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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.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Experience in financial reporting valuation and appraisal review, required. Experience with earnouts, convertible debt, warrants, Total Shareholder Return (TSR) and Employee Stock Option (ESO) grants, private company equity securities, hybrid instruments, or structured products, preferred.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Must preferably have well-rounded experience in Diversity, Equity, and Inclusion, Title VII, ADA, DOL, OWPA,OSHA, Wage and Hour, ERISA, FCRA, FMLA, OFCCP, WARN Act, cannabis-related employment issues, leave issues, business planning, policy drafting, workers' compensation, immigration, regulatory compliance, auditing, traditional labor and litigation, and advice; specialists in separate areas of labor and employment law are also welcome.
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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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As our firm expands, we're ranked 1st as the 'Fastest Growing Firms in the U.S. 2024' byAccounting Today, we have an opportunity for an experienced tax partner looking to make an impact in our Corporate Tax Practice, which is focused on tax compliance, planning, and provision outsourcing for middle-market, private equity backed, and public companies.
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Support services include social services, nutrition, financial support, foundation and co-pay assistance program, specialized rehabilitation programs, and a med spa including massage, aromatherapy, and acupuncture.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Experience as the primary assigned individual conducting fraud,financial crimes, economic crimes, white collar crimes, wire and mail fraud, consumer protection or other complex investigations.
$54,690 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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RTS Financial and Shamrock Trading Corporation are looking for a Russian Speaking Business Development Manager. RTS Financial, a Shamrock brand, is a factoring company that provides working capital solutions to businesses across multiple industries, primarily trucking and oilfield services.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do. Through strategic collaborations and a commitment to being a person-centered, transforming, healing presence, the 557-bed hospital offers progressive inpatient, outpatient and community outreach services and clinical research trials to serve as our community’s trusted health partner for life.
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HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans.
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The Sage 300 System Data Management Analyst, with a strong financial background, is responsible for configuring and optimizing the Sage 300 system to meet our financial needs. Manage and ensure the integrity of financial data within the Sage 300 system, including data imports, updates, and validation.
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RSM US LLP is looking for a dynamic M&A/Financial Instruments Tax Senior Manager to join our growing national Mergers and Acquisitions (M&A) Tax practice. Assist clients on a range of financial instrument and related M&A tax issues such as recapitalization, restructuring and bankruptcy transactions, classification, sales, and exchanges of financial instruments, deductibility of interest, and hedging transactions.
$332,800 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Careful consideration of diversity, equity, and inclusion (DEI) Financial ability to identify and implement cost-effective programs. The company’s diverse portfolio encompasses a wide range of sectors, including luxury high-rise residential, landmark mixed-use developments, hospitality, K-12 and higher education, justice, solar energy and battery storage, and sports.
Part-timeExpandApply NowActive JobUpdated 6+ months ago - UpvoteDownvoteShare Job
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8+ years’ experience in leading or facilitating AML/BSA reviews, consulting/advisory services and/or internal audit/compliance reviews at globally diversified financial services organizations.
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wealth financial equity and jobs in Sunrise, FL
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