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
$120k - $130k
Position Summary SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work... ..., family office, or private banking serving UHNW clients. Strong understanding of financial...SeniorWork at officeLocal area$115k - $140k
Kayne Anderson Rudnick in Los Angeles is seeking a Senior Financial Planner to join their wealth planning team. The ideal candidate will have deep expertise in tax planning for ultra-high-net-worth clients. Responsibilities include developing advanced financial plans,...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
$65k - $125k
...seeking a Preferred Banker based in Los Angeles, CA. This role focuses on maintaining and cultivating relationships with high net-worth clients while providing exceptional banking services. The ideal candidate will leverage their experience to drive revenue and enhance the...Senior$44.3k - $73k
...provide exceptional customer experiences by building relationships and addressing financial needs. This role involves processing teller transactions and collaborating with colleagues to ensure client satisfaction. Applicants should have a high school diploma and customer...Senior- Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified...SeniorWork at office
$169.38k - $207.02k
U.S. Bank in Los Angeles is looking for a PWM Private Wealth Advisor to manage and grow high net worth client relationships. You will lead a team to meet diverse client needs and ensure satisfaction. The ideal candidate requires over 10 years in wealth management and a...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
- ...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 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
$124.36k - $146.3k
...Management professional responsible for managing high net worth client relationships. This hybrid role requires expertise in wealth... ...should have a bachelor's degree and significant experience in the financial sector. The position includes a comprehensive benefits package...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
- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships. The role requires over 15 years... ...Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates 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
...Century City, Los Angeles, we are seeking a Senior Financial Planner with deep expertise in tax planning... ...Opportunity This is a highly visible, client-facing role focused on delivering... ...guide decision-making for sophisticated UHNW clients Design and evaluate complex strategies...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- 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
- 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
$200k - $300k
...Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This... ...expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic financial advice and tailored solutions to high-net-...$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... ...Banking having covered the UHNW market / Extensive experience...$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$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- EP Wealth Advisors (EPWA) is seeking an experienced financial planner in Valencia, CA. This role involves leading client financial planning, collaborating with advisors, and creating customized financial strategies. The ideal candidate will have a Certified Financial Planner...Senior
- 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
$125k - $165k
CalPrivate Bank is seeking a Relationship Manager in El Segundo, CA, responsible for cultivating relationships with high-net-worth clients, businesses, and professional firms. This role involves driving new business development, managing portfolio health, and delivering...Senior$122.4k - $228k
...banking relationships with high-net-worth clients and prospects. Assists in the design,... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,... ...knowledge and understanding of financial planning principles, incorporating this...SeniorPart timeShift work$127.63k - $237.01k
...Private Banker in Beverly Hills to develop and manage relationships with high-growth and ultra-high-net-worth clients. Responsibilities include tailored financial advice and integrated services across banking, credit, and asset management. The role requires a minimum of...Senior$95k - $135k
...professional careers. Duties and Responsibilities Client Relationship & Plan Development Work... ...of $2million or more. Consult with the Financial Planning Manager for clients with assets... .... Qualifications Certified Financial Planner designation. 3-7 years of experience in...SeniorFull timeTemporary workWork at officeLocal areaFlexible hoursShift work- BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external...Senior
- ...experienced Private Banker in Beverly Hills, CA. The candidate will work to develop relationships with high-net-worth clients, offering comprehensive financial services. Responsibilities include advising clients on investments and monitoring account performance. Applicants...SeniorWork at officeRemote work
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