Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor in Irvine, CA vacancy
  •  ...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

    Citi

    Tustin, CA
    1 day ago
  • $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

    Irvine, CA
    2 days ago
  •  ...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

    U.S. Bank

    Irvine, CA
    2 days ago
  •  ...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... 
    Senior
    Immediate start

    Columbia Banking System, Inc.

    Irvine, CA
    3 days ago
  •  ...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

    Beacon Pointe

    Newport Beach, CA
    2 days ago
  •  ...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

    Ernst & Young Oman

    Irvine, CA
    1 day ago
  •  ...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

    Beacon Pointe Advisors

    Newport Beach, CA
    3 days ago
  • $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

    Zions Bancorporation

    Tustin, CA
    2 days ago
  • 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

    Corient Capital Partners

    Newport Beach, CA
    2 days ago
  •  ...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... 
    Senior
    Work at office

    Charles Schwab

    Irvine, CA
    6 days ago
  •  ...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... 
    Senior
    Work at office

    Charles Schwab

    Irvine, CA
    2 days ago
  • $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... 
    Senior
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours
    Shift work

    EP Wealth Advisors

    Irvine, CA
    4 days ago
  • 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... 

    Farmers & Merchants Bank of Long Beach

    Lake Forest, CA
    3 days ago
  •  ...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... 
    Senior
    Flexible hours

    Ernst & Young Oman

    Irvine, CA
    1 day ago
  • $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... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    3 days ago
  •  ...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... 
    Senior
    Full time
    Local area

    New Omni Bank

    Irvine, CA
    6 days ago
  •  ...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

    Ernst & Young Oman

    Irvine, CA
    1 day ago
  • $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... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Visa sponsorship
    Work visa

    Flex Force Enterprises Llc.| A Dzyne Company

    Irvine, CA
    4 days ago
  • 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

    Vaco Recruiter Services

    Irvine, CA
    1 day ago
  • $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... 
    Senior
    Remote work

    CDC Small Business Finance

    Irvine, CA
    2 days ago
  •  ...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

    Ingram Micro

    Irvine, CA
    2 days ago
  •  ...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

    Regal Executive Search

    Irvine, CA
    1 day ago
  •  ...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

    Glen Park Senior Living

    Anaheim, CA
    1 day ago
  • 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...
    Senior
    Local area

    MRINetwork

    Irvine, CA
    2 days ago
  • 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...
    Senior
    Part time

    Vaco Recruiter Services

    Irvine, CA
    2 days ago
  • $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... 
    Senior
    Full time
    H1b

    PwC

    Irvine, CA
    6 days ago
  •  ...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.... 
    Senior
    Local area

    Jobot

    Irvine, CA
    5 days ago
  •  ...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

    BD Mexico

    Irvine, CA
    2 days ago
  •  ...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... 
    Senior
    Flexible hours

    Charles Schwab

    Mission Viejo, CA
    2 days ago
  • $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... 
    Senior
    Work experience placement

    GoodLeap

    Irvine, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!