Wealth Management Professional

hace 2 meses


Puerto Diablo Barrio, Puerto Rico The Colony Group A tiempo completo

About The Colony Group

The Colony Group is a leading financial advisory company that seeks to make a meaningful impact in the lives of its clients and team members. With a rich history dating back to 1986, our company is driven by a singular vision: to provide top-notch investment, wealth, and business management services to high-net-worth and ultra-high-net-worth individuals and institutions.

Our Culture

We pride ourselves on our collaborative and inclusive work environment, where purpose, connection, lifelong learning, diversity, and sustainability are core to our collective success. Our team is comprised of talented professionals who are passionate about delivering exceptional results and making a positive difference in the world.

Job Summary

We are seeking a highly motivated and qualified Wealth Advisor to join our team. The ideal candidate will possess a strong academic and professional background, excellent client service skills, and a commitment to upholding the highest ethical and professional standards.

Key Responsibilities

  • Provide high-touch comprehensive wealth management services to high-net-worth and ultra-high-net-worth clients
  • Construct and oversee all aspects of managing multiple client relationships, including complex analysis and research related to financial, estate, income tax, and investment planning
  • Develop and present solutions across the spectrum of wealth management disciplines for existing and prospective clients
  • Coordinate with members of the client's advisory team, including portfolio managers and operations, tax advisors, estate counsel, and other professionals
  • Ongoing monitoring and management of the client's wealth management plan
  • Communicating the full range of the Company's services and capabilities to clients and prospective clients

Qualifications

  • 4+ years of relevant work experience
  • Bachelor's Degree
  • Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, LLM, MST, or CFP
  • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies
  • Great interpersonal and process management skills
  • Analytical expertise, notable attention to detail, and self-initiated follow-through

Preferred Qualifications

  • Experience working with C-suite level corporate executives, private equity partners, and/or venture capital partners

Compensation

$105-115k

About Our Company

The Colony Group is a highly selective company that has been recognized as one of the top 75 places to work for financial advisors by Investment News. We are committed to attracting, developing, and engaging the best talent in the industry to provide exceptional services to our clients.



  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    About the Role: We are excited to announce the appointment of P. Cory Hogan as our new Chief Executive Officer. As a seasoned executive with over 20 years of experience in the industry, Hogan brings a wealth of knowledge and expertise to our team. He has a proven track record of driving growth and innovation, and we are confident that he will be a valuable...


  • Puerto Diablo Barrio, Puerto Rico Professional Staffing Group A tiempo completo

    Job Summary:The Senior Property Accountant will provide financial management and regulatory reporting for the company's HUD and affordable housing properties.Key Responsibilities:Preparing quarterly regulatory compliance and monthly financial statements.Working closely with site personnel to prepare budgets, variance analyses, and annual audit...

  • Marketing Strategist

    hace 2 meses


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    About This OpportunityThe AVP, Marketing Manager will play a pivotal role in building and growing the Americas Wealth business through the conception and development of marketing programs. This role involves working collaboratively across the organization to deliver integrated campaigns across various channels, including content, direct marketing, events,...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Title: Regional Sales DirectorAbout the Role:The Regional Sales Director is a senior sales professional responsible for driving sales growth and expansion within a defined territory. This role requires a proactive and independent sales approach, leveraging strong relationships with external wholesalers and financial advisor clients to achieve sales...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Summary: We are seeking a highly skilled Digital Strategies and Services Director to lead our technical services team in creating innovative digital solutions for our archives and special collections. The successful candidate will have a strong background in digital project management, metadata standards, and user experience design.Key Responsibilities:...


  • Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job DescriptionJob Title: Internal Auditor-Rotational ProgramLocation: To be determined based on business needsJob SummaryWe are seeking a highly skilled and detail-oriented Internal Auditor to join our team. As an Internal Auditor, you will be responsible for ensuring the effective operation of our internal control systems and processes.Key...

  • Spa Operations Manager

    hace 2 meses


    Puerto Diablo Barrio, Puerto Rico Jobleads-Us A tiempo completo

    Job Title: Spa Operations ManagerJob Summary:We are seeking a highly skilled Spa Operations Manager to join our team at Jobleads-Us. As a key member of our spa team, you will be responsible for overseeing the day-to-day operations of our spa, ensuring that all aspects of the business are running smoothly and efficiently.Key Responsibilities:Manage and...

  • Registered Nurse Per Diem

    hace 4 semanas


    Pájaros Barrio, Puerto Rico Ucla A tiempo completo

    About the RoleThe Staff RN is a professional caregiver who provides patient care and assumes responsibility and accountability for a group of patients via the nursing process.Under the direct supervision of the Unit Director and Clinical Nurse Specialist Supervisor, the incumbent will direct nursing care of patients by means of the nursing process,...


  • Cupey Barrio, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    Job Description:We are seeking a highly skilled Systems Analyst to join our team at Buscojobs Puerto Rico. This is an exciting opportunity for a talented professional to work with cutting-edge technology and contribute to the success of our organization.About the Role:The successful candidate will be responsible for enhancing and maintaining our Jira system,...


  • Barrio San Antonio, Puerto Rico Integrated Power Services A tiempo completo

    OverviewIntegrated Power Services (IPS) is a leading service provider offering comprehensive electromechanical and power management solutions to enhance the reliability of critical infrastructure. With a vast network of remanufacturing locations, distribution centers, and field service offices across North America and the United Kingdom, IPS serves over...


  • Cupey Barrio, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    About UsPopular is a leading financial institution in Puerto Rico, with a rich history dating back over a century.Job OverviewWe are seeking a highly skilled Business Insights Analyst to join our team. This role will be responsible for analyzing and providing financial insights on business results, client trends, and channel usage.Key ResponsibilitiesAnalyze...

  • Nursing Case Manager

    hace 3 meses


    Pájaros Barrio, Puerto Rico University Of California A tiempo completo

    Make a Meaningful Difference in Patients' LivesAt the University of California, we're committed to delivering exceptional patient care and advancing the field of healthcare. As a Per Diem Case Manager, you'll play a vital role in ensuring our patients receive safe, high-quality, and efficient care.As a skilled nursing professional, you'll be responsible for...

  • Data Insights Specialist

    hace 2 semanas


    Cupey Barrio, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    Job SummaryWe are seeking a skilled Data Analyst to join our team at Buscojobs Puerto Rico. The ideal candidate will have a strong background in data analysis, statistical modeling, and database management.About the RoleThe Data Analyst will be responsible for designing and executing data mining plans, performing primary and secondary analyses, preparing...


  • Cupey Barrio, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    About the RoleWe are seeking a highly skilled Business Development Analyst to join our team at Buscojobs Puerto Rico. As a key member of our organization, you will play a crucial role in driving business growth and success.Key ResponsibilitiesAnalyze financial results to identify trends, drivers, and areas for improvement.Develop and implement strategies to...


  • Caimito Barrio, Puerto Rico Bearcom A tiempo completo

    Job DetailsJob Location: San Francisco, CASalary Range: $21.24 - $29.59 HourlyDescriptionAbout BearCom: Largest Distributor of Wireless Voice, Data, and Video Solutions in North America40+ Years Industry-Leading ExperiencePartnerships with Motorola, JVC Kenwood, Avigilon, +More75+ Branches Across North AmericaAs the Customer Service Leader, you will provide...


  • Río Cañas Barrio, Puerto Rico Famous Dave'S Of America, Inc. A tiempo completo

    Restaurant Operations ManagerAt Famous Dave's Of America, Inc., we're seeking a highly skilled Restaurant Operations Manager to join our team. As a Shift Lead, you will be responsible for overseeing restaurant operations and personnel during an assigned shift. Your primary focus will be to ensure that our company's standards are met in terms of recipes,...


  • Coto Laurel Barrio, Puerto Rico Fitness Machine Technicians A tiempo completo

    Job SummaryFitness Machine Technicians is seeking a skilled Field Service Technician to perform repair and preventive maintenance services for residential and commercial customers. The ideal candidate will have a strong mechanical aptitude and excellent customer service skills.ResponsibilitiesDiagnose and repair various pieces of fitness equipment at...


  • Cupey Barrio, Puerto Rico Buscojobs Puerto Rico A tiempo completo

    Popular, Puerto Rico's leading financial institution, is seeking a highly skilled Business Systems Strategist to join our team. This exciting opportunity offers a competitive salary of $85,000 - $110,000 per year, depending on experience.About the Role:We are looking for an innovative professional with expertise in technology solutions to support our...


  • Coto Laurel Barrio, Puerto Rico Petco A tiempo completo

    Petco Grooming Salon Leader Job SummaryAs a Petco Grooming Salon Leader, you will be responsible for overseeing the day-to-day operations of the grooming salon, ensuring a high level of customer satisfaction and promoting a positive work environment. Your primary objective will be to drive salon performance, oversee a team of professional groomers and...


  • Barrio San Antonio, Puerto Rico Integrated Power Services A tiempo completo

    Are you a highly organized and detail-oriented professional with excellent communication skills? Do you thrive in fast-paced environments and enjoy providing administrative support to ensure seamless operations?About Integrated Power ServicesWe are a leading service provider in the industry, offering single-source electromechanical and power management...