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
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$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- ...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
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$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$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- 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
- 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
- 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
$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...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
$150k - $250k
A leading financial advisory firm in Los Angeles seeks a Wealth Advisor at the SVP level. The Advisor will partner with the Ground Control team to manage client relationships and deliver strategic wealth management solutions. Responsibilities include analyzing investments...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
- 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
$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- ...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
A leading wealth management firm in Los Angeles seeks a Wealth Advisor at the SVP level. This role involves collaborating with the Ground Control team to fulfill... ...needs, manage investment portfolios, and enhance financial planning solutions. Candidates should have over 1...Senior$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$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 office- ...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
- A well-respected wealth management firm in Los Angeles is seeking a Senior Investment Adviser Associate to provide exceptional service to affluent clients. This role involves serving as the primary contact for clients, managing account openings, and ensuring comprehensive...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$125.4k - $181.88k
...based on the idea that transforming financial lives starts by giving our people the... ...freedom. Empower Yourself.The Senior Private Wealth Advisor, Practice Lead plays a vital role in... ...Experience Specialist. While not a people management position, this role will set the...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$115k - $140k
...expanded its services from managing capital for a single family... ...is a distinguished asset and wealth management firm with over $5... ...are seeking an experienced Senior Financial Planner to join our team, dedicated... ...Planning and Wealth Advisors. You will deliver tailored solutions...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- ...common purpose to help make financial lives better through the power... ...relationships with market leadership, Advisors, and clients, while building... ..., Operations, and Portfolio Management to deliver a seamless client... ...within the defined Global Wealth and Investment Management...Work at officeShift workDay shift
- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client...SeniorWork at office
$126.4k - $267.5k
...common purpose to help make financial lives better through the power... ...Job Description: The Credit Advisor (CA) is a client-facing role... ...relationships with strategic wealth clients, driving funded loan... ...responsible and profitable manner, managing a portfolio of existing...Full timeWork at officeShift workDay shift- JPMorgan Chase & Co. is looking for a Senior Private Client Banker in Los Angeles, CA. In this role, you will manage the banking relationships of affluent clients, providing... ...service and solutions to meet their financial goals. The position requires a minimum of 2 years...Senior
- 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
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