Senior Lead Investment Counselor - Wealth Advisory
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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 and delivering tailored investment ideas across markets. The successful candidate will demonstrate deep expertise in investment solutions, strong judgment, and the ability to coordinate with internal partners to optimize #J-18808-Ljbffr Itlearn360
$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset...SeniorFull time$125.4k - $181.88k
...Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth... ...Represent the ‘Personal Strategy' investment strategy; recommend, implement, and... ...contributions (up to 6%) and financial advisory services. Tuition reimbursement up...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area- Charles Schwab Careers is seeking a Sr. Manager, Wealth Advisor to enhance client relationships and deliver personalized investment guidance. The ideal candidate will thrive in a collaborative environment, managing high-complexity scenarios and fostering client trust and...Senior
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be... ...of ongoing relationships, providing tailored investment advice, and collaborating with a skilled advisory team. The ideal candidate will have a strong background...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
- ...Wealth At Work, Managing Director, Investment Counselor Team Lead, West Region The Investment Counselor Grp Mgr is accountable... ...internally, often at a senior level. Some external communication... ...team) Implement a strategic advisory approach to account planning, focusing...Temporary work
- MAI Capital Management, LLC. is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes... ...should have over 5 years of experience in wealth management or financial services, strong...SeniorWork at office
- ...innovative thinking meets disciplined investing as we challenge the status... ...what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...Experience: Demonstrated ability to lead complex client relationships... ...Coachability: Demonstrates a senior learning mindset by seeking...SeniorWork at office
- ...Senior Wealth Advisor About the Company Respected wealth management... ...a Senior Wealth Advisor to lead its team. The successful... ...clients with direct access to investment opportunities in late-stage... ...development and investment advisory. The role requires the ability...Senior
- MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management experience and the ability to manage complex workflows. The ideal...Senior
- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial guidance. This role emphasizes collaboration with an advisory team to help clients navigate complex financial landscapes. The ideal candidate...Senior
- Certus Recruitment Group is seeking an advisory expert to manage high-value relationships with Ultra High Net Worth individuals. This role... .... The successful candidate will possess strong connections in wealth management and demonstrate a proven track record in managing...
- 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... ...ideal candidate will have a strong background in wealth advisory services with a proven ability to handle high net worth...Senior
$112.3k - $221k
...Senior Wealth Advisor CLA is a top 10 national professional services... ...industry-focused wealth advisory, digital, audit, tax, consulting... ...knowledge across tax, investments, financial planning, insurance... ...book of client relationships, lead client strategy, and delegate...SeniorShift work- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered... ...stock positions, alternative investments, and tax-efficient portfolio construction... ...comfortable working alongside existing advisory teams, para-planners, and client service...SeniorRelocation package
- Baker Tilly US in Santa Monica, CA seeks an experienced professional to join the Transaction Advisory Services group as an Associate/Senior Associate. You will interact with partners, perform data gathering, due diligence, and financial analysis to support buy-side and...Senior
- A specialized boutique accounting and consulting firm is seeking a Senior Manager/Director for Accounting and Transaction Advisory Services in Los Angeles. This role offers the chance to lead multi-disciplinary teams and tackle complex accounting issues, making a significant...Senior
$325k - $400k
# Senior Vice President, US Co-Investment LeadMacquarie CapitalSVPVenture CapitalTechnologyFull-timeLocationLos... ...Capital Group (Tech Cap) supports leading global technology companies with equity... ...Advisors, family offices, wealth institutions and other Qualified Purchasers...SeniorRemote work- Armanino Advisory LLC in Los Angeles is seeking a Transaction Advisory Consultant to work in financial due diligence, guiding clients through critical financial processes. This position requires collaboration with colleagues to produce quality reports and analyze financial...Senior
- A leading healthcare provider in Los Angeles is seeking a professional to deliver Chemical Dependency services and psychotherapy. Responsibilities include answering patient calls, conducting assessments, and managing therapy for individuals and families. This role also...Senior
- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized... ...strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and ensuring...SeniorFlexible hours
$112.3k - $221k
About the role CLA is looking to hire a Senior Wealth Advisor in Century City, CA or Pasadena, CA. The Senior Wealth Advisor (SWA) serves as a relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial...Senior$83.92k - $125.88k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Los Angeles, CA. This seasoned professional will manage client relationships, offering financial solutions and services tailored to affluent and High Net Worth clients. The role demands strong analytical...Senior$112.3k - $221k
CliftonLarsonAllen Wealth Advisors LLC is seeking a Senior Wealth Advisor to join their team in Century City, CA or Pasadena, CA. The role focuses on providing a comprehensive Total Wealth Advisory experience to meet clients' financial and tax needs. The ideal candidate...Senior- Citigroup is seeking an experienced Investment Counselor to join their team in Los Angeles, California. 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...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$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$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$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- Andersen is seeking a senior accounting advisory professional based in Los Angeles to oversee accounting closes, investments, and partnership accounting across diverse client structures. You will lead a team and act as the primary client contact to ensure deadlines and...Senior
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