Financial Consultant & Wealth Planner
WealthBridge Financial Group
WealthBridge Financial Group is hiring a Financial Consultant to engage with clients and provide tailored financial advice. In this role, you'll assess client needs using advanced tools and collaborate with experts to deliver comprehensive solutions, including investment and retirement planning. The ideal candidate will have a degree in finance, excellent communication skills, and a drive for client success. Join a passionate team dedicated to exceptional service and long-term relationships. #J-18808-Ljbffr WealthBridge Financial Group
- Bank of Montreal in Los Angeles seeks an experienced Wealth Relationship Manager to deliver advisory-based solutions, manage a high-net-worth client portfolio, and lead holistic financial planning for clients. You will coordinate with specialists to craft tailored strategies...Suggested
$150k - $175k
Jobot is seeking a Wealth Strategist / Advisor in Los Angeles to join our advisory team. The role requires 3+ years of experience and a CFP designation, with responsibility for leading client relationships and delivering comprehensive wealth advice. Salary ranges from...SuggestedFlexible hours- ...LLC is seeking an experienced Advisor to manage client service teams in Los Angeles. The ideal candidate will excel in financial planning and wealth management, ensuring client needs are met with high standards. This full-time position requires 4+ years of industry experience...SuggestedFull timeFlexible hours
$115k - $140k
...Headquartered in Los Angeles, KAR is a distinguished asset and wealth management firm with over $50 billion in assets under... ...Hartford, Connecticut. We are seeking an experienced Senior Financial Planner to join our team, dedicated to supporting high-net-worth individuals...SuggestedPermanent employmentVisa sponsorshipFree visaFlexible hours- Dormont Manufacturing Co is seeking a Wealth Planning Specialist located in Los Angeles, California. The successful candidate will support Merrill advisors in achieving clients' objectives in wealth transfer and tax minimization. Responsibilities include leading client...Suggested
- Fifth Third Bancorp is seeking a Financial Advisor in Los Angeles for a full-time role.... ...personalized financial guidance, developing wealth management plans, and servicing client... .... Responsibilities include scheduling consultations, reviewing portfolios, and pursuing new...Full time
- A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships, sourcing and closing new clients, and mentoring team members. Ideal candidates will possess strong analytical and communication...
$180k - $254.8k
...with planning, personal philanthropy, and wealth transfer/tax minimization.... ...developments in trust, estate/wealth transfer and financial planning, current and proposed tax legislation... ...to Bank policy and risk profile. Consultative influence skills with strong active listening...Work experience placementDay shift$180k - $254.8k
...regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key... ...internal partners, analyzing estate and financial information, and developing planning strategies... ...adhering to Bank policy/risk profile. Consultative influence skills with strong active...Work experience placementShift workDay shift- Dormont Manufacturing Co in Beverly Hills, CA is seeking a Financial Planner to provide sophisticated financial planning advice for high-net-worth clients. This role supports comprehensive wealth management strategies through effective collaboration with private bankers...Work at office
- Bank of America is hiring for a financial advisory position in Los Angeles, California. This role involves working closely with clients to help them meet their financial goals through comprehensive advice and tailored solutions. Responsibilities include building financial...
$121.9k - $262.1k
...Senior Wealth Strategist Location – Los Angeles, California 90067 General Function Serves... ...million in net worth) involving complex financial issues and strategies, typically... ...client experience. Provides professional consulting / advisory services to clients through the...Bank staff$150k - $175k
...Wealth Strategist / Advisor Salary: $150,000 - $175,000 per year. Job Details 3+ years of work experience (preferably with an RIA) CFP designation Led client relationships in previous role Benefits Competitive Base Salary Competitive Bonus and Options Package Complete...Work experience placementLocal areaFlexible hours- WealthBridge Financial Group in Glendale, Arizona, is seeking a results-oriented Financial Consultant to engage with clients and provide tailored advice. This role involves leveraging... ...opportunities, retirement planning, and wealth management. The ideal candidate will have a...
$115k - $140k
Dormont Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-worth individuals in Century City, CA. This... ...designing comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax analyses to help clients grow their...- CAPTRUST is seeking a Centralized Wealth Planning Senior Specialist to join our team in Los Angeles. You'll work directly with wealth management teams and support the centralized financial planning model while onboarding new offices and delivering strategic wealth management...
- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people... ...generally $15MM net worth) with complex financial needs. This role partners closely with Wealth... .... Client Advisory Skills: Strong consultative approach with excellent communication...Bank staffShift work
- ...Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will... ...reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong...
$87k - $145k
...is looking for an Associate Proposition Sales Specialist in Los Angeles, California. This role is pivotal in driving sales for our Wealth Management business, focusing on both new and existing customers. Responsibilities include structuring and closing deals, identifying...- A leading financial services firm is seeking a Senior Wealth Advisor in Los Angeles to provide investment services to ultra high net worth clients. This role demands over 15 years of experience in the financial sector, strong communication skills, and expertise in market...
$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills....- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and...Flexible hours
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating... ...and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes...$125k - $144k
ASSOCIATION FOR FINANCIAL PROFESSIONALS in Los Angeles is looking for a Senior Associate in Wealth and Asset Management. The role involves helping clients manage tax obligations and providing strategic consulting related to business analysis. Qualified candidates should...Remote work- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles... ...is a globally recognized, award-winning financial institution that has been in continuous... ...of the investment, custody, and consulting products used by foundations, institutions...Work experience placementLocal areaFlexible hours
- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least 5 years of experience with high-net-worth clients and proficiency in areas like tax...
- JPMorganChase is looking for a Financial Advisor in Glendale, California, to champion success for clients and deliver personalized investment solutions. Candidates should have at least 2 years in the financial advisory field and possess necessary certifications, including...
- ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public...Work at officeRelocation
$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking... ...a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...Temporary workLocal areaFlexible hours- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will...
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