Senior Private Wealth Planning Counsel
BCG Attorney Search
BCG Attorney Search is seeking an experienced senior associate or counsel level attorney to join their wealth planning practice in Los Angeles. The successful candidate must have a minimum of five years of experience in high-net-worth wealth planning and be admitted to the California bar. Responsibilities include managing large projects, drafting legal documents, and collaborating with team members to develop planning strategies. The firm offers a dynamic and collaborative environment. #J-18808-Ljbffr
- ...Fifth Third Bank, N.A. is seeking a Senior Wealth Strategist in Los Angeles, California, responsible... .... The role emphasizes collaboration with Private Bank teams and requires a strong background in financial and estate planning. Candidates should have over 10 years of...SeniorPrivate
- ...A modern investment firm is seeking 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...SeniorPrivate
$300k
...Title: Investigations Partner or Senior Of Counsel (Portable Practice Required) Location: Los Angeles... ..., exploring a boutique combination, or planning for long-term practice transition or... ...investigations for both public and private sector clients across California. The successful...SeniorPrivateVisa sponsorship- ...leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing... ...relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over...SeniorPrivate
- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role... ...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...SeniorPrivate
- ...Job Overview A law firm seeks a senior associate or counsel level attorney with a minimum of five years of experience in high-net-worth wealth planning to join the practice in the Los Angeles office. The ideal candidate will possess excellent communication skills, outstanding...SeniorPrivateWork at office
$70k - $200k
## Senior Wealth Advisor | Los AngelesApplylocations: Beverly Hills California... .... Provides advice and counsel related to the technology or... ...strategies with the Private Bankers.* Conduct sophisticated... ...## **Job Family:**Financial Planning Services--------------------...SeniorPrivateFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who closely... ...area. Provides advice and counsel related to the operations of... ...financial strategies with the Private Bankers. Conduct... ...and experience in financial planning software preferred; knowledge...SeniorPrivateFull timeWork at office$70k
The Senior Wealth Advisor is a senior strategic professional who closely... .... Provides advice and counsel related to the operations of... ...financial strategies with the Private Bankers. Conduct sophisticated... ...and experience in financial planning software preferred; knowledge...SeniorPrivateFull timeWork at office$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to... ...closely with a team of senior wealth management professionals in... ...complex investment and estate planning strategies. The ideal candidate... ...advisory, family office, or private banking serving UHNW clients....SeniorPrivateWork at officeLocal area$121.9k - $262.1k
...Senior Wealth Strategist Location – Los Angeles, California 90067 General... ...as the primary Wealth Planning expert and resource for high... ..., corporate executives, and private foundations. Partners with WMAs... ...broader impact: Coaches and counsels Private Bank team members or...SeniorPrivateBank staff$175k - $200k
...Senior Client Development, Private Wealth Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced... ...wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and...SeniorPrivateLocal areaFlexible hours$76k - $125.3k
...s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on‑call advice, and tax compliance... ...Your key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...management businesses provide financial planning, investment management, banking and... ...leading‑edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs...SeniorPrivateWork at office$60k - $125k
...career at the pinnacle of global wealth management. Goldman Sachs is... ...businesses provide financial planning, investment management,... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...critical health situations, and counseling and referral services through...SeniorPrivateFull timeWork at office- 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...SeniorPrivate
$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on-call advice, and tax compliance... ...key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...facets of hedge fund, private equity fund and mutual fund taxation... ..., tax minimization planning, on‑call advice, and tax compliance... ...Your key responsibilities A senior analyst in FSO EDGE WAM will...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- ...partnership. The program has a financial planning team that is integrated in their team.... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are...SeniorPrivateImmediate start
- ...International Search Consultants is looking for a Private Client Advisor in Los Angeles, California... ..., requiring expertise in trust, estate planning, and investment management. The ideal... ...'s degree, has substantial experience in Wealth Advisory, and shows proven business...Private
$140k
...Job Description Direct Counsel represents a respected law... ...Pasadena, CA who is seeking a Senior Associate Attorney or Senior... ...experience in Trusts & Estates and Private Client matters to join its... ...and families on estate planning, wealth transfer, and related matters...SeniorRemote workFlexible hours- ...delivering sophisticated legal counsel across corporate, tax, real... ...intellectual property, and private wealth matters. The firm combines... ...exceptional opportunity for a senior attorney who advises private... ...M&A Tax Corporate Tax Planning Partnership Tax Private...PrivateWork at officeLocal area
- ...Citi Wealth At Work - Banker - Director Discover your future at Citi Working at Citi... ...and family offices through Citi Private Bank, operates in the affluent and high-net... ...banking, investing, wealth management & planning services and access to a dedicated Private...Private
- ...Us Bank is seeking an experienced wealth management professional in Beverly Hills to manage high net worth client relationships. This role requires exceptional relationship management skills and the ability to build a team tailored to client needs. The ideal candidate...SeniorPrivate
- ...U.S. Bank in Beverly Hills is seeking a Private Wealth Management expert to manage trust account assets and develop client relationships. This role emphasizes client account retention and offers opportunities for growth within a collaborative team. Candidates should possess...SeniorPrivateWork at office
- ...Investment Solutions Job Description J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader... ...and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative...SeniorPrivate
- ...U.S. Bank in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and relationship-building skills, focusing on client retention and portfolio growth...SeniorPrivateWork at office3 days per week
$200k - $300k
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of... ...and family offices through Citi Private Bank, operates in the affluent and high-net... ...banking, investing, wealth management and planning services and a dedicated Private Banker....PrivateFull time$84k - $110k
...Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...‑flow, retirement, and life insurance planning. A Tax Senior, Private Client Services is... ...grants employees the chance to grow their wealth over time as their shares vest and grow...SeniorPrivatePrivate practiceWork at office$120k - $300k
...Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent... ...expert and sound financial planning advice and will liaise with all internal... ...applicable federal, state, or local law. Seniority level Executive Employment type Full...PrivateFull timeLocal areaRemote work
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