Senior Wealth Architect for High-Net-Worth Growth
Fifth Third
Fifth Third is seeking aSenior Wealth Strategist in Los Angeles, CA. This role entails serving as the primary Wealth Planning expert for high net worth clientele, involving intricate financial strategies and client consultations. The ideal candidate will possess a bachelor's degree along with advanced credentials (CFP, JD, CPA). A minimum of 10 years in financial planning and outstanding communication skills are required. Competitive compensation and benefits are provided, with a focus on employee well-being and career development. #J-18808-Ljbffr Fifth Third
- ...established industry player is seeking a Senior Wealth Advisor to join their dynamic team in... ...role offers the opportunity to work with high-net-worth clients while being part of a firm that... ...for equity participation in the firm's growth. Ideal candidates will have a portable...SeniorHigh net worth
- ...Angeles, California, responsible for managing a portfolio of high net worth clients. You will lead a client relationship team and be accountable... ..., retention, and the implementation of comprehensive wealth management strategies. The ideal candidate will have a minimum...SeniorHigh net worth
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing... ...in wealth advisory services with a proven ability to handle high net worth clients. Position offers a competitive incentive-based salary...SeniorHigh net worth
- ...financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a... ...junior associates. The firm fosters professional growth in a diverse culture and offers a supportive...SeniorHigh net worth
- ...financial planning and investment advice to high-net-worth families and they love what they do.... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles office... ...participation in the firm’s collective growth. The ideal candidate is an experienced,...SeniorHigh net worthWork at office
$126.4k - $267.5k
...develop 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... ...partner with various teams to drive loan growth and maintain asset quality. The position...SeniorHigh net worth$151.72k - $252.87k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ..., WSs, etc.) Ultimately responsible for growth and retention of that client base. Focused... ...minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment....SeniorHigh net worthTemporary workWork experience placementLocal area$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends... ...and investment services to an Ultra high Net Worth client base in the United States. Manage... ...and the clients that will lead to the growth of the asset base. Appropriately assess...SeniorHigh net worthFull timeWork at office$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends... ...and investment services to an Ultra high Net Worth client base in the United States. Manage... ...and the clients that will lead to the growth of the asset base. Appropriately assess...SeniorHigh net worthFull timeWork at office$121.9k - $262.1k
...FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships... ...management and peers to support growth and financial results. Participates... ...creative solutions. Senior Wealth Strategist Total Base Pay...SeniorHigh net worthBank staff- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los Angeles office and manage a book of high-net-worth clients. This position requires a... ...designation. The role focuses on driving revenue growth, building client relationships, and...High net worthWork at office
- ...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 wealth management....SeniorHigh net worth
- ...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...SeniorHigh net worth
- ...Candidates must hold valid Securities licenses and have experience in wealth management lending, showing strong analytical and... ...collaboration and strategic influence are key to success in working with ultra-high net-worth clients. #J-18808-Ljbffr JPMorgan Chase & Co.High net worth
$115k - $140k
...broader clientele comprising high net-worth individuals, public entities,... ...is a distinguished asset and wealth management firm with over $50... ...We are seeking an experienced Senior Financial Planner to join our... ...wealth preservation and growth. Provide ongoing education...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los... ...involves working closely with senior wealth management professionals to deliver comprehensive... ...financial guidance to ultra-high-net-worth individuals and families. The ideal...SeniorHigh net worth
$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...wide range of clients, including ultra‑high net worth and high net worth individuals, as well... ...and save. Across Wealth Management, our growth is driven by a relentless focus on our...SeniorHigh net worthWork at office$60k - $125k
...Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for... ...wide range of clients, including ultra‑high net worth and high net worth individuals, as well... ...and save. Across Wealth Management, our growth is driven by a relentless focus on our...SeniorHigh net worthFull timeWork at office$115k - $140k
...the firm expanded its services to include high-net‑worth individuals, public entities,... ...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in... ...reflect successful wealth preservation and growth. Provide ongoing education to advisors on...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours- 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...SeniorHigh net worth
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions...SeniorHigh net worthFull time- ...Anderson Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will develop tailored... ..., and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires...SeniorHigh net worth
$125k - $175k
Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating personalized financial... ...strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and...SeniorHigh net worth- 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 financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...SeniorHigh net worth
$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of...SeniorHigh net worth- BCG Attorney Search is seeking an experienced senior associate or counsel level attorney to join their wealth planning practice in Los Angeles. The successful... ...have a minimum of five years of experience in high-net-worth wealth planning and be admitted to the California...SeniorHigh net worth
- 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...SeniorHigh net worthFlexible hours
- ...Los Angeles. This role focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored... ...strong referral network, and proven success in driving sales growth. Required licenses include Series 7 and 66, or the commitment...SeniorHigh net worth
- Job Overview A law firm seeks a senior associate or counsel level attorney with a minimum of five years of experience in high-net-worth wealth planning to join the practice in the Los Angeles office. The ideal candidate will possess excellent communication skills, outstanding...SeniorHigh net worthWork at office
- ...candidate will develop and execute wholesale-specific strategies, build strong relationships, and work closely with internal teams to enhance market reach and execution. Join us to contribute to Red Bull's continued growth in North America. #J-18808-Ljbffr Red Bull GruppeSenior
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