Senior Wealth Advisor - UHNW Portfolio Strategy
$120kCiti
Citi is seeking a Senior Wealth Advisor based in Chino Hills, California. This strategic role involves providing a variety of financial and investment services to ultra high net worth clients. You will analyze economic trends and craft strategies to optimize portfolios based on market evaluations. The ideal candidate will possess a strong financial background, communication skills and at least 6 years of experience in the financial services industry. The position offers a competitive annual salary of $120,000. #J-18808-Ljbffr Citi
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - UHNW Portfolio Strategy in Chino Hills, CA vacancy
- ...Senior Wealth Advisor SAFE Act Working at Citi is far more than just a job. A career with us means... ...field and contributes to directional strategy by considering their application in... ...advise the effects on the investors' portfolios Recommend changes to the investors'...Senior
Citigroup Inc
Chino Hills, CA1 day ago $120k
Citigroup Inc. is looking for a Senior Wealth Advisor to provide a wide array of financial services to ultra high net worth clients in the United... ...market analyses, and advising clients on investment strategies. The ideal candidate has 6-10 years of experience, holds the...Suggested- ...Monetize More Inc is seeking an experienced Product Manager to lead the product strategy for Traffic Cop, focusing on ad fraud prevention. This role requires over 5 years in Product Management, analytical skills to interpret data, and the ability to communicate complex...SeniorRemote work
MonetizeMore
Ontario, CA1 day ago - ...Clean Energy Revolution Become a Senior Manager, Government Lands at... ...responsible forleading the strategy, governance, and... ...contractual expirations across the portfolio. Leads cross-functional delivery... ...Manages a team of managers and advisors, setting strategic direction,...SeniorRemote workRelocation
- Join the Clean Energy Revolution Become a Distribution/Vegetation Management Asset Strategy, Senior Advisor at Southern California Edison (SCE) on the Distribution/Vegetation Management Asset Strategy Team and build a better tomorrow. In this role, you’ll serve as a...SeniorRemote workRelocation
- ...their financial goals. You will be expected to have a valid FINRA Series 7 license and will engage with clients through wealth management strategies and financial planning advice. Competitive benefits including health insurance, a 401(k) plan, and professional development...Senior
- ...description: We are looking for a Corporate Senior Financial Analyst to join a growing... ...to play a key role in shaping financial strategy and decision-making for a dynamic, fast-... .... Work on a diverse and expanding portfolio of real estate and construction projects...Senior
Affinity Executive Search
Ontario, CA3 days ago - Southern California Edison is seeking a Senior Advisor for the Distribution/Vegetation Management Asset Strategy Team in Pomona, CA. This hybrid role will involve developing and implementing strategies for key programs that ensure safety, reliability, and regulatory compliance...Senior
- Riveron is seeking a Senior Solution Consultant focused on NetSuite to join our Technology Enablement practice. The role involves collaborating with strategy team members to deliver effective NetSuite solutions, configuring and customizing environments, and training end...SeniorFull time
- ...leading commercial real estate company is seeking an Associate Financial Analyst to enhance the financial strategy and performance of its retail property portfolio. This role involves analyzing financial data, reporting, and optimizing investments. The ideal candidate should...
$90.7k - $136.1k
...analytical support for pricing strategy, cost optimization, business... ...and serve as a trusted advisor by providing fact-based, unbiased... ...into clear recommendations for senior business partners Ability... ..., we deliver a comprehensive portfolio of technologies, consumables,...SeniorContract workWork at officeenVista
Brea, CA3 days ago$100k - $120k
...Project Manager / Senior Project Manager — ADU Express Location: Gardena, CA and... ...sacrificing quality. You oversee the full project portfolio while mentoring the PMs, designers,... ...construction operations and investment strategy ~ Future partnership and investment...SeniorFull timeFor subcontractorWork at officeImmediate startADU EXPRESS
Chino Hills, CA3 hours ago- ...business applications. The ideal candidate will support security operations, analyze cyber security events, and develop response strategies. Candidates should have at least six years of relevant experience. Competitive salary and comprehensive benefits are offered. #J...Senior
- ...Join the Clean Energy Revolution Become a Grid Modernization and Digitalization Strategy Integration Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you\u2019ll lead the development and integration of sensor strategy,...SeniorRemote workRelocation
Southern California Edison
Pomona, CA4 days ago - Join the Clean Energy Revolution Become an Interconnection Strategy & Policy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll take on significant strategic and operational responsibilities, serving as a subject matter...SeniorContract workRemote workRelocation
$75k - $95k
...and creates unforgettable moments - join our team today! Position Summary: The Senior Portfolio Forecasting Specialist is the analytical engine of the Portfolio Strategy team, supporting long-range planning, enterprise growth strategy, and innovation...SeniorLocal areaSamyang America
Brea, CA2 days ago$200k - $220k
...giving you full visibility into enterprise-level financial strategy across a real estate portfolio. You'll lead the accounting function, serve as the... ...evolving environment Ready to Apply? If you're a senior finance leader ready to take ownership of a high-...SeniorGreat Bay Staffing Group
Ontario, CA2 days ago- \u00a0 Join the Clean Energy Revolution Become a Digital Twin Strategy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you\u2019ll\u00a0join the Asset Data Management (ADM) team within System Planning & Engineering...SeniorRemote workRelocation
Southern California Edison
Pomona, CA14 hours ago - ...ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility... ...manager is required to market the strategies and do presentations on the strategies and performance to internal Wealth Managers as well as external associates and...
- ...Revolution Becomea Program Safety, Planning and Implementation (SMS), Senior Advisor at Southern California Edison (SCE) and build a better... ...in areas of safety culture, Safety Management Systems and strategy. Partner with Edison Safety teams and OU stakeholders to align...SeniorFor contractorsRemote workRelocationNight shiftWeekend work
$133.37k - $156.9k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams... ...- Experience profiling clients and formulating customized strategies to address their needs - Holistic approach to managing client...Temporary workWork experience placementU.S. Bancorp
Ontario, CA3 days ago- Tiger Analytics Inc. is looking for a BI Consultant in Diamond Bar, California. The role entails engaging with stakeholders, analyzing business requirements, and utilizing tools like Quicksight, PowerBI, and Tableau. The ideal candidate should possess 6-10 years of experience...Senior
- A major utility company is looking for a Senior Advisor for Program Safety, Planning and Implementation to drive safety initiatives within their organization. This role will involve leading enterprise-wide safety programs, collaborating with various stakeholders, and influencing...Senior
- Tiger Analytics is looking for a BI Consultant in California to deliver innovative BI tools and solutions for global teams. The ideal candidate will have 6-10 years of experience in a BI management role, excellent communication skills, and proficiency in Quicksight and ...Senior
- Tiger Analytics, based in California, is seeking a candidate with a blend of business consulting skills and a strong data analytics background. The role involves working on cutting-edge data science applications to solve business problems, engaging with high-level stakeholders...Senior
$110k - $130k
A leading project management firm is seeking an Advisor for Management Data Analysis in Pomona, California. This role involves applying expertise in modeling, forecasting, and economic analysis, alongside developing dashboards and data management solutions using tools like...Senior$170k - $220k
Griffith Company, located in California, is seeking an experienced Equipment Manager to lead all equipment operations. This role involves ensuring effective maintenance, safety, and optimal equipment utilization on job sites. The ideal candidate will supervise yard personnel...Senior- Tiger Analytics, LLC is looking for a BI Consultant to join their team in Diamond Bar, California. The ideal candidate will have a Bachelor's degree in Computer Science and 6-10 years of experience in BI roles. You will engage with stakeholders, analyze requirements, and...Senior
- ...Merrill Advisor Development Program - Financial Advisor: Greater... ...Job Description: Merrill Wealth Management is a leading provider... ...upon your experience to promote portfolio growth. The Merrill... ...identify planning and investment strategies for a client Completing mandated...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Brea, CA2 days ago $29.23 - $38.94 per hour
...Description Supports Corporate and Commercial Banking Lenders, and Wealth Management Relationship Managers with financial analysis and... ...customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. Responsible for...Temporary workWork experience placementLocal areaU.S. Bank
Brea, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - UHNW Portfolio Strategy. Be the first to apply!
