Senior Wealth Advisor, Strategic Client Solutions
$170k - $200kAON
AON is seeking a Wealth Advisor at the SVP level in Los Angeles, CA. This role involves managing client relationships, analyzing investment objectives, and providing strategic wealth management solutions. Ideal candidates will have over 10 years of experience in wealth management and strong communication skills. The position offers a competitive salary ranging from $170,000 to $200,000, based on qualifications and experience. #J-18808-Ljbffr AON
- ...financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal... ...wealth management and be adept at managing client relationships. Responsibilities include... ...teams for integrated wealth management solutions. This role offers a competitive salary...Senior
- Bank of America is seeking a Financial Advisor to provide customized financial advice and solutions to clients. Responsibilities include building financial plans and recommending banking and investment strategies. The ideal candidate will possess Series 7 & 66 licenses,...Suggested
$77k - $202k
...strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to... ...operational efficiency and achieve strategic objectives. Focused on relationships... ...AI-driven technologies. As a Senior Associate, you will analyze complex...SeniorFull timeH1b- Proofpoint seeks an experienced Senior Strategic Account Manager in Los Angeles, California to join their Advanced Technology... ...group. The role involves engaging with enterprise clients and selling complex cybersecurity solutions. Ideal candidates should possess over 8 years of...SeniorFlexible hours
- Ernst & Young Oman is seeking a Senior role in Financial Accounting Advisory Services (FAAS) to enhance team growth across various industries... ...manage complex accounting issues, and travel regularly to meet clients. The role requires a Bachelor's degree in a related field and 3...Senior
$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial solutions. The ideal candidate will have 5-8 years of experience, strong analytical abilities, and knowledge of financial planning...SeniorFull time- Kforce, Inc is seeking an Account Manager in Technology to deliver creative, strategic solutions for client needs in Culver City, California. This role requires strong sales experience and a passion for in-person client interactions. The successful candidate will foster...Senior
- JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning... ...strong relationships while delivering personalized investment solutions. Applicants should have at least two years of relevant experience...
$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team to address client needs and inquiries while providing integrated wealth management solutions. The ideal candidate should have a strong background...- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The role requires a deep understanding of financial markets, relationship management, and the ability...
$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and... ...problems and develop new, innovative solutions. Required to think beyond existing... ...to an Ultra high Net Worth client base in the United States. Manage...SeniorFull timeWork at office$125k - $140k
USI Insurance Services in Los Angeles is looking for a client-facing role that involves analyzing complex benefit programs and delivering financial solutions. Candidates should have over 10 years of experience in employee benefits and a strong understanding of negotiation...Senior$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized... ...for high-net-worth clients. The role demands... ...work closely with Wealth Advisors and oversee complex financial... ..., ensuring tailored solutions for clients. A...Senior- An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-...Senior
$124.36k - $146.3k
U.S. Bancorp in Beverly Hills is seeking a Wealth Management professional responsible for managing high net worth client relationships. This hybrid role requires expertise in wealth management and strong relationship management skills. Candidates should have a bachelor'...Senior- A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...Senior
- PNC is seeking a Senior Banking Advisor based in Los Angeles, California. In this role, you will provide credit and cash management solutions for high-net-worth clients and lead a supportive culture within the banking team. The ideal candidate has over 8 years of relevant...Senior
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal... ...management, with a strong focus on client relationship management and... ...directors and provide strategic wealth management solutions. #J-18808-Ljbffr Ground...Senior$65k - $125k
...maintaining and cultivating relationships with high net-worth clients while providing exceptional banking services. The ideal candidate... ...revenue and enhance the client experience through tailored solutions. The position offers a competitive salary with a range from $65...Senior$24 - $27 per hour
East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...SeniorHourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, California. In this role, you will obtain necessary industry licenses while delivering comprehensive financial advice to clients. The ideal candidate should excel in building client relationships...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California. In this role, you will obtain necessary... ...foundational advisory skills. Responsibilities include managing client relationships and recommending Bank of America's banking and...Hourly pay$28.85 - $33.65 per hour
Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California. The role involves obtaining necessary industry licenses and managing client relationships to deliver tailored financial solutions. The ideal candidate should be...Hourly pay- Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service teams and providing analytical, operational, and administrative support for client acquisition and retention. Candidates should have a...
- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...Full time
- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while...
- ...embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD. Senior Client Solutions Engineer The Senior Client Solutions Engineer assists AHEAD Client Directors through formal technical...SeniorWork at office
$25 - $26.77 per hour
Bank of America in Downey, California is looking for a motivated Client Service Associate. This role involves engaging clients in the... ...assist with transactions and educating them on self-service banking solutions. Responsibilities include managing cash, building client...Hourly payFull time- ...Relationship Banker in Santa Monica to create memorable experiences for clients while leveraging the latest banking technology. The role... ...their expectations with attentive service, and tailoring solutions based on individual financial needs. Successful candidates will...
- Bank of America is hiring for a position that focuses on engaging clients and assisting them in conducting transactions through self-... ...relationships to understand client needs and provide appropriate solutions. Applicants should demonstrate enthusiasm, effective...
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