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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Whether exploring the vibrant nightlife of Miami Beach, visiting cultural attractions like the Perez Art Museum, or enjoying shopping excursions at the renowned Aventura Mall, residents have access to a wealth of recreational and cultural experiences.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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Wealth businesses serve ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net-worth customer relationship tiers of Citigold and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth at Work.
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Located in Coral Gables or Ft. Lauderdale, FL, we seek someone who will help grow and lead our $18m South Florida tax practice and be a service partner to their own client base. 8+ years of experience as a tax partner working for a Big 4, large national, or regional accounting firm with a demonstrated record of having provided leadership, client service, and business expansion.
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PharMerica is the long-term care pharmacy services provider of choice for senior living communities, skilled nursing facilities, public health organizations and post-acute care organizations. PharMerica is a closed-door pharmacy where you can focus on fulfilling the pharmaceutical needs of our long-term care and senior living clients.
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CFS is a 100% employee-owned company - all employees share in the success and growth of the company, and have long-term wealth building opportunities through our ESOP. Long term wealth: 401K + match.
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Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Collaborating with Senior Agents to achieve business and career goals with a clear “pathway to growth”, while operating with a “team player” mentality.
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Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Wealth Management Advisor.
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We strongly believe that Real Estate ownership is the cornerstone to building wealth and enjoy helping clients achieve this American dream. We are a real estate title insurance settlement services firm that is a looking for a Real Estate Title Processor.
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Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax compliance. Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals.
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The Senior Software Engineer is also responsible for providing programming support for less experienced programmers. The Senior Software Engineer is responsible for the conception and implementation of core engine game code as well as debugging game code as needed.
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Colliers Engineering & Design, is currently seeking a senior water resources project engineer to join our Water group. Water resources engineering for design and evaluation of waterway structures, locks, dams, dam safety, hydropower, flood risk management, ecosystem restoration, and waterfront facility design and rehabilitation projects.
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Exhibiting strong communication skills when consulting with senior management, C-Suite client personnel, and government regulators. Financial Crime Technology Senior Consultant. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a "Best Place to Work." We are 75 years strong and still growing.
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Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
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wealth job Title: senior client Company: Ey in Hollywood, FL
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