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 Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services and...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
$170k - $200k
...the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing Directors. The ideal candidate has...Senior- ...Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment... ...with integrity. The role requires a proven sales track record in financial services, relevant licenses or credentials, and a commitment to...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
- ...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
- Brighton Jones seeks a seasoned Advisor to manage daily client-service activities within our wealth management practice. You will collaborate with Lead Advisor, review portfolios, and prepare comprehensive meeting deliverables to guide strategic planning for high-net-worth...SeniorFull time
$115k - $140k
...comprehensive, personalized financial plans, estate reviews, and tax... ...analyses for high‑net‑worth clients. Partner with Wealth Advisors... ...multigenerational wealth. Assist Financial Planners in updating client plans,... ...) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- 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
- Banc of California is seeking a Senior Teller to support branch activities, deliver client-facing services, and process transactions. The role emphasizes exceptional customer service and knowledge of products, fees, and current bank offerings to deepen customer relationships...Senior
- ...U.S. Bank’s Institutional Client Group (ICG) is seeking an SVP-level Corporate Banking Relationship Manager in the Global Industrials and Services division. You will work with large corporate clients with revenues above $1 billion, managing and expanding complex relationships...Senior
$157k - $235k
...there.Slalom's Pacific Southwest Market is seeking multiple Client Partners at the Senior Principal level to support continued growth across... ...& Life Sciences, Public & Social Impact, Technology, and Financial Services.As a Client Partner, Senior Principal, you will...SeniorContract workTemporary workLocal area- ...may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a \"... ...window and are working to gain more training and skills to help clients with new accounts as well as other non-monetary transactions....Bank staffImmediate startFlexible hours
- Bank of America in Los Angeles is seeking a client-focused banker to uncover personal and small business banking needs, offer suitable solutions, and guide clients through products and services. You will balance daily service tasks with client engagements in a dynamic,...SeniorWeekend work
- U.S. Bank is hiring Relationship Bankers to build lasting client relationships, assess banking needs, and offer personalized financial solutions. The role includes account openings, loan processing, and promoting digital tools to customers in a branch setting. Applicants...Senior
- ...S. Bank is seeking a Relationship Banker to build and maintain client relationships by meeting face to face and providing banking guidance... ...collaboration with branch teams to deliver exceptional customer service and meet clients’ financial goals. #J-18808-Ljbffr U.S. BankSenior
$200k - $300k
...Los Angeles is seeking an experienced Investment Counselor Principal to develop and manage relationships with ultra-high net worth clients. This role requires at least 15 years of experience in investment advising and the ability to provide sophisticated investment solutions...Senior$64.27k - $78.54k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to...SeniorFull timeTemporary workLocal area$143k - $224k
...About this role: Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Los... ...the needs and priorities of clients and financial decision makers, responding quickly, communicating...SeniorFull timeWork experience placementLocal area$162.1k - $270.1k
...Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and... ...Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through...SeniorFull timeTemporary workWork experience placement- JPMorganChase in Los Angeles is seeking an Associate Banker to welcome clients, deliver attentive service and use the latest banking tools to support customers’ financial goals. You will build trusted relationships, educate clients on products, assist with account openings...
- Chase, a leading financial services firm, seeks an Associate Banker in a branch in Glendale, CA. You will deliver warm, attentive service and guide clients through everyday banking needs using Chase's digital tools and products. Success comes from building trusted client...Part time
- JPMorganChase in California seeks a Relationship Banker in a Chase Branch to deliver welcoming service, build lasting client relationships, and apply financial knowledge to meet clients’ needs using Chase’s technology. You will work with clients in person and by phone,...Weekend workAfternoon shift
- ...Banker in Los Angeles to deliver hospitality, acquire and manage client relationships, and connect clients to technology and products.... ...will learn banking solutions and work with experts to address financial needs, while upholding regulatory standards. In this role, you...
- ...Chase Branch to represent our brand with hospitality and expert service. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet needs and simplify lives. The role emphasizes deepening client relationships, leveraging...
- U.S. Bank in Los Angeles seeks a Relationship Banker to build trusted client relationships, assess banking needs, and offer financial solutions. You will open accounts, process requests, and educate clients on digital products, while collaborating with branch teams for...
$68k - $170k
Senior Specialist, Fund/Client Accounting ManagerAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the...SeniorTemporary workWork at officeWorldwideFlexible hours- U.S. Bank is hiring Relationship Bankers in Los Angeles to build client relationships, open accounts, and guide customers through banking products and digital services. The role emphasizes customer service and digital-first solutions in a branch setting. The position may...
- .... in Los Angeles is seeking a Relationship Banker to represent our brand while delivering hospitality and expert financial guidance, building lasting client relationships and helping clients meet their goals. You will use Chase Mobile App, Chase.com and ATMs, learn products...
- JPMorgan Chase & Co. in Los Angeles is seeking a Relationship Banker to welcome clients, understand their financial goals, and introduce them to Chase banking solutions and digital tools. You will develop lasting client relationships by proactive outreach, tailored product...
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