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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.
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3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Collaborate with senior leadership on high-level decisions.
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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Latitude is looking for an attorney with 3-5 years of sophisticated commercial litigation experience who is eager to work on complex commercial litigation cases representing a variety of clients in both state and federal courts, including prominent Fortune 500 corporations, sovereigns, former heads of state, athletes, and high-net worth individuals.
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Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and institutions to help them reach specific financial objectives.
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A Tax Senior Manager, National Tax Office - Private Client Services (PCS) will be responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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Our services include MEP design, Net Zero Energy, lighting design, commissioning, vertical transportation, low voltage, information technologies, security, audiovisual, code consulting/fire engineering, sustainability consulting, and acoustics.
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8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
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A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
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Official transcripts (high school or college) Miami-Dade County Public Schools (M-DCPS), an rated district, is the nation’s third largest school system with nearly 500 schools and a diverse enrollment of more than 335,500 students from over 160 countries.
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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Experience with high net worth individuals and complex estate planning structures. Firm Type: Law Firm, Experience: 6 Years, A law firm in Miami is seeking an Estate Planning Attorney with 6+ years of experience.
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Learn more about what makes us different and how you can thrive as a High Net Worth Private Client Advisor at MMA. Previous Personal Lines Insurance experience with High Net Worth clientele.
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At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
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Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.
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high net worth jobs Title: staff accountant in Miami, FL
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