Senior Private Banker: Wealth Strategy & Client Growth
Testing Site - JPMC
J.P. Morgan’s U.S. Private Bank is seeking a seasoned Private Banker to advise families on building, preserving and managing their wealth, leveraging investments, credit and comprehensive banking solutions. You will work with a local team and an institutional platform to deliver holistic goals-based planning and exceptional client experiences. Ideal candidates have 6+ years in private banking or financial services, a Bachelor’s degree, and licenses (Series 7, 66, and Insurance) or a plan to #J-18808-Ljbffr Testing Site - JPMC
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Banker: Wealth Strategy & Client Growth in Pasadena, CA vacancy
$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Senior- Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment professionals. You will drive revenue through new acquisitions and robust relationship management, delivering tailored...Senior
- ...Solutions in Glendale, CA seeks a Senior SEM Account Manager to lead strategy and execution for a portfolio of larger... ...actionable insights, and guide client reviews, with strong collaboration... ...interaction, offering visibility and growth within Softline's Managed Services...Senior
- ...every day, for our clients, our people, and... ...industry-focused wealth advisory, digital,... ...durable, organic growth.Our advisors average... ...clients and 75,000 privately held businesses, creating... ...tax and wealth strategies that protect... ...selectively adding senior wealth advisors in...SeniorFull timeShift work
CliftonLarsonAllen
Pasadena, CA4 days ago - ...Chase & Co. in Pasadena seeks an experienced Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will leverage... ...credit and banking knowledge to serve current clients and attract new assets, supported by a dedicated...Senior
- ...Sales and Use Tax to lead advisory and planning for multi-state clients. The position focuses on technical excellence, people... ...within the State and Local SALT practice. You will drive revenue growth, mentor staff, collaborate across RSM teams, and manage complex...SeniorLocal area
- CLA (CliftonLarsonAllen) is hiring a Senior Wealth Advisor in Los Angeles, CA, focusing on personalized financial strategies for high-net-worth clients, particularly women. The role involves managing client relationships, delivering comprehensive financial plans, and leveraging...SeniorFlexible hours
- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects generated through the client’s marketing engine. These are warm inbound conversations; the role emphasizes education and consultative...SeniorRemote job
- Mindgruve is hiring a Paid Social Supervisor to lead senior client relationships and drive full-funnel paid social strategy across Meta, LinkedIn, TikTok, and secondary platforms. You will oversee execution, mentor a team, and ensure high-quality delivery on a portfolio...Senior
- ...Research Institute is hiring an Associate Banker in Los Angeles. This seasoned... ...skills, focusing on managing client relationships and driving revenue growth. The ideal candidate will have 3-7 years of relevant experience in wealth management, a Bachelor's degree, and...
$162.1k - $270.1k
...goal met through the acquisition of new clients from internal and external sources,... ...delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/... ...etc), and ultimately responsible for growth and retention of that client base. The...SeniorFull timeTemporary workWork experience placementM&T Bank
Los Angeles, CA2 days ago$70k - $200k
...0,000.00 - $200,000.00Category: Private Client CoverageCompany: CitiCiti Global Wealth brings together the full power of... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer... ...investment and financial planning strategies preferredMust be a self-starter,...SeniorFull timeWork at officeCitigroup
Pasadena, CA23 hours ago- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray... ...built its reputation on deep client trust, long-tenured... ...part of a planned succession strategy. Qualifications Experience... ...; comfortable operating in a growth-oriented, performance-driven...SeniorRelocation package
Harrison Gray Search and Consulting LLC
Los Angeles, CA3 days ago - ...value Trust, Ownership, Growth, Empathy, Teamwork,... ...over $2.8 billion in client assets. Our advisors... ...solutions.About the Role:A Senior Wealth Advisor is an... ...Service Specialists, Private Bankers, and Wealth Strategists... ...planning and investment strategies consistent with their...SeniorFull timeImmediate start
Columbia Bank
Los Angeles, CA1 day ago - JPMorganChase in the U.S. Private Bank seeks a National Client Banker to advise families on building, preserving and managing wealth in partnership with local coverage markets. You will use investments, financial planning, credit and banking knowledge to advise clients...Local area
- JPMorgan Chase is seeking a Wealth Client Specialist within Wealth Management to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. You will market and sell wealth management services and source new business, collaborating with...
- JPMorgan Chase Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services and...Senior
- ...partnered with a nationally recognized, rapidly growing RIA to add a Senior Wealth Advisor in the Los Angeles area. This role focuses on serving... ..., and wealth management specialists to deliver integrated client solutions, while growing a book of business through referrals...Senior
- 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...Senior
- Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients and grow practices through referrals. The role leverages an in-house team of experts in portfolio management, planning, tax, and estate services...Senior
- Capital Group seeks a National Senior Manager to lead the Client Relationship Team (CRT) nationwide, guiding... ...to execute client service and growth strategies. You will partner with the National... ...across regions and initiatives. #J-18808-Ljbffr 353 CGPCS CG Private Client SvcSenior
$162.1k - $270.1k
...goal met through the acquisition of new clients from internal and external sources,... ...delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/... ...etc), and ultimately responsible for growth and retention of that client base. The...SeniorTemporary workWork experience placement- EP Wealth Advisors, LLC is seeking a Senior Client Relationship Associate to partner with our wealth advisory, planning, and internal support teams. You will focus on client satisfaction, retention, and growth, serving high net worth individuals. The role emphasizes proactive...Senior
- ...seeking an experienced Sales Manager to lead and execute revenue growth strategies in passenger transportation. The role requires a strong... ...while ensuring exceptional customer satisfaction and strategic client engagement. Based in Los Angeles, CA. #J-18808-Ljbffr Grupo...Senior
$185k
Altman Solon, a leading TMT strategy consulting group, seeks a Senior Consultant to lead project workstreams, guide analysts, and... .... The role emphasizes hands-on analysis, client interaction, and contributions to firm growth. The position offers locations in major U.S...Senior- ...York City hub, seeks an Account Director to lead strategic client partnerships and drive growth across key portfolios. The role blends project... ...guiding cross-functional teams across Accounts, Production, Strategy, and Creative. #J-18808-Ljbffr NVE Experience AgencySenior
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra... ...for profitable growth of the portfolio. May... ...investments, trust and wealth transfer, credit, deposit... ...adjustments to their investment strategies and holdings...Remote workCity National Bank
Pasadena, CA2 days ago$105.4k - $207.8k
...Summary Cyber Palo Alto Networks Security Engineer/ Senior Consultant, Strategy, Growth, and TransformationDeloitte’s Cyber business is... ...commercial and public sector expertise, to best support our clients.Our Deloitte Cyber team understands the unique challenges...SeniorWork experience placementLocal areaRemote workDeloitte
Los Angeles, CA1 day ago$163.4k - $322.1k
Position Summary Cyber Senior Manager - Cyber Alliances (Zscaler & Snyk) / Senior Manager, Strategy, Growth, and Transformation Are you energized by building strategic... ...sector expertise, to best support our clients. Our Deloitte Cyber team understands the unique...SeniorLocal areaVisa sponsorshipDeloitte
Los Angeles, CA2 days ago$350k
...Senior Wealth Advisor Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...Insurance. Due to its active growth in key markets across the... ...Advisor, Private Banker, or Relationship Manager...SeniorAvior Executive Search, Inc
Los Angeles, CA23 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker: Wealth Strategy & Client Growth. Be the first to apply!
Related searches
- private banker Pasadena, CA
- personal banker Pasadena, CA
- senior devops engineer remote Pasadena, CA
- senior implementation engineer Pasadena, CA
- senior attorney Pasadena, CA
- remote senior project manager Pasadena, CA
- senior payroll accountant Pasadena, CA
- legal senior counsel family office Pasadena, CA
- senior manager accounts payable Pasadena, CA
- senior human factors engineer Pasadena, CA