Senior Wealth Planning Advisor
Brighton Jones LLC
Brighton Jones 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 and offers flexible work conditions, comprehensive benefits, and opportunities for professional growth. #J-18808-Ljbffr Brighton Jones LLC
$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$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...Senior- Us Bank is seeking an experienced wealth management professional in Beverly Hills to manage high net worth client relationships. This role requires exceptional relationship management skills and the ability to build a team tailored to client needs. The ideal candidate...Senior
- An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture...Senior
- An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best...Senior
- 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
$70k - $200k
Citibank (Switzerland) AG is seeking a Senior Wealth Advisor in Beverly Hills, California, to provide a variety of financial services to ultra high net worth clients. The ideal candidate should have 6-10 years of experience and hold NYSE Series 7 and 66 licenses. Responsibilities...Senior- 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... ...skillset in trust administration, estate planning, and new business development is essential...Senior
- A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients.... ...CFA credentials. Responsibilities include preparing financial plans, cultivating client relationships, and mentoring junior associates...Senior
- 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
- ...Senior Wealth Advisor Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people... .... Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid...Senior
- A major financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within... ...The ideal candidate will have a strong background in financial planning and analytical skills, as well as experience with financial...Senior
- ...Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los Angeles, CA.... ...working closely with senior wealth management professionals to deliver... ...and coordinate investment and estate planning strategies while thriving in a collaborative...Senior
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location...SeniorFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application... ...Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset...SeniorFull timeWork at office$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- ...specializes in providing sophisticated financial planning and investment advice to high-net-worth... .... multiple years in a row! They are an advisor-built firm with incredibly talented... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles...SeniorWork at office
- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...partnership. The program has a financial planning team that is integrated in their team.... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional...SeniorImmediate start
$112.3k - $221k
About the role CLA is looking to hire a Senior Wealth Advisor in Century City, CA or Pasadena, CA. The Senior Wealth Advisor (SWA) serves as... ...relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial plan and...Senior$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial... ..., strong analytical abilities, and knowledge of financial planning software. This Full Time role offers a competitive salary...SeniorFull time$112.3k - $221k
CliftonLarsonAllen Wealth Advisors LLC is seeking a Senior Wealth Advisor to join their team in Century City, CA or Pasadena, CA. The role focuses on providing a comprehensive Total Wealth Advisory experience to meet clients' financial and tax needs. The ideal candidate...Senior- ...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
$70k - $200k
The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy... ...per year. Benefits Medical, dental, and vision coverage. 401(k) plan. Life, accident, and disability insurance. Wellness programs....Senior$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within... ...(Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset...SeniorFull timeWork at office- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to enhance client relationships and deliver specialized financial advisory services. You will work as a fiduciary, impacting client portfolios with expert advice. This position emphasizes in-person collaboration and...Senior
$112.3k - $221k
...Senior Wealth Advisor CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our... ...relationship manager providing Total Wealth Advisorya comprehensive, planning?led experience anchored in a personal financial plan and...SeniorShift work- SCS Financial in Los Angeles seeks a highly motivated Senior Associate, Client Advisor to support a team of wealth management professionals. This role directly involves client servicing, financial analysis, and complex investment strategies aimed at ultra-high-net-worth...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... ...‑class client experience through onboarding, financial planning, and investor education. Manage relationships through...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...work closely with a team of senior wealth management professionals in delivering... ...of complex investment and estate planning strategies. The ideal candidate is intellectually...SeniorWork at officeLocal area
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