UHNW Private Wealth Advisor & Fiduciary Specialist
International Search Consultants
International Search Consultants is looking for a Private Client Advisor in Los Angeles, California. This role involves managing relationships with Ultra-High Net Worth Individuals, requiring expertise in trust, estate planning, and investment management. The ideal candidate possesses a Bachelor's degree, has substantial experience in Wealth Advisory, and shows proven business development skills. The position offers competitive salary and benefits within a dynamic, collaborative environment. #J-18808-Ljbffr
$120k - $130k
...oriented Senior Associate, Client Advisor to join our growing team.... ...with a team of senior wealth management professionals in... ...advisory, family office, or private banking serving UHNW clients. Strong... ...experience and education. SCS is a fiduciary wealth and investment management...PrivateWork at officeLocal area$250k
...Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions...Private- ...Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal...Private
- 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...Private
$200k - $300k
...clients’ businesses and sources of wealth generation. Anticipate... ...implications. Serve as a trusted advisor to clients who frequently seek... ...‑term connections to the Citi Private Bank. Effectively manage... ...Banking having covered the UHNW market / Extensive experience...Private- ...Windward Recruiting is looking for a UHNW Wealth Advisor to join a growing team in the Los Angeles area. This position emphasizes relationship management, financial planning, and investment discussions in a sophisticated family office environment. The ideal candidate should...Work at office
- ...A boutique fiduciary financial planning firm is looking for experienced financial advisors to join their team in Los Angeles. The ideal candidate should have a minimum of 3-5 years of financial planning experience and possess strong integrity and organizational skills....Flexible hours
- ...We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Los Angeles CA market. The position focuses on relationship management, financial planning, investment discussions, and ongoing client service within a sophisticated family office...Work at office
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...Industry Investment Management Type Privately Held About the Role The Company is... ...for those with exposure to HNW/UHNW client service or financial planning. A...Private
- Charles Schwab in Los Angeles is seeking a Wealth Advisor to empower clients with personalized investment strategies and fiduciary support. This role blends innovative thought and problem-solving within a collaborative environment, where the advisor will leverage Schwab...
- A leading global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking...Private
- A leading financial services firm in Los Angeles seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships, offering personalized services, and demonstrating a deep understanding...Private
- J.P. Morgan Chase in Santa Monica seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to clients. The position requires at least 2 years of experience in financial advisory, a passion for client success, and valid financial...Private
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Glendale, California. You'll be responsible for providing comprehensive financial planning and advice to clients from diverse backgrounds, helping them achieve their financial goals. Your role will primarily...Private
- 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...
$120k - $300k
...Direct message the job poster from Manhattan West Manhattan West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary...PrivateFull timeLocal areaRemote work$89.25k - $105k
...Relationship Manager I, UHNW (Los Angeles, CA) Los Angeles, CA – LA Century... ...service experience backed by a national fiduciary’s resources and expertise. You will work closely with Wealth Advisors and specialists to help clients – private investors, business owners,...PrivateTemporary workWork at officeLocal areaHome officeMonday to Friday- ...Empower is seeking a Private Wealth Advisor based in Southern California to provide personalized financial support to clients. The role entails delivering high-quality service through relationship management, financial planning, and investment strategies. Candidates should...Private
- ...If you’re an experienced P&C Underwriter with a passion for the Private Equity space, this could be the perfect next step in your career. In this role, you’ll focus on Middle Market Property & Casualty business including P&C, W/C, GL, Auto, Umbrella and Excess for PE firms...Private
- ...nationally recognized independent wealth management firm founded in 2013. With... ...become a premier destination for advisors transitioning from wire house and private banking environments. They are... ...Demonstrated success managing HNW and UHNW relationships, typically $2M–$10M+...Private
$124.36k - $146.3k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. Basic Qualifications:...PrivateTemporary workWork experience placementLocal area3 days per week$150k
...Financial Advisor - Endowments and Foundations Financial Advisor... ...other referral sources. Provide Fiduciary Advice: Offer expert... ...k (base and bonus) Associate Wealth Advisor, Schwab Wealth Advisory... ...Advisor, Schwab Wealth Advisory Private Wealth Strategist - Private Wealth...PrivateFull timeTraineeshipWork at office- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los Angeles, CA. This unique role involves working closely with senior wealth management professionals to deliver comprehensive financial guidance to ultra-high-net-worth individuals...
$250k
## Managing Director, Private Banker, Beverly HillsApplylocations: Beverly Hills California... ..., along with an acquisition strategy for UHNW target names. Thus thorough knowledge of... ...understanding of clients’ businesses and sources of wealth generation.* Anticipate events in a...PrivateFull time- ...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...
- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of...PrivateBank staff
- Us Bank is seeking an experienced wealth management professional in Beverly Hills to manage high net worth client relationships. This role requires exceptional relationship management skills and the ability to build a team tailored to client needs. The ideal candidate...Private
$72.56k - $157.95k
...Underwriting Specialist IAT Insurance Group has an immediate opening for Underwriting Specialist from our Scottsdale, AZ or Pasadena... ...opportunities, and more. IAT Insurance Group is the largest private, family-owned property and casualty insurer in the U.S....PrivateWork at officeImmediate startRemote work$60k - $125k
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1-3 years of client service experience. You will manage relationships with ultra-high net worth clients, oversee asset management,...Private$159.97k - $188.2k
...U.S. Bank Wealth Management At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring...PrivateTemporary workWork experience placement3 days per week
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