Senior Wealth Advisor: Growth & Client Solutions
M&T Bank
M&T Bank is hiring a Wealth Advisor in Los Angeles, responsible for client relationship management, leading a team, and developing sales strategies to grow the client base. The role focuses on implementing comprehensive wealth management strategies and ensuring client goals are achieved. The ideal candidate has a Bachelor's degree, at least 9 years of sales experience in financial services, and preferably holds securities licensing. Join M&T Bank for a competitive salary and to contribute to our commitment to ethical standards and fiduciary culture. #J-18808-Ljbffr M&T Bank
$162.1k - $270.1k
Wilmington Trust is seeking a Wealth Advisor in Los Angeles, California. This role involves leading a client relationship team to develop solutions for clients while managing a book of business. The ideal candidate will have at least 9 years of sales experience in financial...Senior- BMO Financial Group is seeking a senior Wealth Sales & Service professional to manage relationships with high-net-worth clients in the Los Angeles region. The role focuses on advisory... ..., and delivering holistic wealth solutions to meet clients' needs. The candidate will...Senior
$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...Senior- An 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-...Senior
- ...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-... ...to craft holistic financial plans and solutions, and drive growth in the assigned territory. The role requires...Senior
$24 - $27 per hour
East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...SeniorHourly pay$70k - $80k
Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals and recommending investment strategies that suit client needs. Candidates should hold relevant...- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while...
- ...a customer-focused financial services professional to educate clients at the lobby, guide self‑service banking, and handle cash transactions... ...uncover client needs, and connect them with suitable financial solutions while adhering to laws and risk guidelines. Weekend...Weekend work
$157k - $235k
Slalom is looking for experienced Client Partners at the Senior Principal level to drive growth across Southern California including Los Angeles, Orange County, and San Diego. The role involves managing client relationships, delivery excellence, and business development...Senior- ...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... ...associates. The firm fosters professional growth in a diverse culture and offers a...Senior
- Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA. This... ...over an existing book of high-net-worth clients. The firm is known for its strong collaborative... ...designed to support both professional growth and personal well-being. #J-18808-...Senior
- A digital marketing solutions firm is seeking a Digital Strategist in Santa Monica to oversee key client accounts, develop data-driven strategies, and analyze campaign performance... ...work environment with opportunities for professional growth. #J-18808-Ljbffr Hawke MediaSeniorFull time
$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial solutions. The ideal candidate will have 5-8 years of experience, strong analytical abilities, and knowledge of financial planning...SeniorFull time- ...Account Manager in Technology to deliver creative, strategic solutions for client needs in Culver City, California. This role requires strong... ...commission structure, along with extensive training and professional growth opportunities. Benefits include comprehensive medical,...Senior
- BMO Financial Group is seeking a senior Relationship Manager in the United States to attract... ...and grow a portfolio of high-net-worth clients through advisory-based sales and... ...to craft and execute integrated client solutions and maintain exceptional client experiences...
- ...Trust is seeking a Vice President, Portfolio Manager to oversee client portfolios across equities, fixed income, cash, and alternative... ...present to clients and referral sources, and contribute to firm growth through business development. The role requires a minimum of 10+...Senior
- ...Santa Monica, CA, to provide exceptional client service and build strong relationships. You... ...clients using cutting-edge banking solutions and technology while ensuring compliance... ...comprehensive benefits, and opportunities for career growth. #J-18808-Ljbffr JPMorganChase
- ...diversification and enrichment of ideas and perspectives at AHEAD. Senior Client Solutions Engineer The Senior Client Solutions Engineer assists AHEAD... ..., ideas, experience, and everything in between. We fuel growth by stacking our office with top-notch technologies in a...SeniorWork at office
- TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...
$77k - $202k
...financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges...SeniorFull timeH1b$160k - $175k
Invesco is looking for a Senior ETF Specialist to enhance its ETF distribution efforts across U.S.-listed... ...collaborating with Consultants to drive market growth and deliver in-depth education on investment strategies to clients. The ideal candidate should possess extensive...Senior$145k - $195k
Marvin Engineering Company is looking for a Sr. Manager, Technical Solutions to spearhead business growth in the defense and aerospace sector. You will engage in moderate travel to build business opportunities and enhance company revenues. The ideal candidate should hold...Senior- City National Bank is seeking a Senior Financial Advisor in Los Angeles to serve as the primary contact for wealth management, developing business and maintaining relationships with affluent clients. The ideal candidate will possess at least 5 years in investment-related...Senior
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized... ...for high-net-worth clients. The role demands... ...work closely with Wealth Advisors and oversee complex financial... ..., ensuring tailored solutions for clients. A...Senior$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows... ...and develop new, innovative solutions. Required to think beyond... ...to an Ultra high Net Worth client base in the United States.... ...clients that will lead to the growth of the asset base. Appropriately...SeniorFull timeWork at office- 24 Seven Talent is seeking a Client Service Director in Los Angeles to lead senior client relationships and drive integrated marketing execution. The ideal candidate... ...mindset and operational oversight are crucial for driving account growth. #J-18808-Ljbffr 24 Seven TalentSenior
- 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
$110k - $190k
...Stanley in Los Angeles is seeking a Premier RM Senior Manager who will oversee service and relationship management for clients. The successful candidate will lead a team to... ...targets while fostering an environment of growth and coaching. The role requires at least 8 years...Senior- CLA (CliftonLarsonAllen) is hiring a Senior Wealth Advisor in Los Angeles, CA, focusing on personalized financial strategies for high-net-worth clients, particularly women. The role involves managing client relationships, delivering comprehensive financial plans, and leveraging...SeniorFlexible hours
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