Senior Wealth Advisor, SVP - Strategic Client Growth
$170k - $200kAon Risk Services Inc
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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor, SVP - Strategic Client Growth in Los Angeles, CA vacancy
- Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment professionals. You will drive revenue through new acquisitions and robust relationship management, delivering tailored...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
- Brighton Jones seeks a seasoned Advisor to manage daily client-service activities within our wealth management practice. You will... ...meeting deliverables to guide strategic planning for high-net-worth... ...staff and contribute to team growth and client outcomes. #J-18808...SeniorFull time
$10 per hour
...business leader to run day-to-day client partnerships and deliver revenue growth across a portfolio of $10-$15MM. You... ...execute the client vision with senior stakeholders, guide cross-functional... .... This hybrid role offers strategic influence, competitive compensation...Senior$85.1k - $161.7k
...world of change, empowering our clients and people to realize their... ...RSMUS is currently seeking a Senior Associate to join our... ...Consulting practice within our Strategic Finance and FP&A solution set... ...related experience in a high growth and fast paced setting and has...SeniorFull timeWork experience placementInternshipLocal areaRSM International
Los Angeles, CA5 days ago- ...will drive the market business plan, lead high-performance teams, and champion Living-Centered Design while guiding client engagement and strategic growth. Expect accountability for top-line results and ongoing staff development. Requirements include a Bachelor’s degree...Senior
- ...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
- 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
- ...Sales and Use Tax to lead advisory and planning for multi-state clients. The position focuses on technical excellence, people... ...within the State and Local SALT practice. You will drive revenue growth, mentor staff, collaborate across RSM teams, and manage complex...SeniorLocal area
- ...Senior Vice President of Strategic Solutions About the Company Trusted provider of... ...The Company is seeking an SVP of Strategic Solutions to lead... ...its organizational sales growth. The successful candidate will... ...relationships with major clients, designing and executing comprehensive...Senior
- ...performing sales organization in the US market, with responsibility for major retail accounts and growth initiatives across omni-channel channels. The role emphasizes strategic leadership, cross-functional collaboration, and a proven track record in apparel/CPG sales,...SeniorRemote work
- Softline Solutions in Glendale, CA seeks a Senior SEM Account Manager to lead strategy and... ..., surface actionable insights, and guide client reviews, with strong collaboration across... ...interaction, offering visibility and growth within Softline's Managed Services #J-18...Senior
- Southern California Edison (SCE) seeks a Senior Advisor, Strategic Planning to lead key strategic initiatives from ideation to implementation. You... ...discussions and influence decisions shaping the company’s growth and carbon-reduction efforts. You will manage scenario...Senior
$150k - $195k
A leading electronics company in Los Angeles is seeking a Senior Manager of Business Development to drive growth through strategic partnerships in the rapidly evolving FAST landscape. The ideal candidate will have significant experience in negotiation and a strong legal...Senior- DoorDash is seeking a Senior Strategic Partner Manager to manage a complex, high-value merchant portfolio within the Los Angeles area. You... ...autonomy, applying a strategic lens to partnerships and driving growth opportunities across the merchant base. You will lead...Senior
- ...is seeking a Digital Strategist in Santa Monica to oversee key client accounts, develop data-driven strategies, and analyze campaign performance... ...offers a competitive salary and a dynamic work environment with opportunities for professional growth. #J-18808-Ljbffr Hawke MediaSeniorFull time
- JPMorgan Chase & Co. is hiring a Private Client Advisor for Chase Wealth Management in Los Angeles. You will deliver comprehensive financial planning and investment advice to individuals and families, leveraging client relationships, digital tools, and referrals to grow...
$157k - $235k
...Southwest Market is seeking multiple Client Partners at the Senior Principal level to support continued growth across Southern California. We are... ...Principal, you will serve as a trusted advisor to executive stakeholders, drive strategic account growth, oversee delivery...SeniorContract workTemporary workLocal areaSlalom
Los Angeles, CA2 days ago$78.5k - $163k
...Consulting's Corporate Finance organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full... ...to meet today's increasing opportunities. What You'll Do The Senior Consultant will collaborate with various teams and help...SeniorRotational programFull timeWork at officeImmediate startVisa sponsorshipWork visa- ...America in California seeks a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and accurately... ...Some weekend/extended hours may be necessary, with in-office collaboration and growth opportunities. #J-18808-Ljbffr Bank of AmericaWork at officeWeekend work
$162.1k - $270.1k
...through the acquisition of new clients from internal and external... ...solutions for a comprehensive wealth management strategy for individuals... ..., Custom Credit, Investment Advisors and Trust Officers to assess... ...ultimately responsible for growth and retention of that client...SeniorFull timeTemporary workWork experience placementM&T Bank
Los Angeles, CA4 days ago$68k - $170k
Senior Specialist, Fund/Client Accounting ManagerAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at... ...develop solutions aligned with BNY’s strategic goals.Drive process...SeniorTemporary workWork at officeWorldwideFlexible hoursThe Bank of New York Mellon
Los Angeles, CA6 days ago- ...opportunities every day, for our clients, our people, and our... ...communities through industry-focused wealth advisory, digital, audit,... ...built for durable, organic growth.Our advisors average $250M in AUM across... ....We’re selectively adding senior wealth advisors in key markets...SeniorFull timeShift work
CliftonLarsonAllen
Pasadena, CA6 days ago $310k - $365k
...Finance associate to join its Venture & Growth subgroup in any of our New York or California... ...legal research and analysis to support client matters, legal strategy, and decision-... ...agreements.Structure transactions and provide strategic advice regarding legal, regulatory,...Full timeWork at officeRelocationRelocation packageDLA Piper
Los Angeles, CA2 days ago- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial... ...will be responsible for providing clients with direct access to investment... ...including those with a history of significant growth. This role is pivotal in offering a...Senior
- ...associates.We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment... ...managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial...SeniorFull timeImmediate start
Columbia Bank
Los Angeles, CA2 days ago - ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with... ...firm has built its reputation on deep client trust, long-tenured relationships, and... ...discipline; comfortable operating in a growth-oriented, performance-driven environment...SeniorRelocation package
Harrison Gray Search and Consulting LLC
Los Angeles, CA5 days ago - ...East West Advisors LLC in Los Angeles (Beverly Hills), CA, seeks a Wealth Advisor at VP/SVP level to help set investment policy, implement it across client portfolios and present clear explanations to clients. This hybrid, client-facing role blends research, portfolio...Senior
- ...Partner to lead tax engagements, advise clients on complex returns, and drive practice development... ...and CPA preference, with a focus on strategic tax planning and compliance across... ...organizational culture with accelerated career growth and flexible #J-18808-Ljbffr JobotSeniorFlexible hours
$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients modernize the future of finance. In this role, you... ...strategy development, road mapping, strategic PMO, enterprise value creation, and...SeniorLocal areaDeloitte
Los Angeles, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor, SVP - Strategic Client Growth. Be the first to apply!
Related searches
- senior wealth advisor Los Angeles, CA
- financial advisor training program Los Angeles, CA
- project finance associate Los Angeles, CA
- financial consultant Los Angeles, CA
- financial associate Los Angeles, CA
- entry level financial advisor Los Angeles, CA
- junior oracle financial functional consultant Los Angeles, CA
- jde finance consultant Los Angeles, CA
- financial planner Los Angeles, CA
- wealth advisor Los Angeles, CA