Lead Wealth Advisor for High-Net-Worth Clients
Threadline Wealth
Threadline Wealth in Los Angeles seeks a Senior Wealth Advisor to lead a significant book of high-net-worth clients, delivering advanced wealth guidance and coordinating tailored financial strategies. As a senior member of the advisory team, you will mentor junior advisors, help expand the practice, and ensure outstanding client service and outcomes across complex planning and investment scenarios. You will collaborate with internal specialists and external resources to maintain a premier client #J-18808-Ljbffr Threadline Wealth
- Mariner Wealth Advisors in Los Angeles seeks an experienced Client Relationship Manager to serve as the primary contact for ultra-high-net-worth clients, coordinating with advisors, CPAs, attorneys, and staff to ensure seamless execution and exceptional service. The role...High net worth
- JPMorgan Chase Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services and...High net worth
- JPMorgan Chase is seeking a Wealth Client Specialist within Wealth Management to address the wealth needs of High Net Worth and Ultra High Net Worth clients and institutions. You will market and sell wealth management services and source new business, collaborating with...High net worth
- 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...High net worth
- MAI Capital Management is seeking a New Client Acquisition Manager to bridge Marketing and Advisors, turning digital interest into personalized introductions for high-net-worth clients. You will qualify inbound leads, engage prospects, and coordinate meetings with the...High net worth
- M&T Bank Corporation is seeking a Wealth Advisor in Los Angeles, California, responsible for managing client relationships and growing business revenue through strategic... ...in the financial sector, focusing on high net worth clients. This role emphasizes ethical standards...High net worth
- EP Wealth Advisors, LLC is seeking a Senior Client Relationship Associate to partner with our wealth advisory, planning, and internal support teams. You... ...satisfaction, retention, and growth, serving high net worth individuals. The role emphasizes proactive collaboration...High net worth
- ...LLP. in Los Angeles, CA, is seeking a Tax Director with high-net-worth-individual expertise to lead complex tax engagements and drive growth within our... ..., without equity, and contribute to firm strategy and client relationships. The role focuses on HNW individual and...High net worth
$141k - $290k
Weaver is seeking a Senior Manager in Los Angeles to lead tax compliance and planning for high-net-worth individuals and businesses. The ideal candidate will have over 7 years of experience, a CPA, and strong leadership skills. In addition to competitive compensation ranging...High net worthFlexible hours- CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional investors and clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever-growing...
$162.1k - $270.1k
...the acquisition of new clients from internal and... ...solutions for a comprehensive wealth management strategy... ...Responsibilities:Leads the client relationship... ...Custom Credit, Investment Advisors and Trust Officers to... ...sales experience in the high net worth or ultra high net...High net worthFull timeTemporary workWork experience placement- ...The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the...High net worth
$70k - $200k
...000.00Category: Private Client CoverageCompany: CitiCiti Global Wealth brings together the full... ...business supports ultra-high-net-worth individuals and family offices... ...Work. The Senior Wealth Advisor will offer comprehensive... ...have access to Wealth’s leading investment solutions...High net worthFull timeWork at office- Andersen is seeking a Private Client Services Manager in Los Angeles to lead engagement teams serving a spectrum of high-net-worth clients. You will guide tax strategy, ensure timely delivery, and partner with other service lines to provide comprehensive solutions. The...High net worth
$100k
.... We believe that belonging leads to better outcomes and a stronger... ...every day: Integrity, Client Focus, Diverse Perspectives,... ...“I can succeed as a Private Wealth Advisor at Capital Group.”As a Private... ...advisor to sophisticated high net worth and ultra-high net worth clients...High net worthFull timeTemporary workLocal areaFlexible hours- JPMorganChase is seeking an experienced professional to manage high-net-worth client relationships across banking, lending, and investments. The ideal candidate will have a minimum of five years in financial services and a solid referral network. This role focuses on developing...High net worth
$164k - $250k
Wealth Enhancement Group in Westwood, LA, seeks a VP Financial Advisor to lead advisory services and help clients achieve their financial goals. The role emphasizes planning-driven service... ..., and driving growth within a high-net-worth client base. Expect a compensation...High net worth- Withers seeks an experienced paralegal to join the Private Client & Tax team in Los Angeles. You will handle complex estate planning, post-death trust, and probate administration for high-net-worth clients, working alongside attorneys and fiduciaries. You will collaborate...High net worth
$162.1k - $270.1k
...the acquisition of new clients from internal and... ...solutions for a comprehensive wealth management strategy... ...Responsibilities Leads the client relationship... ...Custom Credit, Investment Advisors and Trust Officers to... ...experience in the high net worth or ultra high net worth...High net worthTemporary workWork experience placementLocal area- ...Group partners with a premier private wealth management firm to hire a Private... ...dedicated to exceptional client service and high standards. The Private Wealth Associate... ...will work closely with Financial Advisors to support high-net-worth clients, manage accounts, prepare...High net worth
$20 - $30 per hour
...and venture capital, and high-tech help build... ...currently seeking Private Client Associate who will be responsible... ...and Private Client Advisors within the Private... ...service experience for high net worth clientsBachelor's... ...ID: 2026-13523Category: Wealth ManagementPosition Type...High net worthFull timeFlexible hours- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services, overseeing tax planning and compliance for ultra-high-net-worth individuals, with emphasis on hedge funds and family offices. The role involves client engagement, staff development, and cross-team...High net worthFlexible hours
$141k - $290k
...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 businesses. A Tax Senior Manager works...High net worthFlexible hours- ...every day, for our clients, our people, and... ...industry-focused wealth advisory, digital,... ...organic growth.Our advisors average $250M in AUM... ...to grow ~10% net new AUM annually—without... ...of choice for high‑net‑worth women and women‑led... ...client relationships, lead client strategy,...High net worthFull timeShift work
- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray... ...Search has partnered with a highly respected, independent wealth... ...approach to serving ultra-high-net-worth families. The firm has built its reputation on deep client trust, long-tenured...High net worthRelocation package
- ...Tax Senior Manager, Private Client Services assists in providing... ...and consulting services to our high net worth clients. Significant... ...income, estate and gift tax and wealth retention strategies, as well... ...directly with clients and their advisors Communicates with supervisors...High net worthWork at office
- ZPEED Recruitment is seeking a Senior Wealth Advisor with extensive experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. This role involves leading client relationships and managing portfolios that integrate public and private markets....High net worth
- The Wealth Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This... ...management and engage with other advisors on client engagement efforts. This...High net worth
- ...seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in... .../or expanded client servicesAbility to lead and manage engagements, including... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...High net worthWork experience placementPrivate practiceLocal area
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los... ...role involves developing and managing client relationships, providing expert... ...services with a proven ability to handle high net worth clients. Position offers a competitive...High net worth
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