Senior Financial Planner for UHNW Clients
$100k - $121kVirtus Investment Partners, Inc
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 closely with Wealth Advisors and oversee complex financial needs, ensuring tailored solutions for clients. A competitive salary ranging from $100,000 to $121,000 with an extensive benefits package is offered, reflecting the value of teamwork and client-focused culture. #J-18808-Ljbffr Virtus Investment Partners, Inc
- JPMorgan Chase & Co. is looking for a Senior Private Client Banker in Los Angeles, CA. In this role, you will manage the banking relationships... ...providing personalized service and solutions to meet their financial goals. The position requires a minimum of 2 years of...Senior
- ...memorable experiences for our clients and employees, making them... ...diversity and inclusion. As a Senior Private Client Banker in a J.... ...banking solutions and cutting-edge financial technology to a select group... ...Client Advisors, Financial Planners, Home Lending Advisors, and...SeniorImmediate startAfternoon shift
- ...established industry player is seeking a Senior Wealth Advisor to join their dynamic... ...opportunity to work with high-net-worth clients while being part of a firm that prioritizes... ...looking to make a significant impact in the financial advisory space. #J-18808-Ljbffr Gaynor...Senior
- ...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 environment. The ideal candidate...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 financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...Senior
$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of experience...Senior- ...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-in-class tools and industry expertise to...Senior
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...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- ...Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies. The ideal candidate has a Bachelor's Degree and experience in...
- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...Senior
- 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
- A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities include identifying and deepening client relationships, ensuring quality service delivery, and collaborating with specialists...
- Senior Financial Planner page is loaded## Senior Financial Plannerlocations: Los Angeles, CAtime type... ...high-net-worth and ultra-high net-worth clients. This individual will work primarily... ...worth (HNW) and ultra-high-net-worth (UHNW) clients, including tax, estate, investment...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
- A well-respected wealth management firm in Los Angeles is seeking a Senior Investment Adviser Associate to provide exceptional service to affluent clients. This role involves serving as the primary contact for clients, managing account openings, and ensuring comprehensive...Senior
$115k - $140k
...Connecticut. We are seeking an experienced Senior Financial Planner to join our team, dedicated to... ...families. In this role, you will assist clients in building, preserving, and growing multigenerational... ...worth (HNW) and ultra-high-net-worth (UHNW) clients, including tax, estate,...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$71.87k - $114.8k
ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They... ...appropriate action necessary to avoid financial loss to the Bank. May performs...SeniorImmediate startRemote work- A leading financial institution in Los Angeles is seeking an experienced credit professional with over 10 years of experience in commercial... ...management. This role involves driving loan growth, managing client relationships, and collaborating with teams to ensure asset...Senior
$200k - $300k
...negotiate internally, often at a senior level. Some external... ...with them/convert prospects into clients. Demonstrate an in-depth understanding... ...which have significant financial implications. Serve as a trusted... ...Private Banking having covered the UHNW market / Extensive experience...Full time- 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, advising on investments and financial planning, and acquiring new clients. Candidates must have...Senior
- We are seeking a UHNW Wealth Advisor to join a growing wealth management... ...on relationship management, financial planning, investment discussions, and ongoing client service within a sophisticated family... ...& RESPONSIBILITIES Support senior advisors in the ongoing management...Work at office
- Windward Recruiting is looking for a UHNW Wealth Advisor to join a... ...relationship management, financial planning, and investment discussions... ...should exhibit polished, client-facing skills and be capable of... ...Responsibilities include supporting senior advisors, participating in...Work at office
- ...Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service....Senior
$24 - $27 per hour
Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world‑class team that focuses... ...win‑win relationships with our customers actively assessing clients' financial information to recommend, present, and sell additional...Senior$69.46k - $85.8k
Overview Senior Preferred Banking Advisor - you will be a single point of contact responsible for executing the full client life cycle with a focus on treasury management and deposit requests. You will exemplify the department's "sales, service, operations" philosophy...Senior$212k - $318k
NACBA is seeking a Partner, Senior Health Actuary to lead client engagements in their Actuarial and Financial Group. The role requires expertise in group health benefits, team leadership, and a strong analytical background with an ASA or FSA credential. This position offers...Senior$150k - $200k
A leading multi-family office in Los Angeles seeks a Vice President, Portfolio Manager to manage client portfolios of equities, fixed income, and alternative assets. The role involves making investment decisions, communicating with clients, and contributing to business...SeniorWork at office- Bank of America is hiring for a position that focuses on engaging clients and assisting them in conducting transactions through self-... ...diploma or equivalent, with a focus on delivering high-quality service to enhance clients' financial lives. #J-18808-Ljbffr Bank of America
- We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high... ...a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary... ...cycle required to attract and engage UHNW individuals and families. Mindset:...Senior
- JPMorganChase is seeking a Relationship Banker in Los Angeles, California. This role involves providing exceptional customer service, managing client relationships, and delivering appropriate banking solutions. Applicants should have at least one year of sales experience in...
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