Senior Private Wealth Advisor
Citi
Citi is seeking a Wealth Relationship Manager in Whittier, California, who will leverage their financial expertise to foster and cultivate relationships with affluent clients. This role requires a seasoned professional to apply in-depth knowledge to enhance client engagement through tailored solutions and compliance management. Ideal candidates will have 5-8 years of experience, strong analytical skills, and must hold relevant US FINRA registrations. The position offers a competitive salary and benefits inclusive of medical, dental, and a 401(k) plan. #J-18808-Ljbffr Citi
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor in Whittier, CA vacancy
- ...RevolutionJoin Southern California Edison (SCE) as a Financial Planning, Senior Advisor and contribute to the financial strategies that support a... ...cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical...SeniorPrivateTemporary workRemote work
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated...SeniorPrivateTemporary workWork experience placementImmediate startWells Fargo
Walnut, CA1 day ago- Chase is seeking a Senior Business Relationship Manager in Business Banking to deepen relationships with large clients and... ...service, risk management, and collaboration with Branch, Wealth Management and Private Bank to deliver tailored financial solutions and expand primary...SeniorPrivate
- Chase is seeking a Business Relationship Manager Senior (BRM) in Business Banking to deepen relationships with large business... ...regular in-person or virtual calls, partner with Branch, Wealth Management and Private Bank to deliver personal and business financial solutions,...SeniorPrivate
$10 per hour
...Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be... ...of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial...SeniorPrivateWork at office$150k - $210k
...Senior Project Manager – Structures Division (Heavy Civil Construction)Location: Greater Los Angeles / Orange County Area Salary Range... ...and integrity, backed by a legacy of excellence in public and private construction.We foster a culture of respect, accountability, and...SeniorPrivateContract workFor contractorsFor subcontractorLocal areaRelocation packageR L Barclay and Associates LLC
Santa Fe Springs, CA2 days ago- ...Description Job Description Description: Position Summary The Senior Project Manager, M&A Integration owns day-to-day execution of... ...from scratch. ~ Experience working directly with C-suite and private equity sponsor stakeholders, including board or investment-...SeniorPrivateWork at office
Weber Logistics
Santa Fe Springs, CA10 days ago $140k - $175k
Senior Estimator - Heavy Civil ConstructionLocation: Southern CaliforniaSalary: $140,000 - $175,000 DOEEmployment Type: Full TimeWe are... ...join our Southern California team. This role will support both private and public works bids, including large-scale design-build and...SeniorPrivateContract workFor subcontractor$100k - $150k
...Our leading client in consumer product industry is seeking a Senior Accounting Manager. You will oversee a range of accounting activities... ...in the apparel, e-commerce, or related industry (public/private). ~ Minimum 3 years in a managerial or supervisory role....SeniorPrivateCentury Group
Commerce, CA5 days ago$27.02 - $39.18 per hour
SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...SeniorHourly payPart timeSchoolsFirst FCU
Pico Rivera, CA4 days ago- ...with scalable business and technology infrastructure. The Senior AWS Cloud Engineer will build and own Vela ’s cloud foundation in... ...analytics. Stand up secure access — bastion/jump hosts, private connectivity (Direct Connect/VPN), and least-privilege access patterns...SeniorPrivate
VAYLENT
Santa Fe Springs, CA10 days ago - DescriptionThe Senior Substation Engineer will lead the preparation of design deliverables for new and modified high-voltage (13kV to... ...Leads field inspections for substation facilities on public and private utility systems.Leads execution of complex assignments...SeniorPrivateWork at office
$90k - $160k
...specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors,... ...skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or...PrivateFull timeWork experience placementLocal areaBerkeley Research Group
Santa Fe Springs, CA3 days ago$80k - $150k
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build... ...gives people the confidence to reach further. Overview The Senior Business Analyst role is responsible for supporting the Banking...SeniorPrivateFull timeWork at office$27 per hour
...Aviation Fuel Tanker Truck Senior Driver Job We are looking for local and regional fuel transport drivers to join our small, "family... ...Fuel, Gasoline, Heating Oils and Bulk Oils to commercial and private airports, aviation emergency response, agriculture and logging...SeniorPrivateHourly payPermanent employmentFull timeContract workTemporary workLocal areaImmediate start10 hours per weekShift workNight shiftHUMBOLDT PACIFIC LLC
Santa Fe Springs, CA5 days ago$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities...SeniorFull time$75k - $100k
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build... ...Bank gives people the confidence to reach further.OverviewThe Senior Property Title Analyst will be responsible for performing tasks...SeniorPrivateFull timeBank staff$80k - $150k
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build... ...to reach further.OverviewEast West Bank is currently seeking a Senior Deposit Operations Manager. This position will support Centralized...SeniorPrivateFull time$20 - $45 per hour
...markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career...SeniorPrivateFull time$130k - $150k
...Senior Benefits Manager Store Support Center We are searching for an experienced Senior Benefits Manager for our StoreSupport... ...confidential information for employee's and the organization's private information on a regular basis. Analyticalskills to resolve...SeniorPrivateLocal areaSmart and Final
Commerce, CA1 day ago- ...Project Manager – Senior Level at Nexlogica Join to apply for the Project Manager – Senior Level role at Nexlogica. Job ID# 10161 –... ...agencies, and individuals of similar status and capacity in the private sector. The Senior PM determines appropriate products or services...SeniorPrivate
Nexlogica
Downey, CA2 days ago - ...client relationships and demonstrate knowledge of client business Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department Identify issues and tax planning...SeniorPrivateImmediate start
A CPA Firm in Los Angeles County
East Los Angeles, CAa month ago - ...Chase Private Client Banker role at JPMorganChase is to deliver hospitality and tailored banking solutions to affluent clients, managing their complete banking relationships with proactive service and growth of balances. You will solicit referrals and leverage internal...PrivateWeekend workAfternoon shift
Fairygodboss
Alhambra, CA1 day ago - ...A leading logistics and supply chain organization is hiring a Senior IT Program Manager in Southern California. The company operates... ...frameworks or playbooks from scratch Experience in fast-paced or private equity-backed organizations PMP or equivalent...SeniorPrivateFull time
Motion Recruitment
Walnut, CA4 days ago $115k - $160k
...markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career...SeniorPrivateFull time- ...Clean Energy RevolutionBecome a Source to Pay (S2P) & Systems Senior Advisor at Southern California Edison (SCE) and build a better... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical...SeniorPrivateRemote workRelocation
- ...Join the Clean Energy RevolutionBecome an HRIS Senior Manager at Southern California Edison (SCE) and build a better tomorrow. In this... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records...SeniorPrivateRemote workRelocation
- Join the Clean Energy RevolutionBecome a Senior Advisor, Strategic Planning at Southern California Edison (SCE) and build a better tomorrow... ...cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical...SeniorPrivateRemote workRelocation
- ...Clean Energy RevolutionBecome a Corporate Services Procurement Senior Specialist at Southern California Edison (SCE) and build a better... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical...SeniorPrivateContract workRemote workRelocation
- Join the Clean Energy RevolutionBecome a Valuation Analytics Senior Specialist at Southern California Edison (SCE) and build a better... ...and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records...SeniorPrivateContract workRemote workRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Advisor. Be the first to apply!
Related searches
- financial advisor Whittier, CA
- financial associate Whittier, CA
- estate planning consultant Whittier, CA
- financial advisor associate Whittier, CA
- financial planning associate Whittier, CA
- financial planning assistant Whittier, CA
- finance associate Whittier, CA
- financial counselor Whittier, CA
- financial planning administrator Whittier, CA
- financial planner Whittier, CA