South Florida Wealth Relationship Manager (HNW)
Citi Group
Citigroup Inc. is looking for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Boca Raton, Florida. This seasoned professional will enhance processes and contribute to the overall business objectives while building relationships to deepen client engagement. Responsibilities include understanding client needs, ensuring compliance with regulations, and actively managing high-value customer relationships. Ideal candidates should possess 5-8 years of experience, strong analytical skills, and must meet FINRA registration requirements. #J-18808-Ljbffr Citigroup Inc.
$72.88k - $109.32k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...Small Business Partners, Relationship Manager, etc.) Organize client events to... ...timereturns Primary Location Boca Raton Florida United States Primary Location Full Time...High net worthFull timeWork at office- Mercer Advisors in Boca Raton, Florida is seeking a Relationship Manager I to enhance service excellence across the Wealth Management team. This client-facing role focuses on ensuring seamless service delivery while collaborating closely with Wealth Advisors. The successful...Suggested
- ...of America is seeking an experienced investment advisor in Boca Raton, Florida, specializing in high-net-worth clients. The successful candidate will develop personalized investment strategies, manage portfolios, and ensure client retention through exemplary service....High net worth
- ...Financial Services Relationship Manager - Wealth Management Ascendo is excited to present this opportunity in the financial services industry. We... ...reliably commute daily to the office located in Boca Raton, Florida. ~ Strong communication skills and comfort working...High net worthWork at officeImmediate start
- ...and Private Client services. As a Private Client Services Tax Manager based out of our Boca Raton, FL office, you’ll work alongside... ...of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Withum’s brand is a reflection of our people, our...SuggestedWork at officeLocal area
$10k - $100k
...ADL (Anti-Defamation League) is seeking an Individual Gifts Officer to lead fundraising efforts in Boca Raton or Miami, Florida. This role involves engaging with high-net-worth individuals to secure donations ranging from $10,000 to $100,000 and requires outstanding strategic...High net worthPart timeRemote work$18 - $20 per hour
...Responsibilities Front Desk & Client Experience: Greet visitors and manage incoming inquiries with a polished, professional demeanor.... ...a leading a boutique law firm based in beautiful Boca Raton, Florida, specializing in asset protection, business/corporation law,...High net worth- ...strategies. The ideal candidate will hold relevant licenses and have at least one year of experience in finance or sales. Skills in communication, relationship-building, and analytical thinking will be essential for success in this dynamic position. #J-18808-Ljbffr...High net worth
- ...Fast paced Real Estate company is looking to a Senior Analyst/Asset Manager to join their team. Candidate MUST have retail/mixed use Real Estate experience and local to the South Florida area. Role Description: Achieving & maintaining world class assets through continuous...Local area
- 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...High net worth
$3,000 per month
...consulting firsthand by working closely with BRDGIT's COO, AI Consultants, and engineers Build your own book of business across South and Central Florida (SMB owners, founders, operators) Develop the ability to sell AI services, from simple solutions to complex, multi-...Full time- ...Senior Wealth Advisor Mesirow is an independent... ...$11B in assets under management, we have earned a reputation... ...RIA based in Stuart, Florida, we are now recruiting... ...strong client relationships, providing investment... ...experience working in HNW RIA environment. ~ Strong...High net worthLocal area
$102k - $190k
...Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines...High net worthPart timeLocal areaShift work- A leading insurance company in South Florida is seeking a Personal Lines Account Manager to provide expert guidance to high-net-worth clients. This role requires 5-7 years of experience in personal lines insurance and an active Florida 220 Insurance License. The successful...High net worthRemote jobFlexible hours
- ...Love Working with Us! At Lifeskills South Florida, we are a dynamic, dedicated, and... ...development, strategic partnerships, project management and / or sales Lifeskills... ...implied or otherwise. The employment relationship remains "At-Will." The aforementioned...Contract workLive inLocal areaFlexible hours
- ...firm with a longstanding presence in South Florida and New York. BPB has earned a strong... ...Position Overview: As a Senior Manager in Wealth Tax - Trusts & Estates , you will serve... ...estates. Maintain strong client relationships and identify opportunities to expand...High net worthLocal areaWorldwide
$102k - $190k
...Wealth Management Relationship Manager Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and...High net worthPart timeLocal areaShift work- ...prioritize long-term client relationships, maintain objectivity in our... ...as the Best Place to Work in South Florida over a dozen times, Kaufman... ...sister entities Kaufman Rossin Wealth and Kaufman Rossin... ...experienced Accounting Services Manager to join our growing team. This...Work at officeRemote work
- ...prioritize long-term client relationships, maintain objectivity in our... ...as the Best Place to Work in South Florida over a dozen times, Kaufman... ...sister entities Kaufman Rossin Wealth and Kaufman Rossin... ...Kaufman Rossin is seeking a Tax Manager with Real Estate industry experience...
$103.1k - $188.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our... ...by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals...High net worthPrivate practiceSummer holidayLocal areaFlexible hours$115k - $142k
...Anchin, a leading accounting firm in New York City with a presence in Florida, is seeking a Tax Supervisor for its Private Client Group. This full-time role will involve managing client relationships, overseeing tax compliance, and providing strategic tax planning for high...High net worthFull time- ...involvement. Requirements Minimum of three years of experience in private client matters involving trusts and estates. Knowledge of Florida state and federal tax laws. Interest in community involvement in Boca Raton and/or West Palm Beach. Strong communication and...High net worthRemote work
- ...highly regarded family law firm based in South Florida. The firm is known for customized... ...work from home. The Senior Associate will manage a caseload of complex family law matters... ...practical guidance, and maintain strong client relationships under stressful circumstances....High net worthFull timeWork from home
- Job Title: Personal Lines - Account Manager Company: One Insurance Services Job Type:... ...Time, Permanent Work Location: Hybrid (South Florida preferred) Supplemental Pay: Bonus opportunities... ...Build and maintain strong client relationships, ensuring timely service and support...High net worthPermanent employmentFull timeTemporary workWork at officeLocal areaRemote workFlexible hours
$142 per hour
...Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire two (2) Tax Supervisors, Private... ...partnerships. The Tax Supervisors will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax...High net worthWork at officeLocal area- ...privately held luxury homebuilder in South Florida with a long-standing track record of delivering... ..., teamwork, and long-term relationships, creating an environment where individuals... ...construction expertise, client relationship management, financial acumen, and team leadership...High net worthContract workFor subcontractor
$160 per hour
...Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join... ...advisors, and fostering strong client relationships. The Senior Manager plays a key... ...clients preserve and transfer wealth efficiently. RESPONSIBILITIES:...High net worth$140 - $180 per hour
...Accounting and Consulting firm with a New York and Florida presence is seeking to hire ta Tax Manager, Private Client Group to join their teams. This position... ...tax-efficient strategies, managing client relationships, and overseeing a team of tax professionals. RESPONSIBILITIES...High net worthLocal area- ...accounting environments. Proven expertise in managing corporate, partnership, and individual... ...while maintaining strong client relationships and developing high-performing teams.... ...deadline-driven environments across the South Florida markets. About us: GERSON PRESTON...High net worth
- ...Beach, Broward, OR Miami-Dade Minimum 2 years professional driving experience with a clean driving record Strong knowledge of South Florida roads & airports (MIA, FLL, PBI) Professional appearance, communication skills, and punctuality Duties: Safely...Seasonal work
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