Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Relationship Banker: Trusted Financial Advisor

U.S. Bank

U.S. Bank in West Hollywood seeks a Relationship Banker to build relationships with clients, assess their banking needs, and offer financial solutions. The role includes opening accounts, processing transactions, and guiding customers through consumer and business products. Applicants should have strong client relations skills, knowledge of banking policies, and the ability to work collaboratively with branch teams. NMLS registration is required for some roles. #J-18808-Ljbffr U.S. Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Relationship Banker: Trusted Financial Advisor in West Hollywood, CA vacancy
  • $150k - $160k

    A growing financial advisory firm seeks a Trust Officer to manage fiduciary duties for a portfolio of complex trust and estate relationships. Responsibilities include the onboarding of diverse trust...  ...development opportunities. #J-18808-Ljbffr Parallel Advisors, LLC
    Financial
    Senior

    Parallel Advisors, LLC

    Beverly Hills, CA
    3 days ago
  •  ...U.S. Bank in Los Angeles is seeking a Relationship Banker to build lasting client relationships,...  ...assess banking needs, and provide tailored financial solutions at the branch. You will open...  ...products, addressing their goals with trusted guidance. The role requires NMLS... 
    Financial

    U.S. Bank

    Los Angeles, CA
    1 day ago
  • $162.1k - $270.1k

     ...families. Primary Responsibilities:Leads the client relationship team and has overall responsibility for assuring...  ...with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine... 
    Financial
    Senior
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Los Angeles, CA
    5 hours ago
  • $109.94k - $186.76k

    Northern Trust Corp in Los Angeles is seeking a Financial Advisor to provide client solutions and strategies while ensuring excellent service. The qualified candidate will have over 5 years in the securities industry, strong sales skills, and hold necessary securities... 
    Financial
    Senior

    Northern Trust Corp

    Los Angeles, CA
    2 days ago
  •  ...opportunities. The role focuses on building strong client relationships, providing tailored financial advice, and promoting trust and teamwork within a collaborative environment...  ...and accountability. Full training provided to obtain necessary licenses. #J-18808-Ljbffr Lenox Advisors
    Financial

    Lenox Advisors

    Los Angeles, CA
    3 days ago
  •  ...a unique brand of relationship banking and fostering...  ....We value Trust, Ownership, Growth...  ...purpose.Think of us as financial partners, because...  ...client assets. Our advisors average $575,000 in...  ....About the Role:A Senior Wealth Advisor is...  ...Specialists, Private Bankers, and Wealth... 
    Financial
    Senior
    Full time
    Immediate start

    Columbia Bank

    Los Angeles, CA
    3 days ago
  •  ...planet we all share.  The Senior Credit Advisor will be the go-to expert on...  ...support to Private Banking relationship managers and business heads...  ...opportunities Build trust with clients, learning new...  ...Subscription facilities), art, financial sponsors, unlisted shares (... 
    Financial
    Senior
    Work at office

    HSBC Global Services Limited

    Beverly Hills, CA
    a month ago
  • $162.1k - $270.1k

     ...Wealth Advisor Accountable for a revenue goal met through the acquisition...  ...Leads the client relationship team and has overall responsibility...  ...Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives... 
    Financial
    Senior
    Temporary work
    Work experience placement

    Wilmington Trust

    Los Angeles, CA
    4 days ago
  •  ...Description Job Description Title : Senior Wealth Advisor About the Opportunity...  ...built its reputation on deep client trust, long-tenured relationships, and a fiduciary-first culture —...  ...Minimum 5+ years of experience as a financial advisor at an RIA, independent... 
    Financial
    Senior
    Relocation package

    Harrison Gray Search & Consulting

    Los Angeles, CA
    6 days ago
  •  ...first 25 applicants Kosmont Financial Services (KFS), a dba of...  ...Advisory firm, is seeking a Senior Advisor to join our highly regarded...  ...projects while maintaining strong relationships and delivering exceptional...  ...Services? Be part of a trusted, SEC/MSRB-registered... 
    Financial
    Senior
    Full time
    Local area

    Kosmont Financial Services

    Los Angeles, CA
    3 days ago
  • City National Bank seeks a Senior Financial Advisor to lead wealth management for a defined market, building new business and maintaining relationships with affluent clients. You will provide asset management, financial planning, and brokerage guidance, coordinating with... 
    Financial
    Senior

    City National Bank

    West Hollywood, CA
    3 days ago
  • Husch Blackwell LLP is seeking an experienced Senior Trusts & Estates Tax Professional to support estate administration and fiduciary...  ...trust records, and coordinating with clients and financial advisors. Required are 8+ years in Trusts & Estates, a two-year degree... 
    Financial
    Senior

    Husch Blackwell

    Los Angeles, CA
    5 days ago
  •  ...investment advisory solution built on trust, personalized service, and a...  .... As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide...  ...Coachability: Demonstrates a senior learning mindset by seeking input... 
    Financial
    Senior
    Full time
    Work at office

    The Charles Schwab Corporation

    Los Angeles, CA
    3 days ago
  • $60k - $70k

     ...management company is seeking a Junior Financial Advisor to join their team in the Los Angeles...  ...client portfolios Collaborate with senior advisors to develop tailored financial...  ...and investment strategies Manage relationships with clients Prepare reports,... 
    Financial
    Senior
    Local area

    Hire Options

    Los Angeles, CA
    3 days ago
  • Job Title Senior Trusts And Estates Attorney Job Overview A Los Angeles-based law firm is actively seeking a seasoned legal professional...  ...as wills, trusts, and related instruments Collaborate with financial advisors, accountants, and fiduciaries to execute estate plans... 
    Financial
    Senior

    BCG Attorney Search

    Los Angeles, CA
    4 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier...  ..., deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their...  ...professionals who excel at building trust, managing a portfolio, and... 
    Financial
    Senior
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Studio City, CA
    3 days ago
  • $170k - $200k

    Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing... 
    Financial
    Senior

    Aon

    Los Angeles, CA
    5 days ago
  • Jobtailor in Los Angeles is seeking an experienced financial advisor to work with affluent clients, identifying goals and crafting tailored...  ...and communicate complex solutions to build lasting client relationships. The role requires deep licensing and certifications (... 
    Financial
    Senior

    Jobtailor

    Los Angeles, CA
    2 days ago
  • Lenox Advisors in Glendale, California, is seeking an experienced Financial Advisor to transition from transactional sales to holistic financial planning. The ideal...  ...specialists, and aims to deepen client relationships while increasing their earnings potential. At... 
    Financial
    Senior

    Lenox Advisors

    Glendale, CA
    5 days ago
  • $110k - $120k

     ...Senior Client Service/Advisory Associate (CSA) Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management...  ...individuals, families, trusts and foundations, targeting...  ...than 50 individuals including financial analysts, investment advisors... 
    Financial
    Senior
    Work at office
    Local area
    Flexible hours

    Hightower Advisors

    Los Angeles, CA
    4 days ago
  • $70k - $200k

     ...Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays...  ...financial strategies with the Private Bankers.Conduct sophisticated economic and financial...  ...other methods of solicitation.Develop relationships and generate ideas with the Bankers... 
    Financial
    Senior
    Full time

    Citigroup

    Los Angeles, CA
    4 days ago
  •  ...established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-in... 
    Financial
    Senior

    Gaynor Staffing

    Los Angeles, CA
    3 days ago
  • 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... 
    Financial
    Senior

    Manhattan West

    Los Angeles, CA
    2 days ago
  • Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under...  ..., legal, and investment teams to deliver a holistic financial plan. You will mentor colleagues, source new client... 
    Financial
    Senior

    Cerity Partners

    El Segundo, CA
    2 days ago
  • U.S. Bank is seeking a Relationship Banker in Los Angeles to engage customers through in-person, by appointment, and digital channels, delivering trusted financial guidance and assisting with account openings and service requests. You will develop relationships by understanding... 
    Financial

    Us Bank

    Los Angeles, CA
    1 day 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...  ...(AUM) and developing new client relationships, with a focus on family offices and a... 
    Financial
    Senior

    Confidential

    Los Angeles, CA
    5 days ago
  • A financial advisory firm in Los Angeles seeks a Senior Advisor to guide public sector leaders in financing strategies for infrastructure and economic development. Candidates must have a Bachelor's degree in Finance or related fields, along with 2-3 years of municipal finance... 
    Financial
    Senior

    Kosmont Financial Services

    Los Angeles, CA
    3 days ago
  • Creative Planning in the United States seeks a Retirement Education Advisor to deliver high-quality financial education to 401(k) plan participants and clients, combining education with relationship-focused planning and referrals to wealth management when deeper guidance... 
    Financial
    Senior

    Creative Planning

    Los Angeles, CA
    3 days ago
  • $32.5 - $36 per hour

     ...TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “...  ...attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage... 
    Financial
    Senior
    Local area

    Intuit

    Beverly Hills, CA
    22 days ago
  • $202k - $303k

     ...Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA) The Senior Advisor...  ...diverse stakeholder audiences Serves as a trusted advisor to the Vice President and Chief...  ...-functional collaboration in complex financial services organizations ~ Experience... 
    Financial
    Senior
    Contract work
    Work at office
    Local area

    FINRA

    Los Angeles, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Relationship Banker: Trusted Financial Advisor. Be the first to apply!