Senior Wealth & Credit Advisory Leader
001 The Northern Trust Company
The Northern Trust Company in Los Angeles seeks an experienced wealth management professional to grow client relationships and advise on cross-selling opportunities across investments, trust and fiduciary services. You will lead negotiations on complex lending terms and collaborate with senior management to deliver strategic guidance to high-net-worth clients. Ideal candidates have a minimum of 5 years in financial analysis and client servicing, with strong negotiation, leadership and #J-18808-Ljbffr 001 The Northern Trust Company
- ...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.... ...financial decisions with life goals.We’re selectively adding senior wealth advisors in key markets and offer a highly competitive...SeniorFull timeShift work
- ...The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering... ...client relationships. As senior members of the advisory team, Senior Wealth Advisors also play an important...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held... ...emphasis on client relationship development and investment advisory. The role requires the ability to identify and present high-value...Senior
- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered... ...to pass a full background check, credit check, and reference verification consistent... ...comfortable working alongside existing advisory teams, para-planners, and client service...SeniorRelocation package
$124k - $335k
...OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions... ...at all levels.Responsibilities- Leading strategic tax advisory projects focused on energy incentives and credits- Navigating...SeniorFull timeApprenticeshipH1b$70k - $200k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive... ...of experience serving in a financial advisory capacityExperience in a proactive, successful...SeniorFull timeWork at office$122.54k - $208.72k
SENIOR PRODUCT MANAGER - WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY?Responsible for CNB's Wealth Management Product Management under the direction of... ...practices and standardsExperience with research driven advisory platforms and investment products/ including alternative...SeniorRemote work- CalPrivate Bank is seeking an SVP, Credit Manager in Beverly Hills, CA to lead complex loan origination and credit policy efforts. The role focuses on growing a prudent loan portfolio across CRE, C&I, and SBA segments while upholding rigorous risk controls. You will manage...Senior
$95k - $130k
...Senior Wealth Planner A Senior Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals... ...recommendations. Primary Responsibilities: Assist advisory team with onboarding of new clients: customize our standard...SeniorContract workLocal areaFlexible hours$138.8k - $215.9k
As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice, you will draw on experience in accounting and taxation to provide tax equity investment... ...consulting services for clients. You will be a leader in a team comprised of professionals with...SeniorFull timeWork experience placementLocal areaRemote work$83.41k - $168.59k
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ...are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate, Infrastructure Project Advisory...SeniorContract workH1bLocal area$225k - $275k
...2018 as a leading independent financial advisory services firm. Originally founded in 1882... ...of experienced professionals - including wealth planners, tax advisors, estate attorneys,... ...strategy, and family governance needs. The Senior Wealth Strategist is a member of the...SeniorWork at officeLocal area$104.88k - $198.15k
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ...are our number one priority. With a wealth of learning and career development... ...in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice...SeniorH1bLocal area$90k - $120k
...Angeles, New York, Hong Kong, Taipei Requirements: 3+ years audit experience, 2+ years SOX compliance testingAbout UsWe're a top-tier advisory firm with the depth of a large practice but the agility of a smaller one. We have offices across Los Angeles, New York, Hong Kong,...Senior$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Senior$90k - $145k
CohnReznick is seeking a SPA Advisory Senior Associate in California to support our Restructuring & Dispute Resolution practice. You will perform SPA review work, analyze GAAP schedules, and contribute to client deliverables while partnering with senior team members. The...SeniorRemote job$60k - $125k
YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management... ...and banking services Identify opportunities for wealth advisory services for clients Understand client suitability and risk tolerance...SeniorWork at office$162.1k - $270.1k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... ...solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...SeniorFull timeTemporary workWork experience placement- ...East West Advisors LLC in Los Angeles (Beverly Hills), CA, seeks a Wealth Advisor at VP/SVP level to help set investment policy, implement it across client portfolios and present clear explanations to clients. This hybrid, client-facing role blends research, portfolio...Senior
- Deutsche Bank Wealth Management in Los Angeles is seeking a Senior Relationship Manager to serve as the primary point of contact for clients and provide the full suite of wealth management capabilities. You will acquire new clients and assets, deepen existing relationships...Senior
- Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment professionals. You will drive revenue through new acquisitions and robust relationship management, delivering tailored...Senior
- University of California - Los Angeles (UCLA) seeks a Senior Auditor to lead complex audits and advisory projects across a broad set of university functions. You will strengthen internal controls and promote compliance while applying risk-based approaches. The role emphasizes...Senior
$300k
Katten Muchin Rosenman LLP in Los Angeles (Century City) seeks a Private Wealth Counsel with at least 6 years of high-net-worth estate planning experience and California Bar admission. The role covers advising wealthy individuals and family offices, trust administration...Senior- ...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 wealth management. The ideal candidate has 5-8+ years...Senior
- RBC is seeking a Senior Associate Wealth Strategist based in Minneapolis to support wealth transfer planning as a core part of the client experience for high net worth clients. This role primarily assists external Wealth Strategists across the U.S. in collaboration with...Senior
- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors/Private Wealth Advisors and teams with senior service responsibilities. The role emphasizes building trusted client relationships and delivering an exceptional client experience. You will...Senior
- The Goldman Sachs Group in Los Angeles, CA seeks Wealth Management Professionals who excel in client service and market insight. You will engage directly with clients as a primary contact, support PWAs, manage onboarding and relationship management, and coordinate with...Senior
- Baker Tilly Advisory Group, LP is seeking a Senior Consultant to join our Health Care Transaction Services practice within Financial Advisory. You will provide buy-side and sell-side due diligence and transaction advisory services to clients, including privately held and...Senior
- ...Senior Vice President, Advisory & Planning Operations About the Company Accomplished engineering & design firm specializing in construction... ...operational aspects, communicating and coordinating with local leaders, and overseeing regional operations leaders. The SVP will...SeniorLocal area
$25k
California Credit Union is seeking a Full Time Sales professional in Glendale, CA, to provide clients with specialized advice on investment... ...goals, handling accounts over $25,000. Five to seven years of advisory experience and appropriate licenses are required for success....SeniorFull time
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