Private Client Advisor
International Search Consultants
divh2Private Client Advisor/h2pOur client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organizations footprint and making a lasting impact within a collaborative and dynamic environment./ppstrongResponsibilities:/strong/pulliManage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning./liliDevelop new business through independent means, collaboration with other departments, senior management, and professional networking./liliDelegate work efficiently to Client Advisory support professionals./liliCollaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service./liliOversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets./liliWork with the investment team on scheduling clients investment performance reviews and monitoring trades./liliCoordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records./liliContribute actively to internal committees as part of the senior team./li/ulpstrongRequirements:/strong/pulliBachelors degree required; advanced degree (MBA or JD) highly preferred./liliProfessional certifications such as CTFA, CFP, CFA, or CPA./liliMinimum of 8 years of Trust and Estate Planning experience./liliMinimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients./liliProven business development experience within the UHNW space./liliProficiency in legal documents related to trusts, estate planning, and finance./liliEstablished local and regional network of accounting and legal professionals./li/ulpstrongRewards:/strong/pulliHigh visibility to internal executives with opportunities for position expansion and continued professional development./liliCompetitive base salary, bonus, and compensation structure with excellent benefits./liliRewarding culture within a client-focused, family-oriented firm./li/ulpIf you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client./p/div
International Search Consultants$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...Private clientRemote workNFP
Los Angeles, CA1 day ago$66k - $123.1k
Mercer France in Los Angeles is looking for a Private Client Advisor to deliver tailored insurance solutions for high net worth clients. In this role, you will analyze client needs and negotiate coverage options while ensuring exceptional service. With a requirement of...Private client$23 - $27 per hour
A luxury fashion house in Beverly Hills seeks a Private Client Advisor to foster relationships with high-net-worth clients and promote high-end products. You will aim for significant sales growth while ensuring an exceptional client experience. Ideal candidates have 5+...Private clientNight shiftWeekend work$100k - $275k
A major financial institution seeks an experienced professional for a position focused on client management and business development. The candidate will lead efforts to identify new business opportunities and provide integrated financial recommendations. Minimum requirements...Private client- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The role requires a deep understanding of financial markets, relationship management, and the ability...Private client
- JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience. Key responsibilities include customer relationship management, digital education for...Private client
- JPMorgan Chase seeks a Private Client Advisor in Los Angeles, CA to provide comprehensive financial planning and investment solutions. In this role, you'll build client relationships and educate them about available tools to monitor their investments. A minimum of 2 years...Private client
- TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...Private client
$56k - $132k
A leading insurance firm based in Los Angeles is seeking a Senior Account Executive. This role involves developing and maintaining client relationships, preparing applications, and negotiating with carriers. The ideal candidate will possess a strong background in the insurance...Private client$52.6k - $98k
Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact...Private clientMinimum wageLocal areaNight shift$100k - $120k
...advisory firm, we specialize in helping our clients navigate the complex landscape of... ...about us, let talk about you! As a Client Advisor you'll be an ambassador for H&P by establishing... ...in investment, insurance, real state, private banking, or wealth management. ~...Private clientWork at officeFlexible hours$120k - $130k
Senior Associate, Client Advisor SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join... ...in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial...Private clientWork at office- ...Description At J.P. Morgan Chase, we are committed to helping clients achieve their financial goals, fostering diversity and... ...through our investment solutions and digital technology. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$23 - $27 per hour
Overview Position The Private Client Advisor will be responsible for promoting all high-end product categories to both our existing & prospect VIC/high net-worth clients. The achievement of this will be due through personally achieving the targeted sales objectives given...Private clientHourly payTemporary workLocal areaFlexible hoursNight shiftWeekend work$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...for clients and prospects as their trusted advisor, providing integrated recommendations... ...within 90 days of start date 12+ years of private banking and/or complex financial services...Private clientWork at officeShift workDay shift- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$100k - $180k
About the Role Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying...Private clientImmediate start- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private clientFull time
- ...Managing Director, Private Wealth Advisor About the Company Prominent investment management firm Industry Investment Management Type... ...to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for building...Private client
Confidential
Los Angeles, CA1 day ago - ...Benefits include a salary range of $100k-$125k, bonuses, and a hybrid work environment. Ideal candidates are CPA holders with strong analytical and communication skills, eager to support private equity clients and improve financial processes. #J-18808-Ljbffr Palm Tree LLCPrivate client
- ...seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license. Responsibilities include building client...Private clientRemote work
The Demarco Group
Beverly Hills, CA7 days ago - A leading financial services firm in Los Angeles seeks a Private Client Relationship Manager to develop and maintain high-net-worth client relationships. The role requires a minimum of five years of experience in financial services and a strong ability to drive sales growth...Private client
- A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities include identifying and deepening client relationships, ensuring quality service delivery, and collaborating with specialists...Private client
$32k - $50k
.... We are an organization of consultative advisors and problem solvers. We help companies and... ...administrative and servicing support for client accounts. In this role, the Account... ...Personal Risk Account Managers and, as needed, Private Client Account Executives to support day-...Private clientRemote jobFull timeWork from homeShift work- The CurEnt Group in Los Angeles is seeking a dynamic sales professional for a client-facing role focused on luxury entertainment. You'll connect private clients and businesses with exclusive access to premier sports and entertainment events. Applicants should have 1-2...Private clientBase plus commissionAfternoon shift
- ...seeking a Senior Tax Manager. This role involves providing tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate should have a CPA and at least 7 years of experience in federal tax compliance, with skills in...Private client
$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...Private client- ...seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies. The ideal candidate has a Bachelor's...Private client
- A leading premium spirits company seeks a U.S. Private Client Manager to drive growth within the ultra-premium spirits category. The role involves developing relationships with ultra-high-net-worth clients and executing strategies to enhance sales. Ideal candidates will...Private client
$136k - $165k
...USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's degree, a CPA credential, and have six or more years of related experience. Responsibilities...Private client
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