Senior Wealth Planner for High-Net-Worth Clients | CFP
$90k - $110kAlphaCore Wealth Advisory
AlphaCore Wealth Advisory in San Diego, CA is seeking a Wealth Planner to manage financial plans for high-net-worth clients. This full-time role involves creating financial strategies, working with tax and legal advisors, and constructing investment portfolios. Ideal candidates should have a Bachelor's degree, CFP designation, and strong skills in relationship management and communication. A competitive salary between $90,000 to $110,000, along with benefits like health insurance and professional development assistance, is offered. #J-18808-Ljbffr AlphaCore Wealth Advisory
- ...Aspiriant is recruiting a Senior Associate for our... ...hub for Aspiriant’s wealth planning innovation and client experience. This is... ...a consistent, high-quality, intimate client... ...financial planning CFP® designation... ...management firm serving high net worth and ultra-high net...SeniorHigh net worthWork at office
- ...financial services firm in San Diego is seeking a Wealth Advisor to join their team. This role... ...tailored financial plans, developing client relationships, and providing wealth management... ...will have a Bachelor’s degree, Series 65, CFP or CFA certification, and at least 5 years...High net worth
- BBVA Global Wealth Advisors in San Diego is seeking an experienced Financial Advisor to manage client relationships and provide tailored advice on wealth management. The ideal... ...in Private Banking, focusing on ultra-high net worth families. Key responsibilities include generating...SeniorHigh net worth
- Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus...SeniorHigh net worth
- U.S. Bank in San Diego is seeking a Private Wealth Advisor to manage relationships with high net worth clients. The role involves building teams to support client needs while providing expert wealth management advice. Ideal candidates will have over 10 years of experience...SeniorHigh net worth
$236.56k - $414.12k
A leading financial institution in San Diego is seeking a Private Wealth Director. This role focuses on managing deep, long-term relationships with high-net-worth clients and developing tailored financial strategies. The ideal candidate will have 10-15 years of industry...SeniorHigh net worth- Overview Job OverviewA law firm seeks a highly skilled Private Wealth Services Associate for its San Diego... ...to work with a diverse range of clients across various industries. The role is... ...background in estate planning for high-net-worth individuals and families. Responsibilities...SeniorHigh net worthFull timeTemporary workWork at office
$150k - $175k
A financial services firm in San Diego is seeking a Wealth Advisor to engage with ultra high-net-worth clients, focusing on building lasting relationships and a personal book of business. Candidates should have five years of experience in Wealth Management or Financial...High net worthFlexible hours$132.5k - $205k
...focuses on building long-term relationships with High-Net-Worth individuals and managing their financial portfolios. Responsibilities include expanding client base, providing high-quality service, and collaborating with wealth management specialists. Candidates should have...High net worthFull time$249k - $325k
...employment opportunity for a highly skilled Associate in the Private Wealth Services Practice of our... ...to work with clients, large and small, from a... ...Requirements We are seeking a senior‑level associate (4-8 years... ...planning for high‑net‑worth individuals and families...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeFlexible hours- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong... ...Responsibilities include managing tax and consulting engagements for high net-worth clients, reviewing tax returns, and supervising project teams....SeniorHigh net worth
$236.56k - $414.12k
Northern Trust Corp is seeking a Sr. Investment Officer in San Diego to manage investment activities for high net worth clients. The role requires over 15 years of investment experience and emphasizes strong leadership and investment management skills. Successful candidates...SeniorHigh net worth$56k - $132k
...globe address their most significant risk, workforce, wealth management and retirement challenges through custom... ...approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorHigh net worth- EisnerAmper LLP in San Diego seeks a skilled Client Accountant with a Bachelor's degree in Accounting and 4+ years of experience. You will engage in outsourced accounting for high net worth clients and lead month-end closing processes. The role involves training staff...SeniorHigh net worthLocal area
- Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...and skills: Certified Financial Planning (CFP) certification is preferred Bachelor's degree...
- ...EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
$80k - $95k
Position Client Services & Operations Specialist - Private Wealth The Company AlphaCore is a fast-growing, innovative wealth... ...environment and deliver high-quality client service to both internal... ...industry, preferably serving ultra‑high‑net‑worth clients Deep understanding of...High net worthFull timeWork at officeRelocationMonday to FridayFlexible hours- Bank of Montreal is looking for a Relationship Manager to serve HNW and UHNW clients. This role will deliver comprehensive wealth management through banking solutions and investment strategies. Responsibilities include leading multi-disciplinary teams and developing strategic...High net worth
$102k - $190k
...an experienced investment management professional in San Diego, California. This role focuses on providing high-quality sales and service to investment clients, ensuring compliance, and collaborating across teams to enhance client experiences. Qualified candidates will...Senior$249k - $325k
...Job Description Private Wealth Services Associate San Diego... ...firm is seeking a Mid to Senior-Level Associate to join its... ...offers the opportunity to advise high-net-worth individuals and families on... ...planning for high-net-worth clients ~ Prior law firm experience...SeniorHigh net worthFull timePrivate practice- ...As a wealth advisor you will work directly with the wealth management... ...that aligns with each client’s goals and values. Our focus... ...wealth management advice to high net worth clients Prepare thoughtful, customized... ...experience Series 65, CFP or CFA required Skills & Knowledge...High net worth
- ...The Wealth Advisor is responsible for managing client deliverables for high-net-worth (HNW) clients. This role focuses on building and maintaining client relationships, providing... ...Administration, Economics, or related field CFP/CFA preferred 7-10 years of experience in...High net worth
- ...Management, Inc. is seeking a Senior Financial Planner to serve as the lead planner for our high-net worth client families. This high-impact... ...financial planning and advanced wealth strategies for high-net-worth... ...Certified Financial Planner (CFP) designation required;...SeniorHigh net worthFull timeWork at office
$150k - $175k
Position Title: Wealth Advisor Wealth Advisor role presents an... ...opportunity to engage with ultra high-net-worth clients, requiring a proactive... ...Advisors will collaborate with Senior Investment Strategists while... ...investment implications CFP certification is preferred...High net worthFlexible hours- ...Associate Vice President and Wealth Advisor About the... ...a sophisticated, client-first advisory platform... ...candidates will work alongside senior advisors and subject... ...financial advice to high-net-worth and ultra-high-net-worth... ...financial planning. A CFP® certification or coursework...High net worth
$20 - $25 per hour
...JOB DESCRIPTION The Wild Thyme Company's senior server, Captain, will oversee staff and execute... ...to banquet event order, notes and client requests. They will display a leadership... ...‐up action with Operation Manager, Event Planner, and Sales Rep. 27. Anticipate customers...SeniorHourly payImmediate startShift work$96k - $210k
Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper... ...Expertise We’re Looking For Bachelor’s Degree highly preferred CFP highly preferred FINRA Series 7 & 66 licensed and...Full time$72k - $77k
Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and... ...Associate Will Collaborate and network with senior professionals throughout the firm to...High net worthFlexible hours$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with... ...2026, serving predominately high net worth individuals. EPWA fosters an... ...assigned number of existing clients, as well as assisting in developing... ...industry; working towards CFP certification preferred...High net worthTemporary workWork at officeImmediate startFlexible hours$139.23k - $163.8k
PWM Private Wealth Advisor page is loaded## PWM Private Wealth... ...Management (PWM) helps clients identify and achieve their... ...experience interacting with High and Ultra High Net Worth clients **Preferred Skills/... ...designation such as CFA or CFP is preferred**Location:**This...High net worthTemporary workWork experience placementLocal area3 days per week
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