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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner for UHNW Clients in Los Angeles, CA vacancy
- First Bank in San Francisco seeks a Senior Relationship Banker to lead retail sales, acquire and deepen client relationships, and drive branch growth with consultative selling and outbound outreach. You will partner with leadership and internal partners to expand relationships...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- ...the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment... ...years in wealth advisory, with expertise in portfolio management, financial planning, and strong client relationship development. Hybrid flexibility...SeniorWork at office
- ...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
- ...Los Angeles, serving high-net-worth individuals and families nationwide. We are seeking ambitious Sales Professionals to develop new client opportunities across the wealth management spectrum, including insurance, asset management, and estate planning. You will...Senior
- 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
$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$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
$236.56k - $414.12k
Northern Trust seeks a Director II, Family Office Solutions in Los Angeles. The role involves leading Ultra High Net Worth (UHNW) client relationships, providing strategic wealth management advice and sourcing new relationships. Candidates should have over 15 years in...SeniorWork at office- ...Gumpertz & Heger (SGH) in Los Angeles, CA, seeks a Principal to lead complex building envelope projects and expand SGH’s client base. This senior role demands technical excellence, strategic planning, and strong leadership. The position emphasizes mentoring staff, cross...SeniorWork at office
- International Search Consultants seeks a Senior Family Advisor for a leading multi-family office serving UHNW individuals. The role is highly relationship-driven and... ...Management, Tax, and Trust teams to deliver a seamless client experience. Strong network and integrity are...SeniorWork at office
- Pocketbook Agency seeks an experienced Senior Luxury Travel Manager to join a fast-paced lifestyle management team serving UHNW clients. You will oversee all travel needs from concept and design to flawless execution and in-trip support. The ideal candidate will have 5...SeniorRemote job
- ...teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses, and involves expanding client relationships and sourcing new business while incorporating...SeniorWork at office
- ...Investment Adviser that advises clients on art-related investment... ...Wall Street Journal, and the Financial Times, and was recognized as one... ...District. Role Overview As a Senior Financial Advisor for... ...building trusted relationships with UHNW prospective clients who visit...SeniorFull timeAfternoon shift
Masterworks
Los Angeles, CAa month ago $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- Valley Bank in Orange County, CA seeks a Commercial Banking Relationship Manager III to lead business development, manage client relationships, and coordinate cross-functional lending activities. You will assess credit, structure facilities, and ensure timely closings...Senior
- U.S. Bank in Los Angeles is seeking Float Relationship Bankers to build relationships with clients by meeting face to face and offering trusted financial guidance. You will assess customers' banking needs, open accounts, and process basic transactions while educating clients...Senior
- U.S. Bank in West Hollywood seeks a Relationship Banker to build relationships with clients, assess their banking needs, and offer financial solutions. The role includes opening accounts, processing transactions, and guiding customers through consumer and business products...Senior
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to driving innovation... ...and the management of complex client needs Demonstrate risk...SeniorTemporary workWork experience placementImmediate startWells Fargo
North Hollywood, CA4 days ago- ...will supervise day-to-day teller activities, assist the Branch Manager with operations, and train junior specialists while expanding client relationships across product lines. The role emphasizes compliance, cash handling, and cross-selling, with potential Saturday...SeniorShift work
$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- ...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
- Mercer is seeking a Senior Health Actuary to join our Actuarial and Financial Group (AFG) in Mercer’s Health practice. The location is open. You will lead actuarial and financial client engagements, review client reports, and provide high-level reviews of actuarial analyses...Senior
- ...leveraging investments, planning, credit and banking. You will work with a local team and cross-market platform to deliver a first-class client experience. You will maintain strong client relationships, advise on asset allocation and balance sheets, and collaborate with...SeniorLocal area
- ...Developing the skills of Banking Specialists I and II, by training on products, services, policies, and procedures. Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all...SeniorImmediate startFlexible hours
- ...seeking a Sr Health Actuarial Consultant to lead client engagements on employers’ health benefits strategies, including financial projections and renewal negotiations. You... ...associates. The role emphasizes acting as a senior actuarial advisor with strong analytical capabilities...Senior
$24 - $27 per hour
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... .... Overview Being the next generation Senior Relationship Banker at East West Bank means... ...with our customers actively assessing clients' financial information to recommend, present...Senior- Wealth Enhancement Group in Los Angeles is seeking an Associate Financial Planner to support Financial Advisors by developing comprehensive financial plans and analyses, guiding clients toward their long-term goals in a collaborative team. Hybrid schedule; base salary range...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner for UHNW Clients. Be the first to apply!
Related searches
- international financial advisor Los Angeles, CA
- financial advisor Los Angeles, CA
- financial associate Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor associate Los Angeles, CA
- financial planning associate Los Angeles, CA
- financial planning assistant Los Angeles, CA
- finance associate Los Angeles, CA