Hybrid Private Wealth Advisor | CFP | Client-Centric
$164k - $280kLead 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
- 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...SuggestedWork at officeRemote work
$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...PrivateWork at office$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...PrivateFull timeWork experience placementLocal area- 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
- 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
- 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. 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
- 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
$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...PrivateTemporary workWork experience placementLocal area- 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...
- 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...
$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...PrivateFull timeWork at office- ## 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...PrivateFull timeRemote work
$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...PrivateWork at officeShift work$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...PrivateWork at officeShift work$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- ...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 startAfternoon shift
$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$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....PrivateWork experience placement$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...PrivateFlexible hoursWeekend workAfternoon shift$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 officeLocal areaRemote work2 days per week- ...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 workAfternoon shift
- ...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...PrivateWork at officeFlexible hoursShift workDay shift
$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- ...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 ConfidentialPrivateFull timeWork at office
- 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...
- 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 workWork at officeImmediate startFlexible hours
- 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...
$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 workLocal areaFlexible hours$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 startFlexible hours
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