Top 129 Home solutions advisor Jobs in Miami, Fl

Investment Manager
Deutsche Bank —Miami, FL
- $220,000 - $350,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Health insurance
- Work from home
Credit Solutions Advisor - Doral Plaza
Bank of America —Doral, FL
- Extended hours
- Background check
- Computer literacy
- Writing skills
Technical Consultant, Workday
Ramp —Miami, FL
- $191,000 - $291,000 a year
- Full-time
- Hybrid work
- Computer Science
- System design
- 3 years
- Travel reimbursement
- AD&D insurance
Solutions Consultant, Post Sales, Mid-Market
Ramp —Miami, FL
- $151,000 - $231,000 a year
- Full-time
- Hybrid work
- Oracle
- Computer Science
- Mid-level
- Travel reimbursement
- AD&D insurance
Florida | Associate Owner's Representative II
Peak Projects —Miami, FL
- $115,000 - $125,000 a year
- Part-time
- Hybrid work
- Mid-level
- Residential
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
EHS Specialist
Amazon.com Services LLC —Miami, FL
- Weekends as needed
- Microsoft Word
- CPR Certification
- Microsoft Excel
11d
Technical Consultant, S/4HANA
Ramp —Miami, FL
- $191,000 - $291,000 a year
- Full-time
- Hybrid work
- Computer Science
- System design
- 3 years
- Travel reimbursement
- AD&D insurance
Client Service Associate
Stifel —Miami Beach, FL
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Account Executive
AIT Worldwide Logistics, Inc. —Doral, FL
- Online Application
- Remote
- Mid-level
- Residential
- Analysis skills
- Paid parental leave
- Health savings account
Solutions Consultant, Post Sales, Commercial
Ramp —Miami, FL
- $119,000 - $181,000 a year
- Full-time
- Hybrid work
- Oracle
- Computer Science
- Finance
- Travel reimbursement
- AD&D insurance
Senior Tax Associate
Haller Robbins Epelbaum Misiunas, LLC —Miami, FL
- $80,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Director, Strategic Sourcing - Indirect
Carnival Corporation —Miami, FL
- Full-time
- Office
- Finance
- Bachelor's degree
- Employee stock purchase plan
- Paid holidays
Sales Representative / Customer Design Consultant
Magic City Remodeling —Fort Lauderdale, FL
- $100,000 - $180,000 a year
- Full-time
- Spanish
- Sales
- English
- Paid training
- Opportunities for advancement
Quick Apply
Financial Advisor
Edward Jones —Florida
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Recruiter
AMN Healthcare, Inc —Florida
- $19.50 - $24.25 an hour
- Full-time
- Customer service
- Mid-level
- Office
Sales Representative
Northwestern Mutual - Lawhon Network —Fort Lauderdale, FL
- $67,000 - $89,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
1d
Director, Human Resources – MEDVET Caribbean Operations
Covista —Miramar, FL
- $100,171.61 - $154,080.00 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- 8 years
- Paid holidays
- Disability insurance
Quick Apply
Adobe Workfront Fusion Consultant
Accenture —Miami, FL
- $59,100 - $196,000 a year
- Full-time
- Remote
- Analysis skills
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Business Sales Representative (Job ID 3020577)
ADT —Miami, FL
- $85,000 - $150,000 a year
- Clean driving record
- High school diploma or GED
- Driver's License
- Mileage reimbursement
- Disability insurance
Investor Relations, LATAM- Associate
iCapital —Miami, FL
- $85,000 - $100,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Mid-level
- Dental insurance
- Paid time off

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Investment Manager

Deutsche Bank -
Miami, FL

Apply Now

Job Details

$220,000 - $350,000 a year

Benefits

Health insurance
Work from home
Parental leave
Retirement plan

Qualifications

Customer communication
Bachelor's degree
Investment client management
Financial product expertise
Strategic asset allocation in risk management
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Job Description:

Job Title Investment Manager

Corporate Title Director

Location Miami, FL & San Francisco, CA

Overview

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management. You will be a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the relationship manager in the day-to-day planning and servicing for the client. You will leverage the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office (CIO) and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades, and asset allocation. You will employ a wide range of asset classes and capabilities, leveraging the knowledge from dedicated product specialists to address clients’ needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments, and wealth planning.

What We Offer You

A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs

What You’ll Do

Act as the central point of contact for clients’ investment needs/advice and be responsible for increasing share of wallet from existing clients and partner up with the relationship manager to serve clients across a defined portfolio
Serve as strategic advisor on client’s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly
Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed
Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed
Collaborate with the relationship manager on account behavior and flag relevant updates, and on input regarding know-your-client
Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments, and seek to manage and control risks while maximizing financial returns in line with regulations

How You’ll Lead

Collaborate closely with key internal partners, including discretionary portfolio managers and Deutsche Bank’s entire range of wealth management product specialists to deliver the Firm’s best capabilities, solutions and investment thinking
Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required
Support the relationship managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities

Skills You’ll Need

Solid network of clients in the target coverage market is required
Bachelor’s Degree required; CFA, MBA degree or other advanced degree a plus
Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needs
Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment

Skills That Will Help You Excel

Excellent communication skills, both written and spoken
Self-motivated
Self-starter

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position is $220,000 to $350,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email [email protected] .

#LI-HYBRID

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .

Apply Now

Refine Your Search

home solutions advisor jobs in miami, fl

Investment Manager

Credit Solutions Advisor - Doral Plaza

Technical Consultant, Workday

Solutions Consultant, Post Sales, Mid-Market

Florida | Associate Owner's Representative II

EHS Specialist

Technical Consultant, S/4HANA

Client Service Associate

Account Executive

Solutions Consultant, Post Sales, Commercial

Senior Tax Associate

Director, Strategic Sourcing - Indirect

Sales Representative / Customer Design Consultant

Financial Advisor

Recruiter

Sales Representative

Director, Human Resources – MEDVET Caribbean Operations

Adobe Workfront Fusion Consultant

Business Sales Representative (Job ID 3020577)

Investor Relations, LATAM- Associate

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