Senior Wealth Investment Strategist
PVH (Tommy Hilfiger/Calvin Klein)
Northern Trust in the United States seeks an experienced portfolio manager to oversee investment activities for major high net worth client accounts. You will develop and execute strategies to meet client objectives, collaborating with the client service team to identify opportunities and drive performance. You will lead the local investment practice, guide staff, and ensure compliance with risk management practices while engaging with senior leadership on nationwide initiatives and capabilities. #J-18808-Ljbffr PVH (Tommy Hilfiger/Calvin Klein)
$115k - $140k
...Angeles, KAR is a distinguished asset and wealth management firm with over $50 billion in assets... .... The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut. We are seeking an experienced Senior Financial Planner to join our team, dedicated...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...Senior Financial Planner Although we value experience and skills, we also care about... ...Today, we are a distinguished asset and wealth management firm with approximately $50 billion... .... KAR is an affiliate of Virtus Investment Partners. Based in Century City, Los...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- Northern Trust Corp. seeks an experienced Portfolio Manager in Los Angeles, California. The role involves managing investment activities for high net worth clients, developing personalized investment programs, and leading a collaborative team. Ideal candidates will have...SeniorFlexible hours
$121.9k - $262.1k
...Senior Wealth Strategist Location – Los Angeles, California 90067 General Function Serves as the primary Wealth Planning expert and resource... ...high net worth prospects and client relationships ( $10MM investable and/or $15 million in net worth) involving complex financial...SeniorBank staff- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next... ...strategies across estate, income tax, gift and estate tax, investment, risk, insurance, and cash flow planning disciplines....SeniorBank staffShift work
- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...Senior
$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills....Senior- Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate... ...estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong...Senior
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial... ...strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial...Senior- Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles. The role requires in-depth financial knowledge to build relationships with affluent clients, addressing their complex financial needs through various products and services. Strong...Senior
- A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...Senior
$125k - $144k
ASSOCIATION FOR FINANCIAL PROFESSIONALS in Los Angeles is looking for a Senior Associate in Wealth and Asset Management. The role involves helping clients manage tax obligations and providing strategic consulting related to business analysis. Qualified candidates should...SeniorRemote work$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application... ...: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United...SeniorFull timeWork at office$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...SeniorTemporary workFlexible hours- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately... ...be responsible for providing clients with direct access to investment opportunities in late-stage private companies, including...Senior
- IW Group Inc. is seeking a Senior Media Planner to lead investment and strategy for high-profile clients in Los Angeles. The ideal candidate will have 6-8 years of media experience and a strong understanding of digital and traditional channels. This position involves developing...SeniorWork at officeFlexible hours3 days per week
$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Senior$90k - $100k
City National Bank is seeking a Senior Financial Advisor in Beverly Hills, CA, to serve as the primary contact for wealth management. The advisor will manage affluent relationships, lead investment discussions, and ensure compliance with financial regulations. Candidates...Senior$65k - $80.2k
A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...Senior- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client... ...management of ongoing relationships, providing tailored investment advice, and collaborating with a skilled advisory team. The ideal...Senior
- Citi Wealth at Work is seeking an Investment Counselor Senior Vice President in Los Angeles to serve High Net Worth and Ultra High Net Worth clients with sophisticated investment strategies and private banking services. The role focuses on building trusted advisory relationships...Senior
- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles, CA... ...exceptional service.Major Duties :1. Sells investment management, advisory, and asset... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorWork experience placementLocal areaFlexible hours
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of experience...Senior- ...Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates should have over...Senior
- ...relationships. This role involves building a team of Banking, Trust, and Investment professionals to meet and exceed client needs, while ensuring... ...'s degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical...Senior
- Jobtailor is seeking a seasoned Private Wealth Manager in Los Angeles to manage individual and trust account assets in line with client... ...requires a bachelor's degree (or equivalent) and 10+ years of investment experience, with a track record of developing and retaining...Senior
- U.S. Bank in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and relationship-building skills, focusing on client retention and portfolio growth...SeniorWork at office3 days per week
- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth... ...coordination, concentrated stock positions, alternative investments, and tax-efficient portfolio construction Demonstrated ability...SeniorRelocation package
- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team... ...Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United...Senior
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