Coral Gables, Florida, United States · On-site
Associate Advisor - Miami Department: Client Advisory Employment Type: Full Time Location: Miami Description AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with th…
Skills: Financial analysis, Wealth management, Investment portfolio management, Client relationship management, Financial presentations
Coral Gables, Florida, United States · On-site
$500/hr–$1k
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Ou…
Skills: Financial planning, Networking, Prospecting, Business strategy, Sales
Coral Gables, Florida, United States · On-site
The Senior Accountant is responsible for maintaining the integrity of the general ledger, preparing financial statements, performing account reconciliations, supporting month-end and year-end close activities, and ensuri…
Skills: General ledger, Financial statements, Account reconciliations, Month-end close, Year-end close
Coral Gables, Florida, United States · On-site
$51k–$84k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. A…
Skills: Client service, International client relations, Bilingual Spanish/English, Financial services, Wealth management
Coral Gables, Florida, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial planning, Client acquisition, Relationship building, Asset protection, Investment services
Coral Gables, Florida, United States · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Banking operations, Client relationship management, Cross selling, Account servicing, Cash transactions
Coral Gables, Florida, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Investment management, Relationship management, Portfolio management, Financial modeling, Asset allocation
Coral Gables, Florida, United States · On-site
Summary The Medical Biller is responsible for ensuring all providers’ encounters are coded, billed and submitted in a timely manner to insurance companies, while also monitoring and resolving any rejections or deni…
Skills: Medical billing, Medical coding, CPT, ICD-10, HCPCS
Coral Gables, Florida, United States · On-site
Description Driftwood Capital is a vertically integrated commercial real estate investment, development, and lending platform, specializing in hospitality. The principals of Driftwood Capital boast a 30+ year track recor…
Skills: EB-5 program compliance, Investor relations, Regulatory filings, Subscription agreement management, Immigration petition support
Coral Gables, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Business operations, Financial analysis, Budgeting, Capital planning, Process improvement
Coral Gables, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Customer service, Administrative support, Financial aid counseling, Case management, Data entry
Coral Gables, Florida, United States · Hybrid
Role Type: Internship/Co-op Work Term: Summer/Term 3 Work Location: Coral Gables, Florida, United States of America Hours: 40 Pay Details: $30.00 - $30.00 USD TD is committed to providing fair and equitable compensation …
Skills: Commercial banking, Loan closing, Administrative support, Relationship management, Financial reporting
Coral Gables, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Customer service, Medical terminology, Insurance verification, Prior authorization, Financial counseling
Coral Gables, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Research administration, Grant management, Financial management, Strategic planning, Team leadership
Coral Gables, Florida, United States · On-site
Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty…
Skills: Financial reporting, Journal entries, General ledger, Balance sheet reconciliations, Variance analysis
Coral Gables, Florida, United States · On-site
$81k–$98k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise…
Skills: Financial planning, Client consultation, Insurance solutions, Networking, Relationship building
Coral Gables, Florida, United States · On-site
$80k–$95k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into s…
Skills: Financial planning, Client consultation, Insurance strategies, Networking, Communication skills
Coral Gables, Florida, United States · Remote Solely
Overview Lakeview Household Insurance Solutions, LLC provides property and casualty insurance solutions to a large portfolio of mortgage holders. Because of our special relationship with Lakeview Loan Servicing, we are a…
Skills: Sales, Property and casualty insurance, Lead management, Customer service, Communication
H&R BlockCoral Gables, Florida, United States · On-site
About the Role As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate r…
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Tax planning
H&R BlockCoral Gables, Florida, United States · On-site
About the Role As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, …
Skills: Tax preparation, Accounting, Finance, Bookkeeping, Client interviews
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Associate Advisor will provide financial analysis, create client presentations, and assist in managing investment portfolios and wealth planning. They will also communicate directly with clients and coordinate with internal teams to ensure high-quality service delivery.
Candidates must hold a bachelor's degree in economics, business, or a related field and possess one to three years of relevant experience. Professional fluency in Spanish and strong proficiency in Microsoft Office suite are required.
Department: Client Advisory
Employment Type: Full Time
Location: Miami
Make Wealth Worth More
AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations. AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.
There are currently 340 open finance & accounting positions in Coral Gables, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include University of Miami Health System-Uhealth, City National Bank of Florida, University of Miami Health System, Cherry Bekaert, Citrin Cooperman, among others. Browse the listings above to see every active employer.
Yes — 94 of the 340 open finance & accounting positions offer remote or hybrid work (28 remote, 66 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
