Wealth Management Senior Associate — UHNW Client Services
District Partners
District Partners in Century City, Los Angeles, is seeking a Senior Associate to support its wealth management team, focusing on long-term UHNW client relationships and growth within client relationship management, wealth operations, and financial planning support. If you’re seeking a path outside of becoming a Financial Advisor while gaining exposure to sophisticated planning and investment work, this role is worth a conversation. #J-18808-Ljbffr District Partners
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...accommodation or an alternative application process. Senior Associate - Wealth Management Full Time Los Angeles, CA, US 7 days ago... ...Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and...SeniorFull timeWork at office- Merceradvisors is looking for a Relationship Manager to join their Wealth Management Team in Los Angeles, CA. This... ...focuses on delivering exceptional customer service and managing relationships with ultra-high-net-worth clients. Candidates should have at least 5 years of...Senior
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Senior Associate, Wealth and Asset Management - Tax, PwC US Tax LLP, Los Angeles, CA. Help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as a strategic consultant...SeniorWork experience placementWork at officeLocal areaRemote workOverseas$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,...- 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... ...over 5 years in a client service role and possess exceptional...Senior
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$95k - $130k
...Capital in Los Angeles is looking for a motivated Senior Associate to manage important elements of client relationships. The candidate should have 2+ years of... ...providing operational support and exceptional customer service. The role includes a compensation range of $95,000...SeniorFlexible hours$101.2k - $129.03k
As a Partnership Tax Senior Associate, you'll perform compliance for complex... ...and provide tax consulting services for your individual, trust,... ..., and S corporation clients— all with the resources, environment... ...in proposal activities and manage to budget. Supervise, develop...Senior$95.86k - $208.27k
...number one priority. With a wealth of learning and career... ...KPMG is currently seeking a Senior Associate, Privileged Access Management Delivery Engineer to join our Advisory Services practice. Responsibilities... ...activities across client environments Collaborate...SeniorFull timeH1bLocal area- ...Aspiriant is recruiting a Senior Associate for our Planning... ...central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide... ...with Client Service Operations, Technology,... ...% employee-owned wealth management firm. Our core values guide...SeniorWork at office
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Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions...SeniorFull time- 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...Senior
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Citibank (Switzerland) AG is looking for a Wealth Relationship Manager to build and deepen relationships with affluent clients in Los Angeles, California. This role demands strong analytical skills and financial expertise to provide clients with comprehensive financial...Senior- JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking in Los Angeles. This role... ...focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored advice. The ideal candidate will have at...Senior
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- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role... ...loan portfolio while ensuring compliance and rigorous risk management. #J-18808-Ljbffr BBF WealthSenior
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...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...your success! The Role Senior Associates in our Private Client Services practice manage and support their team... ...legislative changes, wealth transfer techniques, charitable...SeniorFull timePrivate practiceH1bLocal areaWork visa$185k - $220k
...We currently have an exciting opportunity for a Senior Manager of Strategic Growth, Legal (Lateral & Associate Recruiting) in our Los Angeles office. This is an... .... Exceptional relationship‑building skills and client service oriented: can effectively interface with...SeniorPermanent employmentWork at officeLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier... ...advisor & manager Industry... ...within a sophisticated, client-first advisory platform... ...will work alongside senior advisors and subject... ...with exposure to HNW/UHNW client service or financial...
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- Equitable Advisors in Los Angeles is seeking ambitious financial professionals to join our wealth management team, focusing on client engagement, financial planning, and licensed product guidance. This role requires a bachelor’s degree, FINRA licensing, and strong communication...
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001 The Northern Trust Company in Los Angeles seeks a skilled professional to develop and manage complex client relationships in wealth management. Candidates must understand banking products and possess strong negotiation skills. The ideal applicant will have at least...Senior$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow!... ...component of the core client experience at RBC for... ...ultra-high net worth ("UHNW") clients. The... ...Strategists, field leadership, service, and other support... ...through coaching and managing opportunities...SeniorTemporary workFlexible hours$90k - $100k
City National Bank is seeking a Senior Financial Advisor in Beverly Hills, CA, to serve as the primary contact for wealth management. The advisor will manage affluent relationships, lead investment discussions, and ensure compliance with financial regulations. Candidates...Senior$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...Senior- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client outcomes through effective management of ongoing relationships, providing tailored investment advice, and collaborating with a skilled...Senior
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