Staff Accountant, Banking & Private Wealth Services
ASPIRIANT LLC
ASPIRIANT LLC, located in Los Angeles, CA, is seeking a motivated Associate in Accounting & Banking Services. This full-time role involves assisting with accounts payable, accounts receivable, and financial reporting. An ideal candidate is pursuing CPA or CFP with 1-3 years of experience in accounting, showing a high proficiency in Excel and QuickBooks Online. This position offers a collaborative environment, continuing education assistance, and competitive health insurance contributions. #J-18808-Ljbffr ASPIRIANT LLC
$33.28k - $85k
Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...clients’ needs including banking products and services and secure... ...Onboard and maintain client accounts, including collecting client...PrivateTemporary workWork at officeLocal area- Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key... ...candidate has a Bachelor's Degree and experience in client service within the financial industry. This role offers a salary range...Suggested
$139.23k - $163.8k
...U.S. Bank Wealth Banking Services Relationship Manager At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ...within U.S. Bank Wealth Management to exclusively wholesale private banking products and services to end clients of partner custodians...PrivateTemporary workWork experience placement- A leading global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves... ...client relationships, advising on wealth management, and acquiring new clients... ...6 years of experience in Private Banking, relevant licenses, and a focus on...Private
- ...Managing Director, Private Wealth Advisor About the Company Prominent investment management firm Industry Investment Management... ...comprehensive financial, estate, tax, and retirement planning services to ultra-high-net-worth individuals, foundations, and...Private
- ...financial institution in Los Angeles seeks a Private Client Advisor who will work with high-... ...client relationships, ensuring quality service delivery, and collaborating with... ...bachelor’s degree, significant experience in banking and wealth management, and strong communication...Private
- ...West Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a... ...portfolios, as well as comprehensive wealth management services to a global client base spanning 36 U.S. states and 28 countries...PrivateLocal area
$200k - $300k
Citi Global Wealth brings together the full power of Citi to serve... ...family offices through Citi Private Bank, operates in the affluent... ...to be a partner to lawyers, accountants, asset managers and management... ...management & planning services and access to a dedicated Private...PrivateFull time$106.5k - $195.1k
...Hoboken, Irvine, Los Angeles Manager - Private Tax (Financial Services Organization) As a Manager in... ...owning families, and owners of private wealth. You’ll advise on matters for families... ...complex technical initiatives; hold accountability for performance and results....PrivateRemote workFlexible hours$82k - $125k
...Wells Fargo is seeking a Wealth Banking Specialist (SAFE) in... ...you will: Manage and service a low to moderately complex... ...of less tenured staff by providing guidance... ...mortgage banking, or private banking experience, or... ...consumer & business deposit accounts, account maintenance,...Bank staffPrivateFull timeWork experience placementWork at officeImmediate start$70k
The Senior Wealth Advisor is a senior strategic professional who... ...of financial and investment services to an Ultra high Net Worth client... ...in the United States. Manage accounts of high net worth investors... ...financial strategies with the Private Bankers. Conduct...PrivateFull timeWork at office$106.5k - $195.1k
...serving the global financial services marketplace and the only... ...new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance... ...our dynamic FSO team! Private Tax is a growing practice... ...initiatives, with accountability for performance and results...PrivateWork experience placementSummer holidayImmediate startFlexible hours$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM)... ...specialized facets of hedge fund, private equity fund and mutual fund... ...and various tax and accounting technologies Responsible for... ...day-to-day supervision to staff members Review and...PrivateSummer holidayWork at officeLocal areaFlexible hours$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...related questions concerning client accounts, including relaying stock positions,...PrivateTemporary workWork at officeLocal area- A global professional services firm is seeking a Manager in Private Tax to provide personal and private tax advice to high-net-worth individuals and families... ...tax compliance solutions and support clients in wealth transfer and governance strategies. Ideal candidates will...Private
$75k - $175k
...independent financial advisory services firm. Originally founded in 1... ...March 31, 2026. Position A Private Advisor team within our... ...seeking a highly skilled Team Wealth Planner to deliver white ‑glove... ...professionals, including attorneys, accountants, and other advisors, to...PrivateWork at officeLocal area$76k - $125.3k
...functional teaming focusing on service delivery for our clients. In... ...in handling hedge fund and Private equity K-1s Researching tax... ...have A bachelor's degree in Accounting, supported by significant tax... ...understanding of estate and wealth planning Experience with federal...PrivateWork experience placementSummer holidayLocal areaFlexible hours- A leading financial services firm in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships, offering personalized services, and demonstrating a deep understanding...Private
$91.4k - $186.9k
...client relationships and manage audit teams within the Financial Services sector, including Banking, Private Equity, Asset Management, and Fintech. Ideal candidates will have over 5 years of public accounting external audit experience and must hold a CPA license. This...Private$84k - $110k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...and verbal feedback to staff and interns Analyzes tax notices... ...: Bachelor’s degree in Accounting, Finance, Economics, or Statistics... ...the chance to grow their wealth over time as their shares...PrivatePrivate practiceWork at office- ...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...Private
- ...LLP is seeking a Manager to enhance fund administration services specifically for private equity clients. This role involves managing engagements,... ...excellent service. Ideal candidates have over 7 years of fund accounting experience, proficiency in relevant software, and the...Private
$91.4k - $186.9k
...Managers with experience in Financial Services industry verticals including Banking, Private Equity, Asset Management, and... ...of recent and relevant public accounting external audit experience. Your... ...clients, prospects, all levels of staff, and colleagues in a professional...PrivateLocal areaHome office$32k - $50k
...their most significant risk, workforce, wealth management and retirement challenges... ...Position Summary: The Personal Risk Service Center Account Coordinator provides centralized administrative... ...Risk Account Managers and, as needed, Private Client Account Executives to support...PrivateRemote jobFull timeWork from homeShift work- Empower is seeking a Private Wealth Advisor based in Southern California to provide personalized financial support to clients. The role entails delivering high-quality service through relationship management, financial planning, and investment strategies. Candidates should...Private
- 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... ...will have a strong background in wealth advisory services with a proven ability to handle high net worth clients....Private
- A leading financial services firm in Los Angeles seeks a Private Client Relationship Manager to develop and maintain high-net-worth client relationships. The role requires a minimum of five years of experience in financial services and a strong ability to drive sales growth...Private
- ...Associate Vice President and Wealth Advisor About the Company... ...Investment Management Type Privately Held About the Role The... ...financial planning, private banking, or related fields, with a preference... ...exposure to HNW/UHNW client service or financial planning. A CFP...Private
$128.4k - $235.3k
...Country Our Global Advisory Services team is a dedicated... ...it's for public or private business, or financial... ...supervision and mentoring to staff and serve as point... ...and in‑house banking Bank connectivity, statement... ...and payment interfaces Accounting configuration, GL...PrivateContract workWork experience placementSummer holidayWork at officeFlexible hours- A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships... ...have over six years of experience in private banking or financial services and a Bachelor's Degree....Private
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