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
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- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to support senior wealth management professionals in delivering comprehensive guidance... ...tax planning, philanthropic advisory, insurance analysis, and #J-18808-Ljbffr Focus Financial PartnersSuggested
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- Bernstein Private Wealth Management in Los Angeles seeks Associates for its Associate Development Program (ADP). You will partner with Advisors to provide portfolio analysis, accounting setup, and client meeting preparation, while building client relationships and delivering...Private
- AllianceBernstein L.P. in Los Angeles seeks an Associate Development Program participant for Bernstein Private Wealth Management. You will collaborate with Financial Advisors to deliver asset allocation guidance, portfolio analysis, and wealth planning support for high-...Private
$120k - $135k
Job Description Job Duties: Associate, Business Development with Goldman Sachs & Co. LLC... ...advisory business. Create comprehensive wealth management plans for high-net-worth individuals... ...planning, philanthropic planning, and private banking and lending services. Work to source...Private$68k - $120k
...POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As... ...strong interpersonal skills and their focus will be on delivering an exceptional...PrivateFull timeTemporary workWork experience placementLocal area- ...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
- JPMorgan Chase & Co. in Los Angeles is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will manage onboarding, document collection, investment quotes, and trade execution...
$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...clients. Bernstein Private Wealth Associates are client service professionals who... ...and financial management strategies. Focus on client service excellence, partnership...Private- ...Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional... ...solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional...Private
$76k - $82k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...talent. Bernstein Private Wealth Associates are client service professionals who... ...and financial management strategies A focus on client service excellence, partnership...PrivateFlexible hours$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- 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
- ...Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an... ...as comprehensive wealth management services to a global... ...clients • Client-centric focus and attitude • A team player... ...or not stereotypically associated with the person’s sex at...PrivateLocal area
- Bank of America seeks an Executive Wealth Services professional to deepen client relationships and deliver... ...corporate executives. You will lead the Client Management Process and coordinate with the enterprise to offer private bank capabilities and personalized solutions....Private
- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry... ..., specifically targeting private wealth clients. This role involves managing asset-raising campaigns for...Private
- Equitable Advisors in Los Angeles is seeking ambitious financial professionals to join our wealth management team, focusing on client engagement, financial planning, and licensed product guidance. This role requires a bachelor’s degree, FINRA licensing, and strong communication...
- ...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... ...professional to join our team as a Senior Associate. This role will work closely with the rest...Work experience placement
$81.13k - $164.57k
...firm.KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join our Business... ...with the DAC Solutions Team, focusing on training and onboarding strategic... ...estate, financial services, hedge funds, private equity, credit, or oil and gas is advantageousBasic...PrivateLocal area- ...relationships with strategic wealth clients, driving funded... ...and profitable manner, managing a portfolio of existing... ...Effectively present to Private Bank leadership and... ...skills (commercial / UHNW) Organized and can handle... ...Customer and Client Focus Profitability Analysis...PrivateWork at officeShift workDay shift
$165k - $185k
...career development and employee-focused programming, we are committed... ...is seeking an experienced Associate Vice President to join the Corporate... ...and Assistant Controller in managing the accounting function for a... ...in accountingBoth public and private accounting experience...PrivateFull timeTemporary workWork experience placementFlexible hours$145k - $195k
...career development and employee-focused programming, we are committed... ...Department oversees and manages Ares’ global Legal, Regulatory... ...Ares is seeking a Compliance Associate Vice President to support the... ...from employee personal trading, private investments, and outside...PrivateFull timeTemporary workWork experience placementFlexible hours- 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...
- ...Associate General Counsel, Corporate About the Company Industry... ...Software Type Privately Held, VC-backed Founded... ...responsive web design content management system and prototyping... ...corporate legal function with a focus on corporate governance, public...Private
- ...Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client relationships, and coordinate with product experts to meet complex financial goals...Private
- Thornburg Investment Management Inc. is hiring a Private Wealth Consultant for the Western Region. This fully remote role is based near Los Angeles, CA or San Francisco, CA and focuses on driving sales of Thornburg mutual funds, SMA products, private strategies, and ETFs...PrivateRemote job
- ...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
$71k - $75k
...estate, entertainment and media, private equity and venture capital,... ...businesses and expand our associates’ potential for career... ...commercial bank with an exclusive focus on the U.S. and Greater... ...East West Bank is seek a Wealth Management Risk Analyst. The primary role...PrivateFull time
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