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Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

JPMorgan Chase & Co

Asset Management - Funds - Offshore Internal Client Advisor

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Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Virtual Premier Advisor - Miami

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Employees working 24 hours/week or more are eligible for a comprehensive benefits package, including medical, dental, vision, flex accounts, short and long-term disability, life insurance, long term care insurance, tuition reimbursement, generous Paid Time Off, 12 annual holidays and Paid Family Leave, as well as an annual Cultural & Heritage Day and Volunteer Day of their choosing. The Senior Donor Advisor plays a pivotal role in advancing the Alzheimer's Association's mission by building and deepening relationships with high‑impact donors committed to creating a world without Alzheimer's and all other dementia.

Our Vision: A World without Alzheimer’s Our Mission: To Eliminate Alzheimer’s disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health Our historyIn 1979, Jerome H. Stone and representatives from several family support groups met with the National Institute on Aging to explore the value of a national, independent, nonprofit organization to complement federal efforts surrounding Alzheimer's disease. That meeting resulted in the April 10, 1980, formation of the Alzheimer's Association with Mr. Stone as founding president. Today, the Association reaches millions of people affected by Alzheimer’s across the globe through our national office and more than 75 local chapters. As the largest donor-supported, voluntary health organization for Alzheimer’s, the Association is a catalyst for advancements in Alzheimer's research and care. Together, we can change the future of Alzheimer’s. We enhance care and support The Alzheimer’s Association works on a global, national and local level to enhance care and support for all those affected by Alzheimer’s and related dementias. We are here to help. We advance research As the largest non-profit funder of Alzheimer's research, the Association is committed to accelerating progress of new treatments, preventions and ultimately, a cure. Through our partnerships and funded projects, we have been part of every major research advancement over the past 30 years. Visit our online Research Center. We advocate The Association is the leading voice for Alzheimer's disease advocacy, fighting for critical Alzheimer's research, prevention and care initiatives at the state and federal level. We diligently work to make Alzheimer’s a national priority. Join our effort.

Alzheimer's Association

Senior Donor Advisor (Florida)

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish.

Hub International Insurance

Bilingual Wealth Advisor and Education Consultant (Spanish)

The ideal candidate will have a strong understanding of the Latam market and a proven track record of success in advising UHNW clients. Our client is looking for select Senior Latam Financial Advisors and teams to join our team.

Avior Executive Search

Senior Financial Advisors

ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. SUMMARY: The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish.

Hub International

Bilingual Wealth Advisor And Education Consultant (Spanish)

The right individual will be entrepreneurial and have a strong understanding of financial markets with an established and portable portfolio of clients of a minimum of a T-12 of 300K. Avior Executive Search has been retained by a dynamic RIA based in the prestigious Carnegie Center of Princeton.

Financial Advisor Remote Or Hybrid

Supported by Vanguard's investor-first philosophy and industry-leading research, including How America Saves , you'll help clients stay focused on their long-term goals while growing your career with a firm dedicated to investor success.  . Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

The Vanguard Group

Certified Financial Advisor

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FULL_TIME

OTHER

JPMorgan Chase Bank, N.A.

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Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. Coordinate with Client Service Officer, handling complex client inquiries, supporting documentation, and managing various account-related changes such as wire intake and processing, address changes, and fraud event escalations.

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Citigroup Inc

Citi Wealth - Wealth Advisor - Senior Vice President

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

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

Proactively solicit new business relationships through prospects and referral requests and pursue personal banking relationships of assigned Board of Directors and requesting referrals from Board members. Includes but not limited to Working Capital Lines of Credit, Term Loans for equipment or building, Home Equity Lines of Credit, Residential Mortgages, and other miscellaneous consumer loans.

Synovus Bank

Financial Advisor

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

Financial Advisor - Pembroke Pines, FL

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

Wealth Advisor, Ultra High Net Worth

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

Citi

Senior Wealth Advisor- SAFE ACT

IRecruitee

Construct customized portfolios using open-architecture investment solutions, inclusive of alternative investment options such as hedge funds, private equity, and structured products, as appropriate, and partner with Popular Private Client team to deliver bespoke lending, including securities-based lending, together with other available private banking and Popular Bank products and services. PWA's deliver an unparalleled investment platform inclusive of the full product and service offerings of Osaic Institutions and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.

Popular Inc

Private Wealth Advisor

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).

Credit Advisor

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Investment Advisor Jobs in Miami, FL

Asset Management - Funds - Offshore Internal Client Advisor JPMorgan Chase & Co

Virtual Premier Advisor - Miami Truist Financial Corporation

Senior Donor Advisor (Florida) Alzheimer's Association

Bilingual Wealth Advisor and Education Consultant (Spanish) Hub International Insurance

Senior Financial Advisors Avior Executive Search

Bilingual Wealth Advisor And Education Consultant (Spanish) Hub International

Financial Advisor Remote Or Hybrid Avior Executive Search

Certified Financial Advisor The Vanguard Group

Asset Management - Funds - Offshore Internal Client Advisor JPMorgan Chase Bank, N.A.

Citi Wealth - Wealth Advisor - Senior Vice President Citigroup Inc

Virtual Premier Advisor - Miami Truist Bank

Wealth Advisor - Fort Lauderdale, FL Citizens Financial Group Inc

Financial Advisor Synovus Bank

Financial Advisor - Miami Beach, FL TD Bank

Financial Advisor - Pembroke Pines, FL TD Bank

Wealth Advisor, Ultra High Net Worth Farther

Senior Wealth Advisor- SAFE ACT Citi

Private Wealth Advisor Popular Inc

Credit Advisor Synovus Bank

Banking Advisor Senior The PNC Financial Services Group Inc

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