Senior Wealth Planning Associate
ASPIRIANT LLC
ASPIRIANT LLC in Los Angeles seeks a Senior Associate for Wealth Management to assist managers with client services and preparation of financial documents. The role requires strong communication skills and knowledge of personal financial planning. Ideal candidates will have a Bachelor’s degree, 3-5 years of experience in wealth management, and be proactive in addressing client needs. The company values diversity and inclusion, striving for a supportive work environment. #J-18808-Ljbffr ASPIRIANT LLC
$115k - $140k
...Manufacturing Co is seeking an experienced Senior Financial Planner to support high-... ...designing comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax... ...salary of $115,000 to $140,000 with associated benefits. #J-18808-Ljbffr Dormont Manufacturing...Senior- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the... ...acquisition, retention, and overall client experience through advanced planning expertise. Please see below for specific responsibilities...SeniorBank staffShift work
- ...Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth... ...ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role...Senior
$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills. Responsibilities...Senior- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...Senior
- Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles. The role requires in-depth financial knowledge to build relationships with affluent clients, addressing their complex financial needs through various products and services. Strong...Senior
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high... ...individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and...Senior- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and...SeniorFlexible hours
- ...financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful... ...position offers a competitive salary and comprehensive benefits including medical and retirement plans. #J-18808-Ljbffr PowerToFlySenior
$125k - $144k
ASSOCIATION FOR FINANCIAL PROFESSIONALS in Los Angeles is looking for a Senior Associate in Wealth and Asset Management. The role involves helping clients manage tax obligations and providing strategic consulting related to business analysis. Qualified candidates should...SeniorRemote work$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application... ...Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset Ability...SeniorFull timeWork at office- ...is seeking an experienced Advisor to manage client service teams in Los Angeles. The ideal candidate will excel in financial planning and wealth management, ensuring client needs are met with high standards. This full-time position requires 4+ years of industry experience...SeniorFull timeFlexible hours
$115k - $140k
...Angeles, KAR is a distinguished asset and wealth management firm with over $50 billion in... ...Connecticut. We are seeking an experienced Senior Financial Planner to join our team,... ...multigenerational wealth through comprehensive financial planning. You will develop detailed financial...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...Senior Financial Planner Although we value experience and skills, we also care about... ...Today, we are a distinguished asset and wealth management firm with approximately $50 billion... ...Planner with deep expertise in tax planning and strategy to join our growing wealth planning...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- Northern Trust Corp. seeks an experienced Portfolio Manager in Los Angeles, California. The role involves managing investment activities for high net worth clients, developing personalized investment programs, and leading a collaborative team. Ideal candidates will have...SeniorFlexible hours
- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles... ...to ensure the complianceof financial planning activities.Knowledge :Thorough understanding... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorWork experience placementLocal areaFlexible hours
- Aspiriant, based in Los Angeles, is seeking a Senior Associate to assist Wealth Management Managers and deliver exceptional client service. This role... ...Ideal candidates will possess strong personal financial planning knowledge with a Bachelor's degree and prefer...
$81k - $120k
...Senior Planner Clean luxury. Better for you. At Everlane, we believe luxury should be... ...databases and quantitative analysis. We have a wealth of data to work with to ensure highly... ...directly to the Senior Director of Planning. Your day-to-day: Develop preseason...SeniorFull timeWork at office- ...Job Description Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity...SeniorWork at office
- ...Manhattan West Enterprise Company LLC is looking for a Wealth Advisor to join its Private Wealth team in Los Angeles, California. This... ...managing client relationships while providing expert financial planning advice. The successful candidate will contribute to the firm's...Senior
$131.68k - $223.91k
001 The Northern Trust Company in Los Angeles seeks a skilled professional to develop and manage complex client relationships in wealth management. Candidates must understand banking products and possess strong negotiation skills. The ideal applicant will have at least...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... ..., analyzing investment objectives, and executing financial planning activities while working closely with the Managing Directors....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
$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- 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
$100k
Trajan Wealth LLC in Los Angeles is seeking a proactive Financial Advisor to expand their market presence. This W2 role offers a base salary of $100K plus uncapped variable compensation. Advisors utilize educational seminars to foster client relationships and leverage...Senior- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client... ...strong background in client relationship management, financial planning, and hold necessary certifications such as CFP or CFA. The role...Senior
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions...SeniorFull time- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial... ..., time management skills, and a background in financial planning. Schwab offers a supportive environment for professional growth...Senior
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