Manager, Wealth Salary at Evensky & Katz BETA

Job Description: First American Bank is a family owned, full-service bank with over 50 locations in Illinois, Florida, and Wisconsin. Our mission is simple: to offer competitive banking products with the personal attention and service customers deserve. First American Bank can offer employees a level of visibility and stability that is difficult to find in many larger corporations. We are looking for people who want a career - not just a job! The Florida Assistant Marketing Director is responsible for developing, organizing, implementing, and monitoring strategic marketing plans to drive sales for Wealth Management and Commercial Lending in the Florida market as well as bank wide. The individual will create goals that align with the marketing strategy, managing all projects, analyzing data, meeting KPIs, and delivering recommendations based on project performance to senior executives. DUTIES & RESPONSIBILITIES: Define target audiences for the Wealth Management and Commercial Lending te

Location: On site at location listed in job posting. Summary: As a Financial Advisor, you will build trusted relationships with clients and referral partners, both inside and outside the bank. You'll play a vital role in guiding clients toward achieving their financial goals, including estate planning, investment strategies, and retirement planning. We offer a well-structured onboarding program and access to a team of seasoned professionals to help you succeed. Our team's proven track record in enhancing advisor knowledge fosters continued career development and long-term success. If you bring unwavering integrity, a collaborative mindset, and a drive to grow your career, we want to hear from you. Key Responsibilities •Drive growth in your market by meeting revenue and profitability goals. •Effectively communicate the firm's value proposition and advice-based services to clients and stakeholders. •Develop relationships through internal bank referrals and external Centers of Influence (

Location: On site at location listed in job posting. Summary: Do you want to help people in one of the biggest purchases of their lives? Being a mortgage loan officer is a meaningful role for you to assist both first-time and seasoned homebuyers with real estate transactions. This role puts you in the driver's seat to build a great team and establish good rapport with new and existing clients in the area. Develop business relationships, get involved in the community, and realize your success by joining the Mortgage team. There are very few career options that are as lucrative as a mortgage loan officer. You'll have the opportunity to achieve extraordinary income that is well into six figures based on your personal production. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for soliciting and servicing a variety of residential mortgage loans. Interviews applicants, collects financial data and documents, and makes recommendations regarding the loan products that best meet the borrower

Company Overview: The Enlyte Family of Businesses Mitchell | Genex | Coventry Enlyte is the parent brand of Mitchell, Genex and Coventry, an organization unlike any other in the Property & Casualty industry, bringing together three great businesses with a shared vision of using technology innovation, clinical services and network solutions to help our customers and the people they serve. Our suite of products and services enable our employees to help people recover from challenging life events, while providing opportunities for meaningful impact and career growth. Job Description: This is a full-time, work-from-home position. The candidate must be located in the Miami, Florida area due to regular local travel for in-person patient appointments. Perks: Full and comprehensive benefits program, 24 days of paid vacation/holidays in your first year plus sick days, home office equipment including laptop and desktop monitor, mileage and travel reimbursement, Employee Assistance and Referral P

Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, Twitter, and Instagram. Blackstone Credit & Insurance ("BXCI") is seeking a motivated Associate level professional to join our office in Miami. This professional will primarily focus on due diligence efforts to support current and prospective investors. The role provides an opportunity to help drive growth in perpetual fun

The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. **Responsibilities:** + Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients businesses and sources of wealth generation. + Anticipate events in a clients life and business which have significant financial implications. + Serve as a trusted

The Business Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + Responsible for managing and supporting multiple risk and control programs for the organization in

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world! Department Title: Undergrad Intern - Franklin Templeton Investment Solutions - Investment Research Location: The intern candidate must be able to commute into either the Ft. Lauderdale, FL, New York City, NY, San Mateo, CA, or Boston, MA office on a daily basis. Position Summary: Franklin Templeton Investment Solution