Senior Wealth Relationship Advisor
Citigroup Inc
Citigroup Inc. is looking for a Wealth Relationship Manager SAFE Act in Irvine, California. This role requires seasoned professionals who can integrate industry expertise to meet clients' financial needs through personalized solutions. Responsibilities include building relationships with affluent clients, offering tailored financial planning, and ensuring compliance with regulatory frameworks. The ideal candidate will have strong analytical skills, excellent communication abilities, and at least 5-8 years of relevant experience. Competitive benefits are provided, including health coverage and retirement plans. #J-18808-Ljbffr
- ...Citi in Tustin, California, is looking for a Wealth Relationship Management Sr. Analyst to manage financial relationships with affluent and high net worth clients. The role involves identifying client needs and offering tailored financial solutions while adhering to compliance...Senior
$155k - $225k
...U.S. Bank in Irvine, California is seeking an experienced professional to manage high net worth client relationships in Wealth Management. The role requires a solid track record in managing complex financial needs and a strong focus on client retention and growth. Qualified...Senior- ...U.S. Bank is seeking a Private Wealth Advisor in Irvine, CA, to manage and grow relationships with high net worth clients. The ideal candidate will have over 10 years of wealth management experience and must possess strong relationship-building skills, a Bachelor’s degree...Senior
- ...to work by offering a unique brand of relationship banking and fostering a culture where associates... ...$2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial...SeniorImmediate start
- ...Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice and foster long-term client relationships. The ideal candidate will have at least 5 years of relevant experience and a proven track record in client acquisition...Senior
- ...Ernst & Young Oman is looking for a Senior Technology Analyst to support clients in ERP implementations using Oracle NetSuite. You will engage with stakeholders, analyze solutions, and ensure project delivery. A Bachelor's degree and 2 to 4 years of ERP experience, particularly...Senior
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-...Senior
$190k - $230k
...Zions Bancorporation is looking for a Commercial Banking Relationship Manager to join its team in Tustin or nearby locations. The role involves managing commercial loans, maintaining client relationships, and ensuring high customer satisfaction. Candidates must have 8...Senior- Corient Capital Partners in Newport Beach seeks a Wealth Advisor to join their expanding team. The role involves nurturing client relationships, driving revenue growth, and offering comprehensive wealth management solutions. The ideal candidate will possess 8-10 years of...Senior
- ...transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a... ...investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach...SeniorWork at office
- ...transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier... ...advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach...SeniorWork at office
$85k - $120k
...Senior Financial Planner - Irvine (Hybrid) Irvine CA - Irvine, CA 92612 Overview... ...Planning Description EP Wealth Advisors (EPWA) is a wealth management advisory... ...developing and maintaining strong client relationships, overseeing financial planning processes...SeniorFull timeTemporary workWork at officeLocal areaFlexible hoursShift work- A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should...
- ...Ernst & Young Oman is seeking a Senior in Technology Analysis to connect business needs with technical solutions. You will play a pivotal role in delivering business analysis and system configuration, ensuring solutions align with clients’ requirements. The ideal candidate...SeniorFlexible hours
$77k - $214k
...careers, now and in the future. As a Senior Associate, you'll work as part of a team... ...situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and... ...lead the way as technology-enabled tax advisors who provide significance through...SeniorFull timeH1bLocal area- ...digital banking tools Encourage clients to adopt digital banking to increase efficiency and customer satisfaction. # Sales and Relationship Building Identify needs and opportunities of existing and new clients to suggest appropriate banking products or...SeniorFull timeLocal area
- ...A global consulting firm is seeking a Senior Technology Analyst focused on Oracle Cloud Finance to assist in ERP project lifecycles. You will evaluate business models, analyze technology solutions, and collaborate with technical teams. The role requires a Bachelor's degree...Senior
$110k - $125k
...Senior Financial Analyst (FP&A) DZYNE Technologies is leading the future of autonomous defense. Based in Irvine, California, we develop and manufacture advanced airborne and ground-based defense solutions deployed in over 50 countries. We're growing fast and looking...SeniorFull timeWork experience placementWork at officeLocal areaImmediate startVisa sponsorshipWork visa- A financial recruiting firm is seeking a detail-oriented Fund Accountant to support various private equity funds focused on affordable housing. The successful candidate will assist in maintaining fund ledgers, financial reporting under US GAAP, and coordinating annual ...Senior
$109.76k - $120k
...A financial services organization is seeking an SBA 504 Senior Loan Officer to market and promote the SBA 504 loan program primarily... ...skills, and the ability to manage loan processing and build relationships in the community. The salary range is $109,756 - $120,000 and...SeniorRemote work- ...A global technology firm is seeking an experienced Data Scientist / Senior Consultant to drive the strategy and execution of their search and recommendation systems. The ideal candidate will possess a Master’s or Ph.D. in a quantitative field and over a decade of relevant...Senior
- ...Senior Fund Accountant Our Real Estate client is looking to expand their Real Estate business and add a Senior Fund Accountant to their team. Responsibilities: This individual will report to the Fund Accounting Controller and will lead all work flow and ownership of Fund...Senior
- ...A senior living community in Anaheim is seeking a Retirement Counselor to assist with resident onboarding and generate leads for the community. In this role, you will achieve occupancy levels, follow up with prospects, and ensure facilities are ready for tours. Ideal...Senior
- MRINetwork is seeking an experienced commercial lender in Irvine, California. The role involves soliciting bank services, analyzing financial data, providing financing solutions, and negotiating credit terms. Ideal candidates should have over 5 years of experience, a Bachelor...SeniorLocal area
- JOB DESCRIPTION: We are seeking a detail‑oriented and motivated Fund Accountant to join our team supporting a series of private equity funds with a focus on affordable housing. RESPONSIBILITIES Assist in preparation and maintenance of fund general ledgers, journal entries...SeniorPart time
$124k - $280k
...stakeholders. Growing as a strategic advisor, you leverage your influence, expertise,... ...as internal and external reporting. As a Senior Associate, you will mentor and develop... ...standards, and cultivate strong client relationships. You will deepen your business context knowledge...SeniorFull timeH1b- ...that are fun and challenging Full Benefits (Medical, Vision, Dental) 401k Job Details Job Details: As a Consulting Senior SOC Security Analyst, you will be at the forefront of our company's efforts to safeguard our clients digital assets and platforms....SeniorLocal area
- ...A leading medical technology company in California is hiring a Senior Software Engineer for their Algorithm Development team. This role involves implementing advanced algorithms for real-time signal processing in medical devices. Candidates should have extensive software...Senior
- ...dedicated Financial Consultant based in Mission Viejo, California. In this role, you will provide wealth management and financial planning advice, building relationships with existing clients while promoting their financial futures. Successful candidates will hold a FINRA...SeniorFlexible hours
$16.9 per hour
...experience preferred ~ Bachelor's degree in business or finance preferred, or equivalent work experience ~ High confidence and relationship skills ~ Ability to handle competing priorities effectively and within established time frames ~ High level of integrity and...SeniorWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!
- finance associate Irvine, CA
- oracle cloud financials consultant Irvine, CA
- financial advisor development program Irvine, CA
- financial planner cfp Irvine, CA
- financial planning administrator Irvine, CA
- strategic finance associate Irvine, CA
- financial planning assistant Irvine, CA
- financial associate Irvine, CA
- estate planning consultant Irvine, CA
- associate leveraged finance Irvine, CA

