Senior Wealth Advisor, SVP - Strategic Client Growth
$170k - $200kAon
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing Directors. The ideal candidate has over 10 years of experience in wealth management, preferably holds a CFP or CFA designation, and demonstrates strong organizational and communication skills. A competitive salary is offered, ranging from $170,000 - $200,000, along with additional incentives. #J-18808-Ljbffr Aon
$200k
...Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus... ...on developing relationships and driving revenue growth without sourcing new clients. The ideal candidate...Senior- An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-...Senior
- Ernst & Young Oman is seeking a Senior role in Financial Accounting Advisory Services (FAAS) to enhance team growth across various industries. The successful candidate will... ...accounting issues, and travel regularly to meet clients. The role requires a Bachelor's degree in a...Senior
- ...media plans and go-to-market strategies. The role requires over 10 years of experience in media and the ability to manage multiple clients successfully. The ideal candidate will lead client interactions, drive campaign progression, and collaborate with analytics and creative...Senior
$169.38k - $207.02k
U.S. Bank is seeking a seasoned wealth management expert to handle complex client relationships for high net worth clients. This position focuses on retention and growth, requiring a strong commitment to client needs. Candidates should have over 10 years of wealth management...Senior- ...financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's... ...associates. The firm fosters professional growth in a diverse culture and offers a...Senior
- Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA. This... ...over an existing book of high-net-worth clients. The firm is known for its strong collaborative... ...designed to support both professional growth and personal well-being. #J-18808-...Senior
- Baker Tilly Advisory Group, LP is seeking a Family Office Senior Manager in Los Angeles to lead the Family Office practice. This strategic advisor will manage multiple client engagements, develop staff, and drive growth within the firm. The ideal candidate will have a...SeniorWork at office
- Bank of America is seeking a Financial Advisor to provide customized financial advice and solutions to clients. Responsibilities include building financial plans and recommending banking and investment strategies. The ideal candidate will possess Series 7 & 66 licenses,...
$170k - $200k
NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team to address client needs and inquiries while providing integrated wealth management solutions. The ideal candidate should have a strong background...$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and... ...to an Ultra high Net Worth client base in the United States. Manage accounts... ...the clients that will lead to the growth of the asset base. Appropriately assess...SeniorFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts... ...to an Ultra high Net Worth client base in the United States. Manage accounts... ...the clients that will lead to the growth of the asset base. Appropriately...SeniorFull timeWork at office- ...50 million in revenue. The role involves soliciting bank services, assessing creditworthiness, and providing secured financing for growth and restructuring. Candidates must have over 5 years of experience in commercial lending, a relevant bachelor's degree, and a strong...SeniorLocal area
- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is far... ...The Financial Advisor is a strategic professional who stays abreast... ...to an Ultra high Net Worth client base in the United States.... ...clients that will lead to the growth of the asset base. Appropriately...Senior
- ...analysis in Los Angeles, CA. This role involves leading monthly performance reviews, supporting revenue growth initiatives, and partnering with executives to provide strategic financial guidance. Ideal candidates have extensive experience in FP&A, solid analytical skills,...Senior
$180k - $210k
...are seeking a high-impact Senior Vice President to lead the growth of our Qualitative and... ...Technology sector. This is a strategic leadership role designed... ...team of researchers and client service specialists, focusing... ...: Act as a trusted advisor to C-suite and senior-level...SeniorWork experience placementRemote workFlexible hours- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
$92.11k - $156.88k
...its Glendale Branch. The role involves overseeing a personal and business client portfolio, leading and coaching branch staff, ensuring compliance with banking regulations, and driving sales growth. Candidates should possess at least 7 years of branch management...Senior$152k - $242k
CNA Insurance is seeking an Officer-level leader responsible for driving the strategic direction and performance of the Client Services organization. The role involves leading a national team to ensure a consistent claims experience while developing key relationships with...Senior- Ōura is searching for a Sr. Strategic Partner Manager to enhance and scale critical B2B partnerships in the employee wellness market. Located in San Francisco, CA, this role emphasizes revenue growth and partner activation, treating each partner as a unique sales channel...SeniorRemote job
$122.4k - $228k
...Enhancement is seeking a candidate for a Commercial Banking role in Los Angeles, CA. This position facilitates growth through business development and management of key client relationships. Candidates should have over 10 years of experience in Commercial Banking and possess a...Senior- A leading environmental consulting firm is seeking a Senior Client Services Manager to focus on water reuse engineering in the Southwest US market. The role involves developing growth strategies, leading multidisciplinary teams, and maintaining executive-level client relationships...SeniorRemote job
$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial solutions. The ideal candidate will have 5-8 years of experience, strong analytical abilities, and knowledge of financial planning...SeniorFull time$24 - $27 per hour
East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...SeniorHourly pay$125k - $150k
Cerity Partners LLC is seeking a Wealth Advisor in Los Angeles to manage client relationships and develop personalized wealth planning strategies. This full-time hybrid role requires a Bachelor’s degree and a minimum of 5 years' industry experience. You will lead client...Full timeFlexible hours$60k - $120k
EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity. The ideal candidate...Flexible hours- Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service teams and providing analytical, operational, and administrative support for client acquisition and retention. Candidates should have a...
$150k - $200k
...investment advisory firm in Los Angeles is seeking an experienced Wealth Advisor to provide sophisticated financial planning and investment... ...0,000-$200,000. Candidates should have a strong background in client relationship management and a solid compliance record. Join a...- ...global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking,...
- Dormont Manufacturing Co in Hawthorne, California is seeking a Strategic Finance Associate to join their team. You will maintain financial... ...degree in finance and 2+ years of relevant experience in high-growth environments. Competitive compensation includes significant...
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