Senior Wealth Advisor for High-Net-Worth Clients | Hybrid
Roklyn
Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies, and ongoing client engagement. Requires a minimum of 3 years in wealth advisory, with expertise in portfolio management, financial planning, and strong client relationship development. Hybrid flexibility after 6 months in office. #J-18808-Ljbffr Roklyn
- ...minimum of 5 years of experience. The attorney will have a hybrid schedule of 3 days in office and 2 days at home. Candidates... ...a solid background in tax law, particularly regarding ultra-high net worth clients, and must be licensed with the California State Bar. #J-188...SeniorHigh net worthWork at office
- EisnerAmper seeks a Tax Senior Manager to join Private Client Services. The role oversees tax planning and compliance for ultra-high-net-worth individuals, with leadership to staff and engagement... ...environment. Office locations are hybrid with Pasadena as a preferred site....SeniorHigh net worthWork at office
- Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and families nationwide. We are seeking ambitious Sales Professionals to develop new client opportunities across the wealth management spectrum...SeniorHigh net worth
- ...Westwood/Los Angeles area to lead tax strategy for high-net-worth individuals, entertainment clients, and family offices. You will oversee complex federal... ...cross-functional collaboration with attorneys and financial advisors. #J-18808-Ljbffr Whitman Advisory Job CommunitySeniorHigh net worthLocal area
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive... ...will work closely with Wealth Advisors and oversee complex financial...SeniorHigh net worth- LEVELOCITI is seeking a Tax Senior/Supervisor/Manager to serve high-net-worth entertainment clients in Los Angeles, CA. This hybrid-to-remote role emphasizes advisory work, client relationships, and sophisticated tax planning beyond returns. You will prepare and review...SeniorHigh net worthRemote work
- ...Pasqual Fiduciary Trust Company is seeking a Senior Trust Officer for our Downtown Los... ...time role supports private trusts with a hybrid office/remote schedule, requiring regular... ...exceptional attention to detail, and strong client service for #J-18808-Ljbffr San Pasqual...SeniorHigh net worthFull timeWork at officeRemote work
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If... ...services tailored exclusively to high-net-worth individuals, closely held... ...and preserving their wealth and to meet their financial... ...and locations: in office and hybrid. What You Will Do: Prepare...SeniorHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours$170k - $210k
...Senior Wealth Advisor LA Century City Why Work at Mercer Advisors?... ...legally bound to act in our clients' best interests always.... ...with an established base of high net worth clients and organically growing... ...Friday. Working Conditions: Hybrid schedule with a combination...SeniorHigh net worthTemporary workWork at officeRemote workMonday to FridayFlexible hours- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...location, as EisnerAmper follows a hybrid working model and has offices available... ...compliance functions for ultra-high net worth individuals and their families,...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
$162.1k - $270.1k
...through the acquisition of new clients from internal and external... ...for a comprehensive wealth management strategy for individuals... ..., Custom Credit, Investment Advisors and Trust Officers to assess... ...years’ sales experience in the high net worth or ultra high net worth...SeniorHigh net worthFull timeTemporary workWork experience placement- CohnReznick is seeking a Tax Senior Associate to join our Los Angeles or Woodland Hills offices. This hybrid role supports Family Offices and private client services, leading client engagements and delivering tax planning and compliance with a focus on executive presence...SeniorWork at office
$265k - $320k
...is seeking a Private Client Services Associate to... ...sophisticated estate planning, wealth transfer planning, tax... ..., and advising high-net-worth and ultra-high-net-... ...clients and their trusted advisors. Attorneys with a... ...position Remote and hybrid arrangements are not available...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast... ...and investment services to an Ultra high Net Worth client base in the United States.Manage...SeniorHigh net worthFull time- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Los Angeles, CA. You will deliver fiduciary, fee-based, non-discretionary advice to high-net-worth clients, building durable relationships and guiding complex portfolios with...SeniorHigh net worth
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los... ...role involves developing and managing client relationships, providing expert... ...services with a proven ability to handle high net worth clients. Position offers a competitive...SeniorHigh net worth
$72k - $95k
...Senior Investment Advisor Associate (Client Service) Although we value experience and skills, we... ...exceptional service to affluent and high-net-worth clients. Key... ...kitchen- lunch provided. ~3/2 Hybrid (subject to change) KAR Wealth Advisors offers a personalized...SeniorHigh net worthPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- ...every day, for our clients, our people, and... ...industry-focused wealth advisory, digital,... ...organic growth.Our advisors average $250M in AUM... ...to grow ~10% net new AUM annually—without... ...of choice for high‑net‑worth women and women‑led... ...selectively adding senior wealth advisors in...SeniorHigh net worthFull timeShift work
- BDO USA, LLP's Private Client Services unit seeks an experienced Tax Experienced Manager... ...to lead tax compliance and consulting for high net-worth clients. You will manage engagements, gather information from clients and advisors, and review complex returns with staff. Strong...SeniorHigh net worth
$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorHigh net worth- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The...SeniorHigh net worth
$250k
Job details: Senior Estate Planning Attorney - Hybrid Remote - Century City / Los Angeles - Up To... ...planning boutique focused on the wealth transfer and estate needs of high-net-worth individuals, business owners... ..., deep technical work, and client relationships that...SeniorHigh net worthRemote jobTemporary workLocal areaFlexible hours- ...Title: Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth management firm... ...to serving ultra-high-net-worth families. The firm has built... ...its reputation on deep client trust, long-tenured relationships...SeniorHigh net worthRelocation package
$190k - $235k
...insurance solutions that put our clients in control. Our growing team... ...OPPORTUNITYWe are seeking a Senior Vice President, Personal... ...specialized management of our high-net-worth entertainment team. Growth and... ...OutlookPOSITION DETAILS* **Location:** Hybrid role based in Southern...SeniorHigh net worthTemporary workPrivate practiceWork at office- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves... ...while ensuring compliance and rigorous risk management. #J-18808-Ljbffr BBF WealthSeniorHigh net worth
$141k - $290k
...Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held businesses. A...SeniorHigh net worthFlexible hours- BCG Attorney Search seeks a Senior Estates and Trusts Attorney in Los Angeles, CA to advise high-net-worth individuals, families and business... ...complex estate planning and wealth transfer strategies. The role... ...while maintaining strong client relationships. California bar...SeniorHigh net worth
$125k - $150k
Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client...Full timeFlexible hours- Focus Partners Wealth is seeking an Associate Wealth Advisor in Santa Monica, CA. The role partners with Wealth Advisors... ...and investment strategies for clients, involving collaboration across... ...supports a planning-centric team with a hybrid schedule (3 days in office, up to...Work at officeRemote work
- Jobot in Century City/Los Angeles is seeking a Senior Estate Planning Attorney for a hybrid remote role. You will handle sophisticated estate planning and wealth transfer matters for high-net-worth individuals and business owners, leveraging the firm's full estate planning...SeniorHigh net worthRemote job
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