Relationship-Driven Wealth Advisor — Grow & Retain Client Portfolios
Pointwealth Capital Management
Pointwealth Capital Management, located in Los Angeles, is seeking an experienced Financial Advisor to manage an existing base of mid- to high-net-worth clients. The ideal candidate should have at least 3 years of experience in financial services, strong communication skills, and the ability to deepen client relationships. Compensation starts at $110,000+, with additional incentives tied to client retention and growth. Benefits include 401(k) matching, health, dental, and vision insurance. #J-18808-Ljbffr Pointwealth Capital Management
$85.33k - $145.13k
Northern Trust Corporation is seeking an Associate Financial Advisor to support Senior Financial Advisors in client relationship management. The role offers an opportunity to develop expertise in investment strategies and to engage in client servicing. The ideal candidate...Suggested$85.33k - $145.13k
...Trust Securities, Inc. In this position, you will partner with a Senior Financial Advisor to enhance client outreach and development. Responsibilities include managing client relationships and providing proactive recommendations based on financial analysis. The ideal...Suggested- A leading financial institution is seeking a Relationship Banker for the LA Downtown Market in Los Angeles, CA. This role focuses on building strong client relationships and delivering excellent client experience. The ideal candidate is a motivated self-starter with strong...Suggested
$41.71k - $69k
...-based assessments to grow loyalty and identify immediate... ...solutions). * Offers clients advice and guidance on... ..., and building new relationships within the community.... ...framework to the portfolio to protect the Bank's... ...About Us At BMO we are driven by a shared Purpose:...SuggestedContract workPart timeLocal areaImmediate startDay shift$50.1k - $82.8k
...-based assessments to grow loyalty and identify immediate... ...solutions). * Offers clients advice and guidance on... ..., and building new relationships within the community.... ...framework to the portfolio to protect the Bank's... ...About Us At BMO we are driven by a shared Purpose:...SuggestedContract workPart timeLocal areaImmediate startDay shift- A premier wealth advisory firm in Los Angeles is seeking experienced... ...with a passion for client service to develop new client... ...focuses on building strong client relationships, providing tailored financial... ...provided to obtain necessary licenses. #J-18808-Ljbffr Lenox Advisors
- A leading financial services firm in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships, offering personalized services, and demonstrating a deep understanding...
$70k - $110k
CommunityAmerica Credit Union is seeking a dynamic Wealth Advisor to help members achieve long-term financial... ...financial plans and build trusted relationships within a dedicated membership base. Join a mission-driven culture at a financially strong institution,...$70k - $110k
CommunityAmerica Credit Union seeks a dynamic Wealth Advisor to foster long-term financial success for members in Los Angeles... ...roles, and relevant licensing. Join a mission-driven culture that prioritizes relationships and offers competitive pay ranging from $70,000 to $...- ...customer-focused, enjoy building relationships, and collaborating with a... ...responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will... ...clients. Your role involves growing and retaining profitable relationships within...Local areaFlexible hours
- ...services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles.... ...and be adept at managing client relationships. Responsibilities include... ...investment objectives, monitoring portfolios, and collaborating with... ...it a great opportunity for driven professionals looking to...
$41.71k - $69k
...‑based assessments to grow loyalty and identify immediate... ...solutions). Offer clients advice and guidance on... ...and build new relationships within the community to... ...management framework to the portfolio to protect the bank’s... ...BMO At BMO we are driven by a shared Purpose: Boldly...Local areaImmediate startWorldwideDay shift$22 - $23.5 per hour
East West Bank in Monterey Park, California, is seeking a Relationship Banker to deliver high-touch banking services and build strong customer relationships. The role includes achieving sales goals and assisting in various financial needs. Ideal candidates have over 2...Hourly pay- JPMorganChase in Beverly Hills is seeking a Relationship Banker to provide exceptional service and build lasting client relationships. The ideal candidate will have over... ...expectations. This role includes managing a portfolio of assigned clients, educating them on financial...
$25.93 - $41.43 per hour
City National Bank in Beverly Hills is seeking a dedicated individual to enhance branch sales efforts and provide exemplary client service. The successful candidate will engage with clients to resolve inquiries, assist with banking transactions, and develop cross-sell...Hourly pay$20.34 - $24.86 per hour
...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our... ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them...Temporary workLocal area- Bessemer Trust is looking for an Associate Client Advisor in Los Angeles, California. This role involves maintaining client relationships and effectively managing client accounts for ultra-high net worth clients. The successful candidate will ensure proactive communication...
$126.4k - $267.5k
...America is seeking a Credit Advisor in Los Angeles... ...for developing new credit relationships and managing existing portfolios. The ideal candidate will... ...in commercial credit and wealth management, possessing strong... ...engage with high-net-worth clients. Responsibilities include...$100k - $140k
LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system. Requirements include having a...- ...West") is seeking a Wealth Advisor to join our... ...modern and fast-growing investment firm that... ...and fixed income portfolios, as well as comprehensive... ...to a global client base spanning 36... ...new client relationships. The Wealth Advisor... ...highly motivated, driven and entrepreneurial...Local area
- ...Senior Wealth Advisor About the Company Respected... ...responsible for providing clients with direct access... ...new client relationships, with a focus on family... ...as to manage and grow a diverse client portfolio. A deep understanding... ...to attract and retain a global client base...
$125.4k - $181.88k
...your own path and grow your career while... ...Senior Private Wealth Advisor, Practice Lead plays... ...high net worth clients achieve long-term... ...role is focused on retaining and growing net... ...to build lasting relationships with a dedicated... ...with clients on portfolio, market, and economic...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours$20.34 - $24.86 per hour
...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our... ...provided corresponds to the lowest level of the position posted. Client Relationship Consultants build relationships with customers, engaging them...Hourly payTemporary work- JPMorganChase is seeking a Private Client Advisor in Santa Monica, California. This role involves offering financial planning... ...and advice to individuals and families, focusing on relationship management rather than portfolio management. Candidates should have at least 2 years...
$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic Wealth Advisor to assist members in achieving long-term financial success through... ...strategies. This role emphasizes building trusted relationships, developing comprehensive financial plans, and providing tailored...$70.2k - $125k
Overview As a wealth advisor you will work directly with... ...aligns with each client’s goals and values.... ...team mentality and be driven to grow professionally and personally... ...financial plans and portfolios by conducting... ...and lead client relationships to ensure we are meeting...$123k
...financial services firm in Los Angeles is seeking an entry-level financial advisor who possesses strong communication and analytical skills. The candidate should have a passion for client relationship building and a foundational understanding of financial products....- ...established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los... ...role involves taking ownership of client relationships and delivering tailored financial... ...their financial goals while growing your career in a dynamic setting. #J...
$125.4k - $181.88k
...The Senior Private Wealth Advisor, Practice Lead plays... ...helping high net worth clients achieve long-term... ...The role focuses on retaining and growing net assets by providing... ..., building lasting relationships with a dedicated... ...engaging clients on portfolio and market discussions...16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$20.34 - $24.86 per hour
...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our... ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them...Temporary workPart timeLocal area
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