UNKNOWN

FEED

Responsibilities: Originate and close new correspondent clearing relationships within Axos Clearing's ideal client profile, with a focus on broker-dealers and hybrid RIA wealth management firms. This role manages long-cycle, complex sales processes involving broker dealers and hybrid RIAs and serves as the executive sponsor throughout due diligence, conversion, and post launch growth.

YEAR

Axos Bank

VP, Regional Sales Executive

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Alongside that, you will support our group corporate structure across the US, Switzerland, Luxembourg, and Germany, such as shareholder matters, financing rounds, stock option plans, and the general housekeeping that keeps a fast-growing group in good order, as well as liaise with local counsel and coordinate on any investor-related matters. Review and negotiate transaction documents for US growth equity and pre-IPO deals and private fund investments, including subscription agreements, side letters, LPAs, term sheets, and co-investment documentation.

Stableton Financial AG

Legal Counsel (f/m/d)

Workable

Legal Counsel (F/M/D)

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Audits & Reconciliations: Conduct payroll tax audits of state and local payroll tax accounts to validate account numbers, SUI rates, and payment and filing frequencies, ensuring agency records align with the HCM system thus maintaining compliance with payroll tax requirements. Registrations & Account Maintenance: Register and maintain state and local payroll tax accounts (including withholding, unemployment, paid leave, and disability), by managing activations, deactivations, portal enrollments, and account updates while ensuring accurate records within the HCM system.

HOUR

Hub International Ltd

Tax Services Consultant

The ideal candidate is an experienced finance leader who thrives in a fast-paced, multi-entity environment and can build scalable processes, strengthen financial discipline, and serve as a trusted advisor to executive leadership. Critical outcomes include supporting the executive team with key financial information and operational analytics, driving a culture of accountability in managing the business, adding value to operating businesses, and voicing well-substantiated dissenting opinions.

Tri Star Sports and Entertainment Group

Chief Financial Officer

The Revenue Manager is responsible for driving client profitability, optimizing revenue operations, and leading a high-performing shared services accounting function. Develop and support multiple databases with input from various key systems including CCH Axcess, QuickBooks, BQE Core, Excel, and other databases.

Revenue Manager

Hub International Insurance

Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Banker

The Advisor Services team's mission is to serve as an advocate for the firms that work on our platform; we advocate to support their business and their clients, to be a solution seeker and problem solver, and to meet our advisors where they need us most. Educate our Advisors on platform changes and our upcoming roadmap; help Advisors find the most efficient and effective ways for doing business with our platform.

Robinhood

Relationship Manager

Administrative & Support Services'',''Administrative & Support Services'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''RJFP'',''RJFP'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''659783'',''659783'',''true'',''659783'',''false'',''Submission for the position: VP, Insurance Growth & Distribution - (Job Number: 2600567)'',''false'',''659783'',''false'',''true''. Proven ability to engage and influence others to drive success without direct reporting relationships; known for earning the confidence of investment advisors and demonstrating how insurance can address protection, estate, tax, retirement, and wealth-transfer needs within a client's broader financial plan.

Raymond James Financial Inc

VP, Insurance Growth & Distribution

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

Baker Tilly Virchow Krause, LLP

Tax Director, Private Client

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

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley

Private Wealth Management Wealth Management Associate

The goal of EisnerAmper's Real Estate Services Group is to help our clients become operationally efficient and structure successful transactions so they can attract capital, initiate and complete new projects, and maximize their potential returns. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

TAG EisnerAmper, LLC (Inactive)

Tax Partner- Real Estate

The attorney must be licensed and in good standing with The Florida Bar and able to travel periodically within Broward, Miami-Dade, and Palm Beach Counties for client meetings, signings, court-related matters, or other business needs. This role is suited to an attorney who can independently manage sophisticated estate-planning files, draft high-quality planning documents, advise clients clearly and professionally, and work effectively with clients and allied professionals.

Mayersohn Law Group, P.A.

Estate Planning Attorney

Manatal

As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more. We accomplish this by creating customized, wealth-building purchase and protection products, previously available only to administrators and the largest franchise dealer groups and bring them to all dealerships.

Peak Performance Team

Automotive Technician

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In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. Job Description: As a WNTO Tax Manager - Methods, Credits & Incentives, you'll support and partner across multiple solution families, including Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions to address complex and cross-functional tax matters - all with the resources, environment and support to help you excel.

Grant Thornton International Ltd

WNTO Tax Manager - Methods, Credits & Incentives

Tax Manager, Private Client

Ample knowledge of one or more of these product lines: pool related equipment, plumbing supplies, tile, decking, exterior lighting, patio furniture, construction materials, building supplies, chemicals, landscaping / irrigation supplies, HVAC supplies or similar tangible goods. Develops relationships with POOLCORP region and division leadership including the Sales Center, Region and Division Managers as well as vendor representatives to achieve individual and broader goals.

<p>POOLCORP is the world's leading wholesale distributor of swimming pool equipment, parts and supplies, and related outdoor living products. The company operates over 420 locations worldwide with more than 6,000 employees through three primary distribution networks: SCP Distributors LLC, Superior Pool Products LLC, and Horizon Distributors Inc.</p>
<p>Our Sales Centers each operate with full profit and loss responsibility, giving our organization an entrepreneurial spirit. Mission: To provide exceptional value to our customers and suppliers, creating exceptional return for our shareholders while providing exceptional opportunities for our employees.</p>

Pool Corp

Bilingual Business Development Representative

The team's work spans strategy and integration, offer design, product management, and process improvement, providing an opportunity to contribute to high-impact strategic initiatives while gaining exposure to senior leadership. The Schwab Private Wealth Services (SPWS) Client Experience team designs and delivers differentiated experiences for Ultra High Net Worth clients with more than $10 million in assets.

Wealth Management Advisor Jobs in Florida

VP, Regional Sales Executive Axos Bank

Legal Counsel (f/m/d) Stableton Financial AG

Legal Counsel (F/M/D) Stableton Financial AG

Tax Services Consultant Hub International Ltd

Chief Financial Officer Tri Star Sports and Entertainment Group

Revenue Manager Tri Star Sports and Entertainment Group

Tax Services Consultant Hub International Insurance

Senior Banker The Charles Schwab Corp

Relationship Manager Robinhood

VP, Insurance Growth & Distribution Raymond James Financial Inc

Tax Director, Private Client Baker Tilly Virchow Krause, LLP

Wealth Advisor - Fort Lauderdale, FL Citizens Financial Group Inc

Private Wealth Management Wealth Management Associate Morgan Stanley

Tax Partner- Real Estate TAG EisnerAmper, LLC (Inactive)

Estate Planning Attorney Mayersohn Law Group, P.A.

Automotive Technician Peak Performance Team

WNTO Tax Manager - Methods, Credits & Incentives Grant Thornton International Ltd

Tax Manager, Private Client Baker Tilly Virchow Krause, LLP

Bilingual Business Development Representative Pool Corp

Senior Manager, Ultra HNW Client Experience & Strategy The Charles Schwab Corp

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