Senior Insurance & Wealth Advisory Lead
Jobtailor
Jobtailor in Los Angeles seeks licensed insurance professionals to expand a high-caliber team and grow client services. The role emphasizes a broad portfolio including life, health, P&C, financial services, annuities, disability, long-term care, commercial insurance, and group benefits. Ideal candidates will bring licensed status, comprehensive coverage experience, and a track record of establishing robust client relationships while integrating wealth management opportunities into the advisory #J-18808-Ljbffr Jobtailor
- Citi Wealth at Work is seeking an Investment Counselor Senior Vice President in Los Angeles to serve High Net Worth and Ultra High Net Worth clients with sophisticated... ...services. The role focuses on building trusted advisory relationships and delivering tailored investment...Senior
$65k
...Relationship Manager - Merrill Wealth Management Last... ...Management is a leading provider of comprehensive... ...Franklin Templeton (Global Insurance General Account) Full-... ...U.Air Force, building senior-level relationships... ...a private wealth advisory practice. #J-18808-Ljbffr...SeniorFull timePrivate practice- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client... ...role emphasizes collaboration with an advisory team to help clients navigate complex... ...comprehensive benefits package, including health insurance and a 401(k) with company match. #J-188...Senior
- Charles Schwab Careers is seeking a Sr. Manager, Wealth Advisor to enhance client relationships and deliver personalized investment guidance. The ideal candidate will thrive in a collaborative environment, managing high-complexity scenarios and fostering client trust and...Senior
- Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key... ...role involves onboarding new clients, leading client meetings, collaborating across... ...industry experience. Benefits include health insurance, 401(k) with match, and flexible PTO....SeniorFlexible hours
- ...talent. It all begins with you. Wealth & Investment Management (WIM)... ...is one of the United States' leading providers of financial and... ...role: Wells Fargo is seeking a Senior Lead Wealth Underwriter...... ...off Disability benefits Life insurance, critical illness insurance,...SeniorFull timeWork experience placement
- MAI Capital Management, LLC. is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes... ...should have over 5 years of experience in wealth management or financial services, strong...SeniorWork at office
- BMO Financial Group in Los Angeles is seeking a senior wealth management professional to lead advisory-based sales and client relationship management for a high-net-worth portfolio. You will coordinate cross-functional experts to craft holistic financial plans and solutions...Senior
- ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...Experience: Demonstrated ability to lead complex client relationships... ...Coachability: Demonstrates a senior learning mindset by seeking... ...reimbursement Health, dental, and vision insurance #J-18808-Ljbffr Charles...SeniorWork at office
- MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management experience and the ability to manage complex workflows. The ideal...Senior
- Certus Recruitment Group is seeking an advisory expert to manage high-value relationships with Ultra High Net Worth individuals. This role... .... The successful candidate will possess strong connections in wealth management and demonstrate a proven track record in managing...
$150k - $227.3k
...Manufacturing Co in Los Angeles is seeking an experienced professional to join their Transaction Advisory Services team. The role involves conducting Financial Due Diligence, leading advisory engagements, and mentoring team members while collaborating on various significant...Senior- Baker Tilly US in Santa Monica, CA seeks an experienced professional to join the Transaction Advisory Services group as an Associate/Senior Associate. You will interact with partners, perform data gathering, due diligence, and financial analysis to support buy-side and...Senior
- Fifth Third Bank, N.A. is seeking a Senior Wealth Strategist in Los Angeles, California, responsible for developing and delivering customized wealth strategies for high net worth clients. The role emphasizes collaboration with Private Bank teams and requires a strong background...Senior
- A specialized boutique accounting and consulting firm is seeking a Senior Manager/Director for Accounting and Transaction Advisory Services in Los Angeles. This role offers the chance to lead multi-disciplinary teams and tackle complex accounting issues, making a significant...Senior
- Armanino Advisory LLC in Los Angeles is seeking a Transaction Advisory Consultant to work in financial due diligence, guiding clients through critical financial processes. This position requires collaboration with colleagues to produce quality reports and analyze financial...Senior
- Overview Principal or Senior Principal, Anthropic AI Solutions -... ...the Anthropic Partner Solution Lead, you’ll partner with... ...a client-facing technical or advisory role at a consulting firm, technology... ...discounted home, auto, and pet insurance. Slalom is committed to fair...SeniorTemporary workWork at officeLocal area
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client... ...tailored investment advice, and collaborating with a skilled advisory team. The ideal candidate will have a strong background in client...Senior
$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 relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial...Senior- BMO Financial Group is seeking a senior Wealth Sales & Service professional to manage relationships... ...Los Angeles region. The role focuses on advisory-based financial planning, cross-... ...meet clients' needs. The candidate will lead strategy development, client reviews, and...Senior
$112.3k - $221k
CliftonLarsonAllen Wealth Advisors LLC is seeking a Senior Wealth Advisor to join their team in Century City, CA or Pasadena, CA. The role focuses on providing a comprehensive Total Wealth Advisory experience to meet clients' financial and tax needs. The ideal candidate...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
$83.41k - $168.59k
...The KPMG Advisory practice is at the forefront of transformation... ...one priority. With a wealth of learning and career... ...facility, and leading market tools, we help... ...currently seeking a Senior Associate, Infrastructure... ..., disability and life insurance, 401(k) plans, and a...SeniorContract workH1bLocal area$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings together the full power of Citi to... ...vision coverage, 401(k), life, accident and disability insurance, wellness programs, paid time off packages,...SeniorFull time- Bel Air Investment Advisors, an advisory practice of Hightower, is hiring a Senior Client Service/Advisory Associate to support the advisory team in delivering excellent client service and efficient investment operations. The role emphasizes timely responses, accurate...Senior
$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$98.08k
...looking for an experienced Physical Therapist ready to lead, teach, and treat — all in one role. As our Senior PT, Clinic Lead, and Clinical Instructor, you'll... ..., vision, 401(k) with matching, HSA, PTO, life insurance Tuition reimbursement, CEU support, and license reimbursement...SeniorFull timeRelocation packageMonday to FridayFlexible hoursShift work- ...Senior Vice President, Divisional Lead, Property and Casualty Insurance About the Company Top-tier insurance agency Industry Insurance Type Privately Held About the Role The Company is seeking a Senior Vice President, Divisional Lead for Property...Senior
- ...provider in Los Angeles seeks an Aerospace Manufacturing Inspection Lead/Manager to oversee inspection processes, ensuring compliance... ...skills. This role offers a comprehensive benefits package including health insurance and 401(k). #J-18808-Ljbffr Morisey-Dart GroupSenior
$106.2k - $157.2k
Sunflower Financial Inc. is seeking a full-time Wealth Management Advisor II for our Los Angeles, CA location. This role requires collaborating... ...benefits, including a 401(k) plan with a 6% match, health insurance, and more are offered. #J-18808-Ljbffr Sunflower Financial Inc...Full time
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