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

Private Wealth Advisor - High Net Worth

$83.92k - $125.88k

Citi

Citi is seeking a Wealth Relationship Manager in Solana Beach, California. This experienced role involves building and deepening client relationships and providing holistic financial solutions tailored to affluent clients. Responsibilities include anticipating client needs and ensuring compliance with all regulations. Desired qualifications include a Bachelor’s degree and strong analytical skills, with competitive benefits and a salary range of $83,920 to $125,880. #J-18808-Ljbffr Citi

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor - High Net Worth in Solana Beach, CA vacancy
  •  ...role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending...  ...from various sources Produce high quality jumbo loans which are compliant and...  ...experience Experience working with high net-worth clients Job Expectations: This position... 
    Private
    High net worth
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Encinitas, CA
    5 days ago
  • $127.63k - $237.01k

     ...Private Banker Develops and manages client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated...  ...solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate... 
    Private
    High net worth
    Remote work

    City National Bank

    La Jolla, CA
    2 days ago
  •  ...role in sourcing, structuring, and scaling institutional and private capital to support the firm's continued growth and investment...  ...lead capital formation and investor origination efforts across high-net-worth individuals, family offices, RIAs, and institutional... 
    Private
    High net worth
    Work at office

    RETS Associates

    Solana Beach, CA
    20 hours ago
  •  ...Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are...  ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and... 
    Private
    High net worth
    Local area

    EisnerAmper

    La Jolla, CA
    20 hours ago
  •  .... EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...  ...for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on... 
    Private
    High net worth
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    La Jolla, CA
    1 day ago
  •  ...Title: Tax Director (Family Office / Private Wealth) Company: Wealth Management / Family...  ...tax compliance and planning for ultra-high-net-worth families and family office clients....  ...and in-person) as a senior tax advisor Mentor and develop junior tax and family... 
    Private
    High net worth
    For contractors
    Work at office
    Local area
    Remote work

    Vaco

    La Jolla, CA
    3 days ago
  • $150k

    JPMorganChase seeks a Relationship Manager in Del Mar, California, to develop relationships with high-net-worth clients. The role requires over 10 years in financial services, focusing on tailored solutions and business growth. The position offers a competitive salary... 
    High net worth

    JPMorganChase

    Del Mar, CA
    4 days ago
  •  ...driven insights, cutting-edge technology, and a network of high-performing professionals, you will have everything you...  ...reach out to commercial property owners (REITs, private equity, family office, high net worth individuals) to build relationships and identify opportunities... 
    Private
    High net worth
    Work at office

    Matthews

    La Jolla, CA
    1 day ago
  • $150k

     ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished...  ...Client, you will nurture and develop high-net-worth client relationships by earning their...  ...the vast financial possibilities their wealth affords, leveraging the formidable capabilities... 
    High net worth
    Temporary work
    Work at office

    Chase

    Del Mar, CA
    2 days ago
  • $70k - $90k

     ...a primary focus on delivering high‑quality financial plans while...  ...to team success. Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals...  ...environment. We serve high‑net‑worth individuals and corporate retirement... 
    High net worth
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    3 days per week

    Aldrich

    Carlsbad, CA
    4 days ago
  • $83.92k - $125.88k

    Job Description The Wealth Relationship Manager SAFE Act is a seasoned...  ...share of the affluent and High Net Worth segment with financial...  ...Lending Consultants and Financial Advisor, Small Business Partners, Relationship...  ...of hire. Job Family Group Private Client Coverage Job Family... 
    High net worth
    Full time
    Work at office

    Citi

    Solana Beach, CA
    2 days ago
  • $100k

     ...Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...Job Description: This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k... 
    High net worth
    Hourly pay
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Carlsbad, CA
    1 day ago
  • $140k - $170k

     ...CPA firm where leadership is actively investing in the next generation of partners. You'll work directly with business owners, high-net-worth individuals, trusts, and estates while gaining exposure to complex tax planning opportunities that go far beyond compliance work... 
    High net worth

    Boutique Recruiting

    Encinitas, CA
    1 day ago
  • $92.27k - $136.32k

     ...controls. They can train and supervise accounting staff and perform high-level project or accounting policy work. Successful candidates...  ...Other Than Pensions GASB 87 Leases GASB 94 Public-Private and Public-Public Partnerships GASB 96 Subscription Based Information... 
    Private
    Full time
    Contract work
    Temporary work
    Work at office
    Flexible hours
    Shift work

    GovernmentJobs.com

    Encinitas, CA
    3 days ago
  • $95k - $105k

     ...Senior Fund Accountant - Private Equity La Jolla | Charlotte We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform... 
    Private

    StepStone Group

    La Jolla, CA
    1 day ago
  •  ...your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...  ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... 
    High net worth
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    La Jolla, CA
    16 days ago
  • $325k - $425k

     ...We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused...  ...tax advisory and compliance solutions to high net worth individuals, family offices, and closely...  ...Responsible For: Serve as a trusted advisor to high-net-worth individuals, family... 
    High net worth
    Private practice
    Local area

    EisnerAmper LLP

    La Jolla, CA
    20 hours ago
  • $131.8k - $146.5k

    Sr. FP&A Analyst The Sr. FP&A Analyst is responsible for financial planning, budgeting, forecasting, and analysis activities to support the organization's strategic goals. This role involves building out complex financial models and reports, analyzing financial data...
    Full time
    Work at office
    Remote work

    Navstar

    Solana Beach, CA
    3 days ago
  • $100k - $120k

     ...meaningful relationships with department heads and become a trusted advisor, highlighting risks, building sensitivity models and driving...  ...issues into succinct messages for non-financial stakeholders. Highly professional in approach; exudes expertise and credibility.... 
    Full time
    Work at office
    Work from home
    Shift work

    Flock Freight, Inc.

    Encinitas, CA
    14 hours ago
  •  ...Wealth Relationship Manager SAFE Act - Solana Beach Discover your future at Citi. Working...  ...wallet share of the affluent and High Net Worth segment with financial planning and excellent...  ...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager... 
    High net worth
    Work at office

    Citigroup

    Solana Beach, CA
    20 hours ago
  •  ...visible security presence. The ideal candidate is experienced, highly observant, and operates with integrity and professionalism at all...  ...Permit (Required) - Prior law enforcement, military, or private security experience preferred - Possess a High School Diploma... 
    Private
    Part time
    Local area
    Flexible hours
    Shift work

    PSD

    Encinitas, CA
    23 days ago
  • $75k

     ..., we want to hear from you. Who We Are The Bridges is a premier private golf and country club nestled in the heart of Southern California...  ...guiding a strong team, and assisting in establishing efficient, high-quality kitchen operations in the brand new custom designed... 
    Private
    Full time
    Casual work
    Immediate start

    The bridges of rancho santa fe

    Rancho Santa Fe, CA
    1 day ago
  • $25.93 - $41.43 per hour

     ...underwriting and portfolio management skills, helping to maintain high standards of credit quality and compliance WHAT WILL YOU DO?...  ...management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors... 
    Private
    Hourly pay
    Remote work

    City National Bank

    La Jolla, CA
    1 day ago
  • A leading financial services firm in Del Mar is seeking a Private Client Advisor to offer comprehensive financial planning and advice. You will...  ...from those just starting to save to those with significant wealth. The ideal candidate has at least 2 years of experience in a... 

    JPMorgan Chase & Co.

    Del Mar, CA
    2 days ago
  • $45k - $100k

     ...million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our...  ...goals: retirement, building wealth, estate strategies, funding education...  ...responsibilities to ensure a high-quality, streamlined client... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Encinitas, CA
    4 days ago
  • $45 - $80 per hour

     ...Actively Hiring Private Duty Registered Nurses Shifts: 12 Hour NOC Location(s): La Jolla, North San Diego County Hourly Pay Rate...  ...Nurse who loves spending time with older adults and provide high quality care in home. The RN collaborates with interdisciplinary... 
    Private
    Hourly pay
    Shift work
    Night shift

    Cheer Ltd

    Encinitas, CA
    3 days ago
  • $115k - $190k

     ...About the job Financial Advisor Firm Description Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated...  ...oriented, are passionate about providing high quality financial planning, and committed... 
    Work at office
    Remote work

    Blankinship and Foster LLC

    Solana Beach, CA
    3 days ago
  • $3,326.45 per week

     ...required. Nurses and allied healthcare professionals are in high demand nationwide, and our team of industry-leading, traveler-favorite...  ...referral bonus ~401(k) with company contribution ~ Paid, private, pet-friendly housing ~ Licensure/certification reimbursement... 
    Private
    Shift work

    Medical Solutions

    Encinitas, CA
    6 days ago
  •  ...looking for you! We are a boutique family law firm in Carlsbad known for handling complex, high-stakes dissolution matters — business valuations, custody disputes, high-net-worth asset division, and everything in between. Our team is sharp, our support staff is exceptional... 
    High net worth
    Remote work

    Lass Law, APLC

    Carlsbad, CA
    4 days ago
  • $90k - $115k

     ...and international issues; Assists with year-end tax planning and quarterly estimates; Assists with year-end projections for high net worth individuals; Respond to inquiries from the Internal Revenue Service (IRS) and other tax authorities, and Interface with tax... 
    High net worth
    Work at office
    Local area

    Redwitz, Inc.

    La Jolla, CA
    1 day ago

Do you want to receive more vacancies?

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