Senior Trust & Wealth Advisor for HNW Clients
Bank of America
Bank of America is seeking a Senior Trust Officer in San Diego, CA to oversee fiduciary administration and wealth transfer planning for high-net-worth clients. You will coordinate trust reviews, custody tasks, and risk management while guiding client relationships and ensuring regulatory compliance. The role emphasizes proactive client engagement, investment account support, and development of new business opportunities within a high-service, in-office environment. #J-18808-Ljbffr Bank of America
- A recruiting firm specializing in financial services is seeking a Wealth Advisor to manage client relationships and provide financial planning expertise in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5-10 years in wealth management, alongside necessary...SeniorHigh net worth
- BDO USA, Private Client Services in San Diego, seeks a Tax Experienced Senior to provide tax compliance and consulting for high net-worth clients, estates, trusts, and related entities. The role emphasizes... ...will work with clients and advisors to gather information,...SeniorHigh net worth
- EP Wealth Advisors seeks a Senior Financial Planner to work with advisors in the San Diego region, developing and delivering tailored financial plans for high-net-worth clients. You will manage the planning process, analyze client data, and support relationships with centers...SeniorHigh net worth
$75k - $125k
...California Bank & Trust, a division of Zions Bancorporation, is seeking a Wealth Advisor to join its San Diego wealth management team. You will build long-term relationships with affluent clients, deliver tailored financial plans and investment strategies, and collaborate...High net worth- Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers,...SeniorHigh net worth
- Our client is a nationally recognized, independent RIA with over... ...entrepreneurial environment—empowering advisors to focus on clients, growth,... ...are seeking experienced Senior Wealth Advisors to join their team... ...: In-house tax, estate, trust, and investment solutions for...SeniorHigh net worthWork at officeLocal areaRemote work
$200k - $280k
...Family Office is seeking an experienced Senior Wealth Advisor to join its team. This is a unique... ...opportunity for an Advisor with an established client base to transition into a high-caliber... ...family office experience. Serve as a trusted relationship manager, acting as the...SeniorHigh net worthFull timeWork at office- A wealth management firm located in San Diego is seeking a Wealth Advisor responsible for managing client deliverables and building relationships with high-net-worth clients. This individual will collaborate internally and externally, ensuring client goals align with firm...High net worth
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly engage...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area
$90k - $143k
...Position Profile Weaver’s Private Client Services (PCS) team is looking for Tax a Senior Associate or Supervisor to join... ...manage and preserve their personal wealth. Our scope of services includes,... ...for high-net-worth individuals, trusts, estates, and closely-held businesses...SeniorHigh net worthWork at officeFlexible hours$70k - $75k
...Position Title: Client Service Associate Salary Range : $70... ...00 / Year, DOE A boutique wealth management firm is seeking a... ...Service Associate to serve as a trusted point of contact for high-net... ...closely with financial advisors, custodians, compliance, and...SeniorHigh net worthWork at office$96k - $125k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice... ...of estate, income, gift, and trust tax consulting and compliance;... ...planning. A Tax Experienced Senior, Private Client Services (PCS)... ...directly with clients and their advisors to gather information needed...SeniorHigh net worthPrivate practiceWork at office- A leading wealth management firm is seeking experienced Senior Wealth Advisors in San Diego, CA. This role offers a lead advisor position with full service support,... ...have 8-10 years of experience with high-net-worth clients and relevant certifications. The firm promotes a...SeniorHigh net worth
- A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships...SeniorHigh net worthWork at office
- BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building... ...leverage investments, credit, and banking knowledge to broaden client relationships and attract new assets. You will work with a...SeniorHigh net worth
- EisnerAmper LLP seeks a Tax Senior Manager to join the Private Client Services team, overseeing multiple client engagements and leading a team of tax professionals. The role emphasizes business development, client relationships, and professional growth within a hybrid work...SeniorHigh net worthFlexible hours
- BDO USA is seeking a Tax-Experienced Manager for their Private Client Services in San Diego, California. This role demands strong communication and leadership skills, alongside a Bachelor's degree in a relevant field. Responsibilities include managing tax and consulting...SeniorHigh net worth
- Senior Trust Officer - San Diego, CA Senior Trust Officer job at Bank of America in San Diego... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...and prospects to build and transfer wealth tailored to their unique goals, while delivering...SeniorHigh net worthWork at officeShift workDay shift
- BCG Attorney Search seeks a Senior Associate Tax Attorney in San Diego, CA. This client-facing position involves engaging with clients from the outset, participating in meetings, and managing a range of tax-related matters in a hybrid work environment. You will handle IRS...SeniorHigh net worth
- EP Wealth Advisors is seeking a Wealth Advisor to provide personalized financial advice and wealth management strategies to high net worth clients in San Diego. You will build long-term relationships, understand client goals, and craft tailored investment, retirement, and...High net worth
$88.58k - $147.6k
...success while helping clients pursue their... ...Overview:The AVP, Senior Trustee Consultant... ...subsidiary The Private Trust Company. Our innovative... ...helps independent advisors and RIAs by... ...with high net worth (HNW) clientsWill have a... ...the fastest growing wealth management firms in...SeniorHigh net worthFull timeWork from home- A financial services firm in San Diego is seeking a Wealth Advisor to join their team. This role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor’s degree, Series...High net worth
- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seekinga TaxSenior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting anddemonstratesa commitment to...SeniorHigh net worthTemporary workPrivate practiceLocal area
- Mercer Advisors is seeking an Estate Planning attorney to join the Wealth Solutions group. The role focuses on providing and implementing planning strategies for high net worth clients, with a strong preference for candidates in the Bay Area, Orange County, or San Diego...SeniorHigh net worthRemote jobWork at office
- ...Most senior associates don't move because they're unhappy. They move because... ...at the core, with S-corps, HNW individuals and multi-state alongside. Direct client contact from the start, not rationed... ...work. The Tax Partner leads with trust rather than oversight. What you'll...SeniorHigh net worthWork at officeFlexible hours2 days per week3 days per week
- ...Position EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. The role requires overseeing multiple client engagements, driving business development, marketing, and recruitment, while providing strong leadership and fostering professional...SeniorHigh net worthPrivate practiceWork at officeLocal areaFlexible hours
- ...:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead... ...and Ultra High Net Worth clients. This leader will partner... ...relationship managers, financial advisors, trust officers, and other... ...Management experience with HNW or UHNW client relationships...SeniorHigh net worthFull timeWork experience placementWork at office
$65k - $80k
...Range: $65,000.00 To $80,000.00 Annually Senior Client Relationship Associate Location: La... ...relationships with clients and their professional advisors. Like all Plumb client-service... ...reviews. Develops strong relationships with wealth advisors, CPAs, attorneys and other professional...SeniorHigh net worthFull timeWork at office- ...Management, Inc. is seeking a Senior Financial Planner to... ...for our high-net worth client families. This high-... ...planning and advanced wealth strategies for high-net... .... Partner with Wealth Advisors in delivering holistic... ...relevant to individuals, trusts, and small businesses....SeniorHigh net worthFull timeWork at office
$132.5k - $205k
...Net-Worth individuals and managing their financial portfolios. Responsibilities include expanding client base, providing high-quality service, and collaborating with wealth management specialists. Candidates should have a Bachelor’s degree and at least five years of...High net worthFull time
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