An exceptionally accomplished and fervent Director of Private Banking and Wealth Management, boasting 20+ years of demonstrated success in new business development, increasing competitive market share, and leading business management. Location: Miami, FL Willing to Relocate: No Wants: Seeking a W2 salary role, ideally within a Private Bank or Wealth Management firm, as a leader and collaborative team player with a demonstrated capacity for envisioning and executing strategic plans. Education/Licenses: Bachelor of Arts, Business Management FINRA Series 24, Registered Securities Principal FINRA Series 7 FINRA Series 66 Life, Health, and Variable Annuities License Notary Public Experience: A collaborative team player with a proven ability to envision and implement strategic plans. Skilled in fostering strong relationships, driving team engagement, and delivering customized solutions. Adept at identifying opportunities for growth and innovation, and committed to achieving organizational goals through effective leadership and strategic execution to notable companies as their Senior Vice President and Private Client Advisor for Commercial and Private Wealth Management/Banking/Investments. Duties/Achievements: Leading and executing the bank’s culture to deliver top-tier products, services, and advice tailored to the specific needs of Private Wealth clients in the Miami market. Expanded business through organic growth, client referrals, utilizing Centers of Influence (COIs), self-sourcing, and networking. Currently serves as President, Vice President, and a committee member for several organizations within the community. #J-18808-Ljbffr Eliteprofitpath
Job Description \n\n \n \n Why Choose Honor?\n\n\n Why Choose Honor?\n At Honor, our mission is clear: to make life better for our parents, their loved ones, and the incredible caregivers (Care Professionals) who dedicate their lives to supporting older adults. We prioritize...
Overview St. Marys General Hospital is currently seeking board certified Cardiac and General Anesthesiologists to join its team in Passaic, New Jersey and better serve its community. Be part of a new model in this hospital-based group with a fresh look and strong...
...now! Linen Assistant Responsibilities: - Sort soiled lines as it comes into plant and place into proper areas - Unload clean laundry from dryer - Feed clean laundry into the press machine- Spray the carts with disinfectant and wipe down carts with a towel -...
...working with a fast-growing alternative credit investment manager specializing in private credit, liquid credit and structured credit. We are... ...Strategy & Investor Relations to help scale the firm's private wealth business, supporting product innovation in line with...
...Description NOTE: This position is offered as a hybrid role in the Seattle, WA area. You must be willing to work in office at the Nordstrom Seattle office a minimum of 3 days/week to be considered for this position. PORTFOLIO REQUIRED : In addition to your resume,...