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 - $180k
...About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for...Private clientFull timeImmediate start$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$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- ...Job Description Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned... ...with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint...Private clientWork at officeLocal area
- 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
$297.5k - $350k
...The firm operates a hybrid schedule of 3 days in office and 2 days at home. The attorney will support the ultra‑high net worth private client practice group, requiring a solid background in Subchapters K and S of the Code and familiarity with Subchapter J and QSBS. Candidates...Private clientPrivate practiceWork at office- Job Overview The Private Client Assistant supports the brand’s most discerning clientele through exceptional service, precise execution, and highly organized operational support. This role supports the Private Client team and reports directly to the Private Client Manager...Private clientWork at officeMonday to Friday
- ...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
$250k
...likely to involve external parties such as clients, government bodies or other organizations... ...of the whole technical area. The Private Bank at Citi (CPB) is part of the Institutional... ...client contact and trusted investment advisor for clients, including direct selling, determining...Private clientFull timeLocal area- ...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
$141k - $290k
...Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth individual clients and privately‑held...Private clientFlexible hours- ...autonomy to reach your goals. What Work You Will be Responsible For Perform partner level compliance review and tax return signoff Handle client consultations on planning opportunities and changes in tax law Work on proposals and assist in developing new business Meet...Private clientLocal area
- ...California, is a consulting firm specializing in construction and program management services. We partner with public and private sector clients across Southern California, providing expertise in project management, construction management, project scheduling, owner representation...Private client
$76k - $82k
...Position Overview Bernstein Private Wealth Management is a premier investment management... ...high‑net‑worth and ultra‑high‑net‑worth clients. Bernstein Private Wealth Associates are... ...and who, in collaboration with Financial Advisors, help propel the growth of our Private...Private client$110k - $215k
...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with...Private clientWork at officeFlexible hoursShift workDay shift$76k - $82k
Position Overview Bernstein Private Wealth Management is a premier investment management... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first... ...who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth...Private clientFlexible hours- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$200k - $300k
...culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high‑net‑worth individual clients and privately held...Private clientFlexible hours$110k - $145k
...strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of Los Angeles, CA. You'll work alongside an integrated team of seasoned,...Private clientLocal area$235k
...Seeking 2nd-8th year associates to join the Investment Funds & Private Capital team. This position may reside in New York or Los Angeles... ...must have experience in private equity funds, advising clients on all aspects of fund formation, fund structuring and capital...Private client- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
$200k - $250k
...estates, and business work for high-net-worth clients. This Jobot Job is hosted by: Jacob... ...,000 per year A bit about us: Our Private Client Services group is expanding and... ..., trustees, accountants, and investment advisors Support junior team members through...Private clientLocal area- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for...Private client
- ...administrative, sales, and operational support for the hotel’s Private Events and Group Room Block business. This role works closely with... ..., and event documentation Enter and maintain accurate client, lead, and event data in TripleSeat Develop, program, and distribute...Private clientAfternoon shift
- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...Private clientTemporary workPrivate practiceWork at officeLocal area
$225k - $325k
...deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging... ...have an exciting career opportunity for a Director to join our Private Client Services team within our Los Angeles practice!...Private clientPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...Just One Eye in Los Angeles is seeking an experienced Luxury Client Advisor & Personal Shopper to join our team. This role blends in-store elegance with remote clienteling, delivering highly personalized shopping experiences for a discerning clientele. The ideal candidate...Remote work
$100k - $125k
...Withers is looking for a skilled paralegal to join their Private Client & Tax team in Los Angeles. This role involves managing estate and trust administrations, drafting tax returns, and working on real estate matters. Ideal candidates have 3-7 years of experience, knowledge...Private client$120k - $300k
...Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern... ...be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as...Private clientFull timeLocal areaRemote work- ...practice in Los Angeles. The group handles acquisitions, dispositions, leasing, and real estate finance for developers, private companies, and national clients. The ideal candidate will handle commercial real estate transactions independently, supervise complex files, and...Private client
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