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
- TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning... ...to client education. A strong emphasis is placed on relationship management and embracing digital innovations to better serve...Suggested
$70k - $115k
...Preferred-Bank is seeking a knowledgeable Portfolio Manager in Los Angeles to underwrite and manage a CRE loan portfolio. Responsibilities include pricing loans and fostering client relationships, ensuring compliance with credit guidelines. The ideal candidate will possess...Suggested$120k - $130k
...Senior Associate, Client Advisor to join our growing team. This is a unique... ...a team of senior wealth management professionals... ...supporting client relationship management,... ...reporting within CRM and portfolio systems. Support... ...oriented and solutions-driven, with a high...SuggestedWork at officeLocal area$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$111.1k - $130.7k
## Credit Portfolio Manager, Education and Non-Profit - Institutional Client GroupApplylocations: Los Angeles... ...communities we support to grow and succeed. We... ...Manager partners with Relationship Manager(s) to successfully... ...relationships and retaining and expanding...SuggestedTemporary workWork experience placementLocal area- AppleOne Employment Services is seeking a Bilingual Spanish Relationship Banker for a full-time position in the East Los Angeles area. This client-focused role is ideal for banking professionals ready to advance their careers while supporting consumer and business banking...Full time
- Chase is seeking a Relationship Banker in Los Angeles, CA, who will engage clients with exceptional service and financial solutions. This role involves managing client relationships, addressing their financial needs, and utilizing banking technology. The ideal candidate...
- 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...
$70k - $110k
...CommunityAmerica Credit Union seeks a dynamic Wealth Advisor to foster long-term financial success for members in Los... ...investment roles, and relevant licensing. Join a mission-driven culture that prioritizes relationships and offers competitive pay ranging from $70,000 to $...$148.5k - $174.7k
...enabling the communities we support to grow and succeed. We believe it takes... ...Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a... ...new business relationships and retaining and expanding relationships with existing...Temporary workWork experience placementLocal area- 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,...- 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
$166.25k - $260k
...Relationship Executive – Mid-Corporate Banking – Executive Director (JPMorgan... .... This role focuses on new client acquisition and maintaining and deepening a portfolio of relationships within the... ...team and portfolio companies. Grow and retain profitable relationships within...Local area$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:...Part timeLocal areaImmediate startDay shift$45.9k - $75.9k
...-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: Boldly...Contract workPart timeLocal areaImmediate startDay shift- ...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
- ...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
- ...Job Description Job Summary The Portfolio Relationship Manager owns primary responsibility for... ...officers and team members to effectively grow fees, deposits, and portfolio revenue by... ...contact for coordinating information between client and internal departments in the loan...Work experience placementWork at officeLocal area
- ...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...
$148.5k - $174.7k
...the communities we support to grow and succeed. We believe it... ...Description Partners with assigned Relationship Manager(s) to successfully... ...business relationships and retaining and expanding relationships... ...managing an assigned credit portfolio, successfully closing new business...Temporary workWork experience placementLocal area$194.23k - $228.5k
...enabling the communities we support to grow and succeed. We believe it takes all... ...Supervises a team of loan officers/relationship managers on a portfolio of corporate accounts. Provides... ...most complex accounts and sensitive client relationships, and is trusted to make...Temporary workLocal area$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- As an associate wealth advisor, you will work directly... ...with each client’s goals and... ...mentality and be driven to grow professionally and... ...financial plans and portfolios by conducting... ...in supporting, retaining and building meaningful client relationships Participate in...Full time
$194.23k - $228.5k
...enabling the communities we support to grow and succeed. We believe it takes all... ...Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom will oversee... ...and the ability to collaborate with relationship managers, risk teams, and senior leadership...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...
$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...$26 - $33.72 per hour
...a Financial Center Associate in Beverly Hills. This role focuses on providing specialized financial advice and building relationships with clients. Candidates should demonstrate strong sales experience and excellent communication skills. The position offers a pay range...Hourly pay$20.34 - $24.86 per hour
## Client Relationship Consultant 1 (Banker) - Brentwood, CAApplylocations: Los Angeles, CAtime type: Full timeposted on: Posted Yesterdaytime... ...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our...Temporary workLocal area$23.19 - $28.35 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
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