UHNW Wealth Advisory Senior Associate
Focus Financial Partners
SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to support senior wealth management professionals in delivering comprehensive guidance to ultra-high-net-worth individuals and families. You will engage in client servicing, financial analysis, and coordinated investment and estate planning strategies in a fast-paced, collaborative environment. The role offers exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis, and #J-18808-Ljbffr Focus Financial Partners
- ...Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client relationships, and coordinate with product experts to meet complex financial goals...Senior
- JPMorgan Chase & Co. in Los Angeles is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will manage onboarding, document collection, investment quotes, and trade execution...Suggested
- ...seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic... ...product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure... ...deep market knowledge, risk-aware advisory, and a commitment to Citi’s standards of...Senior
- ...alternative application process. Sr. Advisory Associate 8 days ago Requisition ID: 1891 The Senior Advisory Associate serves as the... ...for Ultra-High Net Worth (UHNW) individuals and families. This... ...Qualifications 5+ years of experience in wealth management, financial services,...Senior
$83.41k - $168.59k
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ...are our number one priority. With a wealth of learning and career development... ...Advisory.KPMG is currently seeking a Senior Associate, Infrastructure Project Advisory (...SeniorContract workH1bLocal area- ...member of a client service team, the Wealth Management Senior Associate is responsible for helping the... ...and Banking Services, and Investment Advisory Services. The Senior Associate is expected... ...and/or reviewing tax returns of UHNW individuals (personal, trust, privately...SeniorWork at office
- Kroll's Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing.Day-to-day responsibilities: Examining historical trends and discussing significant fluctuations and non-recurring items...SeniorTemporary workWork at office
$120k - $135k
Goldman Sachs, Inc. in Los Angeles, California, seeks an Associate, Business Development to build an advisory business and create comprehensive wealth management plans for high-net-worth individuals and select institutions. Role requires a Bachelor's degree and three years...$90k - $110k
...the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with... ...the story of your success!The RoleSenior Associates in our Private Accounting Solutions... ..., entrepreneurs, and business entities. Senior Associates can expect to:Identify complex...SeniorFull timePrivate practiceH1bLocal areaWork visa$100k - $120k
...Hybrid) / Buffalo, New York (Hybrid)1 - Advisory - Transaction Advisory Services /Regular... ...for a Transaction Advisory Services (TAS) Senior / Supervising Senior AssociateWHY we get... ...Society of CPAs and the California Association of Nonprofits (CAN). Collaboration and maintaining...SeniorFull timeLocal areaWorldwide$77k - $214k
...PwC is looking for a professional to join its Industry Tax Practice in Los Angeles. This role focuses on providing tax advisory services while leveraging technology to optimize tax positions for clients. Candidates should hold a Bachelor's degree and have at least 3 years...Senior$83.7k - $135.4k
...as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster... ...Tax Credits & Incentives Advisory team is looking for an R&D Senior Associate with a background in R&D Tax Credit consulting services. The...SeniorFull timeWork experience placementWork at officeLocal areaRemote work- Join Kroll's Global Real Estate Advisory Group and gain hands-on experience in the dynamic field of real estate advisory. We are seeking... ...help owners and investors maximize property values. Our Associates receive world-class training, outstanding benefits, strong career...SeniorTemporary workLocal areaRelocation package
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver high-quality fiduciary guidance to clients. You will manage comprehensive financial plans and portfolios, leveraging Schwab's suite of investment products and research to meet...Senior
- ...commercial insurance, and group benefits. Ideal candidates will bring licensed status, comprehensive coverage experience, and a track record of establishing robust client relationships while integrating wealth management opportunities into the advisory #J-18808-Ljbffr JobtailorSenior
- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial guidance. This role emphasizes collaboration with an advisory team to help clients navigate complex financial landscapes. The ideal candidate...Senior
- Citi Wealth at Work is seeking an Investment Counselor Senior Vice President in Los Angeles to serve High Net Worth and Ultra High Net Worth clients with sophisticated... ...services. The role focuses on building trusted advisory relationships and delivering tailored investment...Senior
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing... ...environment. The ideal candidate will have a strong background in wealth advisory services with a proven ability to handle high net worth clients...Senior
- Kroll's Senior Associate in Transaction Advisory Services in Los Angeles drives financial due diligence, analyzes historical trends, and identifies value-adding opportunities for buyers. You will work with clients through the deal continuum, focusing on earnings improvements...Senior
- ...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and... ...is looking for a motivated professional to join our team as a Senior Associate. This role will work closely with the rest of the team to manage...SeniorWork experience placement
- Senior Associate - Risk and Compliance Advisory CNM LLP is a specialized boutique accounting and consulting services firm looking for a senior accounting professional to help double the size of our firm in three years. As a result, you will have the opportunity to grow...SeniorFull timeWork at office
- ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory... ...service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors by servicing...Work at office
- ...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...financial decisions with life goals.We’re selectively adding senior wealth advisors in key markets and offer a highly competitive...SeniorFull timeShift work
$10 per hour
...society, and the environment? Come join us. Exciting Trade Advisory Opportunity to Help Make Global Trade Easy The... ...revenue growing at breakneck speed, Flexport is looking for a Senior Trade Advisory Associate, Classification to join our team. In this role, you will...SeniorWork at officeFlexible hours$175k - $250k
...middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution... ...across the deal continuum with speed and precision. The TAS Senior Associate will assume a wide set of responsibilities across buy and sell...SeniorInterim roleWork at officeRelocation- In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections. The Senior Associate applies knowledge...SeniorWork at office
$130k
Senior Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results‑oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients' problems...SeniorPart timeFlexible hours$70k - $150k
...CA, United States | 21014415 Join Kroll's Global Real Estate Advisory Group and gain hands‑on experience in the dynamic field of real... ...help owners and investors maximize property values. Our Associates receive world‑class training, outstanding benefits, strong career...SeniorTemporary workLocal areaRelocation package- ...status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution... ...profile, and long-term outcomes.Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders,...SeniorFull timeWork at office
$98.9k - $124.4k
...Tax, Valuation, and Business Advisory. We stand as a trailblazing force... ...your success!The RoleSenior Associates in our Private Client... ...Entities, Trusts and Estates.Senior Associates can expect to: Review... ...more about legislative changes, wealth transfer techniques,...SeniorFull timePrivate practiceH1bLocal areaWork visa
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