Senior Financial Advisor - Wealth Management
$90k - $100kCity National Bank
City National Bank is seeking a Senior Financial Advisor in Beverly Hills, CA, to serve as the primary contact for wealth management. The advisor will manage affluent relationships, lead investment discussions, and ensure compliance with financial regulations. Candidates should possess a minimum of 5 years in investment-related roles and relevant licenses. A starting salary of $90,000 to $100,000 is offered, alongside comprehensive benefits including healthcare, 401(k) matching, and career development opportunities. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor - Wealth Management in Beverly Hills, CA vacancy
- A leading financial institution in Los Angeles is seeking an experienced credit professional with over 10 years of experience in commercial credit or wealth management. This role involves driving loan growth, managing client relationships, and collaborating with teams to...Senior
$180k
ROLE - FINANCIAL ADVISOR LOCATION - CENTURY CITY, CA WORK TYPE - FULL-TIME | 100% ON-SITE About The Role Leading fee-only wealth management firm with a client-first philosophy rooted in origins as a successful CPA firm. Multidisciplinary team includes CPAs, MBTs, CFAs,...SuggestedFull timeWork at office$65k - $80.2k
...A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...SeniorU.S. Bank
Beverly Hills, CA2 days ago- ...An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity... ...this an exciting opportunity for those looking to make a significant impact in the financial advisory space. #J-18808-Ljbffr...Senior
Gaynor Staffing
Los Angeles, CA1 day ago $125k - $350k
...Edelman Financial Engines seeks a Director of Financial Planning in El Segundo, CA, to provide outstanding financial advice and manage client relationships effectively. This role emphasizes a fee... ...strong client-facing experience in wealth management. The ideal candidate...SeniorEdelman Financial Engines
El Segundo, CA2 days ago- ...A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client...SeniorFull time
PowerToFly
Los Angeles, CA2 days ago - ...A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...Senior
Mariner
Los Angeles, CA3 days ago - ...Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to... ...build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years of...Senior
Citi
Los Angeles, CA1 day ago - ...A major financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within the affluent segment. The ideal candidate will have a strong background in financial planning and analytical skills, as well as experience...Senior
Citibank (Switzerland) AG
Los Angeles, CA1 day ago - ...in providing sophisticated financial planning and investment advice... ...years in a row! They are an advisor-built firm with incredibly... ...seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles... ...estate strategy, investment management, client service, and...SeniorWork at office
Gaynor Staffing
Los Angeles, CA1 day ago - ...Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in West Hollywood, CA. This seasoned professional will play a crucial... ...with affluent clients while ensuring compliance with financial regulations. The ideal candidate should possess strong analytical...Senior
Citigroup Inc
West Hollywood, CA1 day ago - ...Corporation is seeking an experienced Account Manager in Los Angeles, California, responsible... ...and the implementation of comprehensive wealth management strategies. The ideal... ...have a minimum of 9 years in sales within financial services, with a strong track record in...Senior
M&T Bank
Los Angeles, CA1 day ago $151.72k - $252.87k
...the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners,... ...Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess the client's current financial situation, goals and objectives to determine...SeniorTemporary workWork experience placementLocal areaM&T Bank
Los Angeles, CA1 day ago- ...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 be responsible...Senior
- A leading financial services firm is seeking a Financial Advisor in Los Angeles, CA. Candidates should have at least 5 years of experience with a transportable practice and a proven track record in building relationships and developing business. This position offers a...Senior
$158.01k - $268.64k
...Angeles is seeking an experienced professional to develop and manage complex wealth management banking client relationships. You will identify... ...at a high technical level. A minimum of 5 years in financial analysis or commercial lending is required. Salary range is...Senior$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in... ...Responsible for providing a wide variety of financial and investment services to an Ultra... ...client base in the United States. Manage accounts of high net worth investors and...SeniorFull timeWork at officeCitigroup Inc
Los Angeles, CA1 day ago- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...Senior
$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of...Senior$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in... ...Responsible for providing a wide variety of financial and investment services to an Ultra... ...client base in the United States. Manage accounts of high net worth investors and...SeniorFull timeWork at officePowerToFly
Los Angeles, CA1 day ago- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...Senior
- ...broader purpose. Think of us as financial partners, because at Columbia,... ..., you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our... ...solutions. About the Role: A Senior Wealth Advisor is an experienced...SeniorImmediate start
Columbia Bank (WA, OR & ID)
Los Angeles, CA3 days ago $170k - $200k
A leading financial advisory firm in Los Angeles is seeking a Wealth Advisor at the SVP level. This role involves partnering with the team to address client needs, manage relationships, and deliver wealth management solutions. Ideal candidates have over 10 years of experience...Senior$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior$125.4k - $181.88k
...Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success. The role focuses on retaining and growing... ...planning, and investor education. Manage relationships through phone, email...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaHispanic Alliance for Career Enhancement
Los Angeles, CA2 days ago- ...Partners, Inc is seeking an experienced Financial Planner to design personalized... ...Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The ideal candidate has 5-8+ years of...Senior
$125.4k - $181.88k
...based on the idea that transforming financial lives starts by giving our people the... ...freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in... ...Specialist. While not a people management position, this role will set the tone...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Retirement
Los Angeles, CA2 days ago- ...have at least three years of experience in Private Banking or Financial Services, a Bachelor's Degree, and the necessary licenses or... ...to obtain them. This role involves advising clients on wealth management and generating new business while collaborating with a team...Senior
$115k - $140k
...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets... ...Design comprehensive, personalized financial plans, estate reviews, and tax analyses... ...net‑worth clients. Partner with Wealth Advisors in delivering holistic financial plans...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hoursVirtus Investment Partners
Los Angeles, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor - Wealth Management. Be the first to apply!
Related searches
- finance associate Beverly Hills, CA
- financial advisor development program Beverly Hills, CA
- financial planning administrator Beverly Hills, CA
- financial planning assistant Beverly Hills, CA
- financial associate Beverly Hills, CA
- estate planning consultant Beverly Hills, CA
- financial consultant Beverly Hills, CA
- jde finance consultant Beverly Hills, CA
- associate corporate finance Beverly Hills, CA
- financial counselor Beverly Hills, CA