Senior Private Wealth Advisor
Manhattan West Enterprise Company LLC
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 will contribute to the firm's growth by engaging in business development opportunities. Ideal applicants should have 5-7 years of experience in wealth advisory services, a Bachelor’s degree, and must be authorized to work in the U.S. The company offers competitive, incentive-based compensation and comprehensive benefits including medical insurance and a 401(k) plan. #J-18808-Ljbffr
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- ...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
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...York City's Financial District. Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential... ...operates within a team structure: you will work alongside Senior Advisors toward shared gallery AUM targets, contributing directly to...PrivateAfternoon shift- ...Senior Wealth Advisor Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth families. The firm has built its reputation on deep client trust, long...SeniorRelocation package
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$250k
...Citi is seeking a Senior Principal Investment Counselor in Los Angeles, California, known for influencing investment strategies and managing client relationships with ultra-high net worth individuals. This role requires 15+ years of experience and strong communication...SeniorPrivate- ...Opportunity The Senior Finance Analyst is a key business partner to operations, responsible for providing financial insight, and support... ...to influence and collaborate across finance and operations. Private equity experience or exposure to PE-backed environments preferred...SeniorPrivateContract work
$159.97k - $188.2k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position...PrivateTemporary workWork experience placement3 days per week- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their...PrivateWork at officeLocal areaNight shift
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...Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions...Private$250k - $350k
...The TCW Group, Inc. is seeking a Head of Private Credit Fund Accounting in Los Angeles. This role involves leading the CFR Fund Accounting Team, managing all aspects of accounting and compliance for private credit funds, and ensuring operational excellence. Key qualifications...SeniorPrivate- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires a seasoned expert with over 15 years of... ...advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess exceptional...SeniorPrivate
$162.1k - $270.1k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... ...Works closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s current financial situation...SeniorTemporary workWork experience placementLocal area
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