Senior Private Wealth Advisor - Practice Lead
$125.4k - $181.88kHispanic Alliance for Career Enhancement
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success. The role focuses on retaining and growing net assets by providing proactive, personalized financial advice. What You Will Do Serve as the lead advisor within a dedicated client team, building lasting relationships with a dedicated book of high net worth Empower clients. Provide a first‑class client experience through onboarding, financial planning, and investor education. Manage relationships through phone, email, and virtual meetings. Retain assets under management and acquire additional assets through diligent communication and proactive education. Act as liaison between clients and internal groups/departments within Empower Personal Wealth. Represent the ‘Personal Strategy' investment strategy; recommend, implement, and review investment strategies aligned with clients’ risk tolerance and objectives, engaging clients on portfolio and market discussions. Provide holistic financial planning across retirement, income optimization, tax‑advantaged savings, and education planning. Effectively delegate, coach, train, and develop colleagues. Travel as needed to meet clients face‑to‑face and build relationships. What You Will Bring Bachelor’s degree in business or related discipline or equivalent experience. 10+ years related work experience in financial services and client experience. Previous client‑contact experience with a professional demeanor. Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Proven ability to navigate multiple client needs, deliver multi‑product goals, and analyze and present investment portfolios. Demonstrated success with high‑net‑worth clients, complicated planning, net promoter score, and client retention. Active FINRA Series 65 license. FINRA fingerprinting. What Will Set You Apart CFP certification preferred. Exceptional client consultation skills and ability to establish trust. Excellent verbal and written communication skills. Strong skills in managing time‑sensitive tasks, proactive, situational awareness, organizational and presentation skills. Required Authorization Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over employment visa sponsorship at this time, including CPT/OPT. What We Offer You Medical, dental, vision, and life insurance. Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) and financial advisory services. Tuition reimbursement up to $5,250 per year. Business‑casual environment, including option to wear jeans. Generous paid time off upon hire, including paid time off program plus ten paid company holidays and three floating holidays each calendar year. Paid volunteer time – 16 hours per year. Leave of absence programs – paid parental leave, paid short‑ and long‑term disability, and FMLA. Business Resource Groups that promote inclusion and collaboration. Base Salary Range $125,400.00 – $181,875.00 Base salary ranges reflect typical minimum to maximum base salary for this position in the location listed. Additional compensation may be earned through bonus or sales incentive plans. Equal Opportunity Employer We are an equal‑opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. #J-18808-Ljbffr
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast... ...strategies with the Private Bankers. Conduct sophisticated... ...Bankers and the clients that will lead to the growth of the asset... ...behavior, conduct and business practices, and escalating, managing...SeniorPrivateFull time- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is far... ...financial strategies with the Private Bankers. Conduct... ...Bankers and the clients that will lead to the growth of the asset base... ..., conduct and business practices, and escalating, managing and...SeniorPrivate
$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows... ...strategies with the Private Bankers. Conduct sophisticated... ...Bankers and the clients that will lead to the growth of the asset... ...behavior, conduct and business practices, and escalating, managing...SeniorPrivateFull timeWork at office- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking...SeniorPrivate
- ...Senior Wealth Advisor At Columbia, we create a great place to work by offering... ...This individual will also lead within the organization as a... ...and sharing best practices in segmentation, client engagement... ...Client Service Specialists, Private Bankers, and Wealth Strategists...SeniorPrivate
- ...Manhattan West Enterprise Company LLC is looking for a Wealth Advisor to join its Private Wealth team in Los Angeles, California. This role will focus on developing and managing client relationships while providing expert financial planning advice. The successful candidate...SeniorPrivate
- ...TwinThread in Los Angeles is seeking a Private Banker to advise clients on wealth management. This role requires over six years of experience in Private Banking, an entrepreneurial mindset, and proven sales success. You will manage client relationships and provide investment...SeniorPrivateLocal area
- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships. The role requires over 15 years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates...SeniorPrivate
$200k - $270k
...certification for the second year in a row. Practice Area Lead - Water/Wastewater BKF is seeking a... ...term relationships with key public and private sector clients. Project Oversight &... ..., including clients, team members, and senior leadership, to ensure alignment and transparency...PrivateWork at officeLocal area$150k - $260k
A leading engineering firm is seeking a motivated Practice Builder in Los Angeles, California, to expand its Aviation practice. The ideal candidate has over 15 years of experience in airport design and construction, holds a P.E. license, and is skilled in AutoCAD Civil...Senior$169.38k - $207.02k
U.S. Bank in Los Angeles is looking for a PWM Private Wealth Advisor to manage and grow high net worth client relationships. You will lead a team to meet diverse client needs and ensure satisfaction. The ideal candidate requires over 10 years in wealth management and a...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
$124.36k - $146.3k
U.S. Bancorp in Beverly Hills is seeking a Wealth Management professional responsible for managing high net worth client relationships. This hybrid role requires expertise in wealth management and strong relationship management skills. Candidates should have a bachelor...SeniorPrivate$110k - $150k
Wilshire Advisors LLC is seeking an AVP, Alternatives Manager Research to lead investment research in private markets. The ideal candidate will have 5+ years in private equity and strong analytical skills. You will work in a hybrid model from Santa Monica or other locations...SeniorPrivate- ...Mortgage Licensing System requirements. Candidates should possess a Bachelor's degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills are essential, as well as the ability to make independent...SeniorPrivate
- Cloudious LLC is seeking a candidate for managing Private Marketplace PMP deals in Los Angeles. Responsibilities include setting up and executing deals, supporting programmatic guaranteed campaigns, and coordinating with teams on timelines and expectations. The role involves...SeniorPrivate
$100k - $120k
A prominent private company in Los Angeles seeks a Senior International Tax Accountant to manage tax compliance for international entities. Responsibilities include preparing federal tax returns, conducting research, and assisting in tax audits. A bachelor's degree in accounting...SeniorPrivate- A leading private aviation company is seeking a Senior Flight Operations & Charter Sourcing Lead based in Los Angeles or Addison, TX. This full-time role requires deep experience in private charter operations and strong global operator relationships. You will manage complex...SeniorPrivateFull time
- ...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...SeniorPrivate
$103k - $156k
...As a Financial Due Diligence Senior Associate, you’ll focus on middle... ...for the Transaction Advisory Practice – all with the resources,... ...similar services to clients, private equity investors, and asset-based... ...key risks and business drivers. Lead analysis on key operational data...SeniorPrivateWork experience placementWork at office$70k - $200k
The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional... ...worth investors and jointly develop financial strategies with Private Bankers. Conduct sophisticated economic and financial market analyses...SeniorPrivate$83.92k - $125.88k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Los Angeles, CA. This seasoned professional will manage client relationships, offering financial solutions and services tailored to affluent and High Net Worth clients. The role demands strong analytical...Senior$162k - $203k
...years, ENSCO has been providing leading-edge engineering, science and... ...solutions to governments and private industries worldwide.... ...We are seeking a Tactical Senior Acquisition Lead. The candidate... ...evaluations and functions as an advisor in Source Selections Qualifications...SeniorPrivateContract workFor contractorsWork at officeWorldwide$260k - $390k
...Mid-to-Senior Corporate Finance Associate Direct Counsel is representing a reputable... ...Associate to join its Corporate Finance Practice in Los Angeles. Location (Hybrid) Los... ...syndicated lending, acquisition financings, and private credit transactions. Key...SeniorPrivateTemporary workFlexible hours$170k - $200k
A leading environmental consulting firm based in California is seeking a full-time Principal to lead their Environmental Team. This senior position requires 10 - 15+ years of experience in overseeing CEQA and/or NEPA documentation, alongside proven skills in project management...SeniorFull time- ...Expert Witness FTI Consulting is the leading global expert firm for organizations facing... ...corporations, law firms, banks and private equity firms on their most important issues... ...matters involving banking, lending practices, and financial regulations. The ideal candidate...SeniorPrivate
$125k - $215k
...BRG Corporate Finance practice specializes in providing... ...and financial advice to private equity firms,... ...data‑driven, the market‑leading BRG Corporate Finance practice... ...trusted and reputable advisor. Qualifications Bachelor... ...interact with junior and senior team members, senior...SeniorPrivateWork experience placementInterim role$96k - $144k
...Financial Due Diligence Senior Associate, you’ll focus... ...Transaction Advisory Practice – all with the resources... ...similar services to clients, private equity investors, and... ...and business drivers. Lead analysis on key... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA...SeniorPrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours$122.4k - $228k
...objective of becoming their trusted advisor. Develops relationship... ...meet their family needs. Leads a deal team to meet client... ...Makes recommendations to senior leaders on strategy and new initiatives... ...and profitable pricing practices for products and services....SeniorPrivateContract workPart timeLocal areaShift work$85.1k - $161.7k
We are the leading provider of professional services to the middle market globally, our... ...within the Technical Accounting Consulting practice to provide technical accounting and... ...in US GAAP and/or IFRS for both public & private companies. Preferred Qualifications Experience...SeniorPrivateWork experience placementInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Advisor - Practice Lead. Be the first to apply!
- financial associate Los Angeles, CA
- international financial advisor Los Angeles, CA
- financial advisor part time Los Angeles, CA
- financial planner cfp Los Angeles, CA
- financial consultant Los Angeles, CA
- senior financial advisor Los Angeles, CA
- financial planning assistant Los Angeles, CA
- junior oracle financial functional consultant Los Angeles, CA
- financial advisor associate Los Angeles, CA
- senior wealth advisor Los Angeles, CA

