Private Wealth Management Associate (UHNW Focus)
$60k - $125kThe Goldman Sachs Group
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management, and ensure a top-notch client experience. Applicants must possess strong communication and organizational skills, along with a commitment to excellence. The expected salary is between $60,000 and $125,000, along with eligibility for discretionary bonuses. #J-18808-Ljbffr The Goldman Sachs Group
- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA... ...in Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position... ...solutions to meet their complex wealth management needs. The ideal candidate will...Private
$125k - $144k
Senior Associate, Wealth and Asset Management - Tax, PwC US Tax LLP, Los Angeles, CA. Help clients meet their tax obligations while managing the impact... ...preparation process to bring work to completion for private equity fund, fund of funds, and hedge fund clients Providing...PrivateWork experience placementWork at officeLocal areaRemote workOverseas$118k - $170k
...District. Role Overview As a Private Wealth Associate for Masterworks Advisers,... ...our gallery sales team — focused on driving activity, building... ...gallery events, engaging UHNW prospective clients in‑person... ...Advisors on relationship management, follow‑up coordination, and...PrivateAfternoon shift$200k
ABOUT CIM GROUP CIM is a community-focused real estate and infrastructure owner, operator... ...comprised of investments and portfolio management professionals working collaboratively to... ...years of experience working in finance and private investments, an MBA degree or equivalent...Private16 hoursWork at officeLocal area$118k - $170k
Masterworks is looking for a Private Wealth Associate to join their gallery sales team in Beverly Hills, California. This role focuses on engaging ultra-high-net-worth individuals at gallery events, driving sales activities, and collaborating with Senior Advisors towards...Private- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking... ...those with exposure to HNW/UHNW client service or financial...Private
- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal...Private
$200k - $300k
Citi Global Wealth brings together the full power of Citi to serve... ...family offices through Citi Private Bank, operates in the affluent... ...Client and captures wealth management in the workplace through Citi... ...Private Banking having covered the UHNW market / Extensive experience...PrivateFull time- ...Citi Wealth - Lending Advisor - Vice President Working... ...'s broader Wealth Management goals. Our Lending Advisors... ...the Citigold and Citi Private Client (CGCPC) segments... ..., with particular focus on SBL and Structured Lending... ...Affluent, HNW, and UHNW clients on lending solutions...Private
- ...Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an... ...as comprehensive wealth management services to a global... ...prospective clients Client‑centric focus and attitude A team... ...or not stereotypically associated with the person’s sex at...PrivateLocal area
$100k - $275k
Dormont Manufacturing Co is seeking a Client Manager in Beverly Hills, California. In this... ...satisfaction. With a minimum of 12 years in private banking and financial services, you will... ...'s resources, and provide comprehensive wealth management solutions. This position...Private$106.5k - $195.1k
EY is seeking a qualified candidate in Los Angeles for a role focused on delivering tailored tax advice to private clients and families. The responsibilities include managing compliance solutions and navigating complex tax issues. The ideal candidate will have extensive...Private- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S.... ...you will advise clients on building and managing their wealth, ensuring an exceptional client experience... ...strong business acumen and a client-focused mindset. Offering competitive rewards...PrivateBank staff
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los Angeles, CA. Job Description... ...through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed...PrivateWork at office
- TwinThread in Los Angeles is seeking a Private Banker to advise clients on wealth management. This role requires over six years of experience in Private Banking, an entrepreneurial mindset, and proven sales success. You will manage client relationships and provide investment...PrivateLocal area
- ...Associate, Wealth Management Los Angeles, CA Who Are We? IEQ Capital is a Registered Investment Advisor seeking to transform traditional... ...fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives...InternshipFlexible hours
- # Analyst/Associate, Portfolio Management, Direct LendingAres ManagementAnalystPrivate CreditFull-timeLocationLos... ...when new job openings matching "Private Credit / Analyst jobs in Los Angeles,... ...Portfolio Management team, you will focus on portfolio monitoring, valuation,...Private
- ...Advisor seeking to transform traditional wealth management. Our quest is to integrate the... ...to put our clients’ interests first. We focus our efforts on helping clients meet their... ...with a high degree of accuracy. Support Private Placement Document preparation and alternative...Private
$230k - $275k
...industries they serve. We have an immediate opening for a Private Wealth Associate with four to eight years of experience preferred. We will consider... ...strong interpersonal skills, and a demonstrated ability to manage multiple projects. Active bar license in the state...PrivatePrivate practiceWork at officeImmediate start- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting... ...role requires over 15 years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates will have a track...Private
$110k - $210k
...recognition is a testament to our focus on excellence, intensity and... ...Improvement (PI), Interim Management (IM), Investment Banking (IB)... ...(TRS). The TAS team supports private equity sponsors, lenders and... ...speed and precision. The TAS Associate will assume a wide set of responsibilities...PrivateInterim roleWork at officeRelocation- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
$182.7k - $339.3k
Wilmington Trust seeks a Wealth Management Manager in Los Angeles, California to lead a team in managing relationships with high-net-worth clients. The role focuses on client development and collaboration with various banking teams to ensure excellent service delivery....- ...worth clients. This role supports comprehensive wealth management strategies through effective collaboration with private bankers and senior planners. The successful... ...background in financial planning and must be client-focused, dedicated to helping individuals achieve their...PrivateWork at office
- TwinThread is seeking an experienced Private Banker to join our team in 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...Private
$230k - $275k
Husch Blackwell in Los Angeles seeks a Private Wealth Associate with four to eight years of experience. This role involves sophisticated estate planning, collaboration across offices, and maintaining high professional standards under pressure. The ideal candidate will...Private$34.32k - $90k
...Job Description Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...in firm initiatives directed by local management Regularly seek opportunities to use...PrivateTemporary workWork at officeLocal area- BCG Attorney Search is seeking a Private Wealth Associate in Los Angeles. The ideal candidate will have over 4 years of experience in tax and wealth planning for high-net-worth clients. Responsibilities include advising clients on planning strategies, developing estate...Private
- Job Overview A law firm seeks a Private Wealth Associate in Los Angeles. The ideal candidate will have 4 or more years of experience in tax and wealth planning for high-net-worth clients. Duties Advise clients on tax and wealth planning strategies. Develop and implement...Private
$99k - $150.8k
...Margin) to Financial Advisors’ existing wealth management clients and prospects. These... ...of the following: Marketing and selling Private Wealth credit solutions with a goal to... ...Client Management Customer and Client Focus Profitability Analysis Collaboration Financial...PrivateWork at officeFlexible hoursShift workDay shift
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