Senior Wealth Advisor for UHNW Clients
$70k - $200kCitibank (Switzerland) AG
Citibank (Switzerland) AG is seeking a Senior Wealth Advisor in Beverly Hills, California, to provide a variety of financial services to ultra high net worth clients. The ideal candidate should have 6-10 years of experience and hold NYSE Series 7 and 66 licenses. Responsibilities include managing investor accounts, conducting economic analyses, and developing financial strategies. Competitive salary range is $70,000 - $200,000, along with benefits like medical coverage, 401(k), and paid time off. #J-18808-Ljbffr Citibank (Switzerland) AG
$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique... ...work closely with a team of senior wealth management professionals in... ...family office, or private banking serving UHNW clients. Strong understanding of financial...SeniorWork at officeLocal area- SCS Financial in Los Angeles seeks a highly motivated Senior Associate, Client Advisor to support a team of wealth management professionals. This role directly involves client servicing, financial analysis, and complex investment strategies aimed at ultra-high-net-worth...Senior
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive... ...will work closely with Wealth Advisors and oversee complex financial...Senior- An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture...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
- 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
- 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 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
$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- Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies...
- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...Full time
- Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified...SeniorWork at office
$115k - $140k
...Rudnick in Los Angeles is seeking a Senior Financial Planner to join their wealth planning team. The ideal candidate... ...planning for ultra-high-net-worth clients. Responsibilities include... ...plans, collaborating with Wealth Advisors, and ensuring cohesive client strategies...Senior- ...seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The ideal...Senior
- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients... ...autonomy to build a high-quality loan portfolio while ensuring compliance and rigorous risk management. #J-18808-Ljbffr BBF WealthSenior
$65k - $125k
...seeking a Preferred Banker based in Los Angeles, CA. This role focuses on maintaining and cultivating relationships with high net-worth clients while providing exceptional banking services. The ideal candidate will leverage their experience to drive revenue and enhance the...Senior$44.3k - $73k
...relationships and addressing financial needs. This role involves processing teller transactions and collaborating with colleagues to ensure client satisfaction. Applicants should have a high school diploma and customer service experience, and be able to engage effectively with...Senior$200k - $300k
Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years... ...Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic...$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 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
- 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...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
$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... ...Advisors utilize educational seminars to foster client relationships and leverage marketing support to...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$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- ...Inc. multiple years in a row! They are an advisor-built firm with incredibly talented... ...growing business. This firm always puts their client’s best interest first. The advisors and... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles office...SeniorWork at office
$112.3k - $221k
About the role CLA is looking to hire a Senior Wealth Advisor in Century City, CA or Pasadena, CA. The Senior Wealth Advisor (SWA) serves as a... ...experience anchored in a personal financial plan and spanning a client’s financial and tax needs. Responsibilities Gather data from...Senior$162.1k - $270.1k
...goal met through the acquisition of new clients from internal and external sources, and the... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s...SeniorTemporary workWork experience placementLocal area
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