Senior Private Risk Advisor for High Net Worth Clients
USI Insurance Services
USI Insurance Services in California seeks a Private Risk Advisor to provide risk management consultation to high net worth individuals. You will cultivate partnerships with trusted advisors and attract new clients while designing tailored insurance solutions. The ideal candidate has over five years of high net worth sales experience and excellent communication skills. USI offers competitive benefits, including family leave and various insurance options to support your personal and professional needs. #J-18808-Ljbffr USI Insurance Services
$169.38k - $207.02k
U.S. Bank is seeking a seasoned wealth management expert to handle complex client relationships for high net worth clients. This position focuses on retention and growth, requiring a strong commitment to client needs. Candidates should have over 10 years of wealth management...SeniorPrivateHigh net worth- ...Responsible For:* Supervise a team, foster strong client relationships, prospect and contribute... ...and compliance functions for ultra-high net worth individuals and their families, with a... ...services sector, such as hedge funds, private equity, and other investment-related individuals...SeniorPrivateHigh net worthPrivate practiceWork at officeLocal area
- ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular...SeniorPrivateHigh net worthTemporary workPrivate practiceWork at officeLocal area
$84k - $110k
Private Client Services at BDO is a boutique practice within... ...our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...insurance planning. A Tax Senior, Private Client... ...with clients and their advisors to gather information...SeniorPrivateHigh net worthPrivate practiceWork at office$72k - $95k
...of Virtus Investment Partners. The Senior Investment Advisor Associate (Client Service) will serve as a client‑facing professional supporting high‑net‑worth clients in the Los Angeles office.... ...within an investment management firm, private bank, or broker‑dealer. Strong...SeniorPrivateHigh net worthPermanent employmentWork at officeFlexible hours$250k
...Citi is seeking a Senior Principal Investment Counselor in Los Angeles, California, known for influencing investment strategies and managing client relationships with ultra-high net worth individuals. This role requires 15+ years of experience and strong communication...SeniorPrivateHigh net worth- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires a seasoned expert with over... ...experience in Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will proactively...SeniorPrivateHigh net worth
$265k - $320k
...Description Direct Counsel is seeking a Private Client Services Associate to join a premier... ...estate administration, and advising high-net-worth and ultra-high-net-worth individuals... ...relationships with clients and their trusted advisors. Attorneys with a demonstrated...SeniorPrivateHigh net worthFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships. The role requires over 15 years in... ...Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates...SeniorPrivateHigh net worth
- ...Principal. The role involves managing relationships with ultra-high net worth clients, providing investment advice, and ensuring compliance with... ...qualifications such as CFA or MBA, and strong skills in risk assessment and client management. This full-time position offers...SeniorPrivateHigh net worthFull time
- ...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... ...with a proven ability to handle high net worth clients. Position offers a...SeniorPrivateHigh net worth
$250k
...Citigroup Inc. in Los Angeles is seeking a Senior Investment Counselor to manage relationships with ultra-high net worth clients, delivering tailored investment strategies. The ideal candidate has over 15 years of experience with a strong track record in investment solutions...SeniorPrivateHigh net worthFull time- 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
$84k - $110k
BDO USA in Los Angeles is seeking a Tax Senior for its Private Client Services team. The role involves providing tax compliance and consulting services to high-net-worth individuals and families. Ideal candidates will have a bachelor’s degree in accounting or finance, with...SeniorHigh net worth$84k - $110k
BDO in Los Angeles seeks a Tax Senior for the Private Client Services. This role involves preparing complex tax returns and mentoring associates while serving high net-worth clients. Ideal candidates have a relevant Bachelor's degree, two years of experience, and excellent...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- ...The ideal candidate will have over 15 years of experience and extensive knowledge in providing investment advice tailored to high-net-worth clients. The position requires a Bachelor's degree, with a Master’s or CFA preferred. In addition to a competitive salary, Citi...SeniorPrivateHigh net worth
- Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities...SeniorPrivateHigh net worth
$125k - $165k
CalPrivate Bank is seeking a Relationship Manager in El Segundo, CA, responsible for cultivating relationships with high-net-worth clients, businesses, and professional firms. This role involves driving new business development, managing portfolio health, and delivering...SeniorPrivateHigh net worth$171.7k - $260k
A global banking institution is seeking a Senior Credit Advisor in Los Angeles, responsible for identifying, structuring... ...experience with various credit products and client-facing skills, particularly with High Net Worth clients. This position offers a competitive salary...SeniorPrivateHigh net worthFull timePart time- Us Bank is looking for an experienced professional in Los Angeles to manage medium to large size high net worth client relationships. This role involves building a team of Banking, Trust, and Investment professionals to meet and exceed client needs, while ensuring compliance...SeniorPrivateHigh net worth
- ...seeking a Relationship Manager in Consumer and Community Banking in Los Angeles. This role focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored advice. The ideal candidate will have at least five years of...SeniorPrivateHigh net worth
$84k - $110k
...advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves... ...associates, and providing insights to high net-worth clients. Candidates must have a bachelor... ...range of $84,000 - $110,000 annually. #J-18808-Ljbffr BDO Capital Advisors, LLCSeniorHigh net worth- Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA. This role is designed for professionals... ...management who are ready to take over an existing book of high-net-worth clients. The firm is known for its strong collaborative environment...SeniorHigh net worth
- 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
- ...Insurance Services Personal Risk Practice provides... ...insurance consultation to high net worth individuals and family offices... ...financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales... ...successful families. Attract new clients to Private Risk that meet...PrivateHigh net worthTemporary workWork at officeFlexible hours
$96k - $125k
BDO USA is looking for a Tax Experienced Senior in Private Client Services based in Los Angeles. This role involves providing tax compliance and consulting for high net-worth clients, requiring strong leadership, communication, and technical skills. The ideal candidate...SeniorHigh net worthWork at office- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorHigh net worth
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays... ...investment services to an Ultra high Net Worth client base in the United States.... ...strategies with the Private Bankers. Conduct sophisticated... .... Appropriately assess risk when business decisions are...SeniorPrivateHigh net worthFull time- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is... ...investment services to an Ultra high Net Worth client base in the United States.... ...strategies with the Private Bankers. Conduct sophisticated... .... Appropriately assess risk when business decisions...SeniorPrivateHigh net worth
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