Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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)

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Investment Strategist in Los Angeles, CA vacancy
  • $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... 
    Senior
    Permanent employment
    Visa sponsorship
    Free visa
    Flexible hours

    Kayne Anderson Rudnick

    Los Angeles, CA
    3 days ago
  • $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... 
    Senior
    Permanent employment
    Work at office
    Visa sponsorship
    Free visa
    Flexible hours

    Virtus Investment Partners

    Los Angeles, CA
    19 hours ago
  • 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... 
    Senior
    Flexible hours

    Northern Trust Corp.

    Los Angeles, CA
    4 days ago
  • $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... 
    Senior
    Bank staff

    Fifth Third Bank, N.A.

    Los Angeles, CA
    15 hours ago
  •  ...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.... 
    Senior
    Bank staff
    Shift work

    Fifth Third Bancorp

    Los Angeles, CA
    1 day ago
  • 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

    Citibank (Switzerland) AG

    West Hollywood, CA
    4 days ago
  • $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

    Northern Trust Corp

    Los Angeles, CA
    4 days ago
  • 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

    Kayne Anderson Rudnick

    Los Angeles, CA
    19 hours ago
  • $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

    Virtus Investment Partners

    Los Angeles, CA
    3 days ago
  • 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

    Citigroup Inc.

    Los Angeles, CA
    1 day ago
  • 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

    PowerToFly

    Los Angeles, CA
    4 days ago
  • $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... 
    Senior
    Remote work

    ASSOCIATION FOR FINANCIAL PROFESSIONALS

    Los Angeles, CA
    4 days ago
  • $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... 
    Senior
    Full time
    Work at office

    Citi

    Los Angeles, CA
    4 days ago
  • $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... 
    Senior
    Temporary work
    Flexible hours

    Royal Bank of Canada

    Beverly Hills, CA
    2 days ago
  •  ...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

    Confidential

    Los Angeles, CA
    19 hours ago
  • 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... 
    Senior
    Work at office
    Flexible hours
    3 days per week

    IW Group Inc.

    Los Angeles, CA
    1 day ago
  • $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

    Aon

    Los Angeles, CA
    1 day ago
  • $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

    City National Bank

    Beverly Hills, CA
    1 day ago
  • $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

    U.S. Bank

    Beverly Hills, CA
    2 days ago
  • 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

    Charles Schwab Corporation

    Los Angeles, CA
    1 day ago
  • 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

    Itlearn360

    Los Angeles, CA
    4 days ago
  • 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... 
    Senior
    Work experience placement
    Local area
    Flexible hours

    Northern Trust Corp

    Los Angeles, CA
    4 days ago
  • 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

    Manhattan West

    Los Angeles, CA
    3 days ago
  • $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

    Zions Bancorporation

    Los Angeles, CA
    4 days ago
  •  ...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

    Aumni

    Los Angeles, CA
    4 days ago
  •  ...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

    Us Bank

    Los Angeles, CA
    1 day ago
  • 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

    Jobtailor

    Los Angeles, CA
    1 day ago
  • 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... 
    Senior
    Work at office
    3 days per week

    Us Bank

    Los Angeles, CA
    2 days ago
  •  ...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... 
    Senior
    Relocation package

    Harrison Gray Search and Consulting LLC

    Los Angeles, CA
    2 days ago
  •  ...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

    Citigroup Inc

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Investment Strategist. Be the first to apply!