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

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Lead Wealth Advisor for High-Net-Worth Clients in Los Angeles, CA vacancy
  • 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

    Mariner Wealth Advisors

    Los Angeles, CA
    1 day ago
  • 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 & Co.

    Los Angeles, CA
    4 days ago
  • 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

    JPMorganChase

    Los Angeles, CA
    4 days ago
  • 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

    Wilmington Trust

    Los Angeles, CA
    17 hours ago
  • 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

    MAI Capital Management

    Los Angeles, CA
    4 days ago
  • 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

    M&T Bank Corporation

    Los Angeles, CA
    2 days ago
  • 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

    EP Wealth Advisors, LLC

    Los Angeles, CA
    1 day ago
  •  ...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

    MACIAS, GINI & O'CONNELL, LLP.

    Los Angeles, CA
    1 day ago
  • $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 worth
    Flexible hours

    Weaver

    Los Angeles, CA
    2 days ago
  • 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... 

    CAPTRUST

    Los Angeles, CA
    4 days ago
  • $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 worth
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Los Angeles, CA
    3 days ago
  •  ...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

    Threadline Wealth

    Los Angeles, CA
    4 days ago
  • $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 worth
    Full time
    Work at office

    Citigroup

    Pasadena, CA
    1 day ago
  • 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

    Andersen

    Los Angeles, CA
    1 day ago
  • $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 worth
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    1 day ago
  • 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

    JPMorganChase

    Los Angeles, CA
    3 days ago
  • $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

    Wealth Enhancement

    Los Angeles, CA
    17 hours ago
  • 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

    Withers

    Los Angeles, CA
    1 day ago
  • $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 worth
    Temporary work
    Work experience placement
    Local area

    M&T Bank Corporation

    Los Angeles, CA
    2 days ago
  •  ...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

    Career Group

    Los Angeles, CA
    1 day ago
  • $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 worth
    Full time
    Flexible hours

    East West Bank

    Pasadena, CA
    2 days ago
  • 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 worth
    Flexible hours

    EisnerAmper

    Los Angeles, CA
    17 hours ago
  • $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 worth
    Flexible hours

    Weaver

    Pasadena, CA
    17 hours ago
  •  ...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 worth
    Full time
    Shift work

    CliftonLarsonAllen

    Pasadena, CA
    17 hours ago
  •  ...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 worth
    Relocation package

    Harrison Gray Search and Consulting LLC

    Los Angeles, CA
    4 days ago
  •  ...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 worth
    Work at office

    BDO International

    Los Angeles, CA
    2 days ago
  • 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

    ZPEED Recruitment

    Los Angeles, CA
    1 day ago
  • 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

    JPMorgan Chase & Co.

    Los Angeles, CA
    2 days ago
  •  ...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 worth
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    Los Angeles, CA
    17 hours ago
  • 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

    Manhattan West

    Los Angeles, CA
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Wealth Advisor for High-Net-Worth Clients. Be the first to apply!