Senior UHNW Investment Counselor & Trusted Advisor
00002 Citibank, N.A.
00002 Citibank, N.A. is looking for an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The incumbent will provide investment advice, oversee investment solutions, and conduct comprehensive risk assessments while ensuring compliance with applicable laws and regulations. The ideal candidate will have over 15 years of experience, strong analytical skills, and a background in traditional and alternative investments. Citi offers competitive benefits including health coverage, 401(k), and paid time off. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior UHNW Investment Counselor & Trusted Advisor in Beverly Hills, CA vacancy
$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...supporting client relationship management, investment implementation, and holistic wealth... ...office, or private banking serving UHNW clients. Strong understanding of...SeniorWork at officeLocal areaSCS SERVICES LLC
Los Angeles, CA4 days ago- ...SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los Angeles, CA. This unique role involves working... ...client servicing, financial analysis, and coordinate investment and estate planning strategies while thriving in a collaborative...Senior
SCS Financial
Los Angeles, CA5 days ago $100k - $121k
...A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net... ...planning. The selected candidate will work closely with Wealth Advisors and oversee complex financial needs, ensuring tailored...SeniorVirtus Investment Partners
Los Angeles, CA5 days ago- ...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
Manhattan West
Los Angeles, CA5 days ago - ...Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified...SeniorWork at office
Virtus Investment Partners
Los Angeles, CA5 days ago - ...Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth... ...clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver...Senior
Virtus Investment Partners
Los Angeles, CA1 day ago $200k - $300k
Citi in Los Angeles is seeking an experienced Investment Counselor Principal to develop and manage relationships with ultra-high net worth clients. This role requires at least 15 years of experience in investment advising and the ability to provide sophisticated investment...Senior- ...Senior Financial Planner page is loaded## Senior Financial... ...an affiliate of Virtus Investment Partners, located in... ...with the firm's Wealth Advisors to help design... ...applicable to individuals, trusts, and small businesses to... ...ultra-high-net-worth (UHNW) clients, including tax...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
Virtus Investment Partners
Los Angeles, CA1 day ago - ...SCS Financial in Los Angeles seeks a highly motivated Senior Associate, Client Advisor to support a team of wealth management professionals. This... ...involves client servicing, financial analysis, and complex investment strategies aimed at ultra-high-net-worth clients. The...Senior
SCS Financial
Los Angeles, CA2 days ago $115k - $140k
...an affiliate of Virtus Investment Partners, located in Hartford... ...seeking an experienced Senior Financial Planner to... ...Planning and Wealth Advisors. You will deliver tailored... ...to individuals, trusts, and small businesses.... ...ultra-high-net-worth (UHNW) clients, including tax...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hoursKayne Anderson Rudnick
Los Angeles, CA5 days ago$115k - $140k
...clients. Partner with Wealth Advisors in delivering holistic financial... ...relevant to individuals, trusts, and small businesses. Key Qualifications... ...) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated... ...planning expertise, investment skills, and sound judgment. Advanced...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hoursVirtus Investment Partners
Los Angeles, CA1 day ago$250k
...The Invst Counselor Sr Principal is an internally and externally... ...and externally at a senior levels. Negotiations... ...and solutions, including investment strategies, banking and lending, trust and specialized services... ...and trusted investment advisor for clients, including direct...Full timeLocal areaJobleads-US
Los Angeles, CA2 days ago- ...wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You... ...of experience in wealth management. A strong skillset in trust administration, estate planning, and new business development...Senior
International Search Consultants
Los Angeles, CA5 days ago $109.94k - $186.76k
...Northern Trust Corp in Los Angeles is seeking a Financial Advisor to provide client solutions and strategies while ensuring excellent service. The qualified candidate will have over 5 years in the securities industry, strong sales skills, and hold necessary securities...SeniorNorthern Trust
Los Angeles, CA1 day ago$250k
...Overview The Investment Counselor Principal is a strategic professional who closely follows latest... ...to negotiate internally, often at a senior level. Some external communication is... ...will possess credibility to cultivate trusting relationships with existing ultra-high...Full timeLocal areaJobleads-US
Beverly Hills, CA4 days ago- ...Hills is seeking a Private Wealth Management expert to manage trust account assets and develop client relationships. This role emphasizes... ...should possess a Bachelor’s degree and at least 10 years of investment experience. Skills in finance, sales, and communication are...SeniorWork at office
U.S. Bank
Beverly Hills, CA4 days ago - ...U.S. Bank in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and relationship-building skills, focusing on client retention and portfolio growth...SeniorWork at office3 days per week
U.S. Bank
Los Angeles, CA5 days ago - Citigroup Inc. is seeking an Investment Counselor Principal in Los Angeles to manage investment relationships with ultra-high net worth clients. Candidates should have over 15 years of experience in investment advising, excellent communication skills, and the capability...
$124k - $335k
...The Opportunity As an Asset & Wealth Management Regulated Investment Company (RIC) – Senior Manager, you will focus on providing advice and guidance... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Learn more about how we work: pwc.to/...SeniorFull timeH1bLocal areaPwC
Los Angeles, CA4 days ago$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations... ...internally, often at a senior level. Some external... ...financial implications.* Serve as a trusted advisor to clients who frequently... ...clients achieve broad financial/investment goals related to the...Full time$77k - $214k
...requirements. Responsibilities Leading the way as technology-enabled tax advisors Delivering benefits through digitization and automation Solving... ...and working with proprietary assets. We evaluate these factors to establish a secure and trusted workplace for all. #J-18808-Ljbffr...SeniorFull timeH1bLocal areaPwC
Los Angeles, CA4 days ago$250k
...Citigroup Inc. in Los Angeles is seeking a Senior Investment Counselor to manage relationships with ultra-high net worth clients, delivering tailored investment strategies. The ideal candidate has over 15 years of experience with a strong track record in investment solutions...SeniorFull timeJobleads-US
Los Angeles, CA4 days ago$125.4k - $181.88k
...Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net... .... Represent the ‘Personal Strategy' investment strategy; recommend, implement, and review... ...skills and ability to establish trust. Excellent verbal and written communication...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaHispanic Alliance for Career Enhancement
Los Angeles, CA4 days ago- ...innovation, strategic initiatives, and capital investments , It's a highly impactful and dynamic... ...while partnering closely with Senior Leadership , You will work with a team of... ...resource allocation decisions , Serve as a trusted business partner to the rest of the organization...Senior
- ...our associates. We value Trust, Ownership, Growth, Empathy,... ...billion in client assets. Our advisors average $575,000 in GDC. Our... ...solutions. About the Role: A Senior Wealth Advisor is an... ...on comprehensive planning and investment strategies consistent with their...SeniorImmediate start
Columbia Bank (WA, OR & ID)
Los Angeles, CA1 day ago $96k - $144k
...As a Financial Due Diligence Senior Associate, you’ll focus on middle... ...findings of potential investments as well as the drivers behind... ...business more personal and building trust into every result – for our... ...― and Grant Thornton Advisors LLC (not a licensed CPA firm)...SeniorWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hoursGrant Thornton
Los Angeles, CA5 days ago$70k - $85k
...accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people... ...all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through...SeniorLocal areaWorldwideIQE
Los Angeles, CA4 days ago$122.9k - $153.6k
...re looking for a sharp, self-driven Senior Manager to join our growing Trust & Safety team. You'll own the full... ...before it scales. Serve as a trusted advisor for AI and ML use cases within... ...Matrix Partners, Upfront Ventures, Webb Investment Network and Y Combinator. GOAT...SeniorLocal areaShift workGOAT Group
Los Angeles, CA21 days ago$112.3k - $221k
...Senior Wealth Advisor CLA is a top 10 national professional services firm where our purpose is... ...vision, CLA is focused on becoming the trusted advisor of choice for high?net?worth women... ...bring advanced knowledge across tax, investments, financial planning, insurance, and...SeniorShift work- ...Windward Recruiting is looking for a UHNW Wealth Advisor to join a growing team in the Los Angeles... ...management, financial planning, and investment discussions in a sophisticated family... .... Responsibilities include supporting senior advisors, participating in client meetings...Work at office
Windward Recruiting
Los Angeles, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Investment Counselor & Trusted Advisor. Be the first to apply!
Related searches
- day camp counselor Beverly Hills, CA
- child care counselor Beverly Hills, CA
- education counselor Beverly Hills, CA
- relationship consultant Beverly Hills, CA
- rehabilitation counselor Beverly Hills, CA
- college counselor Beverly Hills, CA
- counselor Beverly Hills, CA
- summer camp counselor Beverly Hills, CA
- benefits counselor Beverly Hills, CA
- senior brand designer Beverly Hills, CA