UNKNOWN

ADAPTED_NOW

Cultivate, manage, and retain High Net Worth and Ultra High Net Worth client relationships, expanding Assets Under Management (AUM) by acquiring new clients and deepening existing relationships. As the primary point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships while acquiring new clients.

We are Santander Bank, N.A., one of the country's top retail banks by deposits and a wholly owned subsidiary of one of the most respected banks in the world: Banco Santander. Our parent company, Santander Group, serves more than 100 million customers in the United Kingdom, Latin America, and Europe. Here in the Northeast, we are a team of 9,800 individuals all committed to a single mission: to help customers make progress toward their goals. We aim to make banking hassle-free by providing simple ways for customers to spend, save and manage their money.
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Santander is recruiting people like you who want to be challenged and strive for something better. At Santander, you'll be rewarded with competitive compensation and market leading benefits. You'll have access to comprehensive career development programs that empower you to grow and advance. You'll discover a company where you can shape a bright future.

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Santander US

US Private Bank - Sr Private Banker - Miami, FL

Santander Bank, NA

FEED

The Client Portfolio Manager, High Net Worth is responsible for partnering with Financial Advisors and, in select cases, their high-net-worth and ultra-high-net-worth clients to develop and present tax-aware investment proposals and to support ongoing portfolio reviews. Approximately 2 or more years of relevant wealth management experience, with demonstrated experience serving high-net-worth or ultra-high-net-worth clients directly or supporting a team that serves them.

Concurrent Investment Advisors

Client Portfolio Manager, High Net Worth

PinpointHQ

YEAR

The primary focus of this role is to support advisors through detailed planning analysis and execution, including retirement planning, tax-aware planning strategies, estate and trust planning coordination, insurance analysis, education planning, cash flow analysis, and other advanced planning considerations. Advanced Financial Planning & Paraplanning Support Provide comprehensive financial planning and paraplanning support to Financial Advisors and planning teams across a broad range of client planning needs and complexities.

Director, Central Planning

Relationship Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Director, Advanced Planning

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Key measures of success include acquisition of new small business relationships, deposit and fee income growth from both new and existing relationships, new lending origination and loan retention that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as establishing strong relationships with internal partners to drive referrals and deepen relationships. This is a national role, requiring consistent virtual collaboration with RBC USWM Financial Advisors, educating them on our small business capabilities to establish the most qualified client introductions, providing financial advice to clients and prospects, and consistently connecting client needs with CNBs service and offerings.

City National Bank

Relationship Manager Sr I _RBC

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At Zinnia Wealth Management, we believe that financial planning is about more than just numbers; it is about helping our neighbors here in Ocala reach the milestones that matter most to their families. You will spend your days diving into the details of financial roadmaps, helping turn raw data into clear, actionable advice for our clients.

Zinnia Wealth Management

Paraplanner/Junior Planner

HOUR

Build and execute proactive direct sourcing strategies across social media channels, professional networks, and referral pipelines to identify high-caliber candidates for front office and financial services roles. Lead full-cycle recruitment for the Wealth Management organization, managing sourcing, screening, interviewing, and offer negotiation to deliver a seamless hiring experience for candidates and hiring managers alike.

Axelon

Lead Talent Sourcer/Recruiter

Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Bank of America

Merrill International Client Relationship Manager

Supports Market Executive as the regulatory supervisor of an office and/or group of financial advisors, working in partnership with Supervision and Control partners to oversee activities that require advanced licensing. This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management.

Market Manager

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.

Baird

Client Specialist

Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Regional Vice President, Community (Miami / Boca Raton / Palm Beach)

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. Investment Associates are responsible for developing relationships with internal teams (performance reporting, client communication, trading, and handling many of the routine investment related and client relationship tasks to allow the portfolio advisors to focus on their responsibilities.

Northern Trust

Investment Associate - FIA

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Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Franklin Resources Inc

Senior Product Specialist (Canvas) - Southeast

The ideal candidate will have a strong client service mindset, exceptional attention to detail, and experience supporting financial advisors, wealth managers, or financial planning teams. You will work directly with advisors and clients, assisting with account administration, client communications, planning preparation, investment reporting, and ongoing relationship management.

Lee Hecht Harrison

Client Service Associate / Paraplanner

Administrative & Support Services'',''Administrative & Support Services'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''CA-ON-Toronto-Toronto, CA-QC-Montreal-Montréal'',''CA-ON-Toronto-Toronto, CA-QC-Montreal-Montréal'',''PCG Admin'',''PCG Admin'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''660383'',''660383'',''true'',''660383'',''false'',''Submission for the position: Client Access Support Associate - (Job Number: 2600612)'',''false'',''660383'',''false'',''true''. ''660383'',''true'',''660383'',''false'',''Submission for the position: Client Access Support Associate - (Job Number: 2600612)'',''false'',''660383'',''false'',''true'',''Client Access Support Associate'',''2600612'',''!*!

Raymond James Financial Inc

Client Access Support Associate

The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond.

Bank of America Corp

ISG UHNW Portfolio Strategist

Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic Inc

Finance Manager, M&A

Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.

Royal Bank of Canada

Registered Client Associate

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.

Wealth Management Advisor Jobs in Florida

US Private Bank - Sr Private Banker - Miami, FL Santander US

Client Portfolio Manager, High Net Worth Concurrent Investment Advisors

Director, Central Planning Concurrent Investment Advisors

Director, Advanced Planning Fidelity

Relationship Manager Sr I _RBC City National Bank

Paraplanner/Junior Planner Zinnia Wealth Management

Lead Talent Sourcer/Recruiter Axelon

Merrill International Client Relationship Manager Bank of America

Market Manager Bank of America

Client Specialist Baird

Regional Vice President, Community (Miami / Boca Raton / Palm Beach) Mercer Advisors

Investment Associate - FIA Northern Trust

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Senior Product Specialist (Canvas) - Southeast Franklin Resources Inc

Client Service Associate / Paraplanner Lee Hecht Harrison

Client Access Support Associate Raymond James Financial Inc

ISG UHNW Portfolio Strategist Bank of America Corp

Finance Manager, M&A Osaic Inc

Registered Client Associate Royal Bank of Canada

Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer Holdings Inc

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