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Serving family offices and high net worth individuals through our wealth management franchise. Managing the custody of approximately $48 trillion financial assets of the world’s leading institutional investors, hedge funds, sovereign wealth funds, and corporates.
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Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years’ experience in a financial client relationship manager role. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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ABOUT HUB INTERNATIONAL:HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
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Have completed an AS/AA in Computer Information Systems, Information Security, Management Information Systems, or have 3 years of relevant, hands-on industry experience. With more than 200 employees worldwide throughout the US, EMEA and APAC, we leverage the wealth of knowledge from a diverse and multidisciplinary team that drives our growth and high performance.
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Collaborates with business partners such as treasury management, private wealth management, and other line-of-business segments to strategize and develop comprehensive customer relationships in the middle market segment.
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Maintains strong partnerships with other business units (i.e., Treasury Management, Wealth Management). The Regional Vice President (RVP) has overall responsibility for the leadership and management of a region or market.
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Led by Co-Founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.
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We provide more supply and equipment options than any other full-service distributor, an offering enhanced by a comprehensive suite of services, including office design, equipment repair, practice coaching, financing and project management, wealth management and dental-specific technology solutions.
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We deliver a suite of services including lending, investment funds management, and loan servicing in addition to an exclusive membership platform focused on scaling businesses and preserving wealth.
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Job DescriptionJob DescriptionCompany DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
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A rewarding career that helps local businesses in the communityStrong community support and involvement through HUB GivesSUMMARY:As a HUB Insurance Sales Advisor, you will have the opportunity to sell insurance products and services for a global leader in the industry.
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Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their business efforts.
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Develops and maintains external client referral network (centers of influence) such as bankers, wealth advisors, and attorneys catering to the High Net Worth, Ultra High Net Worth and Family Office Clientele.
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The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Experience balancing investment management, sales activities, and new client development.
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We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Through training and pro-active means continuously build knowledge and expertise on products, technologies, wealth solutions, economic and capital market events.
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wealth management jobs in Winter Park, FL
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