Strategic UHNW Wealth Advisor | Private Banking
$120kCiti Group
Citigroup Inc. is looking for a Senior Wealth Advisor to provide a wide array of financial services to ultra high net worth clients in the United States. You will be responsible for managing client accounts, conducting market analyses, and advising clients on investment strategies. The ideal candidate has 6-10 years of experience, holds the necessary FINRA licenses, and possesses strong skills in communication and financial advising. This position comes with competitive benefits and a salary range of $120,000 annually. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Strategic UHNW Wealth Advisor | Private Banking in Chino Hills, CA vacancy
- ...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise... ...also acts as a conduit for Private Wealth Management's strategic partners in the region. This position requires National...PrivateTemporary workWork experience placement
U.S. Bancorp
Ontario, CA4 days ago $133.37k - $156.9k
...Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their... ...administration. The Private Wealth Advisor (PWA) is responsible for identifying,... ...conduit for Private Wealth Management’s strategic partners in the region. This position...PrivateTemporary workWork experience placementU.S. Bank
Ontario, CA3 days ago- U.S. Bancorp is seeking a Private Wealth Advisor in Ontario, California. You will be responsible for identifying, closing, and deepening client... ...your expertise in wealth and estate planning, investments, banking, and trust services. The ideal candidate has at least 8...Private
- U.S. Bank is seeking a Private Wealth Advisor in Ontario, California, dedicated to helping clients identify and achieve financial objectives. This role involves building and deepening relationships with High and Ultra High Net Worth clients, utilizing a comprehensive understanding...Private
$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy... ...and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market...PrivateCitigroup Inc
Chino Hills, CA1 day ago$20 - $27 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...PrivateWork at officeUnavailable
Rowland Heights, CA1 day ago$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy... ...and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial...Private- ...evening hours on a regular basis to coordinate with teams in China Nice to have Experience in cloud infrastructure or a capital-intensive business Background in investment banking, private equity, management consulting, or a high-output in-house finance team...PrivateAfternoon shift
Zenlayer
Diamond Bar, CA5 days ago - ...Responsibilities Evaluate customer and prospective customer creditworthiness using financial statements, credit agency data, banking references, and public/private sources Investigate discrepancies in credit line requests and do clarifying research Approve or decline credit...PrivateFor contractorsFlexible hours
$120k
Citi is seeking a Senior Wealth Advisor based in Chino Hills, California. This strategic role involves providing a variety of financial and investment services to ultra high net worth clients. You will analyze economic trends and craft strategies to optimize portfolios...$26 - $34.67 per hour
...specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Responsibilities Recommends financial advice and guidance that align with client...Hourly payShift workDay shift$71k - $130k
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we... ...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable...PrivateEast West Bank
Rowland Heights, CA1 day ago- JPMorgan Chase & Co. is seeking a Private Client Banker in Chino, California. In this role, you will be the primary contact for affluent clients and enhance their banking experience. You'll utilize a proactive approach to build relationships and help clients make informed...
$31.39 - $50.14 per hour
...Serve middle market clients - typically privately held companies with annual revenues ranging... .... Provide customized credit and banking solutions to support working capital, capital... ..., growth, acquisitions, and other strategic business needs. Operate within a relationship...Hourly payWork at officeRemote work$70k - $80k
...prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...Full timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$115k - $145k
...anticompetitive conduct in financial markets, and corporate governance issues. We cover topics in a broad range of industries, banking, securities, fintech, private equity, insurance, cryptocurrency, consumer goods, life sciences, high technology, energy, telecommunications and...PrivateFull timeWork experience placementLocal areaCornerstone Research
Pomona, CA1 day ago$36k - $50k
...Full-Time Ready to move beyond retail banking and build a long-term career in financial... ...and a path for growth. About Us Zapata Private Wealth Group is a boutique financial planning... ...and ready to grow What You’ll Do Support advisors with administrative and client service...PrivateFull time$25 - $26.77 per hour
Job Description: Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$28.85 - $33.65 per hour
...FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your... ...begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftDormont Manufacturing Company
Placentia, CA1 day ago- ...Private Client Banker You have a passion for taking care of our customers and employees... ...As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
- ...leading foundational model AI lab. Candidates should have at least 2 years of experience at top firms in hedge fund, private equity, investment banking, equity research, corporate finance, or venture capital. The role requires a commitment of at least 10 hours per week...PrivatePart time10 hours per week
- ...Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market... ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Brea, CA2 days ago - U.S. Bank in Chino, CA is looking for a Client Relationship Consultant to engage with customers and guide their banking needs. You’ll build strong client relationships, helping them with banking solutions tailored to their goals. Experience in customer service and sales...
- ...bankers and explore new opportunities with banks, insurance, CMBS, and other avenues for... ...real estate and commercial lending to strategize on new capital sources for future investments... ..., finance, operations) and external advisors (appraisers, surveyors, accountants) to...
Shin Yen Retail Property Management
Chino, CA2 days ago $70k - $80k
...Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history... ...the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make...Temporary workWork at officeMonday to FridayShift workDay shift- ...Private Client Banker You have a passion for taking care of our customers and employees... ...As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
$70k - $80k
...long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs...Temporary workMonday to FridayShift workDay shift- ...apprise them of the status of the application and gather any additional information. Collect financial information (tax returns, bank statements) and other related documents that are part of the application process. Order in-file credit report when required by the...Work at officeRemote work
Panorama Mortgage Group
Chino, CA2 days ago $25 - $27.88 per hour
...At Bank of America, the role focuses on engaging clients in the lobby and supporting their transactions through self‑service resources such as mobile banking, online banking, or ATM. The position requires accurate cash handling, deep client conversations, and the ability...Hourly payShift workWeekend workDay shiftDormont Manufacturing Company
Brea, CA5 days ago$25 - $29.61 per hour
...Deliver first mortgage and HELOC lending products in person or by telephone. Provide products such as auto loans, credit cards, and core banking products. Effectively balance sales performance, operational risk, and client relationship care. Provide specialized and...Hourly payFull timeWork at officeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic UHNW Wealth Advisor | Private Banking. Be the first to apply!
