2 jobs found in Palm Beach

Position Title Financial Planner   Location Palm Beach, FL 33480   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

Position Title Commercial Banking Group Analyst - Leisure Hospitality & Gaming   Location Palm Beach, FL 33480   Job Summary The Specialized Industries & Capital Markets (SICM) Group Analyst reports to the Heads of Leisure, Hospitality & Gaming and Food & Beverage and will play an important role assisting the industry team in launching their respective business units, and the origination, underwriting, and portfolio management of corporate clients. This role uses independent judgement in the design and creation of effective materials that will drive new business and support existing clients of the SICM group. Independently manages complex projects resolving issues and adhering to deadlines.   Job Responsibilities: Supports relationship managers with client coverage, deal execution, and portfolio management including the development of pitchbooks / presentations and other marketing materials. Conducts financial and credit analysis on corporate...