Private Client Advisor
Citi
Citi in Hawthorne, CA is seeking an entry-level Teller to support branch operations and deliver high-quality client service. You will assist with daily banking transactions, cash handling, and client interactions to help drive branch revenue and provide suitable financial solutions. The role emphasizes customer service, accuracy, and adherence to regulatory procedures. A High School diploma or equivalent is required, with money handling and sales experience preferred. #J-18808-Ljbffr
- Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing your... ...' success and building a book of business through strong client relationships while providing personalized investment solutions...Private client
$100k - $275k
...Responsibilities Leads the Client Process Management Process within the client team to identify... ...clients and prospects as their trusted advisor, providing integrated recommendations... ...within 90 days of start date 12+ years of private banking and/or complex financial services...Private clientShift workDay shift- ...Private Client Advisor II El Segundo, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...Private clientWork at officeFlexible hoursShift workDay shift
$100k
...represent home buyers and sellers in transactions. The role includes scouting leads through networking and advertising, interacting with clients via meetings and digital media, and negotiating agreements. This position offers comprehensive training to help new and experienced...Private client- Bank of America Downey is seeking a client-focused associate to assist lobby clients with self-service banking, educate on digital tools, and accurately process cash transactions. You will build relationships, identify client needs, and connect them to appropriate financial...Private clientWeekend work
$100k - $275k
...Responsibilities Lead the Client Management Process to identify new business development... ...Advocate for clients and prospects as a trusted advisor, providing integrated recommendations... ...licenses within 90 days. 12+ years of private banking and/or complex financial services...Private clientShift workDay shift$100k - $180k
...About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying...Private clientImmediate start- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...Opportunity Overview Private Banker | South Bay Los Angeles Location: El Segundo, California An established regional banking organization... ...Commercial Banking and retail banking partners. Serve affluent clients with a comprehensive suite of banking, lending, investment,...Private clientTemporary workFor contractorsWork at officeLocal area
- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal area
$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse...Private clientFlexible hours$100k
...regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeepin... Show more $100,... ...serve clients from Fortune 500 public companies to mid-market private firms, as well as government entities, not-for-profit organizations...Private clientFull timeRemote workWork from home- ...Job Description Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned... ...with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint...Private clientWork at officeLocal area
- Synectics Inc. in Los Angeles seeks a transactional tax attorney to advise private clients on mergers, acquisitions, restructurings, and other strategic transactions, with emphasis on QSBS and state tax matters. You will draft and negotiate tax provisions, collaborate with...Private client
$297.5k - $350k
...The firm operates a hybrid schedule of 3 days in office and 2 days at home. The attorney will support the ultra‑high net worth private client practice group, requiring a solid background in Subchapters K and S of the Code and familiarity with Subchapter J and QSBS. Candidates...Private clientPrivate practiceWork at office- Job Overview The Private Client Assistant supports the brand’s most discerning clientele through exceptional service, precise execution, and highly organized operational support. This role supports the Private Client team and reports directly to the Private Client Manager...Private clientWork at officeMonday to Friday
- ...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...Private clientWork at office
$250k
...determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build... ...with, and service the investment needs of ultra-high net worth clients in the US. Responsibilities Investment counselors joining...Private clientFull timeLocal area$250k
...likely to involve external parties such as clients, government bodies or other organizations... ...of the whole technical area. The Private Bank at Citi (CPB) is part of the Institutional... ...client contact and trusted investment advisor for clients, including direct selling, determining...Private clientFull timeLocal area- ...•Lead and oversee tax engagements for UHNW families and private clients •Review and prepare complex federal and state returns (individual... ...tax matters •Partner with legal, wealth, and investment advisors to deliver holistic solutions •Serve as a trusted advisor to...Private client
- ...California, is a consulting firm specializing in construction and program management services. We partner with public and private sector clients across Southern California, providing expertise in project management, construction management, project scheduling, owner representation...Private client
$141k - $290k
...Position Profile Weaver is looking for 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...Private clientFlexible hours$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment management... ...high‑net‑worth and ultra‑high‑net‑worth clients. Bernstein Private Wealth Associates are... ...and who, in collaboration with Financial Advisors, help propel the growth of our Private...Private client$76.09k - $102.71k
...live safely and independently. As part of TEAM Services Group, a private equity-backed healthcare services organization, we combine a... ...reimbursement analysis across Regional Center payors and private pay clients. This role partners closely with Operations, Finance, and...Private clientWork at office$90k - $130k
...RIA's, Single Family & Multi-Family Offices Nationwide Client Service Associate Overview A boutique independent wealth... ...worth clients seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in client services. The firm offers...Private clientFull time$135k - $210k
...strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tax Manager based out of our Los Angeles, CA, you'll work alongside an integrated team of seasoned, well-...Private clientLocal area$76k - $82k
Position Overview Bernstein Private Wealth Management is a premier investment management... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first... ...who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth...Private clientFlexible hours- At Reflect, you will be expected to move fast, have a lot of ownership and, most importantly, be able to effect change. If this excites you, we are interested in hearing about your best work and accomplishments across any domain and from any points in your life. About ...Full timeWork at office
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