Elite Private Banker & Wealth Advisor
Citi
Citi in Los Angeles is seeking a strategic professional for the Banker SAFE Act position. This role involves engaging with high-net-worth clients to provide financial advice and develop tailored solutions. Strong commercial awareness and excellent communication skills are crucial for success in building long-term client relationships. The candidate should have 15+ years of experience in private banking, demonstrating expertise in relationship selling and financial strategy development. #J-18808-Ljbffr Citi
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Elite Private Banker & Wealth Advisor in Los Angeles, CA vacancy
- 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
- 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 should...SuggestedWork at office
- 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
$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...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Los Angeles, CA1 day ago- 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
- 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
- ...Senior Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable... ...~4% Company 401k match, 100% vested At Modern Wealth Management, we are committed to fostering a diverse, equitable,...
Modern Wealth Management
El Segundo, CA19 hours ago - ...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
Manhattan West
Los Angeles, CA2 days ago $70k - $110k
...Wealth Advisor- Los Angeles Metro ID 2973 Type Full-Time Summary 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...Full timeUNIFY Financial Credit Union
Hawthorne, CA19 hours ago- ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in... ...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market analyses...Work at office
Citi
Los Angeles, CA19 hours ago - ...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
Columbia Bank (WA, OR & ID)
Los Angeles, CA19 hours ago $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 timeCitigroup Inc
Pasadena, CA6 days ago- ...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...
Confidential
Los Angeles, CA2 days ago - As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for...
Mariner
Los Angeles, CA19 hours ago $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 hoursCAPTRUST
Los Angeles, CA19 hours ago- ...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
Windward Recruiting
Los Angeles, CA3 days ago $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 hoursZions Bancorporation
Los Angeles, CA2 days ago$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 hoursEP Wealth Advisors
Los Angeles, CA3 days ago$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 officeCitigroup Inc
Los Angeles, CA8 days ago- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client...Work at office
Confidential
Playa Del Rey, CA3 days ago - ...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
Blue Trust
Los Angeles, CA3 days ago - ...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 professional who is passionate...
Gerber Kawasaki Wealth and Investment Management
Santa Monica, CA2 days ago $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 hoursEmpower Retirement
Los Angeles, CA3 days ago$100 per hour
...firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic... ...Position Summary NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a...Work at officeLocal areaFocus Financial Partners Inc.
Los Angeles, CA19 hours ago- ...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...
Right Hire Consulting LLC
Los Angeles, CA19 hours ago - ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more than just a job. A career with us means joining a team of more than... ...lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments. Lending Advisors provide advice across...
Citi
Los Angeles, CA19 hours ago $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$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...$150k - $200k
A Unique, Ground Floor Opportunity at Composition Wealth - a fun, fast growing, investment firm with an award-winning culture Composition... .... We are currently looking for an experienced Wealth Advisor to join our dynamic team. As an Advisor with Composition Wealth...H1bDay shift- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Private Banker & Wealth Advisor. Be the first to apply!
Related searches
- private mortgage banker Los Angeles, CA
- private banker Los Angeles, CA
- personal banker Los Angeles, CA
- senior wealth advisor Los Angeles, CA
- finance associate Los Angeles, CA
- financial advisor Los Angeles, CA
- private wealth advisor Los Angeles, CA
- patient financial counselor Los Angeles, CA
- estate planning consultant Los Angeles, CA
- financial planning assistant Los Angeles, CA