UHNW Investment Counselor — Director‑Level Advisor
Citi Group
A leading global financial institution seeks an experienced Investment Counselor Principal in Miami to manage investment relationships with ultra-high net worth clients. The role requires 15+ years of experience and expertise in investment solutions, alongside excellent communication and compliance skills. This position offers the opportunity to cultivate new client relationships and ensure superior client service. Competitive benefits and incentives are included. #J-18808-Ljbffr Citigroup Inc.
$200k
The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application... ...number of people within the business that provide the same level of expertise. Excellent communication skills required in order...SuggestedFull timeLocal area- ...growing RIA that combines expert advisors with cutting-edge technology... ...to our ultra-high-net-worth (UHNW) clients. You\u2019ll... ...tech stack to provide concierge-level advisory for our most complex... ...transfer Collaborate with the investment team on alternative investment...SuggestedWork at office
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- ...Investor Relations Advisor (Capital Raising) Phoenix Pro Connect is supporting a Miami-based firm in its search for an Investor Relations... ...outreach Lead investor communications related to: Investment strategy and positioning Performance updates and outlook...
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" Licensed Professional Counselor (LPC) Wage: Up to $121.74/hour Licensed Professional Counselor — Are you ready to launch or... ...● You’re a fully-licensed Professional Counselor at a Master’s level or above with LPC, LPCC, LCPC, LCPCS, LPCC-S licensure (accepted...Bi-weekly payPrivate practice- Seacoast Bank is seeking a Global Banking Client Advisor in Miami, Florida. This role demands strong analytical, problem-solving, and interpersonal skills, primarily dealing with high-net-worth clients and international banking. The advisor will support Global Banking Officers...
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- ...Senior Wealth Advisor- SAFE ACT Working at Citi is far more than just a job. A career... ...within the business that provide the same level of subject matter expertise. Developed... ...providing a wide variety of financial and investment services to an Ultra high Net Worth...
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- ...Advisor Mastery Program (AMP) Through distance learning, apprenticeship, and training... ...new client development, sales activities, investment management, customer service and... ...required production. Provides a high level of client service. Manages the full...ApprenticeshipTraineeshipWork experience placement
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- ...Description Job Description JOB SUMMARY The Investment Counselor is responsible for providing high-touch... ...Counselors work closely with Financial Advisors, Private Bankers, and other Wealth... ...(HNW) and ultra-high-net-worth (UHNW) clients, providing personalized...Afternoon shift
$21.54 per hour
...Job Description Job Description The Financial Aid Advisor I provides students with the maximum amount of financial assistance to... ...can affect the daily operation. • Provide student with a high-level service experience. • Properly manage our student system and authorized...Hourly payFull timeTemporary workLocal areaAfternoon shift- ...SUMMARY The University’s senior financial aid advisor position is responsible for all aspects... ...the individual to provide a high level of customer service by working closely with... ...time. POSITION IN ORGANIZATION REPORTS TO Director, Financial Aid POSITIONS SUPERVISED Not...Work at office
$137.3k - $294k
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At Guerra Wealth Advisors , we’re on a mission to redefine retirement... ...financial plans covering investment, retirement, tax, estate, and... ...by a fully built enterprise‑level platform, including: Marketing... ...initial introductory meetings Director of First Impressions greeting...Base plus commissionFull timeWork at officeAfternoon shiftWeekday work$137.3k - $294k
SAP Belgium NV/SA is looking for a Senior Solution Advisor specializing in SAP Finance, BRIM, or CPQ solutions. The ideal candidate will engage C-level executives, drive demand generation, and ensure successful adoption of solutions. You will work closely with account...Remote work$70k
Overview The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-... ...securities recommendations and provide investment advice to clients through a select number... ...offerings may vary by jurisdiction, job level, and date of hire. ---------------------...Full timeWork at office$70k
Overview The Senior Wealth Advisor SAFE Act is a senior strategic professional who closely... ...the business that provide the same level of expertise. Excellent communication skills... ...a wide variety of financial and investment services to an Ultra high Net Worth client...Full timeWork at office- Job Title: Financial Services Advisor (Entry-Level to Experienced) Location: Miami, FL (Hybrid / Remote Options Available) About Us Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build...Full timePart timeRemote workFlexible hours
$158.4k - $237.6k
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- ...America). Position Summary A Legal Wealth Advisor is responsible for origination and on‑... ...in the areas of deposits, loans, and investments. Act as "face" of private practice within... ...in campaigns or volunteer at committee level within legal-focused non‑profits within...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift
- ...success. The Opportunity As a Financial Advisor at Coastal Wealth, you will play a pivotal... ...clients' financial futures. This entry-level position offers a unique opportunity to... ...develop core skills in financial planning and investment strategies while being part of a dynamic...
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