Senior Private Wealth Advisor
Citi
Citi is seeking a Wealth Relationship Manager in Whittier, California, who will leverage their financial expertise to foster and cultivate relationships with affluent clients. This role requires a seasoned professional to apply in-depth knowledge to enhance client engagement through tailored solutions and compliance management. Ideal candidates will have 5-8 years of experience, strong analytical skills, and must hold relevant US FINRA registrations. The position offers a competitive salary and benefits inclusive of medical, dental, and a 401(k) plan. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor in Whittier, CA vacancy
- Become a Senior Advisor, Financial Analysis at Southern California Edison and build a better tomorrow. In this job, you’ll be responsible... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical...SeniorPrivateTemporary workRemote work
- JPMorganChase in San Gabriel, California is seeking a Private Client Advisor in Chase Wealth Management. In this role, you will provide comprehensive financial planning and advice to individuals and families, creating personalized investment solutions and fostering strong...Private
$27 per hour
...Aviation Fuel Tanker Truck Senior Driver Job We are looking for local and regional fuel transport drivers to join our small, "family... ...Fuel, Gasoline, Heating Oils and Bulk Oils to commercial and private airports, aviation emergency response, agriculture and logging...SeniorPrivateHourly payPermanent employmentFull timeContract workTemporary workLocal areaImmediate start10 hours per weekShift workNight shiftHUMBOLDT PACIFIC LLC
Santa Fe Springs, CA5 days ago$56.16k - $106.08k
...Description Senior Supermarket Rack Refrigeration HVAC Tech Are you on the lookout for an exciting career opportunity within... ...and connected to co-workers. Walmart is the U.S.'s largest private employer. Our policies, practices, and programs promote fairness...SeniorPrivateFull timeTemporary workPart timeLocal areaWorldwideRelocation packageIntelliSource
La Habra, CA2 days ago$27.88 - $28.85 per hour
..., and participate in annual training, professional organizations, and conferences. Manage specialization areas such as work‑study, private loans, Pell grants, Cal grants, institutional scholarships, etc. Receive and process confidential financial aid documents, ensuring...PrivateWork at officeAfternoon shiftVALID8 Financial
Whittier, CA2 days ago- ...research project with a leading foundational model AI lab. The ideal candidates will have at least 2 years of experience in hedge funds, private equity, investment banking, equity research, corporate finance, or venture capital. The role requires a commitment of at least 10...PrivatePart time10 hours per week
- ...Senior Financial Analyst – Southern California Edison (SCE) This role supports utility regulatory proceedings by determining revenue... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records...SeniorPrivateRemote work
Edisonrefertalent
Rosemead, CA2 days ago $105k
Talent Elite Group is seeking an experienced Senior Accountant for a large healthcare organization in Montebello, California. The position offers a salary of up to $105,000 plus benefits and opportunities for upward mobility. The ideal candidate will manage full-cycle...Senior- Join the Clean Energy Revolution Become a Senior Energy Trader at Southern California Edison (SCE) and build a better tomorrow. In this... ...across multiple categories of customers including public and private utilities, corporate buyers and government procuring entities....SeniorPrivateTemporary workRemote workRelocation
$27.02 - $39.18 per hour
SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...SeniorHourly payPart time- ...client relationships and demonstrate knowledge of client business Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department Identify issues and tax planning...SeniorPrivateImmediate start
A CPA Firm in Los Angeles County
East Los Angeles, CA8 days ago $105k - $115k
...Senior Financial Analyst On-Site/hybrid | Montebello, CA $105,000 – $115,000 per year Join a team that feels like family—and become a true business partner to our facilities. NewGen Administrative Services partners with skilled nursing facilities to deliver...SeniorNewGen Administrative Services
Montebello, CA5 days ago$52.54k - $68k
...Senior Revenue Cycle Specialist Hybrid • El Monte - CA 91731 Overview Salary Range $52,541.00 - $68,000.00 Salary/year Level... ...Demonstrates in-depth understanding of Medicare, Medicaid and private payors, policies and guidelines. Researches and resolves denials...SeniorPrivateFull timeWork at officeFlexible hours3 days per weekFulgent Therapeutics
El Monte, CA2 days ago$60k - $65k
...POSITION OVERVIEW Reporting to the Director of Advancement, the Senior Grant Manager is responsible for oversight of the agency‑wide... ...analyses to identify new funders and funding opportunities across private and public sources and share with relevant departments and...SeniorPrivateFull timePart timeWork experience placementSeasonal workWork at officeLocal areaMonday to FridayWeekend workAfternoon shiftThe Maritime Aquarium at Norwalk
Norwalk, CA2 days ago$20 - $35 per hour
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build... ...Bank gives people the confidence to reach further. Overview The Senior Mortgage Loan Funder is responsible for ensuring the accurate and...SeniorPrivate$20 - $47 per hour
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build... ...Bank gives people the confidence to reach further. Overview The Senior Underwriter or Underwriter II will be responsible for underwriting...SeniorPrivateLocal areaEast West Bank
El Monte, CA2 days ago$135k - $160k
...ask for an accommodation or an alternative application process. Senior Associate - Education Law 30+ days ago Requisition ID: 1336... ...Law Practice Group to provide advice and counsel to public and private K-12 schools, community college districts, and related entities...SeniorPrivateLocal area- ...Senior Private Event Sales Director American Golf is a trusted leader in golf hospitality, known for elevating the game and the communities around it. We bring deep expertise in golf operations and club culture, paired with a genuine commitment to creating welcoming...SeniorPrivateLocal areaAfternoon shift
- ...Join the Clean Energy Revolution Become a Senior HR Business Partner at Southern California Edison (SCE) and build a better tomorrow... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records...SeniorPrivateTemporary workRemote workRelocation
Thomson Reuters Markets Espana SL.
Rosemead, CA3 days ago - TwinThread is seeking a Private Client Advisor in Whittier, California to provide comprehensive financial planning and advice. In this role, you will deliver personalized investment solutions and deepen client relationships, focusing on relationship management. The ideal...
$80k - $90k
...Opportunities Job Description We are seeking a detail‑oriented Senior Accountant to join our finance team and support the Controller... ...expense management. Collaborate with auditors, tax partners, private equity stakeholders, bankers, vendors, and AP/AR teams, including...SeniorPrivateWork experience placementWork at office$20 - $46 per hour
...markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career...SeniorPrivateWork at officeLocal areaEast West Bank
El Monte, CA1 day ago- Join the Clean Energy Revolution Become Rates Senior Advisor , at Southern California Edison (SCE) and build a better tomorrow. In this... ...physical, financial and cybersecurity assets, and properly manages private customer data, proprietary information, confidential medical...SeniorPrivateContract workWork at officeRemote work
- ...Clean Energy Revolution Become an Enterprise Cybersecurity Senior Advisor - Grid Security at Southern California Edison (SCE) and build... ...local area networks (LANs), wide area networks (WANs), virtual private networks (VPNs), routers, firewalls, and related security and...SeniorPrivateLocal areaRemote workRelocation
$110k - $160k
...markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career...SeniorPrivateAfternoon shiftUnavailable
El Monte, CA5 days ago- ...Revolution Become an Integrated Disability/Absence Management Senior Manager at Southern California Edison (SCE) and build a better... ...company’s physical, financial, and cybersecurity assets and manage private customer data, proprietary information, confidential medical...SeniorPrivateLocal areaRemote workRelocation
- ...the Clean Energy Revolution Become a New Business Planning Senior Specialist at Southern California Edison (SCE) and build a... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records...SeniorPrivateTemporary workWork at officeLocal areaRemote workRelocationShift work
Southern California Edison
Fullerton, CA4 days ago $20 - $31 per hour
...markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career...SeniorPrivateInternship- ...Clean Energy Revolution Become a Utility Regulatory Affairs Senior Advisor at Southern California Edison (SCE) and help meet our goals of... ...physical, financial, and cybersecurity assets, and manage private customer data, proprietary information, and highly sensitive...SeniorPrivateRemote workRelocation
- ...Clean Energy Revolution Become a Legal Administrative Assistant, Senior Support at Southern California Edison (SCE) and build a better... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical...SeniorPrivateRemote workRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Advisor. Be the first to apply!
Related searches
- financial planner Whittier, CA
- financial planning associate Whittier, CA
- financial advisor associate Whittier, CA
- jde finance consultant Whittier, CA
- finance associate Whittier, CA
- estate planning consultant Whittier, CA
- financial planning assistant Whittier, CA
- financial counselor Whittier, CA
- financial advisor Whittier, CA
- financial associate Whittier, CA