Senior Wealth Advisor Women & Wealth Lead
CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior Wealth Advisor for its offices in Century City or Pasadena, CA. The role focuses on delivering personalized financial strategies while managing client relationships. Ideal candidates will have at least 8 years in financial services, alongside a Bachelor’s in Accounting or Finance and CFP certification. Perks include flexible PTO, competitive salary range of $112,300.00 - $221,000.00, and discretionary bonuses based on performance. #J-18808-Ljbffr
$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 net assets by providing proactive, personalized financial advice. What...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area- ...responsible for managing a portfolio of high net worth clients. You will lead a client relationship team and be accountable for client acquisition, retention, and the implementation of comprehensive wealth management strategies. The ideal candidate will have a minimum of 9...Senior
- ...an experienced Private Banker to 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...Senior
$164k - $250k
Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals, providing outstanding service. Responsibilities include managing client relationships, facilitating financial...Senior$200.72k - $301.08k
Responsibilities Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing...SeniorFemale- ...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 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
- ...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 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
- ...Inc. multiple years in a row! They are an advisor-built firm with incredibly talented... ...are currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles office... ...seasoned Senior Financial Advisor or Team who leads with planning and has experience working...SeniorWork at office
$151.72k - $252.87k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...and/or families. Primary Responsibilities Lead the client relationship team and have overall... ...Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess the client...SeniorTemporary workWork experience placementLocal area$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application within... ...generate ideas with the Bankers and the clients that will lead to the growth of the asset base. Appropriately assess risk...SeniorFull timeWork at office$158.01k - $268.64k
Northern Trust in Los Angeles is seeking an experienced professional to develop and manage complex wealth management banking client relationships. You will identify prospects and marketing strategies, negotiate loans, and provide leadership and consulting at a high technical...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 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
- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... ...industry. This individual will also lead within the organization as a top-line...SeniorImmediate start
- 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
- 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
- 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
$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$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- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held... ...Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will be responsible for providing...Senior
$164k - $250k
Wealth Enhancement in Southern California is seeking a VP Financial Advisor to aid clients in achieving their financial goals while providing exceptional service. This... ...member is tasked with managing existing clients, leading the financial planning process, and mentoring...$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... ...with a long-term pathway to becoming a lead advisor. This role is located in Los...SeniorWork at officeLocal area- ...The National Association of Women in Construction is looking for a skilled contract administrator to manage the planning, execution, and administration of contracts. The role includes leading Requests for Proposals, client interaction, and compliance monitoring. Candidates...SeniorFemaleContract work
$80k - $85k
A leading sportswear company in Los Angeles seeks a Merchandising Manager for Women's Sportswear. The ideal candidate will oversee product lifecycles from concept to production, engage in trend research, and manage cross-functional teams. With over 7 years of experience...SeniorFemale- ...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 candidate has 5-8+ years of...Senior
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placement$250k
...Citibank (Switzerland) AG is seeking a Managing Director, Private Banker in Los Angeles. This role involves acting as a trusted advisor to high-net-worth clients, developing tailored financial solutions, and managing client relationships over generations. Candidates should...SeniorFull time
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