Wealth Management Advisor II — HNW Portfolios | Flexible Hours
$106.2k - $157.2kSunflower Bank, N.A.
Sunflower Bank, N.A. is seeking a full-time Wealth Management Advisor II in Los Angeles, CA. This role involves managing high-net-worth client portfolios and collaborating with the Managing Director to ensure excellent client service. The ideal candidate will have a Bachelor’s degree, Series 65 license, and at least 7-10 years of investment management experience. The position offers a competitive salary ranging from $106,200 to $157,200 annually, along with robust benefits that support both professional and personal growth. #J-18808-Ljbffr Sunflower Bank, N.A.
$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... ...maintain a high-net-worth client base and managing client portfolios. Competitive salary between $106,200 to $157,200 based on...High net worthFull time$106.2k - $157.2k
...personal, business, and wealth-management financial objectives.... ...A./ First Foundation Advisors is looking for an... ...Wealth Management Advisor II at our Los Angeles,... ...manage client portfolios while maintaining active... ...Must be able to work flexible hours. Must be bondable...Flexible hoursHigh net worthFull time$236.56k - $414.12k
...exceptional service.DIRECTOR II, FAMILY OFFICE... ...as a trusted, strategic advisor and coordinator across all aspects of wealth management for UHNW clients. Drives... ...partner network.Highly flexible and adaptable to change... ...relationship management, portfolio management, and/or...Flexible hoursHigh net worthFull timeTemporary workWork at office$44.28 - $75.42 per hour
PORTFOLIO MANAGER II - SBA 7a Lending WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the SBA 7a Credit Management Team focused on the... ...YOU? Compensation: Starting base salary: $44.28 - $75.42 per hour. Exact compensation may vary based on skills, experience, and...SuggestedHourly payRemote work$250k
...Full JD: JD1: Senior Wealth Management Advisor_Los Angeles, CA_Full-Time(FTE)_Direct Hire Hi,... ...years have you advised High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individual... ...retirement planning, estate planning, portfolio management, and wealth planning...High net worthFull time- City National Bank is seeking a Portfolio Manager II for their credit management team in Los Angeles. This role is essential in managing a subset of existing credits and gaining new business in the middle market, focusing on clients with annual revenues from $50 million...
$44.28 - $75.42 per hour
City National Bank is seeking a Portfolio Manager II to manage SBA 7a Lending and underwriting within its Credit Management Team. This role requires... ...competitive compensation are offered, including a starting hourly base pay of $44.28 to $75.42. #J-18808-Ljbffr City National...Hourly pay$85k - $130k
....00/yr Assisting Financial Advisors with Firm Transitions & Moves... ...expanding independent wealth management firm. Known for its innovative... ...handle account servicing and portfolio maintenance. Research & Strategy... ...with high‑net‑worth (HNW) individuals. You should be...High net worthFull time- A property management company is seeking an experienced Portfolio Manager in California. The role involves overseeing asset performance, ensuring tenant satisfaction... ...ranging based on experience, and a commitment to flexible hours is necessary. #J-18808-Ljbffr Swami InternationalFlexible hours
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...Flexible hoursHigh net worthWork at office
- SteelPeak Wealth in Los Angeles is looking for a qualified investment management professional to oversee client portfolios and provide strategic investment insights. The role requires a Bachelor’s degree in finance, trading experience, and strong communication skills....High net worth
$164.6k - $225k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management... ...exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob Description... ...Trust partner, you will be part of a flexible and collaborative work culture, which...Flexible hoursHigh net worthFull timeH1bWork at officeWorldwide- ...Private Client Manager II Los Angeles, California To proceed with... ...affordable, competitive and flexible benefits. We value the... ...understanding of investments, trust and wealth transfer Desired... ...(United States of America) Hours Per Week: 40 Bank of America...Flexible hoursHigh net worthWork at officeShift workDay shift
- ...Merrill Lending Solutions Advisor II Dallas, Texas;... ...across Merrill Wealth Management. Lending Solutions Advisor... ...credit and derivative portfolio that will generally... ...States of America) Hours Per Week: 40 Bank... ...appropriate level of flexibility for our teammates and...High net worthWork at officeShift workDay shift
$28.07 - $35.09 per hour
...growth across the state. JR 5779 Property Manager II Los Angeles, CA Salary: $28.07 to $35.09 per hour Pay Frequency: 24 Pay Periods Per Year... ...operations across multiple buildings, scattered-site portfolios, or two (2) or more physical locations; and management...Hourly payPermanent employmentFull timeLive inWork at officeLocal areaWork visa$122.4k - $228k
...Grand Ave.Job Family Group:Wealth Sales & ServiceProvides... ...based sales and relationship management to attract, retain and grow a portfolio of prospect and client... ....Experience dealing with HNW clients and equivalent... ...rated based on number of hours regularly worked. For commission...High net worthFull timeContract workPart timeLocal areaShift work$122.54k - $208.72k
PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAM*Music SectorWHAT IS THE OPPORTUNITY?The Portfolio Manager is part of the... ...credit facilities secured by music library collateral, and (ii) assessment of loan/music library performance through music lending...Remote work- ...Job Description Job Description Portfolio Manager (Senior/Vice President level depending on experience) West Los Angeles, California | On-Site A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment...High net worth
$180k - $225k
...is a premier investment and wealth management firm with a commitment to growing... ...to optimize clients’ portfolios while mitigating the impact... ...prospective clients and their advisors.The Wealth Director should be... ..., planning and execution of HNW business development issues...High net worthFull timeWork at officeLocal area$28.85 - $33.65 per hour
..., competitive and flexible benefits.We value... ...Financial Solutions Advisor Stage I (FSA I),... ...acquiring, building and managing client... ...Solutions Advisor Stage II, where you will continue... ...within a portfolio of clients. As a successful... ...States of America)Hours Per Week: 40Pay...Flexible hoursHigh net worthHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$120k - $150k
Australia-Employment is looking for an HNW Family Law Paralegal to join our premier firm in Beverly Hills, CA. The role offers a salary range of $120,000 - $150,000 per year and requires a paralegal certification with a minimum of 3 years of Family Law experience. Join...Flexible hoursHigh net worth$28.85 - $33.65 per hour
..., competitive and flexible benefits.We value... ...Financial Solutions Advisor Stage I (FSA I),... ...acquiring, building and managing client... ...Solutions Advisor Stage II, where you will continue... ...within a portfolio of clients. As a successful... ...States of America)Hours Per Week: 40Pay...Flexible hoursHigh net worthHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$31.39 - $50.14 per hour
CREDIT ANALYST II WHAT IS THE OPPORTUNITY? The Credit Analyst is an entry-level position... ...for supporting credit analysis and portfolio management activities. This role involves assisting... ...Starting base salary: $31.39 - $50.14 per hour. Exact compensation may vary based on...High net worthHourly payRemote work- ...quantitative methodologies. Execute portfolio transactions across equities,... ...rebalancing, options management, hedging strategies, and cash... ...tolerances. Collaborate with advisors, account administrators, and... ...or financial analysis within wealth management. CFA designation or...High net worthWork at officeLocal area
$150k - $200k
...array of services including investment management, fiduciary, philanthropic, and family office... ...be several generations removed from the wealth creators. Our corporate culture is one... ...responsibility of the Vice President, Portfolio Manager (PM) is to manage client portfolios...High net worthWork at office$82.6k - $123.9k
...Responsibilities Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio Provide dedicated assistance in the delivery... ...HSBC offers a wide range of competitive and flexible benefits designed to help you improve your...Flexible hoursFull time$140k - $170k
...tier partner! If you are a Tax Manager looking for career growth... ...employee, 80% for dependents! Flexible Work Schedules! Accelerated Career... ...and Partnerships and their HNW owners. This is a remote... ...consulting, and planning for a portfolio of clients, including S Corp...Flexible hoursHigh net worthLocal areaRemote work$83.92k - $125.88k
...Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...referral opportunities to grow portfolio.Proactively source, acquire and... ...Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance...High net worthFull timeWork at office- A leading recruitment firm is seeking a Portfolio Manager at the Vice President or Senior Vice President level in Los Angeles. The ideal candidate will have over 10 years of experience managing portfolios for ultra-high-net-worth families. This role requires strong expertise...High net worth
- ...HNWIs and real estate clients, while also managing a generalist client book. This role... ...investors. Experience with generalist client portfolios across various industries. Knowledge of... ...: In-office/Hybrid position with flexible hours, though availability during tax season...Flexible hoursHigh net worthFull timeSecond jobWork at officeLocal areaRemote work
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