Wealth Advisor & Private Banker Associate
Fairygodboss
Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of experience in Private Banking, possess necessary licenses, and demonstrate strong business acumen and a client-focused mindset. Offering competitive rewards and a diverse range of benefits, J.P. Morgan emphasizes the importance of its employees. #J-18808-Ljbffr Fairygodboss
- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los Angeles, CA. This unique role involves working closely with senior wealth management professionals to deliver comprehensive financial guidance to ultra-high-net-worth individuals...Suggested
$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique... ...to work closely with a team of senior wealth management professionals in delivering... ...advisory, family office, or private banking serving UHNW clients. Strong understanding...SuggestedWork at officeLocal area- Mariner Wealth Advisors is looking for an Associate Wealth Advisor in Los Angeles, California. You will collaborate with the wealth management team to develop tailored financial strategies for high net worth clients, focusing on their goals and values. The ideal candidate...Suggested
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...Suggested
- SCS Financial in Los Angeles seeks a highly motivated Senior Associate, Client Advisor to support a team of wealth management professionals. This role directly involves client servicing, financial analysis, and complex investment strategies aimed at ultra-high-net-worth...Suggested
- ...West Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a... ...appearance or behavior, whether or not stereotypically associated with the person’s sex at birth, gender identity, meaning...Local area
- ...Private Wealth Advisor - Beverly Hills, California The Anderson Search Group has been retained by a California affiliate of an $90 billion+... ...commercial and corporate bank clients - giving you access to 10+ bankers' existing clients. NO COLD CALLING! This role offers a...Local area
- Citi is seeking a strategic Banker SAFE Act in Los Angeles, California. This role involves identifying and advising high-net-worth clients... ...needs. The ideal candidate will have over 15 years of Private Banking experience, strong communication skills, and a proven track...
$200k - $300k
Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic...- 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...
- ...Investment News, and Inc. multiple years in a row! They are an advisor-built firm with incredibly talented people, an authentic culture... .... They are currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles office. The way they see it -...Work at office
- As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy...
- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...
$60k - $120k
EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity. The ideal candidate...Flexible hours- Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals... ..., Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client...TraineeshipWork experience placementWork at officeLocal areaFlexible hours
$150k - $200k
A Unique, Ground Floor Opportunity at Composition Wealth - a fun, fast growing, investment firm with an award-winning culture Composition... .... We are currently looking for an experienced Wealth Advisor to join our dynamic team. As an Advisor with Composition Wealth...H1bDay shift$70k - $200k
Citibank (Switzerland) AG is seeking a Senior Wealth Advisor in Beverly Hills, California, to provide a variety of financial services to ultra high net worth clients. The ideal candidate should have 6-10 years of experience and hold NYSE Series 7 and 66 licenses. Responsibilities...- Squarely LLC is seeking an Associate Wealth Advisor for its boutique wealth management firm in Ventura County, CA. This in-person role is designed for someone with about five years of advisory experience or an MBA eager to grow in wealth management. You will partner with...
$125k - $150k
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 strategies. This role involves onboarding new clients through various programs and serving...Local areaFlexible hours- A premier wealth advisory firm in Los Angeles is seeking experienced Sales Professionals with a passion for client service to develop... ...align with core values of trust and accountability. Full training provided to obtain necessary licenses. #J-18808-Ljbffr Lenox Advisors
$70k - $110k
...to improving the financial well-being of our members and the communities we serve. We are seeking a dynamic and member-focused Wealth Advisor to join our growing team. In this role, you will partner closely with members to help them achieve long-term financial success...$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...$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic Wealth Advisor to assist members in achieving long-term financial success through personalized financial planning and investment strategies. This role emphasizes building trusted relationships, developing comprehensive...$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high... ...an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new...Temporary workWork at officeImmediate startFlexible hours$90k - $100k
...CAPTRUST changing lives everyday! Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Permanent employmentFull timeTemporary workTraineeshipRelocationRelocation package- ...more than just numbers. As we are the trusted and best financial advisor in Los Angeles, we provide our help to individuals, families,... ...managing your investments, or seeking strategies or tips to grow your wealth, our team provides a personalized approach to every client. We...
- WEALTH FOUNDATIONS ADVISOR As an independent, nationally ranked investment advisory firm with offices nationwide, including in Los Angeles, San Francisco, Seattle, New York, and Chicago, they specialize in providing sophisticated financial planning and investment advice...
$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic and member-focused Wealth Advisor to join their team in Hawthorne, California. In this role, you will develop personalized financial plans and investment strategies to help members achieve their financial goals...$125k - $150k
Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client...Full timeFlexible hours$70k - $110k
CommunityAmerica Credit Union seeks a dynamic Wealth Advisor to foster long-term financial success for members in Los Angeles. This role involves creating personalized financial plans, investment recommendations, and managing a diverse book of business. Candidates should...
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