Senior Investment Counselor for UHNW Wealth
6AM City, LLC
Citi Private Bank is seeking an Investment Counselor Principal to lead and grow relationships with ultra-high-net-worth clients in the US. The role combines deep investment advisory expertise with strategic business development and cross-functional collaboration across markets and currencies. The candidate will provide sophisticated investment ideas, manage risk, and coordinate with private banking partners to deliver tailored solutions and exceptional service. #J-18808-Ljbffr 6AM City, LLC
- American Century Investments is seeking a Vice President, Regional Wealth Management Consultant with a focus on building client relationships in Northern California. This remote position requires five or more years of sales experience in financial services, as well as...SeniorRemote job
- ...impact initiatives within the Executive Wealth Solutions and Professional Services segment... ...as a trusted advisor to HNW clients and senior executives, delivering customized... ...frameworks Collaborate closely with advisors, investment professionals, trust partners, and...SeniorWork experience placementImmediate start
$125.4k - $181.88k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Location: SantaCruz/SanJose,CA As a Senior Private Wealth Advisor, you will... ...within Empower Personal Wealth. Explain the Personal Strategy investment strategy and recommend, implement, and review investment...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$125.4k - $181.88k
The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long‑term financial success... ...to serve clients. Clearly explain the Personal Strategy investment strategy; recommend, implement and review investment strategies...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$136.8k - $198.38k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Position Overview: Help high‑net‑worth clients achieve long‑term financial... ..., recommend, implement, and review the ‘Personal Strategy’ investment approach aligned with client risk tolerance and objectives....Senior16 hoursTemporary workCasual workPrivate practiceRemote work$125.4k - $181.88k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) We are seeking an experienced Senior Private Wealth Advisor to serve as the... ...within Empower Personal Wealth. Explain the ‘Personal Strategy’ investment framework, recommend, implement, and review strategies that...SeniorRemote job16 hoursTemporary workCasual workPrivate practice$125.4k - $181.88k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Position is located in the Bakersfield and/or Fresno area. The role requires... ...and EPW. Explain and recommend the ‘Personal Strategy’ investment strategy, reviewing risk tolerance and financial objectives...SeniorTemporary workCasual workPrivate practiceRemote workFlexible hours$136.8k - $198.38k
...financial lives through advice, people, and technology. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital... ...Personal Wealth to serve clients. Explain the Personal Strategy investment strategy, recommend, implement, and review investment...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from home- UEI College is seeking a Senior Admissions Professional for our Bakersfield Campus who brings tenacity, passion, discipline and grit to help prospective students through the admission journey. You will make and receive calls, conduct campus tours, answer questions and...SeniorFull time
- .... Base pay range Direct message the job poster from California Department of Rehabilitation Responsibilities A Senior Vocational Rehabilitation Counselor, Qualified Rehabilitation Professional (SVRC, QRP) facilitates the effective delivery of services to consumers in...SeniorFull time
- A state government agency seeks an Associate Personnel Analyst/Hiring Analyst to facilitate vocational rehabilitation services. The ideal candidate will have a Master's degree in Rehabilitation Counseling or a related field, with responsibilities including determining eligibility...SeniorFull time
- Jobtailor is seeking a senior Wealth Management Leader to drive cross-functional initiatives across investments, product, technology, distribution, compliance, and operations. You will shape wealth management offerings, mentor associates, and deliver strategic solutions...Senior
$118.7k - $218.6k
PowerToFly is seeking a Senior Consultant in California, focusing on investment management. The role involves driving strategic transformations and engaging with clients in the wealth management industry. Candidates should have a Bachelor's degree, 4+ years of consulting...Senior- Empower Retirement, LLC is seeking a seasoned lead advisor to partner with a Wealth Advisor and Client Experience Specialist for a book of high-net-worth clients. You will develop relationships through onboarding, planning, and education, delivering holistic wealth management...Senior
- Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead in California to guide a dedicated client team serving high-net-worth clients with tailored wealth management and comprehensive financial planning. The role focuses on onboarding, strategy...SeniorPrivate practice
- ...staffing agency is seeking an experienced Investment Portfolio Manager to join a... ...clients. Responsibilities include developing wealth strategies, managing portfolios, and conducting... ..., are essential for success in this mid-senior level position. #J-18808-Ljbffr Ultimate...SeniorWork at office
- Empower Retirement, LLC is seeking an experienced Senior Private Wealth Advisor to lead a dedicated client team serving high-net-worth households in the Santa Cruz area. You will deliver tailored financial advice, focusing on retention and growth of assets through proactive...SeniorRemote job
- Empower is looking for a Senior Private Wealth Advisor, Practice Lead to drive exceptional client experience for high-net-worth households in Northern California. This role involves personal financial strategy, wealth management, and close collaboration within a dedicated...SeniorRemote jobPrivate practice
- A financial services firm is seeking accomplished Executive Wealth Advisors to expand their national footprint in California. These professionals will manage top clients and develop new relationships, overseeing significant revenue generation. Applicants should have a...Senior
- Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead (Personal Strategy) to guide high-net-worth clients toward long-term financial success. You will act as a trusted advisor and primary contact, delivering personalized strategy and holistic...SeniorPrivate practice
- Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead (Personal Strategy) to serve as a trusted adviser for high-net-worth client households. You will deliver proactive, tailored financial advice, focusing on retention and growth of net assets...SeniorRemote jobPrivate practice
- ...retention, and drive balanced growth across deposits, lending, and investments Serve as the primary financial partner delivering... ...financial needs Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions...SeniorWork experience placement
- ...plans Prepare presentations and report to senior management on potential M&A transactions... ...Develop deep knowledge of the wealth management industry Perform research, reporting... ...corporate finance related experience (Investment Banking, Corporate Development, Strategic...SeniorWork at office
- Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance. Serve as a senior expert in financial planning and wealth management, helping...Senior
$80k - $120k
## CAAS Accounting Senior - Family Office (Professional Services)Applylocations: Century... ...communities through industry-focused wealth advisory, digital, audit, tax, consulting... ...competitive wages and view compensation as an investment in our people. Factors such as geography...SeniorWork at office$88.8k - $165.6k
6AM City, LLC is seeking an experienced candidate to facilitate decision-making and analysis of credit information to support lending decisions. The role requires strong client service skills to maintain and exceed client expectations. Responsibilities include establishing...Senior- ...support, internal reporting and analysis covering several key areas of the business, including Investment Advisory, Business Administration, Broker/Dealer, High Net Worth Wealth Management, Transfer Agency, and Internal Operations. Handle other unidentifiable finance...
$123.24k - $180k
...conveying complex technical concepts to engineering teams and senior management. Education: B.S. or higher in Computer Science, Engineering... ...a strong sales and service organization, accelerates R&D investment, and is expanding its manufacturing footprint to support...SeniorWork at office$111k - $130k
...generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this... ...is responsible for monitoring corporate liquidity risks and investments, developing financial risk models, forecasting key balance sheet...SeniorShift work- A banking institution in California seeks a qualified individual to strengthen customer relationships by delivering excellent service and evaluating banking needs. Responsibilities include processing teller transactions, consumer loans, and CSR functions. Ideal candidates...Senior
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