Senior Private Wealth Advisor - High Net Worth (Hybrid)
Us 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
$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays... ...financial and investment services to an Ultra high Net Worth client base in the United States.Manage...SeniorPrivateHigh net worthFull time- 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
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...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 worthFull time$200k - $300k
...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los... ...team. This role requires over 15 years of Private Banking expertise and a strong ability to... ...advice and tailored solutions to high-net-worth clients while ensuring compliance with regulatory...PrivateHigh net worth$85.1k - $161.7k
....RSMUS is currently seeking a Senior Associate to join our Accounting... ...of related experience in a high growth and fast paced setting... ...executing both M&A transactions and private / public financings. The ideal... ...in modeling Equity, Debt, and hybrid instruments as they relate to...SeniorPrivateFull timeWork experience placementInternshipLocal area- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships... ...over 15 years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates will have a track...SeniorPrivateHigh net worth
$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... ...as CFA or CFP is preferredThis role is hybrid. Team members who are in a hybrid role...PrivateHigh net worthWork experience placementLocal area3 days per week- ...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
- EisnerAmper seeks a Tax Senior Manager to join Private Client Services. The role oversees tax planning and compliance for ultra-high-net-worth individuals, with leadership to staff and engagement... ...environment. Office locations are hybrid with Pasadena as a preferred site....SeniorHigh net worthWork at office
$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$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring... ...services tailored exclusively to high-net-worth individuals, closely held... ...and preserving their wealth and to meet their financial... ...and locations: in office and hybrid. What You Will Do: Prepare and...SeniorPrivateHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...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
$170k - $250k
Jobot is hiring an Estate Planning Attorney (Mid or Senior) for a hybrid remote role in Century City / Los Angeles. Base... ...You will handle sophisticated estate planning and wealth transfer matters for high-net-worth individuals and business owners, leveraging our boutique...SeniorHigh net worthRemote job- Klapach & Klapach, P.C. in Sherman Oaks (hybrid schedule) is seeking a seasoned Trusts &... ...to handle sophisticated planning for high-net-worth individuals and families. This role offers... ...wills and trusts, implement tax-efficient wealth transfer strategies, manage probate and...SeniorHigh net worth
- ...Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires... ...Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal... ...financial solutions to meet their complex wealth management needs. The ideal candidate...SeniorPrivateHigh net worth
$140k - $185k
...services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We... ...to advance in the profession. Hybrid WorkHCVT currently offers a hybrid... ...provides solutionsLead and train teams of seniors and staff accountants throughout...SeniorPrivateHigh net worthFull timeWork at officeRemote work2 days per week- 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
$150k - $190k
...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... ...federal laws. #LI-BL1 #LI-HYBRID #J-18808-LjbffrSeniorPrivateHigh net worthLocal areaRemote workVisa sponsorship$120k - $180k
Overview Tax Manager | Senior Manager (High-Net-Worth Tax) Location: Los Angeles, CA (Hybrid) MGO is a leading CPA... ...will act as a trusted advisor to sophisticated... ...consulting related to wealth preservation, estate and... ...real estate holdings, private business interests, and...SeniorPrivateHigh net worthFor contractorsWork at officeLocal area$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... ...or local law. ***For remote and hybrid positions you will be required to provide reliable...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$95k - $115k
...services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We... ...to advance in the profession. Hybrid WorkHCVT currently offers a hybrid... ...whenever possible.As a Supervising Senior Accountant within our dynamic Business...SeniorPrivateHigh net worthFull timeWork at officeRemote work$162.1k - $270.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's... ...of 5 years’ sales experience in the high net worth or ultra high net worth client segmentProven...SeniorHigh net worthFull timeTemporary workWork experience placement$160k - $185k
...our clients, which include private and public companies, high-net-worth individuals, and family... ...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- ...Description Portfolio Manager (Senior/Vice President level... ...California | On-Site A highly regarded independent wealth management firm is seeking... ...portfolios for high-net-worth individuals and families... ...Global Asset Allocation, Private Wealth, Equities, Fixed Income...SeniorPrivateHigh net worth
- 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
$250k
...Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions...PrivateHigh net worth- Jobtailor in Los Angeles is seeking an experienced financial advisor to work with affluent clients, identifying goals and crafting tailored... ...7/63/65/66, CFP or CFA Level I) and a strong track record in wealth management. Compliance with licensing timelines is expected....SeniorHigh net worth
- ...Baker Tilly is seeking a High Net Worth Tax Managing Director to lead a private wealth practice serving high-net-worth individuals, family offices, and private businesses. You will oversee complex individual, trust, estate, and gift tax engagements and drive strategic...SeniorPrivateHigh net worthPrivate practice
$171.7k - $260k
A global banking institution is seeking a Senior Credit Advisor in Los Angeles, responsible for identifying, structuring, negotiating, and... ...credit products and client-facing skills, particularly with High Net Worth clients. This position offers a competitive salary range...SeniorPrivateHigh net worthFull timePart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Advisor - High Net Worth (Hybrid). Be the first to apply!
- financial advisor training program Los Angeles, CA
- financial planning assistant Los Angeles, CA
- entry level financial advisor Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor development program Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- financial advisor part time Los Angeles, CA
- wealth advisor Los Angeles, CA
- financial planner cfp Los Angeles, CA



