Senior Private Wealth Advisor - High Net Worth (Hybrid)
U.S. Bank
Us Bank is looking for an experienced professional in Los Angeles to manage medium to large size high net worth client relationships. This role involves building a team of Banking, Trust, and Investment professionals to meet and exceed client needs, while ensuring compliance with National Mortgage Licensing System requirements. Candidates should possess a Bachelor's degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills are essential, as well as the ability to make independent decisions. #J-18808-Ljbffr Us Bank
- Us Bank is seeking an experienced wealth management professional in Beverly Hills to manage high net worth client relationships. This role requires exceptional relationship... ...hold preferred designations like CFA or CFP. A hybrid work model is offered, ensuring flexibility....SeniorPrivateHigh net worth
- 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... ...managing portfolios that integrate public and private markets. The ideal candidate will have a...SeniorPrivateHigh net worth
- ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full client... ..., and asset allocation across public and private markets. Responsibilities: Leading client relationships...SeniorPrivateHigh net worthWork at officeRelocation
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing... ...wealth advisory services with a proven ability to handle high net worth clients. Position offers a competitive incentive-based...SeniorPrivateHigh net worth
- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is far more than just a... ...and investment services to an Ultra high Net Worth client base in the United States.... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic...SeniorPrivateHigh net worth
- ...a minimum of 5 years of experience. The attorney will have a hybrid schedule of 3 days in office and 2 days at home. Candidates should... ...a solid background in tax law, particularly regarding ultra-high net worth clients, and must be licensed with the California State Bar....SeniorHigh net worthWork at office
- ...located in the United States seeks a Tax Senior Manager for its Private Client Services. The successful... ...supervise a team while engaging with ultra-high net worth clients in tax planning and... ...compliance are essential. This role offers a hybrid working model and the opportunity to...SeniorHigh net worth
- BPM LLP is looking for a Tax Senior to join our Private Client Services practice in Santa Monica. This... ...for diverse clients, including high-net-worth individuals and estates. You will mentor... ...tax planning. The position offers a hybrid work model and includes competitive...SeniorHigh net worthPrivate practice
$169.38k - $207.02k
...retention and growth of medium to large size high net worth client relationships. Builds a team of... ...expert capable of handling complex wealth and relationship management issues, providing... ...and service unique clients' needs. Hybrid Work Arrangement This role is hybrid. Team...PrivateHigh net worthTemporary workWork experience placement3 days per week$120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an... ...Position can be on-site, hybrid, or remote Reports to the... ...to build out the high net worth and ultra-high net worth... ...federal, state, or local law. Seniority level Executive Employment...PrivateHigh net worthFull timeLocal areaRemote work$169.38k - $207.02k
...retention and growth of medium to large size high net worth client relationships. Job Description... ...expert capable of handling complex wealth and relationship management issues, providing... ...or CFP is preferred This role is hybrid. Team members who are in a hybrid role...PrivateHigh net worthTemporary workWork experience placementLocal area3 days per week$122.4k - $228k
...grows profitable banking relationships with high-net-worth clients and prospects. Assists in the... ...an objective of becoming their trusted advisor. Develops relationship with client's... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorPrivateHigh net worthContract workPart timeLocal areaShift work- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role offers a hybrid working model with flexible office location. Responsibilities... ...tax planning and compliance for ultra‑high net worth individuals and families, especially...SeniorPrivateHigh net worthPrivate practiceWork at officeLocal areaFlexible hours
- ...an Estate Planning Attorney for a hybrid remote role centered in Century City... ...sophisticated estate planning and wealth-transfer matters for high-net-worth individuals and business owners, with... ...practice access to grow alongside senior attorneys. Qualifications include California...SeniorHigh net worthRemote job
- ...reach your goals. We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The... ...location, as EisnerAmper follows a hybrid working model with offices... ...and compliance functions for ultra‑high net‑worth individuals and their families, with...SeniorPrivateHigh net worthTemporary workPrivate practiceWork at officeLocal area
$250k
Jobot is seeking a Mid or Senior Estate Planning Attorney for a hybrid remote position in Century City / Los Angeles... ...estate planning for high-net-worth individuals and requires California... ...can design estate plans, advise on wealth transfer strategies, and work closely...SeniorHigh net worthRemote job$82k - $125k
...Rennert & Feldman, LLC is searching for a Senior Staff Tax Accountant to join their Los... ...and business management tasks. It is a hybrid position based in Encino, CA. Ideal candidates... ...and a strong focus on entertainment and high-net-worth individuals. Compensation ranges from $8...SeniorHigh net worth- Fund Accountant - Private Equity (Los Angeles, hybrid) Join to apply for the Fund Accountant... ...institutional and high‑net‑worth investors globally and are... ...administrators, auditors, and tax advisors Maintain internal... ...‑oriented environment Seniority level: Entry level Employment...PrivateHigh net worthFull time
- ...seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking... ...office location, asEisnerAmperfollows a hybrid working model and has offices available... ...and compliance functions for ultra-high net worth individuals and their families, with a particular...SeniorPrivateHigh net worthTemporary workPrivate practiceWork at officeLocal area
- MACIAS, GINI & O'CONNELL, LLP. in Los Angeles is seeking a High Net Worth Tax Senior Manager or Director. This role involves leading complex tax... ...minimum of 7 years of public accounting experience. This is a hybrid role, allowing for flexibility in the office and client...SeniorHigh net worthWork at office
$160k - $185k
...our clients, which include private and public companies, high-net-worth individuals, and family... ...advance in the profession. Hybrid Work HCVT currently... ...Tax practice as a trusted advisor to our clients and a leader to our team. As a Tax Senior Manager, you’ll oversee complex...SeniorPrivateHigh net worthWork at officeRemote work$125.4k - $181.88k
...financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success... ...applicable state or local law. ***For remote and hybrid positions you will be required to provide...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$95k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion in assets... ...March31,2026, serving predominantly high net worth individuals. EPWA fosters an inclusive... ...in their professional careers. Role : Senior Financial Planner Location : Valencia,...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaFlexible hoursDay shift$140k - $185k
...services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We... ...in the profession. Hybrid Work HCVT currently offers a hybrid... ...Lead and train teams of seniors and staff accountants throughout the...SeniorPrivateHigh net worthWork at officeRemote work2 days per week- What will you be doing in this role? The Senior Major Gift Officer will serve as a key... ...proposals as appropriate to prospective high net worth donors. Oversees, records, manages data... ...involvement in and giving to Cedars‑Sinai. Hybrid Remote = must currently live in Los...SeniorHigh net worthLive inRemote workRelocation
$150k - $190k
...in the Life As a Tax Senior Manager in our high-net-worth tax practice, you... ...with the transition of wealth from one generation... ...individual clients and their advisors. You are an... ...entities and private foundations. You are... ...laws. #LI-BL1 #LI-HYBRID #J-18808-Ljbffr Colorado...SeniorPrivateHigh net worthLocal areaRemote workVisa sponsorship- Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA. This role is designed for professionals with... ...wealth management who are ready to take over an existing book of high-net-worth clients. The firm is known for its strong collaborative...SeniorHigh net worth
$72k - $95k
Senior Investment Advisor Associate (Client Service) Kayne Anderson Rudnick Investment... ...service to affluent and high-net-worth clients. Key... ...investment management firm, private bank, or broker-dealer. Strong... ...kitchen- lunch provided. 3/2 Hybrid (subject to change) KAR...SeniorPrivateHigh net worthPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- BMO Financial Group in Los Angeles is seeking a senior wealth management professional to lead advisory-based sales and client relationship management for a high-net-worth portfolio. You will coordinate cross-functional experts to craft holistic financial plans and solutions...SeniorHigh net worth
- Harrison Gray Search has partnered with a respected independent wealth management firm to recruit an experienced advisor for a high-impact hunter role. The candidate will steward established ultra-high-net-worth relationships as part of a succession strategy and contribute...SeniorHigh net worth
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