Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Advisor - Grow Your UHNW Practice

Lido Advisors

Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations from our Los Angeles office. You will own and grow a book of client relationships, delivering personalized wealth strategies built on planning, tax, estate planning, investment management, and asset allocation with in-house specialists supporting your practice. #J-18808-Ljbffr Lido Advisors

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor - Grow Your UHNW Practice in Los Angeles, CA vacancy
  • $200k - $300k

     ...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic... 
    Private

    Jobleads-US

    Los Angeles, CA
    2 days ago
  • $200k - $300k

    ## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: Los Angeles...  ...’ businesses and sources of wealth generation.* Anticipate...  ...implications.* Serve as a trusted advisor to clients who frequently...  ...exceptions to standard practices when the bigger picture needs... 
    Private
    Full time

    Citibank (Switzerland) AG

    Los Angeles, CA
    11 hours ago
  •  ...Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional...  ...solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional... 
    Private

    Jobleads-US

    Beverly Hills, CA
    3 days ago
  •  ...in client assets. Our advisors average $575,000 in GDC...  ...client relationships and grow their business.Advisors...  ...the Role:A Senior Wealth Advisor is an experienced...  ...establishing and sharing best practices in segmentation, client...  ...Service Specialists, Private Bankers, and Wealth... 
    Private
    Full time
    Immediate start

    Columbia Bank

    Los Angeles, CA
    11 hours ago
  • $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

    Jobleads-US

    Beverly Hills, CA
    2 days ago
  • $120k - $300k

     ...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...  ...federal, state, and local fair employment practices laws. Manhattan West is committed to... 
    Private
    Full time
    Local area
    Remote work

    Manhattan West

    Los Angeles, CA
    1 day ago
  •  ...the fifth-year to junior-partner level to support UHNW private client matters. You will join a sophisticated tax practice and work closely with experienced partners on...  ...opportunities, and a pathway to partnership as you grow with a premier firm in a collaborative... 

    Mitchell Silberberg & Knupp LLP

    Los Angeles, CA
    3 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients...  ...clients' lives. Demonstrates a growing ability to create and seize business development...  ...can apply biblical principles in the practice of financial investment, life coaching... 
    Private
    Work at office
    Local area
    Night shift

    Blue Trust

    Los Angeles, CA
    11 hours ago
  • $200k - $225k

     ...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes...  ...foundations, and to build an enduring practice around the clients you are most...  ...passionate about serving. You will own and grow a book of client relationships,... 
    Private
    Work at office

    Lido Advisors, LLC

    Los Angeles, CA
    11 hours ago
  • 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

    Goldman Sachs

    Los Angeles, CA
    2 days ago
  • 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

    Manhattan West

    Los Angeles, CA
    11 hours ago
  • Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high‑touch services to ultra‑high‑net‑worth families and multigenerational households. You will execute sophisticated planning initiatives... 
    Private
    Work at office

    Rockefeller Capital Management

    Los Angeles, CA
    3 days ago
  •  ...Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client relationships, and coordinate with product experts to meet complex financial goals... 
    Private

    Jobleads-US

    Beverly Hills, CA
    3 days ago
  • $105.4k - $207.8k

     ...avoid financial pitfalls, and implement practical solutions before, during, and after major...  ...separation engagements for corporate and private equity clientsAnalyzing financial, operational...  ...leadership opportunities and connect and grow through mentorship. From on-the-job... 
    Private
    Local area
    Visa sponsorship

    Deloitte

    Los Angeles, CA
    4 days ago
  • $200k - $270k

     ...BKF, you'll find a unique opportunity to grow your career with intention. Our culture values...  ...for the second year in a row. Practice Area Lead - Water/Wastewater BKF is seeking...  ...long‑term relationships with key public and private sector clients. Project Oversight & Execution... 
    Private
    Work at office
    Local area

    BKF Engineers

    Los Angeles, CA
    4 days ago
  • $70k - $200k

     ...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast...  ...personal behavior, conduct and business practices, and escalating, managing and reporting control... 
    Private
    Full time

    Citigroup

    Los Angeles, CA
    2 days ago
  • $110k - $185k

     ...Institutional Securities, Wealth Management, and...  ...Client Advisors (ICAs) and their clients...  ...through specialized private banking solutions...  ...High Net Worth (UHNW) clients in the International...  ...Promote best practices and maintain a...  ...originating and growing lending and deposit... 
    Private
    Full time
    Temporary work

    Morgan Stanley

    Pasadena, CA
    6 days ago
  • $300k

     ...Title: Investigations Partner or Senior Of Counsel (Portable Practice Required) Location: Los Angeles, Oakland, Sacramento, or San...  ...leading complex and confidential investigations for both public and private sector clients across California. The successful candidate will... 
    Private
    Visa sponsorship

    Bryant Staffing Solutions

    Los Angeles, CA
    11 hours ago
  • $235k - $310k

     ...place you can engage in meaningful work and grow your career. Let’s see what we can...  ...seeking a finance associate with a focus on Private Credit and Fund Finance transactions to join...  ...on level of experience and specific practice group.Legal Research: Conduct thorough and... 
    Private
    Full time
    Work at office
    Remote work
    Relocation
    Relocation package

    DLA Piper

    Los Angeles, CA
    3 days ago
  • $310k - $390k

     ...place you can engage in meaningful work and grow your career. Let’s see what we can...  ...opportunity to join a cutting-edge and expanding practice that represents many notable clients...  ...asset managers, financial institutions and private credit funds, as well as media business... 
    Private
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Los Angeles, CA
    1 day ago
  • $310k - $365k

     ...place you can engage in meaningful work and grow your career. Let’s see what we can...  ...matters. Experience representing banks and/or private credit funds on loans to technology, life...  ...on level of experience and specific practice group.Legal Research: Conduct thorough and... 
    Private
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Los Angeles, CA
    1 day ago
  • $169.38k - $207.02k

     ...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Private
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Beverly Hills, CA
    1 day ago
  • $69.8k - $132k

     ...complex issues?Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds?If so,...  ...accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-... 
    Private
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Los Angeles, CA
    2 days ago
  • $121.44k - $154.84k

     ...similar services to clients, private equity investors, and asset-based...  ...in a similar consulting practice or function servicing cross-industry...  ...project in a rapidly growing practice.Strong leadership, business...  ...― and Grant Thornton Advisors LLC (not a licensed CPA firm)... 
    Private
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Los Angeles, CA
    3 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...  ..., as well as to manage and grow a diverse client portfolio. A deep... 
    Private

    Confidential

    Los Angeles, CA
    3 days ago
  • $90k - $160k

     ...Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of...  ...Participate in the development of a fast-growing, entrepreneurial consulting practice... 
    Private
    Work experience placement

    thinkbrg

    Los Angeles, CA
    4 days ago
  • $90k - $160k

     ...Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...  ...Participate in the development of a fast-growing, entrepreneurial consulting practice... 
    Private
    Full time
    Work experience placement
    Local area

    Berkeley Research Group

    La Canada Flintridge, CA
    2 days ago
  • $155k - $185k

     ...transactional real estate finance, and a strong desire to grow within a collaborative, deal-driven practice. About The Role This is a dynamic opportunity to join...  ...transactions involving governmental, nonprofit, and private sector entities. The role is highly collaborative,... 
    Private
    Work at office
    Immediate start
    Flexible hours

    TPO search

    Los Angeles, CA
    11 hours ago
  •  ...M&A Partner to expand its transactional practice in Los Angeles. This role targets a partner...  ...and a track record of BD success to help grow a premier West Coast platform. The ideal...  ...and the ability to advise PE sponsors and private companies while expanding client... 

    Eden Rose USA

    Los Angeles, CA
    2 days ago
  • $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...  ...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition... 
    Private
    Temporary work
    Work experience placement
    3 days per week

    U.S. Bancorp

    Beverly Hills, CA
    11 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Advisor - Grow Your UHNW Practice. Be the first to apply!