Elite Private Banker & Wealth Advisor
Citi
Citi is seeking a strategic Banker SAFE Act in Los Angeles, California. This role involves identifying and advising high-net-worth clients while demonstrating a deep understanding of their financial needs. The ideal candidate will have over 15 years of Private Banking experience, strong communication skills, and a proven track record in relationship building. Competitive salary and comprehensive benefits are offered, including medical, dental, and retirement plans. #J-18808-Ljbffr Citi
- ...Windward Recruiting is looking for a UHNW Wealth Advisor to join a growing team in the Los Angeles area. This position emphasizes relationship management, financial planning, and investment discussions in a sophisticated family office environment. The ideal candidate...SuggestedWork at office
- Citi in Los Angeles is seeking a strategic professional for the Banker SAFE Act position. This role involves engaging with high-net-... ...relationships. The candidate should have 15+ years of experience in private banking, demonstrating expertise in relationship selling and...Suggested
- Empower is seeking a Private Wealth Advisor based in Southern California to provide personalized financial support to clients. The role entails delivering high-quality service through relationship management, financial planning, and investment strategies. Candidates should...Suggested
- A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity for established advisors to transition to an equity partnership model, emphasizing client...Suggested
- ...Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies...Suggested
$104.8k - $148.08k
...customers achieve financial freedom. Empower Yourself. The Private Wealth Advisor will be an essential member of a dedicated client practice... ...opportunities to deepen relationships and expand wallet share within an elite client base. This role is ideal for a detail-oriented and...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of...Bank staff
- ...Manhattan West Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset...Local area
- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of...Immediate start
$70k - $110k
...CommunityAmerica Credit Union is seeking a dynamic Wealth Advisor to help members achieve long-term financial success. In this role, you will develop personalized financial plans and build trusted relationships within a dedicated membership base. Join a mission-driven...- ...more than just numbers. As we are the trusted and best financial advisor in Los Angeles, we provide our help to individuals, families,... ...managing your investments, or seeking strategies or tips to grow your wealth, our team provides a personalized approach to every client. We...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hours$70k - $110k
...Wealth Advisor CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide. As a not-for-profit financial institution, we are deeply committed to improving the financial well...- ...Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate...
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to... ...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market analyses...Full time$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placement- ...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...
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their...Work at officeLocal areaNight shift
$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application... ...and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market analyses...Full timeWork at office$40k - $65k
...Wealth Advisor (Los Angeles) Los Angeles CA - Los Angeles, CA 90064 Overview Salary Range $40,000.00 - $65,000.00 Salary Position Type Full Time Category Advisor Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1...Full timeTemporary workWork at officeImmediate startFlexible hours$65k - $80.2k
...A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...$75k - $125k
...Middle Market Excellence Awards. Wealth Management is a specialized... ...in search of a dedicated Wealth Advisor to join our team of bank partners... ...professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers...Work experience placementWork at officeLocal areaFlexible hours- ...We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Los Angeles CA market. The position focuses on relationship management, financial planning, investment discussions, and ongoing client service within a sophisticated family office...Work at office
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible...
- ...A financial consulting firm is seeking experienced Financial Advisors with a minimum of $30M AUM. You will receive enhanced back-office... ...planning. Ideal candidates will be Registered Investment Advisors or Wealth Advisors looking for better support and strategies for scaling...
- ...Associate Wealth Advisor Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking an Associate Wealth Advisor to join our expanding team. This position is ideal for a motivated...
$125.4k - $181.88k
...your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$164k - $250k
...Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals, providing outstanding service. Responsibilities include managing client relationships, facilitating financial...$200k - $300k
Citigroup Inc. is seeking an experienced Private Banker in Los Angeles, California, to provide strategic financial advice to ultra-high-net-worth clients. The ideal candidate will have over 15 years of substantial experience in private banking and a strong capacity for...Full time- A premier wealth advisory firm in Los Angeles is seeking experienced Sales Professionals with a passion for client service to develop... ...align with core values of trust and accountability. Full training provided to obtain necessary licenses. #J-18808-Ljbffr Lenox Advisors
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