Senior Private Banker - Wealth Strategy & Growth
Testing Site - JPMC
J.P. Morgan Chase & Co. in Los Angeles, CA, seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to advise clients while expanding the client base and assets.
The role requires six+ years in Private Banking, a Bachelor’s degree, and Series 7/66 and insurance licenses (or to obtain within 90 days). A proven sales track record and strong community network are essential.
#J-18808-LjbffrVacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Banker - Wealth Strategy & Growth in Los Angeles, CA vacancy
- ...partnered with a highly respected, independent wealth management firm known for its... ...relationships as part of a planned succession strategy . Qualifications Experience & Track Record... ...fiduciary discipline; comfortable operating in a growth-oriented, performance-driven environment...SeniorRelocation package
Harrison Gray Search
Los Angeles, CA21 hours ago $162.1k - $270.1k
...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary... ...(IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused...SeniorFull timeTemporary workWork experience placementM&T Bank
Los Angeles, CA2 days ago- Activision Publishing in Santa Monica is seeking a Senior Analyst, Strategy to drive cross-functional strategic initiatives across the business... ...and present recommendations to executive audiences, guiding portfolio decisions and growth plans in #J-18808-Ljbffr ActivisionSenior
- ...in clean energy finance. You will focus on origination and negotiation at the bottom of the funnel, while also contributing to BD strategy and outreach initiatives. You will collaborate with the leadership team on critical initiatives and have increasing ownership, with...Senior
- ...We value Trust, Ownership, Growth, Empathy, Teamwork, Heart,... ...solutions.About the Role:A Senior Wealth Advisor is an experienced financial... ...Service Specialists, Private Bankers, and Wealth Strategists. We... ...planning and investment strategies consistent with their individual...SeniorFull timeImmediate start
Columbia Bank (WA, OR & ID)
Los Angeles, CA3 days ago - ...Angeles area. You will manage complex client relationships, drive growth through Amazon advertising campaigns, and collaborate with our... ...to mentor team members. The role emphasizes data-driven strategy, budgeting tight campaigns, and cross-functional coordination across...Senior
- Softline Solutions in Glendale, CA seeks a Senior SEM Account Manager to lead strategy and execution for a portfolio of larger lead-gen accounts. You will... ...direct client interaction, offering visibility and growth within Softline's Managed Services #J-18808-Ljbffr Softline...Senior
- ...through industry-focused wealth advisory, digital,... ...for durable, organic growth.Our advisors average $... ...tax clients and 75,000 privately held businesses, creating... ...tax and wealth strategies that protect legacy and... ...re selectively adding senior wealth advisors in key...SeniorFull timeShift work
CliftonLarsonAllen
Pasadena, CA4 days ago - ...The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client... ...developing other advisors, and contributing meaningfully to the growth of Threadline Wealth. Senior Wealth Advisors serve as...Senior
Threadline Wealth
Los Angeles, CA3 days ago - ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior... ...those with a history of significant growth. This role is pivotal in...Senior
$128k - $252.5k
...accelerate new digital ventures, and fuel growth through innovation. AI & Engineering... .... Work you’ll do As a Healthcare Payor Senior Consultant on the AI&E Industry Solutions... ...Requisition code: 374061 Job ID 374061 Strategy, Growth, and Transformation | Functional...SeniorLocal areaDeloitte
Los Angeles, CA13 hours ago$163.4k - $322.1k
Position Summary Cyber Senior Manager - Cyber Alliances (Zscaler & Snyk) / Senior Manager, Strategy, Growth, and Transformation Are you energized by building strategic alliances, designing go-to-market motions, and driving scaled revenue growth? Do you want to shape...SeniorLocal areaVisa sponsorshipDeloitte
Los Angeles, CA3 days ago$171.6k - $338.3k
...relationships with customers through innovative strategies, advanced analytics, Generative AI,... ...experiences and drive sustained growth and customer value creation and capture,... ...role ends on 12/31/2026.Work you'll doAs a Senior Manager, Strategy, Growth, and Transformation...SeniorLocal areaDeloitte
Los Angeles, CA1 day ago$170k - $210k
...ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others.... ...the ranking criteria methodologyhere . Job Summary The Senior Wealth Advisor focuses on deepening relationships with an established...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Los Angeles, CA21 hours ago- Quigley-Simpson, based in Los Angeles, seeks a Senior Manager, Programmatic, to lead and execute strategic digital media plans across... ...meet business goals. Responsibilities include developing data strategies, testing plans, managing campaigns, and coordinating cross-team...Senior
$70k - $200k
...0,000.00 - $200,000.00Category: Private Client CoverageCompany: CitiCiti Global Wealth brings together the full power of... ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer... ...investment and financial planning strategies preferredMust be a self-starter,...SeniorFull timeWork at officeCitigroup
Pasadena, CA1 day ago- HDR is seeking a Senior Marketing Coordinator to support proposal development, client relationship management, and marketing campaigns.... ...across business development systems, contributing to HDR’s brand and growth initiatives. You will work within HDR’s Marketing and Admin...Senior
- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience. You will...Senior
$350k
...full-service bank encompassing Private Banking, Lending, Branch,... ...Insurance. Due to its active growth in key markets across the U.S... ...market. Our client is seeking a Senior Wealth Advisor who leads with... ...a Financial Advisor, Private Banker, or Relationship Manager with...SeniorAvior Executive Search
Los Angeles, CA21 days ago$104.7k - $154k
About the TeamWithin Finance & Strategy, the General & Administrative (G&A) Finance & Strategy... ..., NY.About the RoleWe are looking for a Senior Associate to help shape how DoorDash... ...mix, and Legal cost relative to company growth.Lead quarterly, annual, and long range planning...SeniorHourly payWork at officeLocal areaImmediate startRemote workFlexible hoursDoordash
Los Angeles, CA21 hours ago- Mindgruve is hiring a Paid Social Supervisor to lead senior client relationships and drive full-funnel paid social strategy across Meta, LinkedIn, TikTok, and secondary platforms. You will oversee execution, mentor a team, and ensure high-quality delivery on a portfolio...Senior
$150k
...through a shared platform that supports their growth while preserving the local identities and... ...Cross Financial is seeking experienced wealth advisors with an established client base... ...clients’ needs Collaborate with other senior advisors and firm leadership...SeniorTemporary workLocal areaCurrent
Los Angeles, CA14 days ago- ...connection. We do this by driving Responsible Growth and delivering for our clients,... ...regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key... ...financial information, and developing planning strategies. Job expectations include building...Work experience placementWork at officeWork from homeShift workDay shift
- Tennis Channel is seeking a Senior Social Media Manager to own strategy and execution across Instagram, Facebook, TikTok, YouTube and X from our Santa Monica, CA office. Translate the Head of Social's strategy into platform-specific plans, oversee creative direction, campaigns...SeniorWork at office
- ...Skills Research Institute is hiring an Associate Banker in Los Angeles. This seasoned professional... ...client relationships and driving revenue growth. The ideal candidate will have 3-7 years of relevant experience in wealth management, a Bachelor's degree, and necessary...
$225k - $275k
...Position Rockefeller Private Office is core to who we... ...professionals – including wealth planners, tax advisors,... ..., estate planning, tax strategy, and family governance needs. The Senior Wealth Strategist is a member... ...role in the ongoing growth and innovation of the...SeniorWork at officeLocal areaRockefeller Financial
Los Angeles, CA3 days ago- ...services firm is seeking an experienced Wealth Advisor to join its expanding advisory team... ...operations.Client Acquisition & Growth SupportAdvisors are provided access to qualified... ..., risk management, and wealth transfer strategies.The planning team supports the...
CyberCoders
Los Angeles, CA3 days ago $90.16k - $202.75k
...thereby creating new pathways for growth. In this ever-changing market environment... ...our number one priority. With a wealth of learning and career development... ....KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities : In relation...SeniorH1bLocal areaKPMG
Los Angeles, CA4 days ago- ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients... ...portfolio management, and asset allocation across public and private markets. Responsibilities: Leading client relationships,...SeniorWork at officeRelocation
ZPEED Recruitment
Los Angeles, CA21 hours ago $106.4k - $221.38k
...thereby creating new pathways for growth. In this ever-changing market environment... ...our number one priority. With a wealth of learning and career development... ....KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities : Work with...SeniorH1bLocal areaKPMG
Los Angeles, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker - Wealth Strategy & Growth. Be the first to apply!
Related searches
- personal banker Los Angeles, CA
- private banker Los Angeles, CA
- senior technical associate Los Angeles, CA
- senior hvac engineer Los Angeles, CA
- senior custodian Los Angeles, CA
- senior vice president communications Los Angeles, CA
- senior retail sales associate Los Angeles, CA
- senior infrastructure analyst Los Angeles, CA
- senior fpga design engineer Los Angeles, CA
- senior specialist Los Angeles, CA