Senior Wealth Advisor
Threadline Wealth
The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the growth of Threadline Wealth.
Senior Wealth Advisors serve as primary advisors for the majority of their assigned relationships and are expected to anticipate client needs, independently navigate complex planning and investment situations, and bring together the appropriate internal and external resources to deliver an exceptional client experience. They take ultimate accountability for the quality, timeliness, retention, and overall experience of their client relationships.
As senior members of the advisory team, Senior Wealth Advisors also play an important role in developing the next generation of advisors, strengthening team and practice performance, building an established market presence, and generating new business through client relationships, centers of influence, and defined areas of expertise.
#J-18808-LjbffrVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Los Angeles, CA vacancy
$162.1k - $270.1k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation...SeniorFull timeTemporary workWork experience placementM&T Bank
Los Angeles, CA1 day ago- ...our communities through industry-focused wealth advisory, digital, audit, tax, consulting... ...platform built for durable, organic growth.Our advisors average $250M in AUM across ~120... ...with life goals.We’re selectively adding senior wealth advisors in key markets and offer...SeniorFull timeShift work
CliftonLarsonAllen
Pasadena, CA3 days ago $70k - $200k
...Client Coverage, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire... ...management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...SeniorFull timeWork at officeCitigroup
Los Angeles, CA16 hours ago- ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower... ...key approach to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional who can work...SeniorFull timeImmediate start
Columbia Bank
Los Angeles, CA4 days ago - ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public...SeniorWork at officeRelocation
ZPEED Recruitment
Los Angeles, CA4 days ago - ...Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach... ...and exceptionally large .We are seeking an experienced advisor to join in a high-impact "hunter" capacity, with a rare opportunity...SeniorRelocation package
Harrison Gray Search
Los Angeles, CA4 days ago - ...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...Senior
- ...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...Senior
$150k
...the profession. Experienced Financial Advisor - Bring and Grow Your Book Location:... ...Cross Financial is seeking experienced wealth advisors with an established client base... ...clients’ needs Collaborate with other senior advisors and firm leadership Participate...SeniorTemporary workCurrent
Los Angeles, CA13 days ago$170k - $210k
...Senior Wealth Advisor LA Century City Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate...SeniorTemporary workWork at officeRemote workMonday to FridayFlexible hours$95.6k - $188.4k
...with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud, you will work with a cross disciplinary team to deploy a fraud detection accelerator for a...SeniorLocal areaDeloitte
Los Angeles, CA16 hours ago$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorshipDeloitte
Los Angeles, CA16 hours ago$125k - $140k
...unique opportunity to join a highly visible Corporate Finance team at one of the leading public REITs in the country. Reporting to the Senior Vice President, Investor Relations and Capital Markets, you will play a key role across treasury, capital planning, earnings...SeniorFull timeBank staffWork at officeKilroy Realty
Los Angeles, CA1 day ago$104.7k - $154k
...providing strategic insights on our business to understand past trends and identify the best path forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business. In this role, you'...SeniorHourly payWork at officeLocal areaRemote workFlexible hoursDoordash
Los Angeles, CA4 days ago$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorshipDeloitte
Los Angeles, CA2 days ago$69.8k - $132k
...worked solving unique finance and operational issues within the Gaming and Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice with a focus in Gaming and Hospitality Financial Advisory....SeniorFull timeWork experience placementInternshipLocal areaFlexible hoursRSM International
Los Angeles, CA16 hours ago$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations with experienced... ...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest...SeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per weekGrant Thornton
Los Angeles, CA1 day ago$124k - $280k
...develop team members while fostering a collaborative and inclusive team environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business and operational challenges and develop strategic, actionable...SeniorFull timeH1bPwC
Los Angeles, CA3 days ago$340k - $410k
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a Senior Associate in the Litigation Practice of our Los Angeles office. We offer competitive compensation and an excellent benefits package. GT is consistently ranked among...SeniorFull timeTemporary workWork at officeFlexible hoursGreenberg Traurig LLP
Los Angeles, CA16 hours ago$260k - $365k
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. This position can be filled in any U.S. market where the Firm maintains an office, subject to business...SeniorFull timeTemporary workWork at officeFlexible hoursGreenberg Traurig LLP
Los Angeles, CA4 days ago$77k - $214k
...successful and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers,... ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and...SeniorFull timeH1bLocal areaPwC
Los Angeles, CA4 days ago$110.7k - $218.3k
...face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned with business...SeniorLocal areaVisa sponsorshipDeloitte
Los Angeles, CA16 hours ago- ...in Los Angeles, CA at Los Angeles Air Force Base. The role focuses on planning, programming, budgeting, and execution (PPBE) with senior-level accountability for financial management and budgets. Responsibilities include analysis, research, and documentation, supporting...Senior
- ...Realty Corporation is seeking a Corporate Finance professional in Los Angeles to join a highly visible finance team, reporting to the Senior Vice President, Investor Relations and Capital Markets, and supporting treasury, capital planning, earnings preparation, investor...Senior
$85.1k - $161.7k
...thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise...SeniorFull timeWork experience placementInternshipLocal areaRSM International
Los Angeles, CA2 days ago$90k - $110k
A retail and fashion company based in Los Angeles is seeking a Senior Associate to manage accounting operations and ensure accounting accuracy. Ideal candidates should hold a Bachelor’s degree in Accounting or Finance, have at least 2 years of relevant experience, and...Senior$104.8k - $128k
...Board of Directors? Are you energized by turning complex financial data into clear, compelling narratives that drive strategy?As a Senior Financial Analyst in Corporate FP&A, you’ll support the enterprise-level consolidation of Disney’s Entertainment & Sports segments,...SeniorDisney Interactive
Burbank, CA3 days ago- A financial advisory firm in Los Angeles seeks a Senior Advisor to guide public sector leaders in financing strategies for infrastructure and economic development. Candidates must have a Bachelor's degree in Finance or related fields, along with 2-3 years of municipal...Senior
- Job Overview A law firm seeks a mid to senior level Finance Associate to join their Los Angeles, CA office. The ideal candidate will have experience in general finance, including drafting and negotiating commitment papers, security agreements, and credit agreements. Duties...SeniorWork at officeRemote work
$20k
ServiceTitan is seeking an exceptional Senior Financial Analyst, GTM FP&A to join our finance organization in a highly visible and impactful role. The primary focus for this role will be serving as a dedicated FP&A partner who is embedded in the business, close to the...SeniorMinimum wageFull timeLocal areaFlexible hoursServiceTitan
Glendale, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- project finance associate Los Angeles, CA
- financial planner cfp Los Angeles, CA
- private wealth advisor Los Angeles, CA
- financial consultant Los Angeles, CA
- financial advisor training program Los Angeles, CA
- finance associate Los Angeles, CA
- financial associate Los Angeles, CA
- financial advisor development program Los Angeles, CA