Senior Private Client Risk Advisor - Affluent Focus
$56k - $132kAON
AON is seeking a Senior Account Executive in Los Angeles, California. This role involves interacting with clients, developing relationships, and managing complex accounts with minimal supervision. The ideal candidate will have extensive experience in property and casualty insurance and the ability to negotiate with carriers. AON offers a competitive salary between $56,000 and $132,000, along with a comprehensive benefits package and a PeopleFirst culture aimed at supporting longevity in employee relationships. #J-18808-Ljbffr AON
$100k - $275k
...seasoned professional in El Segundo, CA, to lead the Client Process Management Process. This role involves sourcing... ...experiences, and advocating for clients as their trusted advisor. Candidates need 12+ years in private banking and strong interpersonal skills, with a...SeniorPrivate client$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...SeniorPrivate client$84k - $110k
...leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns... ...client service, offering a competitive salary range of $84,000 - $110,000 annually. #J-18808-Ljbffr BDO Capital Advisors, LLCSeniorPrivate client$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...SeniorPrivate client$56k - $132k
...Senior Account Executive NFP, an Aon company, is... ...organization of consultative advisors and problem solvers. We... ...their most significant risk, workforce, wealth... ...Executive interacts with clients on a day-to-day basis... ...Our PeopleFirst culture focuses on building and nurturing...SeniorPrivate client$106.4k - $221.38k
...Advisory. KPMG is currently seeking a Senior Associate to join our KPMG Strategy... ...performance improvement engagements for private equity clients and support the process from start to finish... ...build relationships with clients, with focus on private equity firms and their...SeniorPrivate clientFull timeH1bLocal area$141k - $290k
...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 consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned...SeniorPrivate clientImmediate startFlexible hours- ...Our client, a rapidly growing and well-established multi-family... ...Individuals and Families. This Private Client Advisor will play a pivotal role in... ...with other departments, senior management, and professional... ...Rewarding culture within a client-focused, family-oriented firm. If...Private clientWork at officeLocal area
- ...professional to oversee tax compliance reviews and actively manage client engagements. Candidates should possess a Bachelor's degree... ...with some supervisory responsibilities. Join a collaborative team focused on delivering impactful tax solutions while enjoying...SeniorPrivate client
- ...goals. We are seeking a Senior Fund Accountant to join our Real... ...), the largest real estate private equity fund administrator by... ...growing environment and providing clients with exceptional services.... ...years, the EA RESIG team has focused on working with medium- to...SeniorPrivate clientLocal area
$90k - $135k
...culture, the quality service we offer our clients, and our continued growth, all come from... ...spirit. Right from the beginning, we've focused on employing talented individuals and empowering... ...primary day-to-day contact for assigned private client accounts, building strong and...SeniorPrivate clientWork at office$250k - $300k
...firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join its team.... ...experience in trusts and estates law with a focus on estate planning for high-net-worth individuals. This position is client-facing, involving the drafting of advanced...Senior- 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 financial...Private client
- Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture. The ideal candidate will have at...Private client
- Chase is seeking a Private Client Advisor based in Lynwood, California, to deliver personalized investment solutions and comprehensive financial planning to clients. This role focuses on relationship management and providing an exceptional investor experience. The ideal...Private client
$146k - $200k
Tax Senior Manager, Private Client Services Job Description Job Summary The Tax Senior Manager, Private Client... ...directly with clients and their advisors Communicates with supervisors, engagement... ...to meet project deadlines with a focus on details Ability to successfully...SeniorPrivate clientWork at office- JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals... ...to exceptional customer service, making it essential to focus on relationship management and client needs. #J-18808-Ljbffr...Private client
$100k - $120k
...specialize in helping our clients navigate the complex... ...about you! As a Client Advisor you'll be an ambassador... ...clients. Your primary focus will be converting... ...and mitigate operational risks. Collaborate with Relationship... ...insurance, real state, private banking, or wealth...Private clientWork at officeFlexible hours$84k - $110k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...insurance planning. A Tax Senior, Private Client Services is... ...Works with clients and their advisors to gather information needed... ...Bachelor’s degree in other focus area and CPA certification, required...SeniorPrivate clientPrivate practiceWork at office- Private Client Advisor In Chase Wealth Management As a private client advisor in Chase Wealth Management, you will offer comprehensive financial... ...‑building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate...Private client
$100k - $275k
Responsibilities Leads the Client Process Management... ...the bank's established risk appetite Leads the client... ...as their trusted advisor, providing integrated recommendations... ...date 12+ years of private banking and/or complex... ...High touch, client-focused individual with...Private clientShift workDay shift$229k - $266k
...Senior Project Manager – Los Angeles, CA Full-Time | On-Site | Los Angeles, CA Why CMTS... ...management services to public and private clients nationwide. We value our employees by fostering... ...Islands Collaborative and growth‑focused team environment Competitive compensation...SeniorPrivate clientFull timeContract workLocal area- ...Private Client Advisor II El Segundo, California To proceed with your application, you must be... ...alignment with the bank's established risk appetite Leads the client team to deliver... ...Bank platform ~ High touch, client-focused individual with exceptional...Private clientWork at officeFlexible hoursShift workDay shift
$47.11 - $70.19 per hour
...regulatory compliance for public and private sector clients. With expertise in utility... ...governance, technical oversight, risk management, and data-driven decision... ...reliability, resiliency, and customer-focused outcomes. Job Title: Senior Business Analyst Location: Hybrid...SeniorPrivate clientHourly payTemporary workWork experience placementWork at officeRemote work2 days per week1 day per week- ...deliver personalized investment solutions to clients by relying on leadership and relationship‑building skills with a consistent focus on relationship management, not portfolio... ...And Skills At least 2 years in a Financial Advisor role or equivalent financial services...Private client
$90k - $145k
...engineering and planning for a diverse group of public and private sector clients. Our culture is energetic, collaborative and open and... ...leadership and life. We are seeking a talented, technically-focused Senior Project Architect/Designer with 10+ years of experience who...SeniorPrivate clientFor contractorsFlexible hours$150k - $190k
...consulting firm, partnering with clients to solve the world’s most... ...Description AECOM is seeking a Senior Civil Engineer based in Los... ...shall include design of private development projects and... ...infrastructure, transportation projects focused on local roadways and...SeniorPrivate clientWork at officeLocal areaWorldwideFlexible hours$80k - $115k
...Tax Senior Associate Opportunity ID 8035... ...optimize performance, manage risk, and maximize value through... ..., solutions to address clients' unique business goals and... ...and Family Offices, Private Client Services practice with a focus on tax services for Family...SeniorPrivate clientPrivate practiceLocal areaFlexible hours3 days per week- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ...skills. This will be done with a consistent focus on relationship management, not... ...ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL...Private client
$100k - $275k
Responsibilities Lead the Client Management Process to... ...within the bank’s risk appetite and guide the... ...prospects as a trusted advisor, providing integrated recommendations... ...90 days. 12+ years of private banking and/or complex... .... High touch, client‑focused with exceptional...Private clientShift workDay shift
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