Senior Associate: UHNW Wealth Client Advisor
SCS Financial
SCS Financial in Los Angeles seeks a highly motivated Senior Associate, Client Advisor to support a team of wealth management professionals. This role directly involves client servicing, financial analysis, and complex investment strategies aimed at ultra-high-net-worth clients. The ideal candidate has a Bachelor's degree and relevant experience in wealth management or investment advisory, and excels in a collaborative, fast-paced environment. With a salary range of $120,000 to $130,000 and additional bonuses, this exempt position offers a comprehensive benefits package. #J-18808-Ljbffr SCS Financial
$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique... ...work closely with a team of senior wealth management professionals in... ...family office, or private banking serving UHNW clients. Strong understanding of financial...SeniorWork at officeLocal area- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los Angeles, CA. This unique role involves working closely with senior wealth management professionals to deliver comprehensive financial guidance to ultra-high-net-worth individuals...Senior
- Dimensional Fund Advisors is seeking a Senior Associate to support business development and client services for financial advisors on the West Coast. The role involves articulating complex investment strategies and building relationships with key clients. Qualifications...SeniorWork at officeRemote work
- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse financial needs, collaborate across departments, and ensure exceptional client service. 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 relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
$70k - $200k
Citibank (Switzerland) AG is seeking a Senior Wealth Advisor in Beverly Hills, California, to provide a variety of financial services to ultra high net worth clients. The ideal candidate should have 6-10 years of experience and hold NYSE Series 7 and 66 licenses. Responsibilities...Senior$95k - $140k
...discretionary bonus. Job Description The Global Client Group (GCG) is Dimensional’s... ...investment experience. Our Independent Advisor Group (IAG) works with fee‑only financial... ...advisors (RIAs) across the country. This Senior Associate role supports Regional Directors in...SeniorWork at officeRemote workMonday to Friday- Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified...SeniorWork at office
$77k - $202k
...financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-...SeniorFull timeH1b$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive... ...will work closely with Wealth Advisors and oversee complex financial...Senior- ...seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The ideal...Senior
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...within a sophisticated, client-first advisory platform.... ...candidates will work alongside senior advisors and subject... ...those with exposure to HNW/UHNW client service or...
$200k - $300k
Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years... ...Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic...- We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net... ...across departments to provide holistic wealth management solutions tailored to clients... ...cycle required to attract and engage UHNW individuals and families. Mindset: Driven...Senior
- As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy...
$100k - $130k
...A professional services firm in Los Angeles seeks a Senior Associate to support tax compliance, planning, and consulting across a diverse client base. The role requires a minimum of 2 years experience, proficiency in tax software, and a strong initiative to thrive in...Senior$85k - $200k
...operational expertise with financial, economic, analytic skills. Our clients and their legal counsel rely upon us to successfully resolve... ..., payers, and law firms. Role Overview: Our Sr. Associates use their experience and knowledge related in coding, revenue...SeniorRemote work- Senior Fund Accountant - Senior Fund Administration Associate Qualifications Graduate of Bachelor’s degree in Accountancy; Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst...Senior
- ...Premises Liability Mid-Level to Senior Associate Location (California) Los Angeles Remote Work Flexibility Experience the... ...litigation defense firm that stands out from the rest—every case and client matters. Established in 1994 with just sixteen attorneys, we...SeniorRemote workFlexible hours
- ..., Canada, and Mexico. Role Summary The Senior Associate plays a critical role in executing and managing client engagements across restructuring and insolvency... ...closely with engagement leadership and external advisors Lead forensic accounting procedures,...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- ...Job Description Job Description One of the foremost litigation and trial law firms in Southern California seeks associate attorneys for both of our Pasadena and Costa Mesa offices. Associates will handle defense work in all phases of federal and state civil rights...Senior
- Advocates Legal Recruiting is seeking a Mid/Senior Associate for their Restructuring & Special Situations practice in Los Angeles. This role involves working on high-stakes restructuring and financing cases, representing hedge funds and institutional lenders, and advising...Senior
- BCG Attorney Search is seeking a Senior Associate for their Technology Companies Group in Santa Monica, California. Candidates should have a passion for high-growth emerging technology businesses and possess 7 to 8 years of relevant experience in a major law firm. The...Senior
- An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture...Senior
- Us Bank is seeking an experienced wealth management professional in Beverly Hills to manage high net worth client relationships. This role requires exceptional relationship management skills and the ability to build a team tailored to client needs. The ideal candidate will...Senior
- Mariner Wealth Advisors is looking for an Associate Wealth Advisor in Los Angeles, California. You will collaborate with the wealth management team to develop... ...tailored financial strategies for high net worth clients, focusing on their goals and values. The ideal...
- A prestigious educational institution in Los Angeles is seeking a Senior Associate / Associate Director of The Oxy Fund to lead fundraising efforts targeting parents. This role involves managing the Parents Council and developing campaigns while collaborating with various...Senior
- DoorDash is seeking a Senior Associate to join their Dasher Experience team. This role focuses on strategic planning and enhancement of customer experience initiatives, reporting to the Dasher Experience Lead. The ideal candidate will manage metrics and work collaboratively...Senior
- Orrick Herrington & Suttcliffe seeks a Senior Associate for its Technology Companies Group with 7 to 8 years of experience. This position involves working with high-growth emerging tech businesses, focusing on private offerings and venture capital. A strong candidate will...Senior
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