Strategic Wealth Advisor for Global Investments
Amerant Bank NA
A financial services institution in Coral Gables is seeking a Wealth Management Advisor to develop and manage client relationships in investment services. The ideal candidate will have a Bachelor’s degree and 3-5 years of relevant experience. Responsibilities include providing comprehensive financial advice, ensuring customer satisfaction, and maintaining high service standards. Strong sales and negotiation skills are essential. This position offers a dynamic work environment focused on client success. #J-18808-Ljbffr
- Job Description The Credit Advisor (CA) is a client-facing role responsible for... ...new custom credit relationships with strategic wealth clients, driving funded loan balance... ...Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits...SuggestedFlexible hoursShift workDay shift
- ...Group is seeking an Associate, Non-Self-Sustaining Advisor in Miami, Florida. This role involves creating wealth management plans for ultra-high net worth... ...Spanish. Responsibilities include advising clients on investment strategies and expanding the client base. The ideal...Suggested
- ...looking for an Associate, Non-Self-Sustaining Advisor in Miami, Florida. In this role, you will create comprehensive wealth management plans for ultra-high net worth... ...Responsibilities include advising clients on investment strategies and asset allocation while engaging...Suggested
$125k - $150k
...impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary... ...grade credit, real assets and secondary funds, all on a global basis. Primary Responsibilities Reviewing daily and monthly...SuggestedLocal areaFlexible hours$110k - $150k
...creating positive economic impact and long‑term value for investors, the companies we invest in, and the communities in which we work. Job Overview The Private Equity Strategies Global Fund Finance group is responsible for fund performance reporting and all aspects of...SuggestedLocal area- ...corporations. We focus on being a global leader in innovations and... ...The International Banker & Wealth Advisor is responsible for managing... ...business results through strategic sales development. The International... ...in collaboration with the Investment Team. Identify and...Work experience placementWork at officeShift workAfternoon shift
$120k
Citibank (Switzerland) AG is looking for a Senior Wealth Advisor in Miami, Florida, specializing in providing financial services to ultra... ...will have 6-10 years of experience in financial advisory and investment strategies, coupled with strong analytical skills and the ability...Full time$130k - $200k
...impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary... ...grade credit, real assets and secondary funds, all on a global basis. Further information is available at Follow @blackstone...Local areaFlexible hours- ...community support. Each brand benefits from the global scale and shared best practices that... ...providing in-depth financial analysis, strategic insights and decision-making support to... ...: ~1-4 years of experience in investment banking, management consulting, Big 4, or...Work at officeLocal area
- ...Associate, Non-Self‑Sustaining Advisor. You will support existing client... ...Latin America market, and create wealth management strategies for ultra-... .... This role involves crafting investment views and making recommendations across global asset classes. A Master’s or Bachelor...
$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement... ..., implement, and manage diversified investment portfolios focused on risk-adjusted... ...meetings, portfolio reviews, and strategic sessions with C-suite executives and high...Full timeWork at officeHome officeAfternoon shiftWeekday work- ...A leading global investment firm is seeking motivated Private Wealth Advisors in Miami to build client relationships and deliver holistic wealth management solutions. Ideal candidates will have over four years of experience in financial services, possess Series 7, 63,...
$114k - $165.3k
...the base salary** The Senior Private Wealth Advisor, Practice Lead plays a vital role in... ...financial advice through a highly personal and strategic approach. At Empower, our mission... ...explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- ...Private Wealth Advisor Senior Job ID 2025-5695 Category Wealth Management... ...through providing wealth advisory and investment management solutions, including... ...referrals to meet or exceed the Bank's strategic goals. Independently analyzes credit...Full timeWork at office
- ...limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash... ...lifecycle of our clients but serve as strategic partners as they grow. About... ...sophisticated financial institutions and start-ups, global public firms, and middle-market...Local area
$102k - $190k
...worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.... ..., drives increased wallet share through strategic cross-selling and relationship deepening initiatives...Contract workPart timeLocal areaShift work$70k
Overview The Senior Wealth Advisor SAFE Act is a senior strategic professional who closely follows latest trends in field and adapts them for application... ...for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the...Full timeWork at office$110k - $150k
...daily and monthly estimate and final fund NAVs. Prepare and review capital calls and distributions allocations. Assist in tracking investment cost and monitoring the fair value of the investments. Prepare and oversight quarterly NAV and portfolio reconciliation process;...Local area$70k
The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy... ...Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United...Full time$112.5k
...Here: Santander is a global leader and innovator... .... This is more than a strategic shift. It’s a chance for... ...with competitive investment opportunities available... ...partners with the Investment Advisor to capture a greater... ...a deep knowledge of wealth management products....Hourly payFull timeContract workLocal areaShift work$250k
...leading and developing multiple a team of junior investment advisors. This role requires a broad and comprehensive... ...a Managing Director role and is part of the Wealth at Work leadership team. The ideal candidate is a strategic, results-driven leader capable of balancing...Full time- ...Private Wealth Advisor Across Wealth Management, Goldman Sachs helps empower clients and... ...businesses provide financial planning, investment management, banking and comprehensive advice... ...wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs...
- A leading global financial institution is seeking a Senior Wealth Advisor in Miami, Florida. This role involves providing a wide variety of financial services to... .... The ideal candidate will excel in managing investment portfolios, conducting financial analyses, and developing...
- ...meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No...Full timeTraineeshipSummer workVisa sponsorship
- ...First Eagle Investments is looking for a Vice President, Investor Relations in Miami. This role requires developing and communicating the firm's strategic narrative to stakeholders and executing the investor relations strategy. The ideal candidate should have strong investor...
- ...Relationship Manager Business Unit Commercial & Investment Bank Posting Date 05/28/2026, 06:04 PM... ...the entire Firm, and leading internal strategic discussions across all our solutions... ...the diverse talents they bring to our global workforce are directly linked to our success...Full timeShift work
- ...digital channels. As we expand, we're seeking a highly analytical, strategic, and entrepreneurial FP&A Analyst to join our Strategy and... .... Requirements 2–4 years of experience in FP&A, investment banking, management consulting, or strategic finance, with exposure...Seasonal workWork at officeRemote workShift work
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...Protection Education Funding Investment & Advisory Services Trust Services... ..., and Northwestern Mutual Wealth Management Company® (NMWMC) (... ...commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at office$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we're redefining what it means to build wealth, retire confidently,... ...situations. Develop personalized financial plans covering investment, retirement, tax, estate, and legacy strategies. Monitor...Full timeWork at officeAfternoon shiftWeekday work- ...generosity at the center of saving and investing. Here, you’ll make an impact in the lives... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's...Local area
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