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
$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
- ...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
...Angeles, KAR is a distinguished asset and wealth management firm with over $50... ...Connecticut. We are seeking an experienced Senior Financial Planner to join our team,... ...and analysis for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, including tax, estate,...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...Senior Financial Planner Although we value experience... ...asset and wealth management firm with approximately... ..., and complex wealth transfer planning. At KAR, planners... ...for sophisticated UHNW clients Design and evaluate... ...working with HNW/UHNW clients in an RIA,...SeniorHigh net worthPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least 5 years of experience with high-net-worth clients and proficiency in areas like tax...High net worth
- MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management experience and the ability to manage complex workflows. The ideal...SeniorHigh net worth
$169.38k - $207.02k
U.S. Bank in Los Angeles is looking for a PWM Private Wealth Advisor to manage and grow high net worth client relationships. You will lead a team to meet diverse client needs and ensure satisfaction. The ideal candidate requires over 10 years in wealth management and a...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
- 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
$115k - $140k
Dormont Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-worth individuals in Century City, CA.... ...involves designing comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax analyses to help clients grow their...SeniorHigh net worth- ...Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will proactively identify... ...advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess...SeniorHigh net worth
- Northern Trust Corp. seeks an experienced Portfolio Manager in Los Angeles, California. The role involves managing investment activities for high net worth clients, developing personalized investment programs, and leading a collaborative team. Ideal candidates will have...SeniorHigh net worthFlexible hours
- ...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
- 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
$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial solutions. The ideal candidate will have 5-8 years of experience, strong analytical abilities, and knowledge of financial planning...SeniorHigh net worthFull time- Citigroup Inc. is looking for a skilled Financial Advisor to offer a wide range of financial services to Ultra high Net Worth clients in Los Angeles. You will manage high-value accounts and develop personalized financial strategies. The ideal candidate will have 6-10 years...High net worth
$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- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...Senior
- BDO USA, Llp in Los Angeles is looking for a Tax Senior, Transfer Pricing responsible for preparing tax returns and conducting transfer pricing studies. This role involves gathering client information, preparing financial analyses, and participating in tax planning processes...Senior
$125k - $144k
ASSOCIATION FOR FINANCIAL PROFESSIONALS in Los Angeles is looking for a Senior Associate in Wealth and Asset Management. The role involves helping clients manage tax obligations and providing strategic consulting related to business analysis. Qualified candidates should...SeniorRemote work- BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external...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- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships... ...years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates will have a track record in...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 cloud service delivery manager Beverly Hills, CA
- senior business analyst contract Beverly Hills, CA
- senior marketing account manager Beverly Hills, CA
- senior customer service manager Beverly Hills, CA
- senior strategic account manager Beverly Hills, CA
- senior software engineer Beverly Hills, CA
- senior application security Beverly Hills, CA
- senior database analyst Beverly Hills, CA
- senior vice president of operations Beverly Hills, CA

