UNKNOWN

FEED

YEAR

New Business Development: Actively prospect and build a pipeline of personal lines clients through personal networking, centers of influence (realtors, mortgage brokers, wealth managers), and community involvement. You will act as a trusted advisor to individuals, families, and professional networks, leveraging our robust carrier relationships and dedicated Account Management team so you can focus on what you do best: building client relationships and selling.

The Misch Group

High Net Worth Insurance Producer

PinpointHQ

Leveraging the Bank's balance sheet, portfolio lending capabilities, specialized mortgage solutions and broader banking ecosystem, the Mortgage Banker serves a wide range of borrowers and financing needs, including conventional, jumbo, portfolio and specialized residential lending for affluent, high-net-worth and eligible international borrowers, consistent with approved product offerings and lending criteria. The role is primarily focused on new business acquisition and externally sourced production: the Mortgage Banker independently develops and manages a sustainable pipeline through business development, established professional networks and qualified referral relationships, while partnering with internal credit, fulfillment and compliance teams to deliver an exceptional borrower experience.

BTG Pactual

Mortgage Banker

sourcestack_via_bold

The second, and larger, are firms that already have an established base of end users or assets and want to give those users access to digital assets: investment platforms and online brokers, asset managers and trading firms, private wealth and RIA platforms, fintechs adding crypto to an existing product, and the retirement channel, where brokers and IRA providers are bringing bitcoin ETFs and spot crypto to retirement accounts. AlphaPoint is a single platform with many capabilities: one integration that lets a client offer trading, brokerage, treasury, and stablecoin workflows to their end users, connect to the liquidity venues, custodians, and banking partners of their choice, and expand into new use cases without re-platforming.

AlphaPoint

Enterprise Sales Executive

ea_via_bold

The ideal candidate will bring strong technical tax expertise, excellent client service skills, and experience working with clients who have complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

PKFOD Careers

Tax Supervisor

A leading accounting and advisory firm is seeking an experienced Senior Manager, Family Office Services to serve as a trusted advisor to high-net-worth and ultra-high-net-worth individuals, families, family offices, trusts, and closely held businesses. This is a highly client-facing opportunity for someone who can combine strong technical accounting and financial management expertise with relationship management, strategic thinking, and business development.

Madison-Davis

Senior Manager, Family Office

HaleyMarketing

Success in this role requires strategic relationship management, a deep understanding of institutional investing, and the ability to collaborate closely with the Content Director, commercial team, and event leadership to deliver best-in-class investor experiences. The Deputy Director of Investor Relations supports the Global Head of Investor Relations in developing and strengthening relationships with RIAs (registered investment advisors) across the global alternatives market.

S&P Global Inc

Deputy Director of Investor Relations

linkup_via_bold

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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Morgan Stanley

Senior Registered Client Service Associate

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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

International Client Service Associate - Bilingual English/Spanish

The Managing Director or Partner will work closely with Firm leadership, Partners, industry leaders, and service-line leaders to identify opportunities and develop coordinated strategies to grow the Firm’s market presence and client base. The successful candidate will bring a demonstrated track record of originating, developing, and closing significant business opportunities within targeted industries, supported by an established network of senior executives, business owners, financial sponsors, and centers of influence.

Business Development Managing Director or Partner

The ideal candidate will bring strong technical tax expertise, exceptional client service skills, and direct experience advising clients, particularly those with complex compensation structures, practice ownership interests, K-1 income, and multi-entity planning considerations. Strong technical expertise and extensive experience reviewing individual, partnership, S-corporation, trust, gift tax, and investment partnership returns.

Tax Manager

Our clients include U.S. citizens and residents living or investing abroad, foreign individuals moving to or investing in the United States, entrepreneurs and business owners with interests in foreign corporations and partnerships, international executives, globally mobile families, investors in foreign funds, and individuals considering immigration, residency or expatriation decisions. The Senior Manager will lead technically complex U.S. individual income tax engagements that frequently combine international tax compliance and consulting, private-client planning, closely held business interests, foreign investments, trusts and estates, multistate considerations and cross-border transactions.

CohnReznick LLP

Tax Senior Manager [Inpatriate/Expatriate]

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.

Axos Bank

VP, Regional Sales Executive

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)

In this role, you’ll build and deepen relationships with business owners and high-net-worth clients, originate and structure commercial real estate, commercial and industrial, and home equity lending solutions, and manage a portfolio of lending and deposit relationships. Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.

Ocean Bank

VP; Relationship Manager - PCS

[AW]-iCims

To learn more about a career at Marsh Agency, check us out on our website at http://marshmma.com/careers or flip through our recruiting brochure at https://www.flipsnack.com/BB9CD8DD75E/your-future-is-limitless. We are looking for a Business Insurance Client Service Associate provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions.

Marsh McLennan

Client Service Associate

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. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations.

Risk Officer

The Financial Wellness Consultant executes strategic education pr ograms, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions abou t their financial lives and, when appropriate, connecting them with Creative Planning's compre hensive wealth management services for deeper guidance.

Creative Planning Inc

Financial Wellness Consultant

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Deloitte Touche Tohmatsu Ltd

Tax Delivery Manager, Japanese Services (Global Employer Tax)

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

Key Deliverables: The Vice President of Regional Distribution drives sales of Apollo DC private assets and Vitera guaranteed income to retirement advisors in an assigned territory and carries an annual sales target across both capabilities. Our go-to-market efforts are combined in delivering Apollo private assets and Vitera guaranteed income, with distribution by a single team including coverage of wealth/intermediary, institutional and consultant markets.

Wealth Management Advisor Jobs in Miami, FL

High Net Worth Insurance Producer The Misch Group

Mortgage Banker BTG Pactual

Enterprise Sales Executive AlphaPoint

Tax Supervisor PKFOD Careers

Senior Manager, Family Office Madison-Davis

Deputy Director of Investor Relations S&P Global Inc

Senior Registered Client Service Associate Morgan Stanley

International Client Service Associate - Bilingual English/Spanish Morgan Stanley

Business Development Managing Director or Partner PKFOD Careers

Tax Manager PKFOD Careers

Tax Senior Manager [Inpatriate/Expatriate] CohnReznick LLP

VP, Regional Sales Executive Axos Bank

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

VP; Relationship Manager - PCS Ocean Bank

Client Service Associate Marsh McLennan

Risk Officer Morgan Stanley

Financial Wellness Consultant Creative Planning Inc

Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte Touche Tohmatsu Ltd

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu Ltd

VP Sales, Defined Contribution Apollo Global Management Inc

Similar Job Searches

See More Jobs

Stand out to leading employers.