Senior Wealth Advisor - Investment Strategy
Jobleads-US
East West Advisors LLC in Los Angeles (Beverly Hills), CA, seeks a Wealth Advisor at VP/SVP level to help set investment policy, implement it across client portfolios and present clear explanations to clients.
This hybrid, client-facing role blends research, portfolio construction and education, with strong emphasis on instrumenting AI-driven insights and building scalable reporting on the Fidelity platform.
#J-18808-Ljbffr Jobleads-US$104.7k - $154k
About the TeamThe New Verticals Finance & Strategy team supports DoorDash’s expansion into... ...forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial... ...corporate finance, financial reporting, investment banking, or a similar analytical finance...SeniorHourly payWork at officeLocal areaRemote workFlexible hours$95.55k - $195.25k
...for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/... ...compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates...SeniorWork at officeLocal areaVisa sponsorship$162.1k - $270.1k
...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.... .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial...SeniorFull timeTemporary workWork experience placement$70k - $200k
...WealthCompany: CitiCiti Global Wealth brings together the full power... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold... ...and financial planning strategies preferredMust be a self-starter...SeniorFull timeWork at office- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our... ...Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional... ...based on comprehensive planning and investment strategies consistent with their individual...SeniorFull timeImmediate start
- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered... ...relationships as part of a planned succession strategy. Qualifications Experience &... ...stock positions, alternative investments, and tax-efficient portfolio construction...SeniorRelocation package
- ...to make the world a cozier place. We are seeking a Finance & Strategy Associate to apply strong financial modeling and analytical skills... ...3 days per week. Qualifications 2+ years of experience in investment banking, private equity, or consulting, and/or corporate finance...Work at officeRemote work3 days per week
$95.6k - $188.4k
...path to value creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud,... ...which span the organization and impact strategy, operations, performance and reputation.... ...organizations, as well as through our own investments, commitments, and actions across areas...SeniorLocal area- ...responsible for supporting Merrill advisors who are interested in... ...personal philanthropy, and wealth transfer/tax minimization. Key... ..., and developing planning strategies. Job expectations include building... ...planning topics such as investments, retirement planning,...Work experience placementWork at officeWork from homeShift workDay shift
$60k - $70k
...is seeking a Junior Financial Advisor to join their team in the Los... ...Research and analysis on investments, financial markets, and client... ...portfolios Collaborate with senior advisors to develop tailored... ...plans and investment strategies Manage relationships with...SeniorLocal area- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held... ...be responsible for providing clients with direct access to investment opportunities in late-stage private companies, including those...Senior
$110.7k - $218.3k
...optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned with... ...organizations, as well as through our own investments, commitments, and actions across areas that...SeniorLocal areaVisa sponsorship$85.1k - $161.7k
...nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and... ..., private equity, venture capital or investment banking. High upside candidates with backgrounds... ...divestitures Interpret data and propose strategies based on future risk trends, market and...SeniorFull timeWork experience placementInternshipLocal area$104.8k - $128k
...financial data into clear, compelling narratives that drive strategy?As a Senior Financial Analyst in Corporate FP&A, you’ll support the... ...analyses, including valuation work, scenariomodeling, and investment decision support across businesses•Collaborate cross-functionally...Senior$128k - $252.5k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through... ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (... ..., as well as through our own investments, commitments, and actions across areas that...SeniorLocal area- ...solutions to achieve business objectives. From strategy to technology to operations, and across... ...you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in... ..., as well as through our own investments, commitments, and actions across areas that...SeniorLocal areaVisa sponsorship
$95k - $125k
...inspired by those who wear our uniforms every day. The Senior FP&A Analyst will assist with CBI’s financial strategy to achieve long-term objectives within... ...GAAP or other relevant standards. Support capital investment decisions by analyzing potential returns, risks,...SeniorFull timeWork at officeWorldwideFlexible hours$110k - $125k
...Description We are seeking a highly organized and detail-oriented Senior Fund Accountant to support the financial reporting operations... ..., excellent Excel skills, and experience with real estate investment platforms. This position offers exposure to complex fund...SeniorFull timeWork at office$170k - $210k
...Senior Wealth Advisor LA Century City Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance,...SeniorTemporary workWork at officeRemote workMonday to FridayFlexible hours- ...for providing support to a Senior Banker in all facets of... ...through a broad knowledge of investments, banking, trust services... ...delivering a complete wealth management solution to clients... ...provides individuals, advisors and institutions with strategies and expertise that span...Senior
$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ..., and support their next stage of growth. We’re just as invested in our own team’s growth, with hands-on learning and mentorship...SeniorLocal areaVisa sponsorship- ...risk landscape. We are seeking a seasoned Senior Underwriting Specialist to join our... ...RIAs, private fund managers, and other investment management firms and a proven ability to... ...Demonstrates a thorough understanding of Hanover’s strategies and appetites and will use internal and...SeniorFull timeLocal areaRemote work
$100k
...perspectives, experiences, and backgrounds, investing in a culture designed to celebrate... ...learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth... ...funds, private equity, alternative strategies, and hedge funds. In addition to core investment...Full timeTemporary workLocal areaFlexible hours$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions... ...the key financial findings of potential investments as well as the drivers behind... ...assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively...SeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...could pivot to cover for any vacation or bandwidth issues) The Senior Financial Analyst position, under general guidance of... ...processes Prepare cost/benefit analyses in support of capital investment requests. Prepare ad hoc financial models and analyses to drive...SeniorWork at office
- ...Senior Fund Accountant We are seeking a highly organized and detail-oriented Senior Fund Accountant to support the financial reporting... ..., excellent Excel skills, and experience with real estate investment platforms. This position offers exposure to complex fund structures...Senior
$93.5k - $110k
...Wakefield is seeking a high-performing Senior Financial Analyst to join a leading Capital... ...to drive underwriting, valuation strategy, and transaction marketing. The position... ...critical role in underwriting and executing investment sales assignments. This individual will...SeniorMinimum wageFull timeWork at officeFlexible hours$117k - $140k
...related projects, including capital market strategies, conference call preparation, corporate... ...of Financial Planning & Analysis.This Senior Analyst role is expected to operate with... ...corporate finance, real estate finance, investment banking, REIT analysis, capital markets,...SeniorFull time$120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private Wealth... ...a modern and fast-growing investment firm that provides... ...business management, and tax strategies Work with the firm’s head of... ...federal, state, or local law. Seniority level Executive Employment...Full timeLocal areaRemote work- ...EP Wealth Advisors in Los Angeles seeks a Wealth Advisor to deliver personalized financial guidance and wealth-management strategies to individual clients. You will build long-term client relationships... ..., and tailor solutions across investments, retirement, and estate planning...
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