Senior Private Banker & Wealth Strategy Advisor
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Los Angeles is seeking an accomplished Private Banker to advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking. You will work with a local team and cross-market platform to deliver a first-class client experience. You will maintain strong client relationships, advise on asset allocation and balance sheets, and collaborate with internal specialists while adhering to risk and regulatory standards. #J-18808-Ljbffr JPMorgan Chase & Co.
- 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...Senior
$121.9k - $262.1k
...Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and ultra-high-... ...partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated...SeniorBank staffShift work$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$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-... ...by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial...Senior- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects generated through the client’s marketing engine. These are warm inbound conversations; the role emphasizes education and consultative...SeniorRemote job
- ...personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The ideal candidate has 5-8+ years of experience, holds a CFP...Senior
$115k - $140k
...Senior Financial Planner Although we value experience and skills... ...a distinguished asset and wealth management firm with approximately... ...in tax planning and strategy to join our growing wealth planning... ...Planning and Wealth Advisors to design and implement sophisticated...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$115k - $140k
...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in... ...‑net‑worth clients. Partner with Wealth Advisors in delivering holistic financial plans... ...client meetings to discuss results and strategies for building and preserving multigenerational...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- Senior Financial Planner page is loaded## Senior Financial Plannerlocations... ...is a distinguished asset and wealth management firm with... ...with the firm's Wealth Advisors to help design personalized financial... ...research related to planning strategies, tax law, and regulations as...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
- ...of America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive... ...company compensation programs. You will coordinate with advisors and specialists to tailor solutions for senior leaders. This role emphasizes technical planning...Senior
$162.1k - $270.1k
...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary... ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial...SeniorFull timeTemporary workWork experience placement$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more... ...goals into comprehensive financial strategies. You will own and actively grow a defined... ...with internal partners across Wealth, Home Lending, and Business Banking to...SeniorTemporary workWork experience placementImmediate start- ...through industry-focused wealth advisory, digital,... ...durable, organic growth.Our advisors average $250M in AUM... ...clients and 75,000 privately held businesses, creating... ...tax and wealth strategies that protect legacy and... ...re selectively adding senior wealth advisors in key...SeniorFull timeShift work
- Northern Trust in the United States seeks a Senior Investment Officer to lead investment activities for major accounts and oversee the market's investment partners. You will drive high net worth client relationships and oversee investment and compliance risk matters. The...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible...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 relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Senior- ...billion in client assets. Our advisors average $575,000 in GDC.... ...solutions.About the Role:A Senior Wealth Advisor is an experienced financial... ...Service Specialists, Private Bankers, and Wealth Strategists. We... ...planning and investment strategies consistent with their individual...SeniorFull timeImmediate start
- ...Title: Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth management... ...-net-worth relationships as part of a planned succession strategy. Qualifications Experience & Track Record Minimum...SeniorRelocation package
- Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies, and ongoing client engagement. Requires a minimum of 3 years in wealth advisory, with expertise...SeniorWork at office
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles... ...of philanthropic and planned giving strategies is helpful. Knowledge of federal, state,... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorWork experience placementLocal areaFlexible hours
- A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client...SeniorFull time
- Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Los Angeles, CA. You will deliver fiduciary, fee-based, non-discretionary advice to high-net-worth clients, building durable relationships and guiding complex portfolios with...Senior
$162.1k - $270.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the... ...delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary...SeniorTemporary workWork experience placement$180k - $254.8k
...Bank Of America Wealth Planning Specialist At Bank of America, we are guided by a common... ...is responsible for supporting Merrill advisors who are interested in addressing their... ...financial information, and developing planning strategies. Job expectations include building...Work experience placementWork at officeShift workDay shift$70k - $120k
...Senior Wealth Advisor | San Gabriel Valley Working at Citi is far more than just a job. A career... ...field and contributes to directional strategy by considering their application in... ...financial strategies with the Private Bankers. Conduct sophisticated economic and...SeniorFull time$70k - $120k
...Senior Wealth Advisor The Senior Wealth Advisor SAFE Act is a strategic professional who stays... ...field and contributes to directional strategy by considering their application in... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic and...SeniorFull time$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax... ...tax planning, compliance, and strategy. These individuals help businesses... ...as technology-enabled tax advisors who provide benefits through... ...increased efficiencies. As a Senior Associate you analyze complex...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Regulated Investment Company (RIC) - Senior Manager, you will focus on providing... ...clients on tax planning, compliance, and strategy within our Tax practice. You will help businesses...SeniorFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker & Wealth Strategy Advisor. Be the first to apply!
- personal banker Los Angeles, CA
- private mortgage banker Los Angeles, CA
- private banker Los Angeles, CA
- international financial advisor Los Angeles, CA
- financial advisor Los Angeles, CA
- financial associate Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor associate Los Angeles, CA

