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
$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$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
$126.4k - $267.5k
...custom credit relationships with ultra-high-net-worth clients. This client-facing role requires 10+ years of commercial credit or wealth management credit experience, strong communication skills, and the ability to structure complex loan solutions. The Credit Advisor...Senior$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position... ...("HNW") and ultra-high net worth ("UHNW") clients. The position primarily... ...external Wealth Strategists for tax and estate planning, business succession...SeniorTemporary workFlexible hours$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$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- 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
- 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
- ...institution in Los Angeles is seeking an experienced credit professional with over 10 years of experience in commercial credit or wealth management. This role involves driving loan growth, managing client relationships, and collaborating with teams to ensure asset quality...Senior
$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- ...Overview Senior Strategist at JM Services and Consulting, LLC. This is a full-time, permanent position with a competitive salary and benefits... ...to businesses of all sizes. Our team of experts has a wealth of experience in various industries and is dedicated to helping...SeniorPermanent employmentFull timeContract workWork at officeRemote work
$100k - $130k
A leading defense technology firm is looking for a Senior Supply Chain Procurement Planner to lead procurement activities for radar defense programs. This role requires a solid background in FAR/DFARS compliance and supplier management. The successful candidate will contribute...SeniorContract work$125.4k - $169.6k
...Amazon's Cross Channel Marketing (XCM) team is seeking a Senior Social Strategist to serve as our internal social media expert across Amazon,... ...alongside brand strategists, partnering with creative teams, media planners/strategists, and marketing managers to shape how Amazon...SeniorInternshipLocal areaFlexible hours$80k - $95k
Bloom Ads Global Media Group is seeking a Senior Integrated Media Planner based in Woodland Hills, California. This in-office position is responsible for developing, managing, and optimizing media plans across multiple channels, including digital and traditional media....SeniorWork at office- A dynamic advertising agency in Los Angeles seeks a motivated Senior Integrated Media Planner. This in-office role involves developing and managing multimedia campaigns, optimizing budget allocation, and analyzing performance metrics. Candidates should have over 5 years...SeniorWork at office
- Senior Financial Planner page is loaded## Senior Financial Plannerlocations: Los... ...is a distinguished asset and wealth management firm with approximately... ...financial plans, estate reviews, and tax analyses primarily... ...) and ultra-high-net-worth (UHNW) clients, including tax,...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours
$81k - $120k
...Senior Planner Clean luxury. Better for you. At Everlane, we believe luxury should be as effortless as it is conscious. We partner with... ...your feet wet in databases and quantitative analysis. We have a wealth of data to work with to ensure highly efficient inventory...SeniorFull timeWork at office$150k - $165k
A financial services company seeks a Vice President of Advanced Planning to guide high net worth clients in financial and estate planning. This role combines client engagement with comprehensive planning strategies, emphasizing emotional intelligence and collaborative...SeniorRemote job- Bank of America is looking for a qualified professional to handle wealth planning engagements, focusing on high net worth clients. Responsibilities include leading the planning process, expanding client relationships, and developing comprehensive strategies. The ideal...
- ...Directive in Los Angeles, California is seeking a Paid Strategist to build and manage client strategies for B2B marketing, primarily on LinkedIn. This role requires over 2 years of experience in a marketing agency with a strong emphasis on paid social. The ideal candidate...SeniorRemote work
- A leading consulting firm in Santa Fe Springs, CA is seeking a Senior Strategist to conduct market analysis and develop strategic plans for diverse clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and strong analytical...SeniorFull time
$134k - $215.5k
A leading cybersecurity company is seeking a Senior Product Intelligence Expert to join their team. This role involves aligning innovative technology with market demands within a remote, hybrid work environment. The ideal candidate will possess strong SIEM/UEBA experience...SeniorRemote work$72k - $75k
...Marketing Strategist Our Los Angeles office is seeking a Marketing Strategist to join the social team focused on our IMPACT clients. Ideal candidate is a strong communicator (written and verbal), a proactive self-starter, loves to collaborate, genuinely cares about...SeniorWork at office- ...THE ROLE We are looking for a Senior Strategist to join our growing strategy team. This is a team of brand thinkers with a deep passion for social because it’s where culture and audience insights take off. This is a client facing role for someone who lives to solve...SeniorLocal areaWorldwide
$90k - $115k
...Senior Strategist New York or Los Angeles At Giant Spoon, the Strategy department is central to every project and client partnership. We are the provocateurs of the agency, helping to fuel big, creative ideas with unconventional thinking. We exist to illuminate new...SeniorWork at officeFlexible hoursShift work- ...Integrated Sr. Strategist Horizon Media, founded in 1989 by Bill Koenigsberg, is recognized as one of the most innovative marketing and advertising firms. We are headquartered in New York City, with offices in Los Angeles and Toronto. A leader in driving business solutions...SeniorWork at office
$72k - $80k
...Brand Knew is looking for a Performance Marketing Strategist who's equal parts ideator, collaborator, and executor -someone who lives at the intersection of storytelling, creator culture, and performance marketing. You'll be tasked with developing thumb-stopping ad concepts...SeniorRemote work$100k - $110k
Saatchi Job Opportunity At Saatchi we believe in creating ideas that can live anywhere. And we believe that when we work as a team, nothing is impossible. We strive to bring out the best in each other and in ourselves and expect applicants to understand the value of...SeniorTemporary workFreelanceFlexible hours
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