Senior Wealth Advisor — Holistic Planning Leader
Charles Schwab
Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client outcomes through effective management of ongoing relationships, providing tailored investment advice, and collaborating with a skilled advisory team. The ideal candidate will have a strong background in client relationship management, financial planning, and hold necessary certifications such as CFP or CFA. The role offers the chance to work on-site, ensuring an engaging and collaborative work environment. #J-18808-Ljbffr Charles Schwab Corporation
$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$125.4k - $181.88k
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net... ...through onboarding, financial planning, and investor education. Manage relationships... ...and market discussions. Provide holistic financial planning across retirement,...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area- Lenox Advisors in Los Angeles is seeking experienced Financial Advisors to transition from transactional sales to holistic financial planning. Advisors will access operational support and leverage specialists to deepen client relationships and grow their businesses. The...Senior
- Lenox Advisors in Glendale, California, is seeking an experienced Financial Advisor to transition from transactional sales to holistic financial planning. The ideal candidate has a minimum of 3 years of experience, utilizes a collaboration model with internal specialists...Senior
- ...institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance... ...have a strong background in financial planning and analytical skills, as well as experience... ...identifying client needs, offering holistic financial solutions, and organizing engagement...Senior
$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to join our growing team.... ...with a team of senior wealth management professionals in... ...investment implementation, and holistic wealth management efforts... ...investment and estate planning strategies. The ideal candidate...SeniorWork at officeLocal area$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location...SeniorFull time- ...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 exceptional service. Qualified candidates should...Senior
$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application... ...Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset...SeniorFull timeWork at office$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- 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... ...skillset in trust administration, estate planning, and new business development is essential...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
- Manhattan West Enterprise Company LLC is looking for a Wealth Advisor to join its Private Wealth team in Los Angeles, California. This role... ...client relationships while providing expert financial planning advice. The successful candidate will contribute to the firm'...Senior
- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...partnership. The program has a financial planning team that is integrated in their team.... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional...SeniorImmediate start
$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$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... ...relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial plan and...Senior$162.1k - $270.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’... ...solutions through the financial planning process. Prioritizes short‑term and long...SeniorTemporary workWork experience placementLocal area$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial... ..., strong analytical abilities, and knowledge of financial planning software. This Full Time role offers a competitive salary...SeniorFull time- Brighton Jones LLC is seeking an experienced Advisor to manage client service teams in Los Angeles. The ideal candidate will excel in financial planning and wealth management, ensuring client needs are met with high standards. This full-time position requires 4+ years...SeniorFull timeFlexible hours
- ...matters most. Schwab Wealth Advisory is a fee‑... ...Sr. Manager, Wealth Advisor , you’ll manage ongoing... ...relationships, deliver holistic financial planning, and provide tailored... ...: Demonstrates a senior learning mindset by seeking... ...input from peers and leaders, integrating feedback...SeniorWork at office
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in field and adapts them for application within... ...(Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset...SeniorFull timeWork at office$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic and member-focused Wealth Advisor to join their team in Hawthorne, California. In this role, you will develop personalized financial plans and investment strategies to help members achieve their financial goals....$180k
W3Global is looking for a Financial Advisor in Century City, CA, to deepen client relationships and provide comprehensive financial planning. The role requires strong interpersonal skills and a passion for financial education. Successful candidates will work full-time...Full time- Charles Schwab Corporation is seeking a Wealth Advisor in Los Angeles, California, to empower clients with personalized investment guidance and financial planning. You will manage client relationships while collaborating closely with an advisory team to help clients navigate...Work at office
$125k - $145k
...measurement and provide insights to clients. The role involves managing a team while translating complex data into actionable media planning strategies. Ideal candidates will have 6-7 years of media agency experience, strong communication skills, and a track record of...Senior- BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external...Senior
$185k - $230k
A defense contractor in El Segundo, CA, is seeking a Senior Acquisition Strategy Subject Matter Expert to support the Space Systems Command. Key responsibilities include strategic acquisition planning and advisory support, developing acquisition strategies for space-based...SeniorFor contractors$105k - $130k
A mobility technology company based in California is seeking a Tax Strategy & Planning Lead to manage accounting and tax functions. The candidate will provide technical accounting guidance to ensure compliance with GAAP/SEC/IFRS, assist in tax forecasts, and support tax...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... ...managing existing clients, leading the financial planning process, and mentoring colleagues. The role...- Disney Cruise Line - The Walt Disney Company is looking for a Senior Manager, Merchandise Planning, to lead a team in developing financial strategies that drive growth and profitability for Disney Store products. Based in Glendale, CA, this full-time role demands advanced...SeniorFull time
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