Private Client Advisor
Los Angeles Federal Credit Union
Los Angeles Federal Credit Union is seeking a Digital Member Service Representative to support members through the Digital Branch, delivering financial services via phone, email, and secure digital channels. In this hybrid role, you will handle memberships, loans, and online banking support while ensuring compliance and high member satisfaction through accurate, timely service and effective communication. Your responsibilities include processing memberships, assisting with online applications, #J-18808-Ljbffr
$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...Private client- J.P. Morgan Chase in Glendale, CA is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. You will build a book of business, provide advised solutions, and collaborate with Chase partner referrals to deepen...Private client
- JPMorganChase in Los Angeles is seeking a Financial Advisor to help provide personalized investment solutions to clients. The ideal candidate will have at least 2 years of financial services experience, focusing on relationship management and a strong understanding of...Private client
$100k - $275k
...Responsibilities Lead the Client Management Process to identify new business development... ...Advocate for clients and prospects as a trusted advisor, providing integrated recommendations... ...licenses within 90 days. 12+ years of private banking and/or complex financial services...Private clientShift workDay shift- 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
- TwinThread is seeking a Private Client Advisor in Los Angeles, California, who will provide comprehensive financial planning and advice. This role includes supporting clients from various backgrounds and enhancing their investor experience through personalized solutions...Private client
- JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals and families, enhancing their investment experiences. Candidates should have proven success in client acquisition, strong financial...Private client
$120k - $130k
...isseekinga highly motivated and detail-oriented SeniorAssociate,Client Advisor to join our growing team. This is a unique opportunity to... ...in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial...Private clientWork at officeLocal area$225k - $298.3k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Experience, including access to the full array of Private Bank and Bank of America capabilities and... ...clients and prospects as their trusted advisor providing integrated recommendations...Private clientWork at officeWork from homeFlexible hoursShift workDay shift- JPMorganChase in Los Angeles is seeking a Private Client Banker to manage a select group of affluent clients, growing their banking relationships with a proactive, advised approach. You will connect customers to specialists and help them access self-service options for...Private clientBank staffFlexible hours
- ...book of business and deliver personalized investment solutions to clients by relying on leadership and relationship‑building skills with... ..., Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...Private client
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide...Private client
$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities, and shareholders... ..., including access to the full array of Private Bank and the bank's capabilities and services... ...clients and prospects as their trusted advisor, providing integrated recommendations...Private clientWork at officeShift workDay shift- ...Description At J.P. Morgan Chase, we are passionate about helping clients, caring for employees, building relationships, and delivering... ..., Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated...Private client
- JPMorgan Chase & Co. is looking for a Private Client Advisor in San Gabriel, California, to provide financial planning and tailored investment solutions to clients. You will contribute to relationship management while ensuring compliance with industry standards, including...Private client
- Citi in Los Angeles is seeking a seasoned Private Client Coverage professional to apply in-depth knowledge to streamline onboarding, monitoring, and data analysis, improving the client experience. You will collaborate with sales teams and partners (KYC, Account Opening...Private client
- ...EisnerAmper seeks a Tax Partner for Private Client Services to lead sophisticated tax advisory and compliance engagements for high net worth individuals, family offices, and closely held businesses. You will guide complex client relationships, provide strategy, and collaborate...Private client
- Synectics Inc. in Los Angeles seeks a transactional tax attorney to advise private clients on mergers, acquisitions, restructurings, and other strategic transactions, with emphasis on QSBS and state tax matters. You will draft and negotiate tax provisions, collaborate with...Private client
- ...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
- ...Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...Private clientWork at office
- A leading bank seeks a Private Bank Senior Credit Officer in Los Angeles, responsible for overseeing credit approvals and managing a high-quality portfolio for private banking clients including high-net-worth individuals. The ideal candidate will have over 10 years of...Private client
$200k - $300k
Weaver, based in Los Angeles, seeks a Tax Director to provide tax compliance and planning services to high-net-worth clients. The role requires a CPA with at least 9 years of experience and a strong entrepreneurial spirit. The ideal candidate will lead new business initiatives...Private client- Andersen is seeking a Private Client Services Manager in Los Angeles to lead engagement teams serving a spectrum of high-net-worth clients. You will guide tax strategy, ensure timely delivery, and partner with other service lines to provide comprehensive solutions. The...Private client
$182.7k - $339.3k
Wilmington Trust seeks a Wealth Management Manager in Los Angeles, California to lead a team in managing relationships with high-net-worth clients. The role focuses on client development and collaboration with various banking teams to ensure excellent service delivery....Private client- ...Lead and oversee tax engagements for UHNW families and private clients Review and prepare complex federal and state returns (individual... ...trust tax matters Partner with legal, wealth, and investment advisors to deliver holistic solutions Serve as a trusted advisor...Private client
$250k
...California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Invst Counselor... ...as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability...Private clientFull timeLocal area- City National Bank seeks a Private Wealth Analyst to support private banking client teams with investment analysis and financial planning materials for high-net-worth clients in the region. You will create portfolio and market analyses, assist with financial planning,...Private client
- BCG Attorney Search is seeking a Private Client Associate for its Los Angeles, California office. The ideal candidate will have expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. You will be responsible for...Private clientWork at office
- ...will have a hybrid schedule of 3 days in office and 2 days at home. Candidates should have a solid background in tax law, particularly regarding ultra-high net worth clients, and must be licensed with the California State Bar. #J-18808-Ljbffr Busby Park Recruiting LLCPrivate clientWork at office
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues....Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!
- spanish customer service representative Glendale, CA
- airport customer service agent Glendale, CA
- career services representative Glendale, CA
- customer service officer Glendale, CA
- at home customer service representative Glendale, CA
- bilingual customer service representative spanish english Glendale, CA
- full time customer service associate Glendale, CA
- part time customer service representative work from home Glendale, CA
- customer associate Glendale, CA
- customer service specialist Glendale, CA

