Wealth Advisor
Mariner
Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs Effectively work with your team and available resources in support of our clients, executing client requests and updating information Active participant in obtaining new clients in partnership with strategic relationships and community networks Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications Bachelor’s degree required 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Demonstrated talent development experience, training new staff, mentoring interns, etc. Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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#J-18808-Ljbffr Mariner$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hoursCAPTRUST
Los Angeles, CA5 days ago$169.38k - $207.02k
...around the client to meet and exceed client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...SuggestedTemporary workWork experience placement3 days per weekU.S. Bank
Los Angeles, CA5 days ago- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will...Suggested
Confidential
Los Angeles, CA4 days ago - ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public...SuggestedWork at officeRelocation
ZPEED Recruitment
Los Angeles, CA2 days ago $150k - $200k
...A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm with an award-winning culture Composition... .... We are currently looking for an experienced Wealth Advisor to join our dynamic team. As an Advisor with Composition Wealth...SuggestedH1bDay shiftComposition Wealth, LLC.
Los Angeles, CA5 days ago$110k - $165k
...Position Summary The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving...Local areaFlexible hoursCerity Partners Management LLC
Pasadena, CA4 days ago$120k - $300k
...,000.00/yr Direct message the job poster from Manhattan West Manhattan West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides...Full timeLocal areaRemote workManhattan West
Los Angeles, CA3 days ago- ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth families. The firm has built its...Relocation package
Harrison Gray Search and Consulting LLC
Los Angeles, CA1 day ago $118k - $170k
...City's Financial District. Role Overview As a Private Wealth Associate for Masterworks Advisers, you will be an essential part... ...within a team structure: you will work alongside Senior Advisors toward shared gallery AUM targets, contributing directly to location...Afternoon shiftMasterworks
Beverly Hills, CA2 days ago- ...Senior Wealth Advisor Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to...
Citigroup Inc
Los Angeles, CA1 day ago - ...Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower... ...to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work within...Immediate start
Columbia Bank (WA, OR & ID)
Los Angeles, CA2 days ago - ...Wealth Advisor Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work...Work experience placementLocal area
OneAZ Credit Union
Glendale, CA4 days ago $159.97k - $188.2k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position...Temporary workWork experience placementLocal area3 days per weekU.S. Bank
Beverly Hills, CA1 day ago$100k - $150k
...Wealth Advisor Pasadena, California • Hybrid Industry: Financial Services Job Category: Wealth Management Job Type: Direct Hire Salary: $100,000 - $150,000 / Annually Job Description Position Title: Wealth Advisor This role is a great opportunity...Private practiceBoutique Recruiting
Pasadena, CA2 days ago- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their...Work at officeLocal areaNight shift
Blue Trust
Los Angeles, CA5 days ago $70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application within the business. Recognized subject matter expert within own area. Strong commercial awareness is a necessity. Is an acknowledged...Full timeWork at officeCitigroup Inc
Los Angeles, CA5 days ago$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the...Full timeCitigroup Inc
Pasadena, CA3 days ago- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for...
Mariner
Los Angeles, CA4 days ago - ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory... ...’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors by servicing, deepening,...Work at office
Charles Schwab
Los Angeles, CA1 day ago - ...As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a...
Mariner
Los Angeles, CA3 days ago - Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA. This role is designed for professionals with a background in wealth management who are ready to take over an existing book of high-net-worth clients. The firm is known for its strong...
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within the business. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication...Full timeWork at office$100k
New York Life in Los Angeles is hiring driven financial service professionals to offer a range of financial products and services. You will receive extensive training and support to help establish strong client relationships and financial foundations for your clients. This...Immediate start- JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, California. The role involves providing comprehensive financial planning and advice to a diverse clientele, enhancing client relationships, and embracing digital innovations. Qualified candidates should...
- ZPEED Recruitment is seeking a Senior Wealth Advisor with extensive experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. This role involves leading client relationships and managing portfolios that integrate public and private markets....
- 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...
- ...Mortgage Licensing System requirements. Candidates should possess a Bachelor's degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills are essential, as well as the ability to make independent...
$150k - $200k
A leading investment advisory firm in Los Angeles is seeking an experienced Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth families. This role offers a collaborative team environment, access to premium resources, and...- Now Hiring: Wealth Advisor - High Net-Worth Clients Talent Focus is proud to partner with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in Los Angeles. This is an exceptional...Private practiceWork at officeImmediate start
- 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...
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