Senior Wealth Relationship Advisor
$83.92k - $125.88kCiti Group
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 include managing affluent and high net worth clients, ensuring compliance, and acquiring new clients through referrals. Candidates should have a Bachelor's degree and be bilingual in Mandarin and English is a plus. The role offers a full-time salary range of $83,920 to $125,880, along with competitive employee benefits. #J-18808-Ljbffr Citigroup Inc.
- HSBC is seeking a Wealth Relationship Manager to grow high‑value client relationships by delivering tailored wealth solutions across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to acquire, develop, advise and retain...Senior
- ...communities through industry-focused wealth advisory, digital, audit, tax... ...durable, organic growth.Our advisors average $250M in AUM across ~... ...where the right advisor relationship matters most. In our Women &... ....We’re selectively adding senior wealth advisors in key markets...SeniorFull timeShift work
- 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...Senior
- Join the Clean Energy RevolutionJoin Southern California Edison (SCE) as a Financial Planning, Senior Advisor and contribute to the financial strategies that support a cleaner, safer, and more reliable energy future. In this role, you will deliver high-quality financial...SeniorTemporary workRemote work
- First Bank in San Francisco seeks a Senior Relationship Banker to lead retail sales, acquire and deepen client relationships, and drive branch growth with consultative selling and outbound outreach. You will partner with leadership and internal partners to expand relationships...Senior
$80 - $86.32 per hour
Integrated Resources, Inc ( IRI ) is seeking a Business Control Consultant IV in Rosemead, CA. This role involves leading financial consolidations and compliance with GAAP, including preparing financial statements for SEC filings. Candidates should possess CPA certification...SeniorHourly pay$69k - $75k
East West Bank in Alhambra, California is seeking a Business Relationship Officer to manage customer relationships and drive business growth. You will achieve goals in various financial products while working with a world-class team. The ideal candidate will have a Bachelor...Senior- ...supervise day-to-day teller activities, assist the Branch Manager with operations, and train junior specialists while expanding client relationships across product lines. The role emphasizes compliance, cash handling, and cross-selling, with potential Saturday shifts and a...SeniorShift work
- Southern California Edison is seeking a Financial Planning, Senior Advisor to deliver high-quality financial analysis, strategic insights, and decision support to manage financial resources and advance operational priorities. The role partners with operating units to develop...SeniorTemporary work
- ...the skills of Banking Specialists I and II, by training on products, services, policies, and procedures. Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate...SeniorImmediate startFlexible hours
- Panda Restaurant Group, Inc. in Rosemead, CA is seeking a Senior Financial Analyst (SCM & Consolidation) to partner with the Supply Chain Management team. You will build complex financial models to forecast COGS, support the annual operating plan, and prepare leadership...Senior
- Panda Restaurant Group, Inc. is seeking a Senior Financial Analyst (SCM & Consolidation) to partner with the Supply Chain Management organization, build complex financial models for COGS, and support the annual operating plan and forecasts. The role focuses on variance...Senior
$23.75 - $29 per hour
The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring, deepening, and retaining client relationships. This role is focused on driving branch growth through proactive sales conversations, outbound calling...SeniorFor contractorsWork at officeRemote workFlexible hours$71k
...confidence to reach further.OverviewWe are currently seeking a Senior Financial Consultant. This Senior Financial Consultant will meet... ...questions.Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results,...SeniorFull timeTemporary work- Cathay Bank in California seeks an AVP for Documentation, Closing & Funding to manage loan packet review, closing workflows, and regulatory compliance. You will oversee LaserPro documentation, escrow instructions, and funding processes while guiding a team of processors...Senior
- IT CURA Inc. in Rosemead, California, is looking for a Construction Loan Administrator. The role involves managing construction loan processes from setup to repayment while ensuring compliance with guidelines. Candidates should possess strong analytical skills and a proven...Senior
$35 - $44 per hour
Overview The Corporate Senior Financial Analyst plays a vital role in AHMC Healthcare, Inc. operations. The Corporate Senior Financial Analyst is responsible for collecting, managing, analyzing, coordinating, overseeing, aggregating and monitoring the organization’s...SeniorWork at officeHome office$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 time- Lenox Advisors in Glendale, California, is seeking an experienced Financial Advisor to transition from transactional sales to holistic... ...model with internal specialists, and aims to deepen client relationships while increasing their earnings potential. At Lenox, advisors...Senior
$20k
ServiceTitan is seeking an exceptional Senior Financial Analyst, GTM FP&A to join our finance organization in a highly visible and impactful role. The primary focus for this role will be serving as a dedicated FP&A partner who is embedded in the business, close to the...SeniorMinimum wageFull timeLocal areaFlexible hours$71k
...Senior Financial Consultant We are currently seeking a Senior Financial Consultant. This Senior Financial Consultant will meet personally... ...Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results,...SeniorTemporary work$25 - $39.69 per hour
...Senior Financial Counselor Representative (VHH) The Senior Financial Counselor Representative (VHH) provides daily leadership support... ...and collection process. Knowledge of third-party payer relationships as well as relevant state and federal health programs. Ability...SeniorHourly payFull timeWork experience placementLocal areaShift work$80k - $150k
...enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The Senior Business Analyst role is responsible for supporting the Banking Operations teams in data analytics tasks, Operational Excellence...SeniorFull timeWork at office- ..., we’re proud to deliver high-quality living experiences and that starts with an exceptional team. We’re currently seeking a Senior Financial Analyst for our corporate office. Job Overview: The Senior Financial Analyst is responsible for providing advanced...SeniorWork at officeLocal area
$82k - $90k
Cathay Bank seeks an experienced Loan Administration Officer & Supervisor (Finance) in California to oversee complex loan processing, closing, and funding while leading a team to ensure accuracy and regulatory compliance. Requires 6+ years in banking with at least 3 years...Senior- Cathay Bank is seeking an experienced professional to prepare and review loan documents for commercial loans in Rosemead, California. Responsible for ensuring all documents are executed and conditions fulfilled, candidates must have strong communication skills and commercial...SeniorFull time
- ...seeking a Portfolio Manager to maintain and monitor an existing commercial loan portfolio and collaborate with the Team Manager or Relationship Manager who owns client relationships. You will maintain close contact with clients, identify and pursue new business...Senior
- ServiceTitan seeks an exceptional Senior Financial Analyst, GTM FP&A to join our finance organization in a highly visible, impactful role. You will be embedded with the business, delivering both numbers and narrative to drive decisions. You will own monthly close, headcount...Senior
- ...Senior Financial Analyst (Sales/Marketing) As a key member of the Corporate FP&A team, the Senior Financial Analyst (Sales/Marketing) is responsible for providing analytical support to Operations and Marketing leadership, contributing insights to the company's sales...SeniorPermanent employmentFull timeLocal area
- Summary Of Job Description As a key member of the Corporate FP&A team, the Senior Financial Analyst (SCM & Consolidation) serves as a Finance partner to the Supply Chain Management organization. This position conducts complex financial models to project Cost of Goods Sold...SeniorPermanent employmentFull timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!

