Senior HNW Wealth Advisor
PowerToFly
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 needs through a suite of financial products. Candidates should have 5-8 years of experience, a Bachelor's degree, and relevant certifications. Compliance with industry regulations is essential in this full-time position. #J-18808-Ljbffr
- ...An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture...SeniorHigh net worth
$83.92k - $125.88k
...Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst in La Cañada Flintridge, California. This professional will evaluate client needs, offer financial solutions, and deepen client relationships in the High Net Worth segment. The ideal candidate will...SeniorHigh net worth- ...Inc. multiple years in a row! They are an advisor-built firm with incredibly talented... ...are currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles office... ...looking for dynamic leaders with a portable, HNW client practice, who will receive...SeniorHigh net worthWork at office
- ...A 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 Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...SeniorHigh net worth
- ...will lead a client relationship team and be accountable for client acquisition, retention, and the implementation of comprehensive wealth management strategies. The ideal candidate will have a minimum of 9 years in sales within financial services, with a strong track record...SeniorHigh net worth
$70k - $120k
...Citi is seeking a Senior Wealth Advisor in Pasadena, California, responsible for providing diverse financial and investment services to Ultra high Net Worth clients. The advisor will conduct economic analyses, develop financial strategies, and adhere to compliance regulations...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 and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...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$151.72k - $252.87k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... ...Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess the client's current financial...SeniorHigh net worthTemporary workWork experience placementLocal area$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication...SeniorHigh net worthFull timeWork at office$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the...SeniorHigh net worthFull time$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the...SeniorHigh net worthFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application within the business. Recognized subject matter expert within own area. Strong commercial awareness is a necessity. Is an acknowledged...SeniorHigh net worthFull timeWork at office$125.4k - $181.88k
...Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success. The role focuses on retaining and growing net assets by providing proactive, personalized financial advice. What...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$115k - $140k
...Angeles, KAR is a distinguished asset and wealth ‑management firm with over $50billion in... ...high‑net‑worth clients. Partner with Wealth Advisors in delivering holistic financial plans... ...financial plans and analysis for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients....SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$120k - $130k
...Summary SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial...SeniorHigh net worthWork at officeLocal area$115k - $140k
...is a distinguished asset and wealth management firm with over $50... ...We are seeking an experienced Senior Financial Planner to join our... ...Financial Planning and Wealth Advisors, you will develop detailed financial... ...analysis for high-net-worth (HNW) and ultra-high-net-worth (...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$125.4k - $181.88k
...Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- Senior Financial Planner page is loaded## Senior Financial Plannerlocations... ...is a distinguished asset and wealth management firm with... ...secondarily with the firm's Wealth Advisors to help design personalized... ...analysis for high-net-worth (HNW) and ultra-high-net-worth (UHNW...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours
$112.3k - $221k
...Senior Wealth Advisor CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing...SeniorHigh net worthFlexible hoursShift work$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role... ...selected candidate will work closely with Wealth Advisors and oversee complex financial needs, ensuring tailored...SeniorHigh net worth- HSBC is hiring a Senior Credit Advisor in Beverly Hills, California. This role focuses on underwriting credit opportunities and managing client relationships, specifically for high-net-worth clients. Ideal candidates will have strong experience in credit analysis, risk...SeniorHigh net worth
- ...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 of...SeniorHigh net worth
$136k - $165k
BDO 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...SeniorHigh net worth- A growing investment advisory firm in Beverly Hills is seeking a Trust Officer responsible for managing a portfolio of complex trust and estate relationships. The ideal candidate will have 7-10 years of trust administration experience and a deep understanding of California...SeniorHigh net worth
$170k - $190k
...A prominent national accounting and advisory firm is seeking a Senior Business Manager with deep tax expertise to manage high-net-worth clients including entertainers and athletes. The ideal candidate will have over 7 years of experience in tax and business management...SeniorHigh net worthRemote work$70k - $135k
...and accounting firm, specializing in high-net-worth individuals and closely held businesses, providing comprehensive tax advisory, wealth management, and business consulting services. We take pride in delivering personalized attention and high-quality service to our clients...SeniorHigh net worthWork at officeRemote workMonday to Friday- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth... ...the autonomy to build a high-quality loan portfolio while ensuring compliance and rigorous risk management. #J-18808-Ljbffr BBF WealthSeniorHigh net worth
- ...MACIAS, GINI & O'CONNELL, LLP. in Los Angeles is seeking a High Net Worth Tax Senior Manager or Director. This role involves leading complex tax engagements and overseeing multiple projects while providing expert advice to high-net-worth clients. The ideal candidate will...SeniorHigh net worthWork at office
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