Senior Financial Advisor - Wealth Management
$90k - $100kCity National Bank
City National Bank is seeking a Senior Financial Advisor in Beverly Hills, CA, to serve as the primary contact for wealth management. The advisor will manage affluent relationships, lead investment discussions, and ensure compliance with financial regulations. Candidates should possess a minimum of 5 years in investment-related roles and relevant licenses. A starting salary of $90,000 to $100,000 is offered, alongside comprehensive benefits including healthcare, 401(k) matching, and career development opportunities. #J-18808-Ljbffr City National Bank
$180k
ROLE - FINANCIAL ADVISOR LOCATION - CENTURY CITY, CA WORK TYPE - FULL-TIME | 100% ON-SITE About The Role Leading fee-only wealth management firm with a client-first philosophy rooted in origins as a successful CPA firm. Multidisciplinary team includes CPAs, MBTs, CFAs,...SuggestedFull timeWork at office- A leading financial services firm is seeking a Financial Advisor in Los Angeles, CA. Candidates should have at least 5 years of experience with a transportable practice and a proven track record in building relationships and developing business. This position offers a...Senior
$158.01k - $268.64k
...Angeles is seeking an experienced professional to develop and manage complex wealth management banking client relationships. You will identify... ...at a high technical level. A minimum of 5 years in financial analysis or commercial lending is required. Salary range is...Senior$65k - $80.2k
A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...Senior- 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
- 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...Senior
- An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity... ...opportunity for those looking to make a significant impact in the financial advisory space. #J-18808-Ljbffr Gaynor StaffingSenior
- 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...SeniorFull time
$125k - $350k
Edelman Financial Engines seeks a Director of Financial Planning in El Segundo, CA, to provide outstanding financial advice and manage client relationships effectively. This role emphasizes a fee... ...strong client-facing experience in wealth management. The ideal candidate...Senior- 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...Senior
- ...broader purpose. Think of us as financial partners, because at Columbia,... ..., you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our... ...solutions. About the Role: A Senior Wealth Advisor is an experienced...SeniorImmediate start
- 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 of...Senior
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...Senior
- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los Angeles, CA. This unique role involves working closely with senior wealth management professionals to deliver comprehensive financial guidance to ultra-high-net-worth individuals...Senior
- A major financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within the affluent segment. The ideal candidate will have a strong background in financial planning and analytical skills, as well as experience...Senior
- ...in providing sophisticated financial planning and investment advice... ...years in a row! They are an advisor-built firm with incredibly... ...seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles... ...estate strategy, investment management, client service, and...SeniorWork at office
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior$170k - $200k
A leading financial advisory firm in Los Angeles is seeking a Wealth Advisor at the SVP level. This role involves partnering with the team to address client needs, manage relationships, and deliver wealth management solutions. Ideal candidates have over 10 years of experience...Senior- ...Partners, Inc is seeking an experienced Financial Planner to design personalized... ...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...Senior
- ...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...Senior
$115k - $140k
...Senior Financial Planner Although we value experience and skills, we... ...expanded its services from managing capital for a single family... ...is a distinguished asset and wealth management firm with over $5... ...Financial Planning and Wealth Advisors, you will develop detailed financial...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- ...join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates...Senior
$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... ..., and investor education. Manage relationships through phone, email...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$120k - $130k
Position 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...SeniorWork at officeLocal area$115k - $140k
...Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets... ...Design comprehensive, personalized financial plans, estate reviews, and tax analyses... ...net‑worth clients. Partner with Wealth Advisors in delivering holistic financial plans...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours$90k - $100k
...FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families...SeniorRemote workShift work$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate... ...is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hours- A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have...Senior
- A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity for established advisors to transition to an equity partnership model, emphasizing client...
$57.5k - $106.5k
BMO U.S. is looking for a professional with 4-6 years of experience to provide exceptional cash management advice to banking partners in Los Angeles. The ideal candidate will possess strong communication, analytical, and relationship-building skills. This role involves...Senior
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