Senior Wealth Management Advisor
$250kBestinfo Systems LLC
Senior Wealth Management Advisor_Multiple locations (CA/NY/FL/GA/IL/TX/CO)_Full-Time(FTE)_Direct Hire Hi, Trust this finds you well! I came across your profile and was impressed by your wealth management experience advising affluent clients. I'm hiring for Senior Wealth Management Advisor opportunities in Los Angeles, CA / San Francisco, CA / New York City, NY / Miami, FL / Atlanta, GA / Chicago, IL / Dallas, TX / Denver, CO with a leading asset management firm. The compensation range is $250K–$450K. Please find below the requirement details: Job Type: Full-Time Base Salary: $250,000 to $450,000 + Best-in-class benefits Job Category: Sales / Marketing ---------- Job Type: Full-Time Location: New York City, NY Base Salary: $250,000 to $450,000 + Best-in-class benefits ---------- Job Type: Full-Time Base Salary: $250,000 to $450,000 + Best-in-class benefits --------- JD4: Senior Wealth Management Advisor_Denver, CO_Full-Time(FTE)_Direct Hire Job Type: Full-Time Base Salary: $250,000 to $450,000 + Best-in-class benefits ------- Job Type: Full-Time Base Salary: $250,000 to $450,000 + Best-in-class benefits -------- Job Type: Full-Time Location: Miami, FL Base Salary: $250,000 to $450,000 + Best-in-class benefits ---------- Job Type: Full-Time Location: Atlanta, GA Base Salary: $250,000 to $450,000 + Best-in-class benefits ---------- Job Type: Full-Time Location: Chicago, IL Base Salary: $250,000 to $450,000 + Best-in-class benefits Job Description:
- Major national/international asset-management firm seeks a successful Senior Wealth Management Advisor or Financial Advisor.
- Candidates should have 10-30 years successful sales experience as Senior Wealth Management Advisor or VP, Financial Advisor at an investment firm or financial or banking institution. *Extensive experience dealing with affluent clients required.
- Must have a successful track record of retail financial investment sales (not wholesale sales).
- Must be active in community.
- A book of business is not a requirement but preferred.
- Candidates should reside in the metro Los Angeles area.
- There is no overnight travel. Excellent support provided.
- This position has extraordinary financial potential for a talented Wealth Management Advisor with a record of investment sales achievement.
- Full-time
- Benefits - Full
- Commission Compensation - Yes
- 10+ to 15 years experience
- Seniority Level - Mid-Senior
- Minimum Education - Bachelor's Degree
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Management Advisor in California, MO vacancy
- ...LVI Associates is seeking an experienced Senior Manager / Director of Operations to lead commercial and operational activities for a growing US portfolio of utility-scale solar assets. This role owners portfolio performance, strategy, budgets, contracts, and continuous...Senior
LVI Associates
California, MO2 days ago - MFS International Australia Pty Ltd seeks a Senior Regional Consultant for Wealth Management, focusing on driving sales through RIA firms and Private Banks in California, Nevada, and Hawaii. This role involves developing sales strategies, managing client needs, and ensuring...SeniorRemote job
- Jobtailor seeks a seasoned Claims Manager to oversee North American liability claims within a corporate risk framework. You will lead investigations, coordinate discovery, and manage litigations, while guiding internal teams and external counsel. You will supervise TPAs...Senior
- ...Latino Legends is seeking a high-level Real Estate Lead Manager in Mexico to oversee lead distribution, tracking, and conversion in luxury real estate. The ideal candidate will manage lead assignments to agents and ensure top-tier service. The role requires previous corporate...Senior
Latino Legends
California, MO2 days ago - ...POP MART Americas in Culver City, CA is seeking a Senior Manager, Real Estate to lead U.S. store and ROBO SHOP expansion. You will own site selection, lease negotiations, and cross-functional coordination to open locations on time and on budget, drawing on deep U.S. retail...Senior
Default Brand
California, MO4 days ago - VBeyond Corporation seeks a ServiceNow ITAM SME with deep expertise in SAM Pro, HAM Pro, CMDB, Discovery, and Asset Lifecycle Management to design and implement enterprise-scale ITAM solutions. You will collaborate with business and technical stakeholders to shape asset...Senior
- Senior Remote Property Manager - Short-Term Rentals Job Openings Senior Remote Property Manager - Short-Term Rentals About the job Senior Remote Property Manager - Short-Term Rentals Senior Remote Property Manager - Short-Term Rentals About the Opportunity We’re looking...SeniorRemote jobTemporary workLocal area
- A premier property management firm is seeking a experienced Commercial Property Manager to oversee the operations of a Class A office high-rise in Hollywood, CA. The ideal candidate will have at least six years of experience in commercial building management, possess strong...SeniorWork at office
$128k - $161k
CalPrivate Bank is looking for a Relationship Manager to develop and manage relationships with high-net-worth clients. This role involves driving portfolio growth, overseeing risk management, and collaborating with internal teams to ensure excellent service delivery. The...Senior- Sayva Solutions is seeking a hands-on Corporate Senior Accountant to join its Finance & Accounting team. You will own multi-entity close, cash forecasting, AR activities, and tax/compliance coordination while partnering with outsourced providers. The ideal candidate has...Senior
- Turner & Townsend is seeking an experienced Senior Cost Manager/Quantity Surveyor to deliver cost management services across commercial real estate and infrastructure projects. The role involves cost planning, estimating, change management, value engineering, and commercial...SeniorFor contractors
- Arch Insurance Group Inc. seeks an Executive General Adjuster to manage first-party property claims of high severity within the Claims Division. This role demands 10-15 years of experience in insurance and a strong understanding of commercial property policies. The successful...Senior
- ...’s campaign priorities and strategic fundraising goals. The role leads a robust donor portfolio, collaborates with senior leadership and donors’ advisors, and drives ethical, mission-aligned fundraising while fostering an inclusive, high-performing team culture. #J-18...Senior
- ...capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net... ...the world. Turner & Townsend are looking for an experienced Senior Cost Manager and/or Quantity Surveyor to provide cost management...SeniorContract workFor contractorsFor subcontractorWork at office
- ...SAIC is seeking a Senior Principal Software Engineer to support the Space Development Agency (SDA) in delivering BMC3 software and hosting environments for the Proliferated Warfighter Space Architecture (PWSA). The role focuses on end-to-end software development, secure...SeniorRemote job
- Autodesk GET Applied AI is seeking a Senior Principal AI/ML Developer to advance data-informed decisions for the B2C business. You will design and deploy high‑impact ML models, build scalable pipelines, and partner with cross‑functional teams to create personalized experiences...Senior
- Autodesk, Inc. seeks a Senior Principal AI/ML Developer to lead data-driven decisions for its B2C strategy within GET Applied AI. You will design scalable ML pipelines and deploy models that power personalized recommendations, segmentation, and forecasting, using user...Senior
- Ruchman and Associates, Inc. is seeking a Senior Financial Investigator (SFI) to support the Defense Criminal Investigative Service. The role requires expertise in white collar criminal fraud and a minimum of ten years of law enforcement experience. Responsibilities include...SeniorRemote work
- A national litigation firm is seeking a seasoned Senior Attorney located in California, Missouri. The role requires strong courtroom presence, leadership, and strategic thinking to handle high-stakes cases. Candidates must have 8+ years of litigation experience and an...SeniorRemote jobFlexible hours
- W3villa Technologies Pvt. Ltd. is looking for an experienced Internal Auditor (Qualified CA) to enhance compliance and risk management within the manufacturing industry. The ideal candidate must have a minimum of 7 years of post-qualification experience, focusing on ensuring...Senior
- ...Cerence Inc. is seeking a Senior Principal Technical Solution Architect for Humanoid Robotics in the California Bay Area. You will own the end-to-end software architecture for humanoid robot applications, bridging AI, robotics OS, and hardware. Lead decisions on platforms...SeniorRemote job
- A local government entity in California is seeking a skilled Operations Analyst to handle complex budget and administrative issues. The successful candidate will coordinate department operations and provide analysis to support decision-making processes within the County...SeniorLocal area
- Jobtailor is seeking a Senior Controller to lead accounting teams, ensuring timely close and strict GAAP compliance. You will coordinate audits, prepare Board packs, and drive process improvements across finance functions. The role requires a CPA and 10-15+ years of experience...Senior
- JBA International in California is seeking a Staff Accountant to prepare various tax returns and support tax research and planning. Based in Century City or Encino, the role offers hybrid work and exposure to client servicing across individuals, corporations, partnerships...Senior
- Comcast NBCUniversal is seeking a Senior Auditor for the NBCUniversal Financial Operations - Comcast Global Audit Team to help identify and manage risks across the business. This role performs quarterly engagements year-round and participates in planning, execution and...Senior
- Experian is seeking a Senior Director of Demand Generation to lead cross-channel marketing efforts in growing its insurance strategy. The role requires evaluating new acquisition channels, managing a diverse marketing portfolio, and collaborating with analytics teams. The...SeniorFlexible hours
- A prominent services company in California is seeking a Senior Staff Accountant. The role involves financial reporting, general accounting... ...requires strong analytical abilities and the capacity to manage multiple projects efficiently, ensuring timely and accurate reporting...Senior
$149.04k - $195.62k
Senior Manager, Insurance Product and Benefit Design Remote Hi, we're Oscar. We're hiring a Senior Manager, Insurance Product and Benefit Design to join our Insurance Product Development team. Oscar is the first health insurance company built around a full stack technology...SeniorFull timeRemote workWork from home- **Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions...Work experience placementWork at office
- TIAA is seeking a Wealth Management Advisor to partner with affluent clients, identify their financial goals, and develop tailored recommendations. This role emphasizes clear communication of complex financial solutions and building lasting client relationships to deliver...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Management Advisor. Be the first to apply!
Related searches
- wealth management advisor California, MO
- wealth management consultant California, MO
- wealth manager California, MO
- srs distribution California, MO
- senior associate architect California, MO
- senior dynamics crm developer California, MO
- senior application security California, MO
- senior account director California, MO
- sr hr business partner California, MO
- senior supervisor California, MO