Wealth Relationship Strategist
$83.92k - $125.88kCiti Group
Citigroup Inc. is looking for a Wealth Relationship Mgmt. Sr. Analyst in West Hollywood. This role requires a seasoned professional to manage affluent client relationships by identifying needs and providing tailored financial solutions. Successful candidates will have strong analytical and communication skills, along with experience in financial planning and compliance. A bachelor's degree and U.S. FINRA Registration are essential. Competitive salary range is between $83,920 and $125,880, with a variety of benefits offered. #J-18808-Ljbffr Citigroup Inc.
- Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...Suggested
- Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles. The role requires in-depth financial knowledge to build relationships with affluent clients, addressing their complex financial needs through various products and services. Strong...Suggested
$121.9k - $262.1k
...Senior Wealth Strategist Location – Los Angeles, California 90067 General Function Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships ( $10MM investable and/or $15 million in net worth) involving complex financial...SuggestedBank staff$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application... ..., cold calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will...SuggestedFull timeWork at office- ...estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong... ...planning and the ability to cultivate lasting client relationships. A competitive compensation package and comprehensive benefits...Suggested
- ...professional to lead as SME across assigned branches and collaborate with Wealth Management, Mortgage, and Consumer teams. You will drive the sales plan, manage high-value client relationships, and coordinate credit requests with Sr. Bankers to close loans. The role emphasizes...
- ...Senior Wealth Strategist Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the... ...WMAs and Private Bank teams to acquire and retain key client relationships by delivering comprehensive wealth strategies and...Bank staffShift work
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth transfer planning a primary component of the core client experience at RBC for its high net worth ("HNW") and ultra...Temporary workFlexible hours$115k - $140k
...Headquartered in Los Angeles, KAR is a distinguished asset and wealth management firm with over $50 billion in assets under... ...and summarizing financial documents—all while building lasting relationships and providing guidance that truly transforms lives. You will also...Permanent employmentVisa sponsorshipFree visaFlexible hours$87k - $145k
...is looking for an Associate Proposition Sales Specialist in Los Angeles, California. This role is pivotal in driving sales for our Wealth Management business, focusing on both new and existing customers. Responsibilities include structuring and closing deals, identifying...$125k - $144k
ASSOCIATION FOR FINANCIAL PROFESSIONALS in Los Angeles is looking for a Senior Associate in Wealth and Asset Management. The role involves helping clients manage tax obligations and providing strategic consulting related to business analysis. Qualified candidates should...Remote work$125k - $175k
...support high-net-worth individuals by creating personalized financial plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes. Candidates should have at least 5 years of experience in financial...$158.01k - $276.46k
A leading financial institution is looking for a Senior Wealth Strategist in Los Angeles to sell investment management and advisory services. The ideal candidate should have a minimum of 10 years in institutional sales, with strong communication and analytical skills. Responsibilities...- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles, CA: Pasadena, CAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R149867**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized...Work experience placementLocal areaFlexible hours
- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least 5 years of experience with high-net-worth clients and proficiency in areas like tax...
- A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...
$63 - $70 per hour
...owned social channels. Be available for on‑call nights and weekends as needed to support critical initiatives. Manage key agency relationships, ensuring strategic alignment and execution excellence. Must‑Have Qualifications: 5+ years of experience in digital/social...Hourly payTemporary workNight shiftWeekend work- Insights Strategist Location: Los Angeles, West Coast based Type: Full-Time A growing insights and strategy consultancy is seeking an... ...implications Act as a day-to-day client contact and build strong relationships Partner with senior leadership to develop and present...Full timeWork at office
$115k - $140k
...Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Today, we are a distinguished asset and wealth management firm with approximately $50 billion in AUM and a national team of 135 professionals, serving high-net-worth and ultra-high...Permanent employmentWork at officeVisa sponsorshipFree visaFlexible hours- CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors with wealth management solutions focused... ...annuities. The role involves leading insurance strategy, managing relationships with external partners, and ensuring regulatory oversight. The...
$180k - $254.8k
...interested in addressing their clients’ objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building relationships with advisors, centers of influence, and internal partners, analyzing estate and financial...Work experience placementShift workDay shift$180k - $254.8k
...who assist clients with planning, personal philanthropy, and wealth transfer/tax minimization. Responsibilities Lead the client wealth... ...clients’ advisors, where appropriate. Expand existing client relationships and acquire new assets to achieve assigned goals for Merrill...Work experience placementDay shift$67.5k - $90k
...a Business Development Manager who excels in understanding brands and consumer behavior. This role involves maintaining client relationships, tracking new business wins, and collaborating with cross-functional teams. The ideal candidate has strong marketing knowledge,...Live inWork at office$110.4k - $210.8k
...party agency. Provide hands‑on support for programming and publishing, as needed, across owned social channels. Manage agency relationships. Be on‑call nights and weekends as needed. Minimum Qualifications 5+ years experience in digital/social marketing in the social...Relocation packageShift workNight shiftWeekend work- A prominent influencer management agency in California seeks an experienced talent manager to oversee influencer relationships and endorsement deals. Responsibilities include managing talent communication, creative project development, and contract negotiations. Ideal candidates...Contract work
- Northern Trust Corp. seeks an experienced Portfolio Manager in Los Angeles, California. The role involves managing investment activities for high net worth clients, developing personalized investment programs, and leading a collaborative team. Ideal candidates will have...Flexible hours
- Northern Trust in the United States seeks an experienced portfolio manager to oversee investment activities for major high net worth client accounts. You will develop and execute strategies to meet client objectives, collaborating with the client service team to identify...Local area
$110.4k - $210.8k
...Your responsibilities will include developing innovative campaigns, collaborating with cross-functional teams, and managing agency relationships. Strong social media expertise and leadership skills are essential for this role. The compensation ranges from $110,400 to $210,...- KALO IQ in Beverly Hills is seeking a Creator Public Relations Specialist to build relationships with top verified creators. This senior role emphasizes ownership of outcomes, managing creator relations, and enhancing media presence through strategic features. The ideal...Remote job
$81.23k - $124.43k
...capabilities. Digitas delivers ambitious outcomes via unique solutions that include Creative Experiences, Integrated Media, Addressable Relationships, Social Marketing and Total Commerce. Celebrated by AdAge as Data and Insights Agency of the Year, U.S Campaign’s Brand...Temporary workFreelanceFlexible hours
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