Wealth Advisor for High-Net-Worth Clients
EP Wealth Advisors
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, understand goals, and tailor solutions across investments, retirement, and estate planning. The role requires collaboration with internal teams and strong business development skills to attract and retain clients. #J-18808-Ljbffr
$162.1k - $270.1k
...through the acquisition of new clients from internal and external... ...for a comprehensive wealth management strategy for individuals... ..., Custom Credit, Investment Advisors and Trust Officers to assess... ...years’ sales experience in the high net worth or ultra high net worth...High net worthFull timeTemporary workWork experience placement$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast... ...and investment services to an Ultra high Net Worth client base in the United States.Manage...High net worthFull time$265k - $320k
...practice is seeking a Private Client Services Associate with 5-9... ...nonprofit administration for high net worth and ultra-high net worth individuals... ...and international tax, wealth transfer, estate planning, succession... ...frequent direct client and advisor interaction with...High net worthFull time$169.38k - $207.02k
...DescriptionResponsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...High net worthWork experience placementLocal area3 days per week$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes... ...variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net...High net worthFull time- ...opportunities every day, for our clients, our people, and our... ...industry-focused wealth advisory, digital,... ...durable, organic growth.Our advisors average $250M in AUM... ...continue to grow ~10% net new AUM annually—... ...advisor of choice for high‑net‑worth women and women‑led businesses...High net worthFull timeShift work
- ...Tax Senior Manager, Private Client Services assists in providing... ...and consulting services to our high net worth clients. Significant... ...income, estate and gift tax and wealth retention strategies, as well... ...directly with clients and their advisors Communicates with supervisors...High net worthWork at office
- ...Private Wealth Advisor - Beverly Hills, California The Anderson Search Group has been retained by a California affiliate of an $90... ...channels in the Beverly Hills/Los Angeles market targeting high-net worth clients and prospects. This person will have access to the private...High net worthLocal area
- Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...High net worthWork at office
$120k - $300k
...Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This... ...for developing and managing new client relationships. The Wealth Management Advisor... ...opportunities to build out the high net worth and ultra-high net worth client base for...High net worthFull timeLocal areaRemote work$136k - $165k
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family... ...directly with clients and their advisors to gather information needed...High net worthPrivate practiceWork at office$200k
...equity and income strategies for high‑net‑worth investors and financial advisors. With more than two decades of applied... ...Asset Management is looking for a Wealth Advisor, Vice President to join... ...Develop relationships within existing client book Consolidate assets and...High net worthWork at office- ...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional... ...Partner to join our expanding Private Client Services (PCS) / High Net Worth (HNW) practice in multiple locations. This role provides an opportunity...High net worthFull timeWork at officeLocal area
- ...Our client, a rapidly growing and well-established multi... ...a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role... ...Minimum of 5 years in general Wealth Advisory and Portfolio...High net worthWork at officeLocal area
$169.38k - $207.02k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust, and... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...High net worthTemporary workWork experience placement3 days per week- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray... ...Search has partnered with a highly respected, independent wealth... ...approach to serving ultra-high-net-worth families. The firm has built its reputation on deep client trust, long-tenured...High net worthRelocation package
$141k - $290k
...their best selves. Our goal is to balance high development with high performance in... ...level to join our growing firm! A Private Client Services Tax Senior Manager provides federal... ...compliance and planning services to high-net-worth individual clients and privately-held businesses...High net worthImmediate startFlexible hours$122.54k - $208.72k
CLIENT MANAGERWHAT IS THE OPPORTUNITY?Is primary point of contact and service provider for... ...and grows client relationships through high touch service and delivering investment analysis... ...management activities to support high-net-worth and ultra-high-net prospects and clients...High net worthRemote work- ...EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short-...High net worthTemporary workPrivate practiceWork at officeLocal area
$141k - $290k
...talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held businesses. A Tax Senior Manager works...High net worthFlexible hours$110k - $215k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...in managing relationships with high-net-worth clients or equivalent financial services... ...understanding of investments, trust and wealth transfer Desired Qualifications...High net worthWork at officeFlexible hoursShift workDay shift$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking... ...services tailored exclusively to high-net-worth individuals, closely held business owners... ...building, protecting and preserving their wealth and to meet their financial goals.This...High net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique... ...your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and...High net worthTemporary workWork at officeLocal areaImmediate start
- ...UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs)...High net worthWork at office
$180k - $220k
...Santa Monica, CA / Long Beach City, CA / Irvine, CATax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and... ...PCS Tax Director leads tax planning and compliance services for high-net-worth individuals, families, and closely held businesses. This role...High net worthFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week$118k - $170k
...Investment Adviser that advises clients on art-related... ...Overview As a Private Wealth Associate for Masterworks... ...‑person, and owning a high volume of outbound follow... ...work alongside Senior Advisors toward shared gallery... ...engaging sophisticated, high-net-worth individuals in person...High net worthAfternoon shift- ...EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on...High net worthTemporary workPrivate practiceWork at officeLocal area
- ...Angeles is seeking an experienced Luxury Client Advisor & Personal Shopper to join our team.... ...elegance with remote clienteling, delivering highly personalized shopping experiences for a... ...long-term relationships with high-net-worth clients, curate wardrobe recommendations...High net worthRemote work
$125.4k - $181.88k
...while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point of...High net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex...High net worthFull timeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor for High-Net-Worth Clients. Be the first to apply!
- financial advisor training program Los Angeles, CA
- financial planning assistant Los Angeles, CA
- entry level financial advisor Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor development program Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- financial advisor part time Los Angeles, CA
- wealth advisor Los Angeles, CA
- financial planner cfp Los Angeles, CA

