Senior Wealth Planner & UHNW Estate Strategist
Kayne Anderson Rudnick
Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong expertise in financial planning and the ability to cultivate lasting client relationships. A competitive compensation package and comprehensive benefits are included. #J-18808-Ljbffr
$125k - $175k
...Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating... ...plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial...Senior- ...Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design 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...Senior
$115k - $140k
...is a distinguished asset and wealth management firm with over $5... ...are seeking an experienced Senior Financial Planner to join our team, dedicated... ...develop detailed financial plans, estate reviews, and tax strategies... ...) and ultra-high-net-worth (UHNW) clients, including tax,...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...is a distinguished asset and wealth‑management firm with over $50billion... ...personalized financial plans, estate reviews, and tax analyses for... ...wealth. Assist Financial Planners in updating client plans, conducting... ...) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- ...A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...Senior
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication...SeniorFull timeWork at office- ...Overview Job Description - The Senior Associate Wealth Strategist provides support for a holistic wealth transfer... ...(HNW) and ultra-high net worth (UHNW) clients. The role primarily supports... ...external Wealth Strategists for tax and estate planning, business succession...SeniorFull timeFlexible hours
$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....Senior$121.9k - $262.1k
...Senior Wealth Strategist Location – Los Angeles, California 90067 General Function Serves as the primary Wealth Planning expert and resource for... ...entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists...SeniorBank staff$35 - $40 per hour
...seeking a talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide... ...with data visualization tools, and the ability to influence senior leadership on compensation design. A competitive hourly rate of...SeniorHourly pay- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...Senior
- RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth clients across the United States. The role involves collaborating with external Wealth Strategists and Financial Advisors, providing essential...SeniorFlexible hours
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work...Senior- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored... ...worth clients and proficiency in areas like tax legislation and estate planning. The ideal candidate should have a strong track record...
- ...Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team... ...role involves working closely with senior wealth management professionals to deliver... ...analysis, and coordinate investment and estate planning strategies while thriving in a collaborative...Senior
$200k - $225k
001 The Northern Trust Company is looking for a Wealth Strategist in Los Angeles. This senior business development role involves cultivating relationships with ultra-high net worth individuals and families. The ideal candidate will have 10+ years of experience, in-depth...Senior- ...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... .... A strong skillset in trust administration, estate planning, and new business development is essential...Senior
$164k - $250k
...Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals, providing outstanding service. Responsibilities include managing client relationships, facilitating financial...Senior$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...Senior- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles, CA: Pasadena, CAtime type: Full timeposted on:... ...explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for...SeniorWork experience placementLocal areaFlexible hours
$150k - $250k
...A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to join... ...closely with a team of senior wealth management professionals in... ...areas of client wealth such as estate, tax, cash flow, philanthropy... ...office, or private banking serving UHNW clients. Strong understanding...SeniorWork at officeLocal area- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and...SeniorFlexible hours
- 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
$200k - $225k
...with technology‑driven wealth management services. What... ...ultra‑high net worth (UHNW) individuals, families,... ...attorneys) on estate‑planning, wealth‑transfer... ...including attorneys, estate planners, and CPAs. In‑depth knowledge... ..., and service. Senior leaders are accessible,...WorldwideFlexible hours$100k - $130k
A leading defense technology firm is looking for a Senior Supply Chain Procurement Planner to lead procurement activities for radar defense programs. This role requires a solid background in FAR/DFARS compliance and supplier management. The successful candidate will contribute...SeniorContract work- ...Overview Senior Strategist at JM Services and Consulting, LLC. This is a full-time, permanent position with a competitive salary and benefits... ...to businesses of all sizes. Our team of experts has a wealth of experience in various industries and is dedicated to helping...SeniorPermanent employmentFull timeContract workWork at officeRemote work
- ...Senior Financial Planner page is loaded## Senior Financial Plannerlocations: Los... ...is a distinguished asset and wealth management firm with approximately... ...financial plans, estate reviews, and tax analyses primarily... ...) and ultra-high-net-worth (UHNW) clients, including tax,...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
- ...EP Wealth Advisors (EPWA) is seeking an experienced financial planner in Valencia, CA. This role involves leading client financial planning, collaborating with advisors, and creating customized financial strategies. The ideal candidate will have a Certified Financial...Senior
- A dynamic advertising agency in Los Angeles seeks a motivated Senior Integrated Media Planner. This in-office role involves developing and managing multimedia campaigns, optimizing budget allocation, and analyzing performance metrics. Candidates should have over 5 years...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & UHNW Estate Strategist. Be the first to apply!
- case planner Los Angeles, CA
- airport planner Los Angeles, CA
- corporate meeting planner Los Angeles, CA
- capacity planner Los Angeles, CA
- retail planner Los Angeles, CA
- planner Los Angeles, CA
- business continuity planner Los Angeles, CA
- transportation planner Los Angeles, CA
- production planning specialist Los Angeles, CA
- resource planner Los Angeles, CA

