Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor

Bank of America ATM

Bank of America is seeking a senior wealth planning professional to lead advisory engagements for high net worth clients and coordinate with advisors to address estate, tax, and philanthropic goals. The role requires deep expertise across trust and estate planning, investments, retirement planning, and complex wealth transfer strategies, with a collaborative approach to use internal resources and external Centers of Influence. #J-18808-Ljbffr

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Los Angeles, CA vacancy
  • $162.1k - $270.1k

     ...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or...  .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation... 
    Senior
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Los Angeles, CA
    1 day ago
  • $70k - $200k

     ...California, United StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by... 
    Senior
    Full time

    Citigroup

    Los Angeles, CA
    10 hours ago
  •  ...our communities through industry-focused wealth advisory, digital, audit, tax, consulting...  ...platform built for durable, organic growth.Our advisors average $250M in AUM across ~120...  ...with life goals.We’re selectively adding senior wealth advisors in key markets and offer... 
    Senior
    Full time
    Shift work

    CliftonLarsonAllen

    Pasadena, CA
    3 days ago
  •  ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower...  ...key approach to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional who can work... 
    Senior
    Full time
    Immediate start

    Columbia Bank

    Los Angeles, CA
    3 days ago
  •  ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible for providing clients... 
    Senior

    Confidential

    Los Angeles, CA
    8 hours ago
  •  ...Summitry, LLC. in Pasadena is seeking a Financial Advisor to serve as the primary relationship owner for high-net-worth clients. The role focuses on delivering comprehensive financial planning and investment guidance. Ideal candidates will have a minimum of 5 years experience... 
    Senior

    Summitry, LLC.

    Pasadena, CA
    5 days ago
  • Bank of America in Beverly Hills, CA seeks a Credit Advisor to develop new custom credit relationships for ultra-high-net-worth clients and manage a portfolio of existing credits. You will lead the credit delivery process across partners, delivering highly structured solutions... 
    Senior

    Bank of America

    Beverly Hills, CA
    3 days ago
  •  ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑...  ...to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships...  ...term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers... 
    Senior
    Work at office

    Charles Schwab

    Los Angeles, CA
    4 days ago
  • $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

    Aon

    Los Angeles, CA
    1 day ago
  • Jobtailor in Los Angeles is seeking an experienced financial advisor to work with affluent clients, identifying goals and crafting tailored...  ...7/63/65/66, CFP or CFA Level I) and a strong track record in wealth management. Compliance with licensing timelines is expected.... 
    Senior

    Jobtailor

    Los Angeles, CA
    3 days ago
  • Us Bank is seeking an experienced wealth management professional in Beverly Hills to manage high net worth client relationships. This role requires exceptional relationship management skills and the ability to build a team tailored to client needs. The ideal candidate... 
    Senior

    Us Bank

    Beverly Hills, CA
    2 days ago
  • A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client... 
    Senior
    Full time

    PowerToFly

    Los Angeles, CA
    2 days ago
  • An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best... 
    Senior

    Gaynor Staffing

    Los Angeles, CA
    4 days ago
  • 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

    Manhattan West

    Los Angeles, CA
    3 days ago
  • Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years... 
    Senior

    Citi

    Los Angeles, CA
    1 day ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) in Los Angeles, CA. You will deliver fiduciary, fee-based, non-discretionary advice to high-net-worth clients, building durable relationships and guiding complex portfolios with... 
    Senior

    Charles Schwab

    Los Angeles, CA
    2 days ago
  • $200k

    NorthCoast Asset Management in Los Angeles is looking for a Wealth Advisor, Vice President to manage high-net-worth clients. You’ll inherit an established clientele and focus on developing relationships and driving revenue growth without sourcing new clients. The ideal... 
    Senior

    Nc

    Los Angeles, CA
    2 days ago
  •  ...Job Description Job Description Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth... 
    Senior
    Relocation package

    Harrison Gray Search & Consulting

    Los Angeles, CA
    2 days ago
  • $77k - $202k

     ...operating models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality client solutions, and support the execution of... 
    Senior
    Full time
    H1b

    PwC

    Los Angeles, CA
    4 days ago
  • Who We AreFTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that...
    Senior
    Full time

    FTI Consulting

    Los Angeles, CA
    4 days ago
  •  ...financial services firm in Los Angeles is seeking a highly motivated Sr. Managing Director in Accounting & Finance Solutions. This mid-senior level role involves driving financial planning and strategic decision-making, with responsibilities including forecasting,... 
    Senior
    Contract work

    Conexus

    Los Angeles, CA
    4 days ago
  • $105.4k - $207.8k

     ...transformational projects or transactions creating long-term, measurable impact. Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction strategy, diligence, integration, and separation... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Los Angeles, CA
    2 days ago
  •  ...clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary...  ...to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client...  ...term outcomes.Coachability: Demonstrates a senior learning mindset by seeking input from peers... 
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Los Angeles, CA
    4 days ago
  • $71k

     ...confidence to reach further.OverviewWe are currently seeking a Senior Financial Consultant. This Senior Financial Consultant will meet...  ...questions.Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results,... 
    Senior
    Full time
    Temporary work

    East West Bank

    Pasadena, CA
    3 days ago
  • $110.7k - $218.3k

     ...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Los Angeles, CA
    4 days ago
  • $116.2k - $229.1k

     ...Our Operational Finance Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other executive clients....  ...their organizations. We are seeking a motivated and analytical Senior Consultant to join our Operational Finance Transformation team.... 
    Senior
    Local area

    Deloitte

    Los Angeles, CA
    1 day ago
  • $69.8k - $132k

     ...worked solving unique finance and operational issues within the Gaming and Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice with a focus in Gaming and Hospitality Financial Advisory.... 
    Senior
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    Los Angeles, CA
    10 hours ago
  • $121.44k - $154.84k

    As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations with experienced...  ...provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest... 
    Senior
    Work experience placement
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Los Angeles, CA
    1 day ago
  • $124k - $280k

     ...develop team members while fostering a collaborative and inclusive team environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business and operational challenges and develop strategic, actionable... 
    Senior
    Full time
    H1b

    PwC

    Los Angeles, CA
    3 days ago
  • $340k - $410k

    Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a Senior Associate in the Litigation Practice of our Los Angeles office. We offer competitive compensation and an excellent benefits package. GT is consistently ranked among... 
    Senior
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig LLP

    Los Angeles, CA
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!