team Professional appearance and personality Benefits & Pay The...Work at officeSeniorImmediate start$55k
...Atlantic University is seeking an Academic Advisor I - Boca Raton, FL. The Academic... ...role in working with the college advising offices on advising transfer students, including... ...HMO $50 per month single & $180 per month family), Dental, Vision, Life Insurance, Flexible...Work at officePermanent employmentFull timeInternshipLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shift- ..., and overseeing special events. The position demands excellent communication and CRM skills, such as familiarity with Raisers Edge. If you have a passion for the mission of supporting IDF soldiers and their families, we want to hear from you! #J-18808-Ljbffr fidf.orgSenior
$85k - $105k
...management firm serving individuals, families, endowments, and institutions... ...business management, family office, and retirement plan advisory... ..., visit Wealthspire Advisors LLC, Fiducient Advisors LLC,... ...thrive in this environment, the Senior Family Office Accountant role...Work at office- ...Senior Wealth Advisor Mesirow is an independent, employee-owned financial services firm founded... ...1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients... ...fiduciary services to individuals, families, corporations, and non-profit organizations...SeniorLocal area
- ...Premier Paraplanner Role with High-Growth Family Office Ascendo is excited to present this opportunity in the Wealth Management industry. We are partnering with a distinguished firm that is on an upward trajectory, looking for a sharp and motivated individual to support...Work at office
$132.3k - $232.8k
Senior Project Manager (Nationwide) Job Locations US-RI-Providence | US-FL-Boca Raton... ...job site, with occasional travel to the office for trainings, meetings, etc. Who are... ...As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been...Work at officeSeniorContract workFor contractorsLocal areaRelocation- ...needs, and providing tailored financial solutions. Our thriving office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL... .... Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Flexible...Work at officeWork from homeVisa sponsorshipFlexible hours
$125k - $150k
...it to you. We're looking for a seasoned Senior Attorney to step into a leadership role and... ...with probate, trust litigation, or family law is a welcomed bonus). Significant courtroom... ...‑provided cell phone. A fresh, modern office with a convenient location in Boca Raton....Work at officeSenior- ...Wealth Advisor Position Sequoia Financial Group is a growing Registered Investment Advisor... ...group of high-net-worth individuals and families. You will partner closely with Business... ...planning, retirement planning, and family office services. Supported by Associate...Work at office
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...‑term vision and goals like opening an office, joining a sophisticated team, or... ...Insurance Parental benefits at every stage of family planning Qualifications You could be right...Work at office- ...healthcare expertise to navigate the financial landscape. Our thriving office is located at: 1515 S Federal Highway, Suite 208 Boca Raton, FL... .... Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success....Work at officeVisa sponsorshipFlexible hours
$76k - $193k
...navigate the financial landscape. Our office is located at: 1515 S Federal HWY Suite 2... ...leading a diversified team of Financial Advisors. Passionate About: Long Term Care education and planning, spending time with family and friends, supporting her community through...Work at officeLocal areaVisa sponsorshipFlexible hours$300k
...Funds practice across multiple U.S. offices. This is an exceptional opportunity for a senior-level attorney to work on complex... ...and serve as a trusted advisor to sophisticated clients Excellent... ...generous time off and vacation days; family/dependent care leave; 529 College...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...-term vision and goals like opening an office, joining a sophisticated team, or... ...Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications...Work at officeFull timeContract workFor contractors
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