Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Private Wealth Advisor | CFP | Client-Centric

$164k - $280k

Lead Advisor

Lead Advisor is a wealth management consulting and search firm in Manhattan Beach. The role is a private wealth advisor managing client relationships and financial plans with a CFP credential. The position requires meeting clients 3x per week on-site in Manhattan Beach, offering total compensation between $164,000 and $280,000 depending on experience. Comprehensive benefits accompany the salary in a client-focused environment. #J-18808-Ljbffr Lead Advisor

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Hybrid Private Wealth Advisor | CFP | Client-Centric in Manhattan Beach, CA vacancy
  • Focus Partners Wealth is seeking an Associate Wealth Advisor in Santa Monica, CA. The role partners with Wealth...  ...and investment strategies for clients, involving collaboration across...  ...position supports a planning-centric team with a hybrid schedule (3 days in office, up... 
    Suggested
    Work at office
    Remote work

    Focus Partners Wealth

    Santa Monica, CA
    1 day ago
  • $164k - $280k

    Lead Advisor is a wealth management consulting and search firm. This role is for a client in Manhattan Beach. The role is 3x...  ...Candidates MUST have their CFP and client facing...  ...a CFP to be a private wealth advisor. The...  ...3x/week (this is a hybrid role) 5+ years of experience... 
    Private
    Work at office

    Lead Advisor

    Manhattan Beach, CA
    4 days ago
  • $169.38k - $207.02k

     ...growth of medium to large size high net worth client relationships. Builds a team of Banking,...  ...expert capable of handling complex wealth and relationship management issues, providing...  ...- Professional designation such as CFA or CFP is preferred If there’s anything we can do... 
    Private
    Full time
    Work experience placement
    Local area

    US Bank

    Torrance, CA
    2 days ago
  • JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will deliver advised solutions and leverage Chase partner referrals to deepen... 
    Private

    JPMorgan Chase & Co.

    Gardena, CA
    2 days ago
  • TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The role requires a deep understanding of financial markets, relationship management, and the ability... 
    Suggested

    Aumni

    Gardena, CA
    18 hours ago
  • JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional... 

    JPMorgan Chase & Co.

    Gardena, CA
    1 day ago
  •  ...JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in El Segundo, CA to advise families on wealth-building, risk management and balance sheet optimization...  ...with internal specialists, expand existing client relationships and attract new assets while... 
    Private

    Next Frontier Capital

    El Segundo, CA
    4 days ago
  • U.S. Bank in Torrance, CA is seeking a seasoned Wealth Management executive to retain and grow high net worth client relationships, building a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. Ideal candidates have 10+ years... 
    Private

    Us Bank

    Torrance, CA
    18 hours ago
  • $170k - $225k

     ...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial...  ...building, preserving and managing their wealth. You will use your knowledge of...  ...Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Manhattan Beach, CA
    5 days ago
  • Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment... 

    Cerity Partners

    El Segundo, CA
    5 days ago
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...  ...Capabilities, and Skills Certified Financial Planning (CFP) certification is preferred. Bachelor’s degree... 

    Aumni

    Gardena, CA
    18 hours ago
  • $20 - $26 per hour

     ...like real estate, entertainment and media, private equity and venture capital, and high-tech...  ...support to the Financial Consultant of Wealth Management. Responsibilities Answering...  ...)Assist Financial Consultant with client paperwork’s, compiling information for reports... 
    Private
    Full time
    Work at office

    East West Bank

    Torrance, CA
    1 day ago
  • ## Deal Advisory Senior ManagerApply: Hybrid: Torrance: Full time: Posted 2 Days Ago: End...  ...advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared...  ...practice supports M&A activities of our Private Equity clients and strategic corporations... 
    Private
    Full time
    Remote work

    Cherry Bekaert

    Torrance, CA
    1 day ago
  • $103.26k - $130k

     ...independently. As part of TEAM Services Group, a private equity-backed healthcare services...  ...you do matters. Whether you’re supporting clients directly or helping drive our business...  ...Client Operations leadership. This is a hybrid position, coming into the El Segundo office... 
    Private
    Work at office
    Shift work

    24 Hour Home Care - Corporate Division

    El Segundo, CA
    5 days ago
  • $70k - $80k

     ...independently. As part of TEAM Services Group, a private equity-backed healthcare services...  ...you do matters. Whether you’re supporting clients directly or helping drive our business...  ...requiring Sr. Manager intervention. This is a hybrid position, coming into the El Segundo... 
    Private
    Work at office
    Shift work

    24 Hour Home Care

    El Segundo, CA
    4 days ago
  • $70.2k - $125k

     ...Mariner is a privately held national financial services firm equipped...  ...to meet your modern wealth needs. Our advisors have access to in-house expertise...  ...unified wealth plans with clients. By opening more windows of...  ...experience Series 65, CFP or CFA required Skills & Knowledge... 
    Full time

    Mariner Holdings

    El Segundo, CA
    5 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building...  ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... 
    Immediate start
    Afternoon shift

    Chase

    Manhattan Beach, CA
    4 days ago
  • $127.63k - $237.01k

     ...Private Banker Develops and manages client relationships with high-net-worth and ultra-high-net-worth individuals...  ...solutions across investments, trust and wealth transfer, credit, deposit, and all...  ...experience. May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth... 
    Private

    City National Bank

    Beverly Hills, CA
    5 days ago
  • $75k - $95k

    Client Service Associate - Marketing Operations Position Details Company Overview: FPA is...  ...Separately Managed Accounts (SMA’s) and Private Funds Design/create templates to improve...  ...tools a plus This position is offered as a hybrid model based in El Segundo, California.... 
    Private
    Work experience placement

    Future Planning Associates, Inc.

    El Segundo, CA
    3 days ago
  • $70k - $80k

     ...Private Client Specialist - Beverly Hills Beverly Hills, California, United States Mindful movement. It's at the core of why we do...  ...Manager, you will act as both a personal stylist and trusted advisor, driving sales through deep client relationships, curated experiences... 
    Private
    Flexible hours
    Weekend work
    Afternoon shift

    Alo Yoga

    Beverly Hills, CA
    3 days ago
  • $85k - $95k

    ## Associate Wealth AdvisorApplyremote type: Partially...  ...an Associate Wealth Advisor to join our team! The Associate...  ...work with a planning centric team dedicated to...  ...on each of our unique clients' goals and aspirations....  ...flexibility to work a hybrid schedule. Our hybrid model... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Santa Monica, CA
    5 days ago
  •  ...JPMorganChase in Carson, CA is seeking a Relationship Banker to deliver exceptional, client-centric service and build lasting relationships. You will leverage Chase solutions to meet financial needs and drive branch success, while partnering with specialists for complex... 
    Weekend work
    Afternoon shift

    Next Frontier Capital

    Carson, CA
    3 days ago
  •  ...Growth and delivering for our clients, teammates, communities and...  ...access to the full array of Private Bank and the bank's capabilities...  ..., preferences, and overall wealth strategy, being responsive to...  ...and prospects as their trusted advisor, providing integrated... 
    Private
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    El Segundo, CA
    1 day ago
  • $125k - $165k

    CalPrivate Bank is seeking a Relationship Manager in El Segundo, CA, responsible for cultivating relationships with high-net-worth clients, businesses, and professional firms. This role involves driving new business development, managing portfolio health, and delivering... 
    Private

    CalPrivate Bank

    El Segundo, CA
    2 days ago
  •  ...a Bachelor’s degree in Accounting or Finance. This full-time, hybrid position offers competitive compensation and the opportunity to...  ...maintenance, financial reporting, and tax compliance while supporting a private equity founder and CEO. #J-18808-Ljbffr Confidential
    Private
    Full time
    Work at office

    Confidential

    Hermosa Beach, CA
    2 days ago
  • JPMorgan Chase & Co. in Torrance, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals...  ...and families. You will help clients grow and protect wealth through personalized solutions and trusted advice. You will... 

    JPMorgan Chase & Co.

    Torrance, CA
    18 hours ago
  • EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of...  ...wealth management strategies to individual clients. This role focuses on building long‑term...  ...services industry; working towards CFP certification preferred Basic knowledge... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    ep wealth advisors

    Torrance, CA
    3 days ago
  • 49 Financial is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service. You will grow your book through networking, referrals and personal market development, becoming the face of the firm in building a client... 

    49-Financial

    El Segundo, CA
    18 hours ago
  • $140k - $160k

    Position Summary The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning...  ...Bachelor’s degree Series 65 Completion of CFP® or CFA designation- CPA, JD, CHFC, or another... 
    Temporary work
    Local area
    Flexible hours

    Cerity Partners

    El Segundo, CA
    5 days ago
  • $200k - $300k

     ...weaver.com. Position Profile Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held... 
    Immediate start
    Flexible hours

    Weaver

    Manhattan Beach, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Private Wealth Advisor | CFP | Client-Centric. Be the first to apply!