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Workflow Optimization - Design and implement review workflows using leading tools and protocols, including batching strategies, TAR (technology-assisted review), and defensible search methodologies. Working under the direction of LPT Directors and in close collaboration with attorneys and review teams, you'll lead discovery initiatives that are essential to litigation success, leveraging technology, process, and your strong consulting skills to deliver results.

YEAR

Kirkland & Ellis LLP

Legal Practice Technology Discovery Advisor

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.

Citizens Financial Group Inc

Wealth Advisor - Fort Lauderdale, FL

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential. 
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at <a href="mailto:hrcompliance@td.com">hrcompliance@td.com</a>. Please include your FULL NAME, CONTACT INFORMATION and DETAILS ABOUT YOUR REQUEST within the e-mail. TD Bank is an Equal Opportunity Employer. 
“EOE/Minorities/Females/Veterans/Individuals with Disabilities".

TD Bank

Financial Advisor - Miami Beach, FL

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Private Client Advisor on the Private Client Services team, you’ll be diving deep into client exposures and loss experiences to understand their current coverages.

Marsh McLennan

Private Client Advisor

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts.

Business Insurance Client Advisor

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Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).

Truist Financial Corp

Wealth Business Advisor II

Manage investment activities for a set of major fee revenue producing accounts representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust

Senior Portfolio Advisor II

The Regional Wealth Advisor in the South Region is knowledgeable in the full capabilities of Northern Trust and will work in collaboration with local teams/client's professional advisors and other Northern professionals in the delivery of integrated wealth management services, that includes the development of a comprehensive personal and financial wealth profile, ascertaining wealth related goals, and the design of the wealth plan, with an emphasis on wealth plan solutions and modeling. The successful candidate will have the following competencies: Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with ultra-high net worth clients (clients with net worth of $100 million and above) in financial services, law or consulting.

Regional Wealth Advisor, Family Office Solutions

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.

Beacon Pointe Advisors

Senior Wealth Advisor

In 1999, the luxury goods division of the Kering Group acquired Yves Saint Laurent and, under the creative direction of Anthony Vaccarello since April2016, continues to position the house at the summit of the luxury universe. Today, Saint Laurent collections include women's and men's ready-to-wear, shoes, handbags, small leather goods, jewelry, scarves, ties and eyewear.

Kering Group

Saint Laurent Client Advisor Miami Design District

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.

Equinox Holdings, Inc.

Style Advisors, South Beach

Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. RESPONSIBILITIES: Responsibilities include, but are not limited to the following: SALES & SERVICE: Achievement of assigned monthly sales goals (individual contribution to total monthly store goal).

Style Advisor, Brickell Heights

Style Advisor, Brickell

Style Advisor, Coral Gables

Saint Laurent Client Advisor Aventura

How you will contribute: Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.

Bottega Veneta Client Advisor, Bal Harbour

Complete all underwriting functions such as financial spreading (if applicable), written analysis, global cash flow analysis, industry analysis, projections, collateral evaluation, and risk rating to provide vital decisioning information to the credit approving team. Perform ongoing, timely calculations and testing of financial covenants, borrowing bases and margin requirements as required; address and communicate any issues that warrant discussion such as defaults, variances from projections, over advances, potential risk rating changes (up or down).

Synovus Financial Corp

Credit Advisor

They respond to all client communication via email and provide client support regarding account inquiries, service, programs/promotions and. Communicate with customers in a proactive and professional manner across multiple communication channels, including phone, chat, and email.

Inktel Holdings

Sephora (French) WAH Beauty Advisor 2000

This employment opportunity at First Horizon Bank in Miami, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.

LPL Financial Services

Financial Advisor - First Horizon Bank

As the direct and trusted point of reference in store, the Client Advisor builds the Stone Island community establishing and nurturing long-lasting relationship with the Client. Since our founding in 1982, a shared mindset has driven us to become a globally recognised icon of independent spirit, leadership, and innovation.

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