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
$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, LLCFinancialSenior- ...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
$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...FinancialSeniorFull timeTemporary workWork experience placement$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...FinancialSenior- ...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 AdvisorsFinancial
- ...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...FinancialSeniorFull timeImmediate start
- ...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 (...FinancialSeniorWork at office
$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...FinancialSeniorTemporary workWork experience placement- ...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...FinancialSeniorRelocation package
- ...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...FinancialSeniorFull timeLocal area
- 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...FinancialSenior
- 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...FinancialSenior
- ...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...FinancialSeniorFull timeWork at office
$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,...FinancialSeniorLocal area- 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...FinancialSenior
$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...FinancialSeniorTemporary workWork experience placementImmediate start$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...FinancialSenior- 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 (...FinancialSenior
- 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...FinancialSenior
$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...FinancialSeniorWork at officeLocal areaFlexible hours$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...FinancialSeniorFull time- ...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...FinancialSenior
- 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...FinancialSenior
- 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...FinancialSenior
- 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
- ...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...FinancialSenior
- 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...FinancialSenior
- 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...FinancialSenior
$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...FinancialSeniorLocal area$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...FinancialSeniorContract workWork at officeLocal area
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