Senior Investment Strategist UHNW Wealth Management
The Northern Trust Company
Northern Trust in the United States seeks a Senior Investment Officer to lead investment activities for major accounts and oversee the market's investment partners. You will drive high net worth client relationships and oversee investment and compliance risk matters. The ideal candidate has extensive investment experience, leadership, and strong communication to collaborate with RSIO, regional leadership and client service teams. Competitive compensation and benefits are provided. #J-18808-Ljbffr Northern Trust
$115k - $140k
...Senior Financial Planner Although we value experience and skills... ...a distinguished asset and wealth management firm with approximately $50... ...is an affiliate of Virtus Investment Partners. Based in Century... ...decision-making for sophisticated UHNW clients Design and...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- Senior Financial Planner page is loaded## Senior Financial... ...its services from managing capital for a single family... ...asset and wealth management firm with approximately... ...an affiliate of Virtus Investment Partners, located in... ...ultra-high-net-worth (UHNW) clients, including tax...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized... ...Century City, CA, you will partner with Wealth Advisors to navigate complex financial... ...and deliver comprehensive wealth management. The ideal candidate has 5-8+ years of experience...Senior
$115k - $140k
...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets... ...‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated expertise in financial... ..., financial planning expertise, investment skills, and sound judgment. Advanced proficiency...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial... ...strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial...Senior- ...primary contact and strategic advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses, and involves...SeniorWork at office
- ...this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra... ...Portfolio Management experience with HNW or UHNW client relationships, or equivalent...SeniorFull timeWork experience placementWork at office
- ...Chase & Co. in Los Angeles is seeking an accomplished Private Banker to advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking. You will work with a local team and cross-market platform to deliver a first-class...SeniorLocal area
- Citi Private Bank is seeking an Investment Counselor Principal to lead advisory for ultra-high... ...clients in the US. The role requires senior expertise, strong communication, and entrepreneurial... ...deep investment knowledge, ability to manage complex portfolios, and collaboration...Senior
$185k - $300k
...Custom Credit Banker Wealth & Investment Management (WIM) is one of the United States' leading providers... ...(HNW) and ultra-high-net-worth (UHNW) clients by originating, structuring,... ...drives proactive outreach across CRG, senior Custom Credit team members, non-wealth...SeniorOngoing contractWork experience placementImmediate start- TIAA is seeking a Wealth Management Advisor in Los Angeles to deepen relationships with an established client base and grow the practice through... ...maintaining high ethical standards. The role emphasizes investment planning expertise, strong client communication, and a...Senior
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role... ..., reflecting the value of teamwork and client-focused culture. #J-18808-Ljbffr Virtus Investment Partners, IncSenior- Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client relationships through comprehensive... ..., and the delivery of holistic banking, credit, and investment strategies. With strong analytical and communication...Senior
- ...team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates should...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
- Aspiriant LLC is seeking a Senior Associate in Wealth Management (EFO) in Irvine, CA. The role supports Wealth Management Managers and Directors in... ...with Tax Services, Accounting and Banking Services, and Investment Advisory Services. The ideal candidate has 2-4 years of...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company... ...for providing clients with direct access to investment opportunities in late-stage private companies,...Senior
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...client connections, and learning how to manage and inspire others. Navigating... ...automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor...SeniorFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...& SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance...SeniorFull timeH1b$121.9k - $262.1k
...Third Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy... ...role partners closely with Wealth Management Advisors (WMAs) and the broader Private... ..., income tax, gift and estate tax, investment, risk, insurance, and cash flow planning...SeniorBank staffShift work$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. Responsibilities...Senior$150k - $175k
...Wealth Strategist $150,000 - $175,000 Phoenix, AZ Top Wealth Management Firm | Wealth Strategist / Advisor Jobot Pro: Josh Forth A bit about us: We are... ...comprehensive wealth management services—including investment management, tax strategy, estate planning,...Work experience placementWork at officeLocal areaFlexible hours- Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver high-quality fiduciary guidance to clients... ...plans and portfolios, leveraging Schwab's suite of investment products and research to meet client goals. The role emphasizes...Senior
$200k - $225k
...Northern Trust, our Wealth Strategist position is a key business... ...executive role.As a senior member of the... ...driven approach to wealth management planning. With the support... ...ultra high net worth(UHNW) individuals,... ...as you cultivate new investment management relationships...Full timeLocal areaFlexible hours- Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies, and ongoing client engagement. Requires a minimum of 3 years in wealth advisory, with expertise...SeniorWork at office
$170k - $210k
...Senior Wealth Advisor LA Century City Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping... ...their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all...SeniorTemporary workWork at officeRemote workMonday to FridayFlexible hours- Bank of America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships, delivering... ...coordinate with advisors and specialists to tailor solutions for senior leaders. This role emphasizes technical planning across...Senior
- ...you’ll join a Top 12 program managing over $2.8 billion in client... ...solutions.About the Role:A Senior Wealth Advisor is an experienced financial... ...Private Bankers, and Wealth Strategists. We are part of a community... ...comprehensive planning and investment strategies consistent with...SeniorFull timeImmediate start
- K2 Space Corporation is hiring for a role focused on compensation strategy and equity management within a fast-scaling organization. You will translate market data into defensible pay decisions, manage equity in Carta, and build analytics to guide leadership decisions....Senior
- Mercer, a Marsh company, is seeking an Investment Consultant to advise institutional clients on objectives, policy, asset allocation, and manager selection. You will present capital market updates, develop portfolio recommendations, and monitor performance to optimize...Senior
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