Senior Wealth Planner & UHNW Estate Strategist
Kayne Anderson Rudnick
Kayne Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will develop tailored financial plans, estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong expertise in financial planning and the ability to cultivate lasting client relationships. A competitive compensation package and comprehensive benefits are included. #J-18808-Ljbffr Kayne Anderson Rudnick
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & UHNW Estate Strategist in Los Angeles, CA vacancy
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating... ...plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial...Senior- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive...Senior
$115k - $140k
...is a distinguished asset and wealth‑management firm with over $50billion... ...personalized financial plans, estate reviews, and tax analyses for... ...wealth. Assist Financial Planners in updating client plans, conducting... ...) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$115k - $140k
...is a distinguished asset and wealth management firm with over $5... ...are seeking an experienced Senior Financial Planner to join our team, dedicated... ...develop detailed financial plans, estate reviews, and tax strategies... ...) and ultra-high-net-worth (UHNW) clients, including tax,...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- 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
- RBC is seeking a Senior Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role supports Wealth Strategists nationwide and collaborates with Financial Advisors. Qualified candidates will possess a Bachelor's degree and strong...Senior
$115k - $140k
...Senior Financial Planner Although we value experience and skills, we also care... ...are a distinguished asset and wealth management firm with... ...tax optimization, trust and estate structures, and complex wealth... ...decision-making for sophisticated UHNW clients Design and...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$115k - $140k
Dormont Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-worth individuals in Century City, CA. This role... ...comprehensive financial plans, collaborating with Wealth Advisors, and conducting tax analyses to help clients grow...Senior- Overview Job Description - The Senior Associate Wealth Strategist provides support for a holistic wealth transfer... ...(HNW) and ultra-high net worth (UHNW) clients. The role primarily supports... ...external Wealth Strategists for tax and estate planning, business succession...SeniorFull timeFlexible hours
- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...Senior
$35 - $40 per hour
...seeking a talented Compensation Business Consultant to join a premier wealth management team in Los Angeles. The consultant will provide... ...with data visualization tools, and the ability to influence senior leadership on compensation design. A competitive hourly rate of...SeniorHourly pay$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills....Senior- Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles. The role requires in-depth financial knowledge to build relationships with affluent clients, addressing their complex financial needs through various products and services. Strong...Senior
$125k - $144k
ASSOCIATION FOR FINANCIAL PROFESSIONALS in Los Angeles is looking for a Senior Associate in Wealth and Asset Management. The role involves helping clients manage tax obligations and providing strategic consulting related to business analysis. Qualified candidates should...SeniorRemote work- RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth clients across the United States. The role involves collaborating with external Wealth Strategists and Financial Advisors, providing essential...SeniorFlexible hours
$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$80.75k - $95k
...financial planning, investment management, tax, estate, insurance, and more, all managed by a... ...methodology here . Job Summary: The Senior Portfolio Consultant I assumes a critical... ...prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio...SeniorTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$115k - $140k
Kayne Anderson Rudnick in Los Angeles is seeking a Senior Financial Planner to join their wealth planning team. The ideal candidate will have deep expertise in tax planning for ultra-high-net-worth clients. Responsibilities include developing advanced financial plans, collaborating...Senior- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored... ...worth clients and proficiency in areas like tax legislation and estate planning. The ideal candidate should have a strong track record...
- Northern Trust Corp. seeks an experienced Portfolio Manager in Los Angeles, California. The role involves managing investment activities for high net worth clients, developing personalized investment programs, and leading a collaborative team. Ideal candidates will have...SeniorFlexible hours
- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles, CA: Pasadena, CAtime type: Full timeposted on:... ...explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for...SeniorWork experience placementLocal areaFlexible hours
- 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 experience and the ability to manage complex workflows. The ideal...Senior
$169.38k - $207.02k
U.S. Bank in Los Angeles is looking for a PWM Private Wealth Advisor to manage and grow high net worth client relationships. You will lead a team to meet diverse client needs and ensure satisfaction. The ideal candidate requires over 10 years in wealth management and a...Senior- 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...Senior
- 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... .... A strong skillset in trust administration, estate planning, and new business development is essential...Senior
- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments, and...SeniorFlexible hours
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior- ...Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients. In this pivotal position, you will proactively identify... ...advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess...Senior
Citigroup Inc.
Los Angeles, CA4 days ago - Join Team One as a Senior Media Planner, Programmatic, in Los Angeles, California! You'll be a strategic leader developing and executing programmatic media plans primarily for luxury automotive clients. Collaborate with internal teams, agency partners, and vendors to create...Senior
- Citigroup Inc. is looking for a skilled Financial Advisor to offer a wide range of financial services to Ultra high Net Worth clients in Los Angeles. You will manage high-value accounts and develop personalized financial strategies. The ideal candidate will have 6-10 years...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & UHNW Estate Strategist. Be the first to apply!
Related searches
- distribution planner Los Angeles, CA
- capacity planner Los Angeles, CA
- corporate meeting planner Los Angeles, CA
- party planner Los Angeles, CA
- vacation planner Los Angeles, CA
- transportation planner Los Angeles, CA
- case planner Los Angeles, CA
- manufacturing planner Los Angeles, CA
- meeting planner Los Angeles, CA
- operations planner Los Angeles, CA