Principal UHNW Investment Counselor
Citi Group
Citigroup Inc. is seeking an Investment Counselor Principal in Los Angeles to manage investment relationships with ultra-high net worth clients. Candidates should have over 15 years of experience in investment advising, excellent communication skills, and the capability to build and maintain client relationships. The position comes with competitive benefits including medical, dental, and vision coverage, along with paid time off packages. Citigroup values equality and encourages candidates of all backgrounds to apply. #J-18808-Ljbffr Citigroup Inc.
- ...Citigroup Inc. in Beverly Hills is seeking an experienced Investment Counselor Principal. The role involves managing relationships with ultra-high net worth clients, providing investment advice, and ensuring compliance with regulations. Ideal candidates will have over...SuggestedFull time
$250k
...Citigroup Inc. in Los Angeles is seeking a Senior Investment Counselor to manage relationships with ultra-high net worth clients, delivering tailored investment strategies. The ideal candidate has over 15 years of experience with a strong track record in investment solutions...SuggestedFull time- 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 investment strategies and private banking services. The role focuses on building trusted advisory relationships...Suggested
- ...clients, communities, and each other.CLA is currently seeking a Tax Principal or Signing Director to support our Southern California offices... ...growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience,...PrincipalFull time
$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants,...SuggestedFull time$200k - $300k
## Citi Private Bank | Investment Counselor | Beverly Hills & Orange CountyApplyremote type: Hybridlocations: Beverly Hills California United... ...Todayjob requisition id: 26968192The Investment Counselor Principal is a strategic professional who closely follows latest...Full timeLocal area$100k - $121k
...financial needs, ensuring tailored solutions for clients. A competitive salary ranging from $100,000 to $121,000 with an extensive benefits package is offered, reflecting the value of teamwork and client-focused culture. #J-18808-Ljbffr Virtus Investment Partners, Inc- Northern Trust in the United States seeks a Senior Investment Officer to lead investment activities for major accounts and oversee the market's investment partners. You will drive high net worth client relationships and oversee investment and compliance risk matters. The...
- 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...
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive...
$208.25k - $354.02k
...intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe... ...hone existing skills and learn new ones “I can succeed as a Principal Product Manager of AI Measurement & Reporting at Capital Group...PrincipalFull timeTemporary workLocal areaFlexible hours$115k - $150k
...Principal Accountant, Americas Accounting At Franklin Templeton, we believe success is built through powerful partnerships. As a forward... ...covering several key areas of the business, including Investment Advisory, Business Administration, Broker/Dealer, High Net Worth...PrincipalWork at officeLocal area3 days per week$250k
...California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own...Full timeLocal area$250k
...Private Client Product Services, ExecutiveCompany: CitiThe Invst Counselor Sr Principal is an internally and externally recognized subject matter... ...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized...Full timeLocal area$150k - $240.5k
...innovation and impact and every idea and solution we offer. Sr. Principal Lead Health Actuary Consultant What can you expect?... ...a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries....PrincipalMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$121 per hour
" Licensed Professional Counselor (LPC) Wage: Up to $121/hour Licensed Professional Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates,...Bi-weekly payPrivate practice$109k - $185k
...Principal Financial Analyst, Integrated Supply Operations (ISO) FP&AAt MiniMed, you can begin a lifelong career of exploration and innovation... ...spend against plan and forecast for operational projects and investments.Process Improvement and SystemsSupport continuous improvement...PrincipalWork at officeLocal areaFlexible hours3 days per week$239k - $350k
...looking for a Transaction Advisory Services (TAS) - Private Equity Principal At GHJ we help our people and clients pursue their passions,... ...with Private Equity partners, operating partners, deal teams, investment bankers, lenders, attorneys, and other intermediaries. Build...PrincipalLocal areaImmediate startWorldwideDay shift- ...Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure...
- ...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...
$236.56k - $414.12k
Northern Trust seeks a Director II, Family Office Solutions in Los Angeles. The role involves leading Ultra High Net Worth (UHNW) client relationships, providing strategic wealth management advice and sourcing new relationships. Candidates should have over 15 years in...Work at office- About Rula: At Rula, our mission is simple: help people get better. We partner with a nationwide network of licensed clinicians committed to delivering compassionate, effective care for individuals, couples, and families. We make this possible by supporting our ...Live inWork at officeRemote work
- Mitchell Silberberg & Knupp LLP in Los Angeles seeks a senior tax attorney at the fifth-year to junior-partner level to support UHNW private client matters. You will join a sophisticated tax practice and work closely with experienced partners on complex income tax issues...
- UEI College is seeking a Senior Admissions Professional to guide prospective students through the admissions process and present our campus and programs. You will respond to inquiries, schedule and conduct campus tours, and help students decide on pursuing a career-focused...
$100k - $140k
...opportunities for growth and exposure across investment analysis, estate and tax planning, and... ...Prepare ad hoc analysis for the principals and executives as requested Details Location... ...office service provider. Candidates with UHNW tax backgrounds or boutique investment firm...Work at office$250k
...000 + Best-in-class benefits Industry: Financial Services - Investment Banking Job Category: Sales / Marketing Job Description:... ...have you advised High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individual clients? # How many years have you been responsible...Full time$300k
...a Senior Financial Advisor to build trusted relationships with UHNW clients visiting our art gallery in New York. You will meet about... ...featuring multi-million dollar paintings, and educate them on investing in art. The role requires 5+ years in financial advisory or...Base plus commissionAfternoon shift$110k - $240k
CHAOS Industries in Hawthorne, CA is seeking a Systems Engineer with expertise in radar systems to design and develop advanced radar signal processing algorithms. The role requires strong analytical skills and a STEM degree. With a competitive salary range of $110,000 -...Principal$90k - $120k
Executive/Personal Assistant to Private Principal A private principal based in Brentwood, Los Angeles, is seeking a highly capable and dedicated... ...coordination. Time Protector | Connector | Mission-Driven | UHNW The role encompasses the following responsibilities and...PrincipalFull timeCasual workFlexible hoursShift work$300k
...About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We... ...you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will...Full timeAfternoon shift
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