Senior Financial Advisor: Client Wealth & Strategy
$95k - $140kNorthern Trust Corp
Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This full-time position requires strong analytical skills, a deep understanding of securities products, and a commitment to exceptional client service. Responsibilities include consulting with clients, monitoring market trends, and collaborating with the advisory team. The role offers a salary range of $95,000 to $140,000 USD along with a comprehensive benefits package including healthcare and retirement plans. #J-18808-Ljbffr Northern Trust Corp
- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...building long‑term relationships with clients. The role partners closely with high... ...and families to develop personalized financial strategies and help clients make the most informed...Senior
- Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice and foster long-term client relationships. The ideal candidate... ...role involves delivering tailored financial strategies to high-net-worth individuals and families...Senior
- ...purpose. Think of us as financial partners, because at... ...managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC.... ...About the Role: A Senior Wealth Advisor is an experienced... ...planning and investment strategies consistent with their individual...SeniorImmediate start
$99.75k - $262.5k
BDO USA in Costa Mesa is seeking a Tax Senior Manager specializing in partnerships. In this role, you will advise clients on tax implications, lead teams, and develop effective strategies to enhance client benefits. The ideal candidate will have over eight years of tax...Senior$99k - $165k
LPL Financial LLC in Newport Beach is seeking a Senior Financial Representative to join the Wealth Advisors Group. This role focuses on providing investment solutions to mass affluent clients while maintaining strong client relationships. The ideal candidate will have a...Senior- Mcknights is seeking a Private Client Advisor to join their Chase Wealth Management team. This role involves providing comprehensive financial planning and investment advice to individual clients. The advisor will build strong relationships to offer personalized solutions...
- ...global ultra‑high‑net‑worth wealth manager that empowers clients to secure their wealth... ...legacy through comprehensive financial solutions. We focus on... ...a results‑driven Wealth Advisor to join our growing team.... ...tailored client acquisition strategies. Client Relationship...Permanent employmentTemporary workWork at officeFlexible hours
- ...Wealth Advisor Join a team that values your ambition and empowers your... ...thrives on building trusted client relationships, generating... ...tailored client acquisition strategies. Serve as a trusted advisor... ...and client acquisition in financial services, private banking,...Permanent employmentTemporary workWork at officeFlexible hours
- ...are seeking a results‑driven Wealth Advisor to join our growing team.... ...thrives on building trusted client relationships, generating new... ...create tailored acquisition strategies. Client Relationship Management... ...and client acquisition in financial services, private banking, or...Permanent employmentTemporary workWork at office
$99k - $165k
LPL Financial is looking for a Senior Financial Representative to join our Wealth Advisors Group in Newport Beach, California. In this role,... ...exceptional investment solutions to clients through virtual and phone... ...’ financial needs, design strategies that align with their goals...Senior- Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional... ...involves building strong relationships with affluent clients and providing personalized financial planning solutions. The ideal candidate will have extensive...Senior
- A leading financial advisory firm in Newport Beach, CA, seeks a Senior Financial Planner to work with lead advisors on client financial plans. Responsibilities include utilizing eMoney for personalized planning, collaborating with clients to meet financial goals, and analyzing...Senior
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Aliso Viejo, California to enhance relationships with affluent clients and provide tailored financial solutions. This full-time role demands strong analytical and financial skills, with responsibilities including...SeniorFull time$99k - $165k
As a Senior Financial Representative within the Wealth Advisors Group, you will provide investment solutions to mass affluent... ...maintaining a book of 120,000 clients, assessing their immediate and long... ...investment needs, and designing strategies that align with each client’s...SeniorWork experience placementWork at officeImmediate start- ...ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:The Senior Financial Representative of the Wealth Advisors Group is a group of... ...different investment accounts and strategies. Advisors have the freedom...SeniorWork at officeImmediate startWork from home
$30 per hour
...to join Beacon Pointe Advisors’ Strategic and Legacy... ...department as a Senior Family Wealth Strategist. The Senior... ...thought leader in wealth strategy, possessing deep... ...high-net-worth (UHNW) clients. Such a candidate may... ...Assessment of clients' financial, legal, and family documents...SeniorWork at officeRemote work- Cutler Investment Group in Newport Beach, CA seeks a Financial Advisor to help clients reach meaningful financial goals while learning from an experienced team. You’ll gain hands-on experience in client relationship management, financial planning, and portfolio understanding...Traineeship
$51k - $320k
Goldbook-Financial in Costa Mesa, CA is seeking candidates for a financial planning role aimed at cultivating client relationships and delivering comprehensive financial services. Ideal candidates should have a 4-year degree and experience in Financial Services or Insurance...- Corient Services LLC in Newport Beach is seeking a Wealth Advisor to empower clients through comprehensive financial solutions. The successful candidate will... ...clients while developing tailored wealth management strategies. Ideal applicants have 8-10 years of experience...
$130k - $300k
...success. As a leading global financial services company at the... ...technologies to collaborate with clients, driving transformative... ...worldwide. Role: Director, Wealth Advisor Location: Newport Beach, CA.... ...Develop and execute client strategies across wealth advisory, financial...Temporary workWork experience placementLocal areaWorldwide- ...qualified candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA... ...with lead advisors to create and manage client financial plans and to recommend... ...clients’ lives through alignment of their wealth and what matters. Responsibilities...SeniorWork at office
- A leading financial services firm is seeking a Private Client Relationship Manager located in Newport Beach, CA. The role requires building relationships across banking, lending, and investments to provide an exceptional client experience. Ideal candidates will have over...Full time
$110k - $185k
...leader in innovative wealth management, asset servicing... ...and to provide to our clients and the communities we... ...than 135 years of financial experience and over 24... ...providing solutions and strategies that are aimed towards... ...is encouraged, senior leaders are accessible...H1bWorldwideFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...Job Description: Merrill Wealth Management is a leading provider... ...and Wealth Management Client Associates help clients pursue... ...financial planning / wealth strategies including assessment of client...Work at officeShift workDay shift
- ...Our client is a growing independent wealth management firm dedicated to delivering... ...comprehensive financial planning and investment... ...Private Wealth Advisor who is ready to immediately... ...planning strategies, and working within... ...while partnering with senior leadership to...Immediate start
$51k - $320k
...the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated... ...directly contribute to a clients' financial future that... ...technology, innovative strategies, and a commitment to advisor... ...estate planning, wealth management, and insurance...InternshipLocal areaFlexible hours- ...established, independently owned wealth management firm in Newport Beach that is seeking Financial Advisors at all stages of their... ...focusing on building lasting client relationships. What You’ll Do... ...financial plans and investment strategies tailored to each client's goals...Local area
$85k - $95k
...Associate Wealth Advisor Irvine, CA Position Summary Focus Partners... ...based on each of our unique clients' goals and aspirations. The... ...active participation in the financial planning process.... ...include creating and implementing strategies in retirement, risk management...Work at officeRemote work2 days per week$80k - $90k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...identify planning and investment strategies for a client Completing...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...investment processes, focusing on equity and asset allocation strategies. The role involves monitoring global market trends, generating... ...econometrics foundations, plus clear communication for internal and client-facing materials. #J-18808-Ljbffr PIMCO Ltd. - Pacific...Senior
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