Wealth Advisor for High-Net-Worth Clients
EP Wealth Advisors
EP Wealth Advisors is seeking a Wealth Advisor to deliver personalized financial advice and wealth management strategies to individual clients, focusing on long-term relationships and tailored solutions for investment, retirement, and estate planning. The advisor collaborates with internal teams to ensure comprehensive services, stays current on market trends and regulations, and develops business through client referrals and proactive networking while upholding the firm’s high standards of #J-18808-Ljbffr
- ...of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid... ...referral channels in the Torrance market targeting high-net worth clients and prospects. This person will have access to the private...High net worthLocal area
$90k - $130k
...Family & Multi-Family Offices Nationwide Client Service Associate Overview A boutique independent wealth management firm serving high net worth clients seeks a Client Service... ...to support Private Wealth Clients and Advisors by taking initiative in client services...High net worthFull time- ...seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a... ..., billing and engagement economics Highly proactive approach to serving clients... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit...High net worthWork experience placementPrivate practiceLocal area
$141k - $290k
...their best selves. Our goal is to balance high development with high performance in... ...level to join our growing firm! A Private Client Services Tax Senior Manager provides federal... ...compliance and planning services to high‑net‑worth individual clients and privately‑held businesses...High net worthImmediate startFlexible hours- ...EisnerAmperis seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short-...High net worthTemporary workPrivate practiceWork at officeLocal area
- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...wealth management strategies to individual clients. This role focuses on building long‑...High net worthTemporary workWork at officeImmediate startFlexible hours
$125.4k - $181.88k
...while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point of...High net worth16 hoursWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Overview EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...careers. Responsibilities Client Relationship & Plan Development Client...High net worthTemporary workFlexible hours
$90k - $120k
...Join to apply for the Client Relationship Manager role at EP Wealth Advisors 3 days ago Be among the first 25 applicants This range is provided by EP Wealth... ...as of September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment...High net worthFull timeTemporary workWork at officeLocal areaFlexible hours- Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing your... ...' success and building a book of business through strong client relationships while providing personalized investment solutions...
- ...to build meaningful relationships with high-net-worth individuals, business owners, executives... ...making, and a broad suite of banking and wealth management capabilities. Why Consider This... ...retail banking partners. Serve affluent clients with a comprehensive suite of banking,...High net worthTemporary workFor contractorsWork at officeLocal area
$28.85 - $33.65 per hour
...Growth and delivering for our clients, teammates, communities and... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...small business owners and higher net worth clients alike. You’ll be able... ...Education Requirement: High School Diploma / GED / Secondary...High net worthHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Citi in Hawthorne, CA is seeking an entry-level Teller to support branch operations and deliver high-quality client service. You will assist with daily banking transactions, cash handling, and client interactions to help drive branch revenue and provide suitable financial...
$95k - $105k
Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo... ...investment advisory firm working with ultra-high-net-worth families. We believe our clients... ...at the direction of Senior Advisors Handle documentation and execution...High net worthWork at office- ...Financial Solutions Advisor Registration Candidate- LA Metro Market... ...and delivering for our clients, teammates, communities, and... ...small business owners and higher net worth clients alike. You’ll be able... ...Minimum Education Requirement: High School Diploma / GED / Secondary...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
- Private Client Advisor - South Bay, CA Market Responsibilities Champion and support teammates’ success, fostering a culture of diversity.... ...amount invested. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on...
$140k - $180k
...? Are you ready to escape the high-pressure world of downtown and... ...Redondo, and the PV Peninsula). Our clients — entrepreneurs, doctors,... ...safeguard their hard‑earned wealth and legacies. They rely on our... ...complex legal matters for high‑net‑worth clients with minimal supervision...High net worthWork at office- ...mortgages from various sources Produce high quality jumbo loans which are compliant... ...and offer mortgage loan products based on client needs Review and analyze low to moderately... ...Experience working with high net-worth clients Job Expectations: This position...High net worthWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...offers the opportunity to work closely with business owners, high-net-worth individuals, and closely held companies across a variety of industries... ...while gaining direct exposure to firm leadership and clients. Responsibilities Prepare and review complex tax returns for...High net worth
- ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... ...with Dodd Frank/Truth in Lending Act* ~ High school degree, GED, or foreign equivalent...Immediate startAfternoon shift
$75k
...The ideal candidate will have a strong background in handling high-net-worth and mass affluent accounts, with a focus on renewals, onboarding... ...$7,000-$10,000 Onboard new accounts and ensure a seamless client experience Quote and bind new and renewal business as...High net worth$164k - $280k
...Lead Advisor is a wealth management consulting and search firm. This role is for a client in Manhattan Beach. The role is 3x a week on site. Candidates MUST have their CFP and client facing advisor experience. Our client is seeking a CFP to be a private wealth advisor...Work at office- ...comprehensive tax, assurance, and advisory services to a diverse Japanese client base, is seeking the Senior Tax Associate. The position will... ..., including S-Corporations, Partnerships, C-Corporations, and High-Net-Worth Individuals.Engagement Management: Manage the workflow of...High net worthFull timeRemote work
- ...responsible for directing a firm's property tax practice, managing high-level client portfolios, and driving business development. They will... ...For: Client & Portfolio Management: Advise high-net-worth individuals, real estate funds, and corporate entities on strategies...High net worthLocal area
$105k - $140k
...returns for pass-through entities, C-corporations, trusts, and high-net worth individuals Assure compliance with federal, state and local... ...laws and regulations Conduct research and planning to resolve client issues according to applicable tax laws and regulations Basic...High net worthFull timeWork at officeLocal areaNight shift- ...Bank of America is seeking a service-oriented team member to engage clients in the lobby, educate on self-service options, and process cash and transactions accurately. You will build lasting relationships, follow established processes and regulations, and partner with...Work at office
$145k - $190k
...accounting firm (Big 4 experience not required) About the Company Our client is a fast-growing, technology-driven accounting firm based in... ...groups, including restaurants, real estate developers, and high-net-worth individuals with multiple K-1s. This role includes reviewing...High net worthFull timeImmediate startRemote workWork from homeFlexible hours$145k - $160k
...on behalf of institutional investors, family offices, and high‑net‑worth clients through structured fund vehicles and separate accounts. Our... ...relations, external fund administrators, auditors, and tax advisors. Key Responsibilities Oversee accounting and reporting for...High net worthWork at office$85k - $120k
...Who We Are At EQ Private Wealth Advisors, we don’t just manage portfolios... ...Financial Directors of our clients' lives—helping them navigate... ...wealth management. We are a high-touch, boutique firm where our... ...family dynamics and high-net-worth relationships with grace, professional...High net worthFull timeWork at office- ...maintaining a professional relationship with the clients; all while performing the following:... ...as assigned. Qualifications: ~ High School diploma required ~ Bachelor's degree... ...management, and/or working with high-net-worth individuals ~1 plus years of experience...High net worthWork at officeFlexible hours
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