Senior Financial Planner - High-Net-Worth Focus & Growth
EP Wealth Advisors
EP Wealth Advisors (EPWA) is seeking an experienced financial planner in Valencia, CA. This role involves leading client financial planning, collaborating with advisors, and creating customized financial strategies. The ideal candidate will have a Certified Financial Planner designation, strong communication skills, and experience in financial services. EPWA offers competitive benefits including health plans, 401k matching, and generous PTO. #J-18808-Ljbffr EP Wealth Advisors
$95k - $135k
...2026, serving predominately high net worth individuals. EPWA fosters an... ...million or more. Consult with the Financial Planning Manager for clients... ...Certified Financial Planner designation. 3-7 years of experience... ...or a related field, focusing on financial planning. Proficiency...SeniorHigh net worthFull timeTemporary workWork at officeLocal areaFlexible hoursShift work- ...The role involves developing and managing client relationships, with a focus on Ultra-High-Net-Worth and High-Net-Worth clients. Key responsibilities include business development, implementing financial plans, and collaborating with internal teams to offer tailored...High net worth
$70k - $200k
Job Overview The Financial Advisor is a strategic professional who stays abreast of developments... ...and investment services to an Ultra high Net Worth client base in the United States.... ...and the clients that will lead to the growth of the asset base. Appropriately assess...SeniorHigh net worth$136.8k - $198.38k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) The Senior... ...Strategy) plays a vital role in helping high‑net‑worth clients achieve long‑term financial success through a highly personal and strategic approach. This role focuses on retaining and growing net...SeniorHigh net worth16 hoursTemporary workCasual workPrivate practiceLive inRemote work$70k - $200k
6AM City, LLC is seeking a Financial Advisor based in California to provide advisory services to Ultra high Net Worth clients. This role involves managing high net worth investor accounts, developing financial strategies, and analyzing economic trends to optimize portfolios...SeniorHigh net worth$136.8k - $198.38k
Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead to help high-net-worth clients achieve financial success through personalized strategies. This role involves leading a client practice team and ensuring excellent client experiences. The ideal...SeniorHigh net worthPrivate practice- American Riviera Bank is seeking a Senior Personal Banker to join our team in Paso Robles, CA. This role requires significant expertise in banking services, customer interactions, and product knowledge. As a Senior Personal Banker, you will interact directly with clients...Senior
$128k - $161k
CalPrivate Bank is looking for a Relationship Manager to develop and manage relationships with high-net-worth clients. This role involves driving portfolio growth, overseeing risk management, and collaborating with internal teams to ensure excellent service delivery. The...SeniorHigh net worth$115k - $185k
Gursey Schneider LLP. is seeking a Senior Tax Manager, CPA with a proven track record in... ...experience. This role involves managing high-net-worth individuals and overseeing complex tax... ...leave policies. Join a top firm with a focus on creative problem-solving and strategic...SeniorHigh net worthRemote job- Cephas Consultancy Services Private Limited seeks a Personal Financial Advisor to provide tailored financial guidance and... ...a CFP or CFA credential and several years of experience, focusing on high-net-worth clients. The position offers the flexibility to work remotely...High net worthRemote jobContract work
- ...Key responsibilities include soliciting bank services, analyzing financial data for creditworthiness, and negotiating credit terms. Strong... ...for generating income and supporting clients' financial growth. This role offers a chance to work in a dynamic and supportive...SeniorLocal area
$171.7k - $260k
...capital that nurture progress and growth, helping to create a better... ...planet we all share. The Senior Credit Advisor will be the... ...facilities), art, financial sponsors, unlisted shares (privately... ...and dealing with Private Bank High Net Worth Clients Familiar with a...SeniorHigh net worthFull timeWork at officeFlexible hours- ...strong relationship management skills, focusing on both new business development and client... ...ideal candidate must provide excellent financial advice and maintain a professional... ...contributing to the bank's goals of revenue growth and compliance with BSA/AML standards....Senior
- ...seeking ambitious Loan Originators to drive sales and revenue growth in the investment real estate sector. The ideal candidate will... ...potential. This role demands strong communication and analytical skills, along with a customer-focused approach. #J-18808-Ljbffr DunmorSenior
- Crosscut is seeking a Senior ABM Manager to develop and execute strategic... ...ABM programs aimed at driving growth for Strategic and Enterprise... ...B2B marketing, with a strong focus on personalized ABM strategies... ...tools. This position involves high levels of collaboration and...Senior
- ...to support and grow relationships with airline distribution partners. You will actively manage a portfolio of accounts, focusing on revenue growth and collaboration. The ideal candidate has 3-5 years of experience in sales or account management, with a preference for...Senior
$71k - $135k
A leading financial institution is seeking a Premier Relationship Manager to act as a trusted adviser to clients... ...over 5 years of experience in financial services, focusing on relationship management with high-net-worth clients. The base salary ranges from $71,000 to $13...High net worth$110k - $140k
ChemTreat, Inc. is seeking a Sr. Sales Leader - Growth Driver in California. The role focuses on developing and implementing sales strategies to enhance growth and market position. The ideal candidate will have over 7 years of experience in water treatment sales, excellent...Senior- Connor Group, Inc. is seeking a Senior Consultant I for our Digital Solutions practice, emphasizing NetSuite deployments. Responsibilities... ...willing to travel up to 25%. The position offers a collaborative environment focused on growth and integrity. #J-18808-Ljbffr Connor GroupSenior
- ...Business Development Manager for Control Valves & Actuation in Missouri. This senior role focuses on expanding Bray's presence in control valves and automation, emphasizing strategic growth and technical advisory capacities. The ideal candidate will have over 10 years...Senior
- ...modern solutions to businesses worldwide. We focus on comprehensive assurance, tax, and consulting... ...serves emerging and mid‑cap businesses as well as high‑net‑worth individuals in a broad range of industries, including financial services, technology, life science,...SeniorHigh net worthWorldwideFlexible hours
- ...leading defense manufacturing platform is looking for a Senior Sales Executive to drive growth in the defense sector. This fully remote position... ...through creative outreach. Join a mission-driven team focused on strengthening national security and rebuilding American...SeniorRemote job
$64k - $96k
...provider seeks an experienced Account Manager to handle key accounts, focusing on customer retention and profitability. Responsibilities... ...contracts, managing client relationships, and driving growth strategies. Ideal candidates will have a Bachelor's degree and...Senior- JBAndrews is seeking a senior leader for a well-established, employee-owned building materials distributor focused on engineered wood products in California. The role encompasses... ...pivotal opportunity to drive significant growth within the organization. #J-18808-Ljbffr...Senior
$171.7k - $260k
A global banking institution is seeking a Senior Credit Advisor in Los Angeles, responsible for identifying, structuring, negotiating... ...credit products and client-facing skills, particularly with High Net Worth clients. This position offers a competitive salary range of $1...SeniorHigh net worthFull timePart time- ...Insurance & Wealth Creation Professionals is seeking a Financial Adviser in California to build tailored financial... ...field. The position is 100% commission-based, with a focus on personal and professional growth. #J-18808-Ljbffr IWCP : Insurance & Wealth Creation ProfessionalsFull time
- Senior Sales and Hospitality Manager Location: Saint... ...Role: We are seeking a highly motivated Senior Sales... ...Manager to lead our DTC growth and onsite hospitality... ...Valley community and high‑net‑worth collector circles... ...hosts, and luxury event planners on menu pairings, logistics...SeniorHigh net worthFull timeLocal areaWeekend workAfternoon shift
$275k - $325k
The People Of: Professional Services is looking for a senior Trusts & Estates attorney to join their team in Los Angeles, CA. This position involves advising high net worth clients on estate planning strategies and managing trust administration matters. Candidates should...SeniorHigh net worth- Citi is looking for an Investment Counselor to serve high net worth clients in California. This role requires over 8 years of experience in investment advisory, with expertise in traditional and alternative investments. The selected candidate will build client relationships...SeniorHigh net worth
- 6AM City, LLC is seeking a Senior Financial Analyst to provide financial support for planning and reporting within the Adventure Sports division. The role requires a Bachelor's Degree in Finance and 5+ years of experience in financial planning and analysis. This challenging...Senior
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