Senior Regional Portfolio Advisor - Wealth & Trust
Northern Trust Corp.
Northern Trust is seeking a senior investment professional in the Los Angeles area to advise and coordinate investment activities for complex high-net-worth clients. The role emphasizes managing sophisticated portfolios and aligning trust requirements with client objectives. Applicants should have an advanced degree and professional credentials (CFA/CAIA preferred), with extensive experience in investment strategy, risk management, and client relationship management. #J-18808-Ljbffr Northern Trust Corp.
- Northern Trust in Los Angeles seeks a Regional Portfolio Advisor to counsel high-net-worth individuals and families on investment strategy across complex portfolios. You will coordinate with trust and wealth teams, understand client objectives, and recommend programs aligned...Senior
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment... ....Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver...SeniorFull timeWork experience placementWork at office
$189.29k - $331.2k
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset... ...advice on entire portfolio program, including assets... ...contact with personal trust advisors, wealth advisors and/or... ...Wealth Strategists and Senior Regional Management in the...SuggestedWork experience placementH1bWorldwideFlexible hours- ...Description Job Description Title : Senior Wealth Advisor About the Opportunity Harrison... ...built its reputation on deep client trust, long-tenured relationships, and a... ...alternative investments, and tax-efficient portfolio construction Demonstrated ability...SeniorRelocation package
$150k - $160k
A growing financial advisory firm seeks a Trust Officer to manage fiduciary duties for a portfolio of complex trust and estate relationships. Responsibilities... ...incentive awards, benefits, and professional development opportunities. #J-18808-Ljbffr Parallel Advisors, LLCSenior- Thornburg Investment Management Inc. is hiring a Private Wealth Consultant for the Western Region. This fully remote role is based near Los Angeles, CA... ...products, private strategies, and ETFs to RIAs and bank trusts. You will work with TIM teams to achieve regional...Remote job
- U.S. Bank is seeking a seasoned wealth management leader to retain and grow medium to large high net worth client relationships in a hybrid... ...a proven ability to provide strategic counsel across banking, trust, and investment products. The role emphasizes relationship...Senior
- ...Job Description Job Description Portfolio Manager (Senior/Vice President level depending on experience) West Los Angeles, California | On-Site A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment...Senior
$68k - $120k
...POSITION SUMMARY Portfolio Management (PM) Associate Directors provide... ...and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team,... ...updates to clients’ estate, trust, retirement, and insurance objectives...Full timeTemporary work- Fifth Third Bank is seeking a Senior Investment Advisor in Los Angeles, CA to grow assets under management by acquiring... ...Bank clients. You will collaborate with Wealth Management Advisors, set IPS-based goals for client portfolios, and ensure portfolios reflect the agreed...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held... ...opportunities, as well as to manage and grow a diverse client portfolio. A deep understanding of the private equity and venture...Senior
- Whittier Trust is seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash, and alternative assets within approved guidelines. You will participate in department research, present to clients and referral sources, and...Senior
$70k - $200k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers....SeniorFull timeWork at office$170k - $300k
...Role The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth...Senior$115k - $140k
...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in... ...high‑net‑worth clients. Partner with Wealth Advisors in delivering holistic financial plans... ...planning strategies relevant to individuals, trusts, and small businesses. Key Qualifications...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating...Senior
- Senior Financial Planner page is loaded## Senior Financial Plannerlocations... ...is a distinguished asset and wealth management firm with... ...secondarily with the firm's Wealth Advisors to help design personalized... ...as applicable to individuals, trusts, and small businesses to the advisors...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
$300k
...Muchin Rosenman LLP in Los Angeles (Century City) seeks a Private Wealth Counsel with at least 6 years of high-net-worth estate planning... ...role covers advising wealthy individuals and family offices, trust administration, probate filings, and estate and gift tax planning...Senior$164.6k - $225k
...global leader in innovative wealth management, asset servicing,... ...and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide... ...service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob... ...organization is encouraged, senior leaders are accessible, and you...SeniorFull timeH1bWork at officeWorldwideFlexible hours$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- Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and families nationwide. We are seeking ambitious Sales Professionals to develop new client opportunities across the wealth management spectrum...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
- Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client relationships through comprehensive financial planning and tailored advisory solutions. The role emphasizes proactive discovery, profiling, and the delivery...Senior
- The Goldman Sachs Group in Los Angeles, CA seeks Wealth Management Professionals who excel in client service and market insight. You will engage directly with clients as a primary contact, support PWAs, manage onboarding and relationship management, and coordinate with...Senior
$140k - $180k
About The Role The Senior Manager, Regional Advisor Success - West owns market level performance across Fora’s west markets, including advisor growth, productivity, product adoption, and retention. This role introduces a geographic operating layer to Fora’s advisor business...SeniorFull timeWork at officeLocal areaRemote work$164k - $250k
Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals, providing outstanding service. Responsibilities include managing client relationships, facilitating financial...Senior- Cathay Bank seeks a Portfolio Manager to supervise and monitor a commercial loan portfolio, partnering with the SRM to expand relationships and opportunities. You will maintain credit quality, perform underwriting, and coordinate with loan staff to deliver best-in-class...Senior
- ...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 wealth management. The ideal candidate has 5-8+ years of...Senior
$138k - $200k
...Responsibilities Responsible for fiduciary business acceptance in Region and assisting with training of PWM on fiduciary issues,... ...of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining...Private practiceShift workDay shift- ...looking for seasoned financial advisors who are ready to elevate... ...’ lives. You’ll: Serve as a Trusted Advisor Identify and adapt to... ...financial goals across all stages of wealth—accumulation, preservation,... ...relationships. Skilled in portfolio and wealth management, with...SeniorFor contractorsLocal areaFlexible hoursShift work
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