Private Client Advisor
$50 - $60 per hourDataAnnotation
Join to apply for the Private Client Advisor role at DataAnnotation . We are looking for a Private Client Advisor to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time or part-time REMOTE position. You’ll be able to choose which projects you want to work on. You can work on your own schedule. Projects are paid hourly starting at $50‑$60 USD per hour, with bonuses on high-quality and high-volume work. Responsibilities Give AI chatbots diverse and complex problems and evaluate their outputs. Evaluate the quality produced by AI models for correctness and performance. Qualifications Fluency in English (native or bilingual level). Detail-oriented. Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. A current, in progress, or completed Masters and/or PhD is preferred but not required. Notes Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position. Seniority level Entry level Employment type Full-time Job function Finance and Sales Software Development Referrals increase your chances of interviewing at DataAnnotation by 2x. Get notified about new Private Client Advisor jobs in Florida, United States . Locations and salary ranges: Florida, United States: $50.00–$60.00 Miami, FL: $150,000.00–$1,000,000.00 Tampa, FL: $150,000.00–$1,000,000.00 Florida, United States: $122,535.00–$208,715.00 #J-18808-Ljbffr DataAnnotation
- Marsh McLennan Agency is seeking a Senior Private Client Advisor for its Palm Beach office. This role involves managing a high-volume book of business, providing expert advice, and ensuring client retention through exceptional service. The ideal candidate will have at...Private clientWork at office
- A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded... .... The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional...Private client
- A leading global financial services firm seeks a Private Client Advisor in New York to provide personalized investment solutions and comprehensive financial planning. Ideal candidates have over 2 years of experience, strong client relationship skills, and necessary financial...Private client
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. With at least 2 years of experience in financial advising, you will build client relationships and champion a culture dedicated to...Private client
- JPMorgan Chase & Co. in New York is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This position focuses on delivering exceptional client experiences, fostering a culture of diversity, and educating clients on available technology...Private client
- KeyCorp in Warwick, NY is seeking a Private Client Banker to act as a trusted advisor for clients with up to $2M in investable assets. This role entails delivering financial solutions, managing client relationships, and ensuring compliance with bank policies. The ideal...Private client
- ...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Our not‑so‑secret sauce Marsh McLennan Agency (MMA)...Private clientWork at officeLocal areaFlexible hoursNight shift
- Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity...Private client
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...for clients and prospects as their trusted advisor, providing integrated recommendations... ...influence Required Skills 12+ years of private banking or complex financial services experience...Private clientWork at officeShift workDay shift
$50 - $60 per hour
A leading financial services company is seeking a Private Client Advisor to enhance AI models. This entry-level role entails evaluating AI chatbot outputs and requires strong financial reasoning skills. Candidates should be fluent in English and possess a keen eye for...Private clientRemote jobHourly payFull timePart timeFlexible hours- ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This... ...qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...Private client
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients in achieving their financial goals, from those just starting to save to high-net-worth individuals. Key responsibilities...Private clientFull time
- Fisher Investments in the Town of Florida is seeking an Investment Counselor to work with high-net-worth clients. This role focuses on building trusting client relationships and educating them on portfolio strategies. Successful candidates will have at least 2 years of...Private client
- JPMorganChase is looking for a Relationship Manager in Consumer and Community Banking to foster high-net-worth client relationships across banking, lending, and investments in the Town of Florida, NY. This role requires at least five years of experience in financial services...Private client
$240k - $375k
...opportunity is ideal for an attorney looking to work on sophisticated private investment fund matters within a collaborative and... ...environment serving high-level sponsors, investors, and private capital clients. The firm is seeking a motivated associate with strong...Private client- JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs...Private client
- ...firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's in Accounting is required...Private client
- A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and...Private client
$400k
Job Description Senior VP / Financial Advisor Roles - Ultra High Net Worth Market - FL - 27739476 Our client is the world’s largest Wealth Manager, ranked #1 in Client... ...or stay. If you are a Financial Advisor, Private Banking Advisor, Owner, VP or Managing Director...Private clientLocal areaRelocationRelocation package- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period...Private clientWork at office
- ...leading global law firm is seeking an Associate to join its International Tax Practice in Miami. This role focuses on sophisticated private client matters, including US cross-border income tax and estate planning, expatriation, and pre‑immigration tax structuring....Private client
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West Palm Beach office. This important role includes client relationships, technical tax compliance and consulting work, and managing...Private clientWork at office
- JPMorgan Chase & Co. is looking for a Private Client Banker in the Town of Florida, NY. This role involves delivering exceptional banking solutions and a warm client experience, targeting affluent clients. The Private Client Banker will prioritize client relationships,...Private client
$90k - $120k
...accounting environment, Big firm, regional firm, or equivalent firm doing daily tax prep and review work on multiple entities and VIP clients Very proficient with various tax software programs, Thompson Reuters, Pro System, CCH, other tax software Understanding of tax laws...Private clientFull timeLocal areaMonday to FridayFlexible hours- A leading global financial services firm seeks a Private Banker in the Town of Florida, NY. The role involves managing client relationships, advising on wealth planning, and acquiring new clients. Candidates must have at least 3 years of experience in Private Banking,...Private client
- Location On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL Summary The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to organizations. In addition, you are responsible for advising...Private clientTemporary workWork experience placementLocal area
- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate in our Private Client Services... ...maintain strong client relationships, serving as a trusted advisor. Assist with IRS and state tax audits, notices, and...Private clientFull timeWork at officeLocal area
$10k
...for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed... ...a specialized approach focused on our private clients. With a firm structure that practices... ...the \"many hats\" of a typical Financial Advisor. Now is your opportunity to use your...Private clientWork experience placementWork at officeWork from home- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial... ...Planner. In this high-impact role, you will partner with advisors and clients to deliver holistic, goals-based planning as part of Wealth...Private clientWork at office
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing...Private clientTemporary workWork at officeImmediate start
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