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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor - Wealth Management in Beverly Hills, CA vacancy
- ...Manhattan West Enterprise Company LLC is looking for a Wealth Advisor to join its Private Wealth team in Los Angeles,... .... This role will focus on developing and managing client relationships while providing expert financial planning advice. The successful candidate will contribute...Senior
Manhattan West Enterprise Company LLC
Los Angeles, CA2 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...Senior
Confidential
Los Angeles, CA1 day ago - A highly regarded and established wealth management firm is looking to expand their US presence.... ...highly qualified and experienced Wealth Advisor to join their growing team across key... ...responsible for delivering comprehensive financial guidance, deepening relationships, and...Suggested
- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered... ...highly respected, independent wealth management firm known for its sophisticated, white... ...Minimum 5+ years of experience as a financial advisor at an RIA, independent broker...SeniorRelocation package
Harrison Gray Search and Consulting LLC
Los Angeles, CA3 days ago $70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in... ...Responsible for providing a wide variety of financial and investment services to an Ultra... ...client base in the United States. Manage accounts of high net worth investors and...SeniorFull timeWork at officePowerToFly
Los Angeles, CA1 day ago$131.68k - $223.91k
001 The Northern Trust Company in Los Angeles seeks a skilled professional to develop and manage complex client relationships in wealth management. Candidates must understand banking products and possess strong negotiation skills. The ideal applicant will have at least...Senior$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- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is far more than just a job... ...a real impact. Job Overview The Financial Advisor is a strategic professional who... ...client base in the United States. Manage accounts of high net worth investors and...Senior
Citigroup Inc
Los Angeles, CA3 days ago $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 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
$169.38k - $207.02k
U.S. Bank is seeking a seasoned wealth management expert to handle complex client relationships for high net worth clients. This position focuses on retention and growth, requiring a strong commitment to client needs. Candidates should have over 10 years of wealth management...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
- 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
$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... ...planning, and investor education. Manage relationships through phone, email...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaHispanic Alliance for Career Enhancement
Los Angeles, CA1 day ago- 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
- 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
- ...Bank is looking for an experienced professional in Los Angeles to manage medium to large size high net worth client relationships. This... ...Bachelor's degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills...Senior
- Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA. This role is designed for professionals with a background in wealth management who are ready to take over an existing book of high-net-worth clients. The firm is known for its strong...Senior
- 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
$100k
Trajan Wealth LLC in Los Angeles is seeking a proactive Financial Advisor to expand their market presence. This W2 role offers a base salary of $100K plus uncapped variable compensation. Advisors utilize educational seminars to foster client relationships and leverage...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
Columbia Bank (WA, OR & ID)
Los Angeles, CA4 days ago - Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client outcomes... ...a strong background in client relationship management, financial planning, and hold necessary certifications such as CFP or...Senior
$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$83.92k - $125.88k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Los Angeles, CA. This seasoned professional will manage client relationships, offering financial solutions and services tailored to affluent and High Net Worth clients. The role demands strong analytical...Senior$126.4k - $267.5k
...Credit Advisor (CA) At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...with strategic wealth clients, driving funded loan... ...responsible and profitable manner, managing a portfolio of existing...Work at officeShift workDay shiftBank of America
Los Angeles, CA12 hours ago$162.1k - $270.1k
...the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners,... ...with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s current financial situation, goals and objectives to determine...SeniorTemporary workWork experience placementLocal area$112.3k - $221k
About the role CLA is looking to hire a Senior Wealth Advisor in Century City, CA or Pasadena, CA.... ...Advisor (SWA) serves as a relationship manager providing Total Wealth Advisory—a... ...led experience anchored in a personal financial plan and spanning a client’s financial...Senior$112.3k - $221k
CliftonLarsonAllen Wealth Advisors LLC is seeking a Senior Wealth Advisor to join their team in Century City, CA or Pasadena, CA. The role focuses on... ...comprehensive Total Wealth Advisory experience to meet clients' financial and tax needs. The ideal candidate will have a minimum...Senior- Brighton Jones LLC is seeking an experienced Advisor to manage client service teams in Los Angeles. The ideal candidate will excel in financial planning and wealth management, ensuring client needs are met with high standards. This full-time position requires 4+ years...SeniorFull timeFlexible hours
$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial solutions. The ideal candidate will have 5-8 years of experience, strong analytical abilities, and knowledge of financial planning...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor - Wealth Management. Be the first to apply!
Related searches
- financial associate Beverly Hills, CA
- financial consultant Beverly Hills, CA
- financial planning assistant Beverly Hills, CA
- financial advisor associate Beverly Hills, CA
- estate planning consultant Beverly Hills, CA
- private wealth advisor Beverly Hills, CA
- jde finance consultant Beverly Hills, CA
- financial advisor development program Beverly Hills, CA
- financial planning associate Beverly Hills, CA
- financial planner Beverly Hills, CA