Average salary: $84,178 /yearly
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- ...wealth planners, tax advisors, estate attorneys, and other experts - who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the...SuggestedWork at officeLocal area
Rockefeller Financial
Boca Raton, FL23 hours ago - LRP Media Group in Boca Raton is seeking a skilled professional in financial planning to deliver advanced advice to high-net-worth clients, typically with $10MM+ in assets. The ideal candidate will possess strong technical knowledge, communication skills, and a Bachelor...Suggested
- ...management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Boca Raton, FL2 days ago - ...SUMMARY As a key member of the Family Office Services Team, the Senior Wealth Planner is responsible for reviewing estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, along with managing existing client...SuggestedFull timeWork at office
- ...Planner to lead high-end corporate meetings and incentive trips. The ideal candidate should have over 5 years of experience in event planning, focusing on complex logistics and vendor management. Responsibilities include collaborating with clients and vendors, managing...Suggested
$65k - $85k
...Retirement Plan Specialist Job Category: Field - Group Sales Location: Boca Raton, FL (hybrid) At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of...Suggested- ...st shift (United States of America) Please review the following job description: Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+...SuggestedFull timePart timeWork experience placementWork at officeShift workDay shift
Truist Inc
Boca Raton, FL23 hours ago - ...Raton, Florida. As a key member of the Family Office Services Team, you will manage existing client relationships and provide wealth planning deliverables. The ideal candidate has at least 7 years of experience in wealth or estate planning, strong analytical skills, and...SuggestedWork at office
- The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance to plan sponsors and employees on retirement savings options. This salary-paid role includes conducting presentations, delivering enrollment meetings, and collaborating...Suggested
- A leading HVAC wholesaler in Deerfield Beach, FL is seeking an experienced Parts & Supplies Product Manager. You will manage the product portfolio, sales strategy, and vendor relationships to drive business growth. The ideal candidate has over 5 years of HVAC industry experience...Suggested
- ...management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business...Suggested
- Berkowitz Pollack Brant Advisors + CPAs, LLP is seeking a Senior Manager in Wealth Tax to advise high-net-worth individuals and families. This role involves leading fiduciary tax engagements and providing advanced tax strategies. The ideal candidate will have a strong background...Suggested
- ADT is seeking a qualified individual for a role focused on procuring telecommunication circuits. The position requires maintaining vendor relations, effective communication skills, and a background in telecommunications or accounting. Minimum qualifications include an ...Suggested
- ...Bachelor's Degree in advertising or marketing, along with 2-3 years of media-buying experience, is required. Benefits include competitive healthcare, generous PTO, and a 401K plan with employer matching. #J-18808-Ljbffr DRTT Communications | Marketing |Media SolutionsSuggested
- Responsibilities Conduct individual and group presentations, in person or via video, to improve awareness of plan features and grow plan assets. Present enrollment meetings, age‑based financial education meetings, and sophisticated financial literacy meetings as requested...SuggestedImmediate start
- Material Bank® in Boca Raton, Florida is seeking a Sr. Corporate Recruiter to shape talent acquisition strategies across its business functions. The ideal candidate will have over 7 years of experience in corporate recruiting and a strong ability to influence business leaders...Flexible hours
- Oxford Financial GRP is seeking a Wealth Planner to prepare estate and wealth planning analyses, providing technical expertise to support high-net-worth client objectives. The role involves developing strategies, analyzing estate planning documents, and collaborating with...
- Predictive Sales AI in Boca Raton is looking for a Paid Media Consultant-PPC/Search. This full-time position requires a passion for performance marketing and expertise in digital advertising platforms such as Google Ads and Facebook. The successful candidate will manage...Remote jobFull timeFlexible hours
- Gemaire Distributors is seeking a data-driven Senior Pricing Analyst to manage the Enhanced Pricing Request (EPR) and vendor quote submission process. The successful candidate will collaborate with Sales, Finance, and leadership to enhance margins, produce financial models...
- ..., located in Deerfield Beach, Florida, is seeking a Paid Media Buyer with 3-5 years of experience. The role requires expertise in planning and optimizing paid advertising campaigns across Google Ads, Meta Ads, and TikTok, focusing on e-commerce growth. Candidates should...
- Retirement Plan Consultant The Retirement Plan Consultant provides objective guidance to plan sponsors and eligible employees, helping them make informed decisions about retirement savings options. About the Role The position is a salary‑paid role with bonus potential,...Immediate start
- Modernizing Medicine, Inc. seeks a Senior Deal Desk Analyst in Boca Raton, FL. This role involves creating pricing strategies, driving negotiations, and managing the quote-to-revenue process. The ideal candidate has a Bachelor's degree and 5+ years in Deal Desk or relevant...
- ...Senior Meetings & Events Planner We are looking for a fun, skilled, and creative Senior Meetings & Events Planner to plan and execute high-end, large-scale corporate meetings and incentive trips. This person will collaborate with others to organize and manage the logistics...Contract work
JM Family
Deerfield Beach, FL1 day ago - ...Events Manager The Event Manager is responsible for the planning, coordination, and flawless execution of all banquet events. This role owns all event details after booking, including room setup, seating plans, event timelines, staffing coordination, menu arrangements...Flexible hoursNight shift
Brinker International Inc
Boca Raton, FL1 day ago - ...We are looking for a fun, skilled, and creative Senior Meetings & Events Planner to plan and execute high-end, large-scale corporate meetings and incentive trips. This person will collaborate with others to organize and manage the logistics for large incentive trips...Contract workLocal area
JM Family Enterprises
Deerfield Beach, FL23 hours ago - LRP Media Group is hiring a Senior Commercial Portfolio Manager to join their team in Boca Raton, Florida. This role requires managing complex transactions and a portfolio of accounts, with responsibilities including credit analysis and collaboration with relationship managers...
- Job Summary Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets under management at Truist, driving positive client outcomes,...Work experience placementWork at office
- Hallford Travels is looking for a Remote Travel Customer Support Specialist to assist clients with travel-related queries and coordinate travel arrangements. This position is suited for friendly, dependable individuals with strong communication skills who prefer working...Remote work
Hallford Travels
Boca Raton, FL7 days ago $65k - $95k
...employees possible. ·Assure that effective training for new staff and professional development activities for experienced staff are planned and implemented. ·Coordinate the activities of Front of the House and Back of the House leading to an exceptional service and...Full timeContract workTemporary workWork experience placementPrivate practiceWork at officeWorldwideShift workSt Andrews Country Club
Boca Raton, FL2 days ago- ...and managing all private club events , ensuring flawless execution and elevated member experiences. This position oversees event planning, coordination, and execution while partnering with culinary, food & beverage, and banquet teams to deliver luxury service in...Contract workTemporary workWork at officeWeekend workAfternoon shift
St Andrews Country Club
Boca Raton, FL3 days ago
