Senior Lead Investment Counselor - Wealth Advisory
Itlearn360
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
...freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high... ...Represent the 'Personal Strategy' investment strategy; recommend, implement, and... ...(up to 6%), financial advisory services, potential company discretionary...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...communities through industry-focused wealth advisory, digital, audit, tax,... ....We’re selectively adding senior wealth advisors in key markets... ...knowledge across tax, investments, financial planning, insurance... ...book of client relationships, lead client strategy, and delegate...SeniorFull timeShift work
- ...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
- ...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 input...SeniorFull timeWork at office
- ...Citigroup Inc. in Beverly Hills is seeking an experienced Investment Counselor Principal. The role involves managing relationships with ultra-high net worth clients, providing investment advice, and ensuring compliance with regulations. Ideal candidates will have over...SeniorFull time
$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...SeniorFull time- DAFgiving360 Charitable Consulting is seeking a Senior Relationship Director to drive long-term growth, manage advisor and family office relationships, and deliver timely charitable planning education to partners and high-net-worth clients in the U.S. Reporting to the...SeniorWork at office
- 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
- ...specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing... ...various partners, including industry leading advisors. You’ll also have the...SeniorWork at office
- BMO Financial Group in Los Angeles is seeking a senior wealth management professional to lead advisory-based sales and client relationship management for a high-net-worth portfolio. You will coordinate cross-functional experts to craft holistic financial plans and solutions...Senior
- ...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
- Baker Tilly is seeking a High Net Worth Tax Principal to lead a private wealth practice serving wealthy individuals, families, and private businesses. You will guide complex tax planning and multi-generational strategies while mentoring a team and collaborating with firm...Private practice
- ...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
- 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...
- ...commercial insurance, and group benefits. Ideal candidates will bring licensed status, comprehensive coverage experience, and a track record of establishing robust client relationships while integrating wealth management opportunities into the advisory #J-18808-Ljbffr JobtailorSenior
- 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
- 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
- ...practitioner with at least eight years of experience performing forensic advisory, litigation support or valuation services for corporations and... ...contribute to client relationships. Responsibilities include leading business development across the region, educating clients on...Senior
- 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
- ...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
- 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
- CohnReznick in Los Angeles seeks a Senior Manager for its Transaction Advisory Services team. The role focuses on buy-side and sell-side financial due diligence for private equity and corporate buyers. You will analyze financials, identify earnings drivers, and coordinate...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$105.4k - $207.8k
...this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation... ...Will Do Platform Architecture & Advisory Serve as the ServiceNow subject... ...organizations, as well as through our own investments, commitments, and actions across...SeniorLocal areaVisa sponsorship- BMO Financial Group is seeking a senior Wealth Sales & Service professional to manage relationships... ...Los Angeles region. The role focuses on advisory-based financial planning, cross-... ...meet clients' needs. The candidate will lead strategy development, client reviews, and...Senior
- ...establish relationships with clients, providing comprehensive strategic advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess exceptional relationship selling skills, strong negotiation abilities, and a...Senior
$162.1k - $270.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...and/or families. Primary Responsibilities:Leads the client relationship team and has overall... ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess...SeniorFull timeTemporary workWork experience placement$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
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