CFA Trader & Portfolio Strategist for HNW Clients
Fiori Financial Group
Fiori Financial Group is seeking a fully certified CFA with at least 5 years of trading and investment experience to join our Fort Lauderdale team. This hands-on role supports portfolio management, trading execution, research and long-term client strategy for high-net-worth families. We value depth over volume, precision, and accountability in a collaborative, client-focused environment. Expect close collaboration with advisors and leadership, rigorous analysis, and adherence to CFA standards #J-18808-Ljbffr Fiori Financial Group
- Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, given tools... ...leaders who stay involved will help you succeed as you serve a portfolio of clients rather than one-off calls. #J-18808-Ljbffr Lever, Inc...SuggestedRemote jobFlexible hours
- ...firm is seeking an analytical analyst to join their team in Miami. The role involves supporting portfolio management, conducting investment analysis, and maintaining client relationships with high-net-worth individuals. Candidates should possess a Bachelor’s degree in...High net worth
- ...global leader in innovations and personalized client experience and, with more than 10,500... ...Net Worth (UHNW) and High Net Worth (HNW) clients. Operating as a trusted advisor,... ...pricing requests, and conducting performance portfolio reviews and client presentations....High net worthWork at officeLocal area
- ...an ambitious Associate for its Associate Development Program (ADP). You will partner with Financial Advisors to deliver portfolio analysis, client service, and wealth planning support for high-net-worth clients. The program offers in-depth training across trusts, estates...High net worth
- Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies and coordinating with internal specialists to meet complex goals. The role emphasizes responsible risk management, client service...High net worth
- Moët Hennessy USA, Inc. seeks a Private Client Manager for the Southeast to build relationships within the U.S. connoisseur community... ...Worth Individuals, and maximize sales opportunities for the MHUSA portfolio, with emphasis on Hennessy. Office/Location: Remote in Miami,...High net worthRemote jobWork at office
- ...VP Private Client Group Banker The VP Private Client Group Banker is responsible for maintaining, growing, and substantially expanding... ...book of Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients. Operating as a trusted advisor, the individual leverages...High net worthLocal area
- ...Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets under management at Truist... ...the client and appropriate Truist teammates. Leads comprehensive HNW wealth planning and strategy, typically with families with assets...High net worthWork experience placementWork at office
$110k - $215k
Role Summary This position is responsible for expanding client relationships by identifying opportunities to deepen existing relationships... ...Desired Qualifications MBA or Post‑Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD a significant plus Strong Investment...High net worthShift workDay shift- ...Relationship Manager to join our Miami-based wealth management team. You will advise high-net-worth clients on international investment opportunities and focus on portfolio construction and long-term relationships. The role emphasizes investment-led solutions, cross-...High net worth
$225k - $250k
...with family offices and uhnwis in the region. Lead and manage client relationships, acting as the main point of contact for key stakeholders... ...Mexico). Strong understanding of alternative investments and portfolio construction for private clients. Excellent interpersonal and...High net worthWork at officeLocal area- ...Miami, FL seeks a Private Bank professional to support complex client needs with minimal guidance. You will handle banking, credit, and... ...requests, coordinate with specialists, and help grow client portfolios while following enterprise risk guidelines. The role emphasizes...High net worth
$72.28k - $108.16k
...Associate Private Client Relationship Manager The Associate Private Client Relationship... ...as the central point of contact for HNW clients with lower balances and will work... ...job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will...High net worth- The VP Private Client Group Banker is responsible for maintaining,... ...Worth (UHNW) and High Net Worth (HNW) clients. Operating as a... ...requests, and conducting performance portfolio reviews and client... ...University degree required MBA, JD, CFA, or CFP preferred CERTIFICATIONS...High net worthWork at officeLocal area
- An AmLaw-ranked firm with a national and international platform seeks a Private Client Associate for its Florida offices (Boca Raton, Miami, or West Palm Beach). The role focuses on estate planning, trusts and estates, and tax law for high-net-worth individuals, families...High net worth
- Marsh McLennan Agency in Florida is seeking a Private Client Advisor to deepen relationships with high-net-worth clients. You’ll analyze exposures, recommend tailored coverages, and present market data to help clients make informed decisions. You’ll manage renewals, draft...High net worth
$110k - $215k
Bank of America in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients...High net worth- A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment...High net worthFull timeWork at office
- Aon is seeking an Assistant Vice President in Health Solutions to lead client teams, manage project delivery, and strengthen relationships with client executives. The role supports hybrid work in Tampa or Miami, FL, and requires deep expertise in group health and benefits...
$75k - $80k
Avenue Z, Inc. in Miami is looking for a strategic AEO/SEO Strategist to enhance brand visibility across AI-driven environments. Your role... ...involve designing programs that improve search performance and client engagement. Qualified candidates should have 3-5 years in SEO,...Flexible hours$80.63k - $135k
...Trader Position Santander is a global leader and innovator in the financial services industry and is evolving... ..., Equity, ETF and foreign-exchange transactions for client accounts and discretionary managed portfolios. The role seeks best execution through approved...Hourly payContract workImmediate startShift work- JPMorgan Chase in Miami is seeking a Vice President Relationship Manager to cultivate high-net-worth client relationships across banking, lending, and wealth management. You will build trust through discovery and tailored solutions, while expanding the client base via...High net worth
- ...Co. in Miami, FL invites you to become a Relationship Manager in Consumer and Community Banking. You will cultivate high-net-worth client relationships across banking, lending and investments, delivering tailored advice and solutions that align with clients' objectives...High net worth
- Alvarez & Marsal (A&M) is seeking a Director to join our Private Client Services practice in a growing team. You will oversee accounting processes, lead client engagements, and mentor Associates and Managers while maintaining strong client relationships. The role emphasizes...High net worthPrivate practice
- ...all while fostering long-term client relationships. Role Description... ...plans, analyzing investment portfolios, evaluating estate and family... ...estate tax considerations for HNW families In-depth understanding... ..., or a relevant field; CFP, CFA, or other certifications are a...High net worthFull timeWork at office
- ...administrative services. Job Summary: We are seeking a Wealth Strategist to join the Aligned Wealth team and serve as a trusted... ...advisors working with sophisticated ultra-high-net-worth (UHNW) clients. This role centers on comprehensive wealth planning — spanning...High net worthWork at office
- Santander US seeks an Associate in Fund Finance Credit Portfolio Management within Corporate & Investment Banking. You will perform credit... ...for fund finance transactions across private capital clients. Reporting to the Head of Fund Finance Credit Portfolio Management...
- ...Senior Sales Trader New York, Arlington, LA, Miami, Boston Position: Senior Sales... ...relationships with assigned institutional clients through trading and execution services, processing... ...degrees or certifications such as CFA are a plus. Inclusion and Equal...Full time
$158.4k - $237.6k
...58,400.00 - $237,600.00Category: Private Client Coverage, Professional, WealthCompany: CitiGlobal... ...requests, and conducting performance portfolio reviews and client presentations.... ...g., MBA) or other advanced degree (e.g., CFA) preferred-------------------------------...High net worthFull time- ...comprehensive financial planning framework, you will guide prospective clients through all aspects of their financial lives to drive new... ...addition to new business development, you will oversee ongoing portfolio management, including the monitoring, management and expansion...Full timeTemporary workWork experience placement
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