Senior Wealth Transfer Strategist for HNW/UHNW
RBC
RBC is seeking a Senior Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role supports Wealth Strategists nationwide and collaborates with Financial Advisors. Qualified candidates will possess a Bachelor's degree and strong communication skills, along with at least 3 years of relevant experience. The position offers a dynamic work culture, competitive compensation, and development opportunities. #J-18808-Ljbffr RBC
- RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth clients across the United States. The role involves collaborating with external Wealth Strategists and Financial Advisors, providing essential...SeniorHigh net worthFlexible hours
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist... ...focus on making wealth transfer planning a primary component of... ...at RBC for its high net worth ("HNW") and ultra-high net worth ("UHNW") clients. The position primarily...SeniorHigh net worthTemporary workFlexible hours- Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate... ...estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong...SeniorHigh net worth
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating... ...plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes....SeniorHigh net worth- A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...SeniorHigh net worth
$126.4k - $267.5k
...custom credit relationships with ultra-high-net-worth clients. This client-facing role requires 10+ years of commercial credit or wealth management credit experience, strong communication skills, and the ability to structure complex loan solutions. The Credit Advisor...SeniorHigh net worth- ...Financial Planner to design personalized financial plans for high-net-worth clients. Based in 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...SeniorHigh net worth
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication...SeniorHigh net worthFull timeWork at office$115k - $140k
...Headquartered in Los Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets under... ...financial plans and analysis for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated expertise in financial planning and...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...Senior Financial Planner Although we value experience and skills, we also care... ...is a distinguished asset and wealth management firm with over $50 billion... ...plans and analysis for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, including tax, estate, investment...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to join... ...closely with a team of senior wealth management professionals in... ...coordination of account openings, asset transfers, and custodian integrations.... ..., or private banking serving UHNW clients. Strong understanding...SeniorHigh net worthWork at officeLocal area$185k - $300k
...Wealth & Investment Management (WIM) is one of the United... ...advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring... ...outreach across CRG, senior Custom Credit team members... ...immediately available to transfer upon hire. FINRA...SeniorHigh net worthOngoing contractWork experience placementImmediate start- 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...SeniorHigh net worth
- 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...SeniorHigh net worth
- ...within a prestigious global brand. The successful candidate will possess strong connections in wealth management and demonstrate a proven track record in managing HNW and UHNW clients. Performance is rewarded directly, with high earners achieving six-figure incomes. #J-...High net worth
- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth... ...the autonomy to build a high-quality loan portfolio while ensuring compliance and rigorous risk management. #J-18808-Ljbffr BBF WealthSeniorHigh net worth
$85k - $110k
...Strategic Employment Partners (SEP) is seeking a Senior Client Service Associate in Wealth Management to join their team in Woodland Hills, CA. This is a newly established senior position where you will take ownership of account operations for high-net-worth clients and...SeniorHigh net worth- 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...SeniorHigh net worth
- 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...SeniorHigh net worthFull time
$35 - $40 per hour
...seeking a talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide... ...with data visualization tools, and the ability to influence senior leadership on compensation design. A competitive hourly rate of...SeniorHourly pay$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....Senior- ...vision insurance. They are currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles office. The way they see it -... ...is why they are looking for dynamic leaders with a portable, HNW client practice, who will receive meaningful participation in the...SeniorHigh net worthWork at office
- ...Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies...High net worth
- ...We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Los Angeles CA market. The position focuses on... ...experienced advisory teams. DUTIES & RESPONSIBILITIES Support senior advisors in the ongoing management of ultra-high-net-worth...High net worthWork at office
- ...service delivery, and collaborating with specialists. Candidates should have a bachelor’s degree, significant experience in banking and wealth management, and strong communication and analytical skills. The role offers competitive compensation. #J-18808-Ljbffr Columbia BankHigh net worth
$120k - $130k
Focus Financial Partners is seeking a motivated Senior Associate, Client Advisor in Los Angeles, CA. This role is integral to supporting... ...will have strong analytical skills and a background in wealth management, along with excellent organizational abilities to thrive...SeniorHigh net worth$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 demands strong analytical skills and extensive experience in financial planning. The selected candidate will work...SeniorHigh net worth$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions...SeniorHigh net worthFull time- ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more than just a job. A career with us means joining a team... ...analysis ~ Demonstrated experience advising Affluent, HNW, and UHNW clients on lending solutions ~ Strong expertise in Securities...High net worth
$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...SeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Transfer Strategist for HNW/UHNW. Be the first to apply!
- senior brand strategist Beverly Hills, CA
- senior game producer Beverly Hills, CA
- senior lead project manager Beverly Hills, CA
- senior attorney Beverly Hills, CA
- senior network engineer remote Beverly Hills, CA
- senior project manager contract Beverly Hills, CA
- senior international account manager Beverly Hills, CA
- senior sas administrator Beverly Hills, CA
- senior mulesoft developer Beverly Hills, CA
- senior account executive Beverly Hills, CA

