Senior Wealth Relationship Advisor
Citibank (Switzerland) AG
A major financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within the affluent segment. The ideal candidate will have a strong background in financial planning and analytical skills, as well as experience with financial compliance. Responsibilities include identifying client needs, offering holistic financial solutions, and organizing engagement events. A Bachelor's degree and US FINRA Registration are required. #J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor in Los Angeles, CA vacancy
- ...Senior Wealth Advisor Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated... ...calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will...Senior
Citigroup Inc
Los Angeles, CA3 days ago $70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional... ...calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that...SeniorFull timeCitigroup Inc
Pasadena, CA17 hours ago$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application... ...calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that...SeniorFull timeWork at officeCitigroup Inc
Los Angeles, CA6 days ago$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$169.38k - $207.02k
U.S. Bank in Los Angeles is looking for a PWM Private Wealth Advisor to manage and grow high net worth client relationships. You will lead a team to meet diverse client needs and ensure satisfaction. The ideal candidate requires over 10 years in wealth management and a...Senior$124.36k - $146.3k
U.S. Bancorp in Beverly Hills is seeking a Wealth Management professional responsible for managing high net worth client relationships. This hybrid role requires expertise in wealth management and strong relationship management skills. Candidates should have a bachelor'...Senior- Manhattan West Enterprise Company LLC is looking for a Wealth Advisor to join its Private Wealth team in Los Angeles, California. This role will focus on developing and managing client relationships while providing expert financial planning advice. The successful candidate...Senior
- A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients... ...include preparing financial plans, cultivating client relationships, and mentoring junior associates. The firm fosters professional...Senior
- A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client...SeniorFull time
- 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
- 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 needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...Senior
- ...to work by offering a unique brand of relationship banking and fostering a culture where associates... ...$2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional...SeniorImmediate start
Columbia Bank (WA, OR & ID)
Los Angeles, CA4 days ago - ...Angeles to manage medium to large size high net worth client relationships. This role involves building a team of Banking, Trust, and Investment... ...'s degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical...Senior
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience... ...in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...Senior
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held... ...s assets under management (AUM) and developing new client relationships, with a focus on family offices and a global limited partner...Senior
$100k
Trajan Wealth LLC in Los Angeles is seeking a proactive Financial Advisor to expand their market presence. This W2 role offers a base salary of $100K plus uncapped... ...utilize educational seminars to foster client relationships and leverage marketing support to scale their...Senior- 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...Senior
$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... ...wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior$170k - $200k
A leading financial advisory firm in Los Angeles is seeking a Wealth Advisor at the SVP level. This role involves partnering with the team to address client needs, manage relationships, and deliver wealth management solutions. Ideal candidates have over 10 years of experience...Senior$162.1k - $270.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Primary Responsibilities Leads the client relationship team and has overall responsibility for... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’...SeniorTemporary workWork experience placementLocal area$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 a relationship manager providing Total Wealth Advisory—a comprehensive, planning‑led experience anchored in a personal financial...Senior$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$70k - $200k
The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional... ..., cold calling and other solicitation methods. Develop relationships and generate ideas with Bankers and clients to grow the asset...Senior- 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
$71k - $135k
East West Bank is looking for a Premier Relationship Manager in Los Angeles. This role involves advising Premier clients, executing client acquisition strategies, and fostering strong relationships to meet their financial ambitions. The ideal candidate will have a Bachelor...- 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
$125.4k - $181.88k
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial... ...within a dedicated client team, building lasting relationships with a dedicated book of high net worth Empower clients....Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...work closely with a team of senior wealth management professionals in delivering... ...critical role in supporting client relationship management, investment implementation...SeniorWork at officeLocal area- U.S. Bank is looking for Client Relationship Consultants in Los Angeles to build and maintain relationships with customers through various channels. This role involves understanding client needs, recommending suitable banking products, and ensuring excellent client experiences...Senior
$77k - $202k
...operational efficiency and achieve strategic objectives. Focused on relationships, you are building meaningful client connections, and learning... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,...SeniorFull timeH1bPwC
Los Angeles, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!
Related searches
- strategic finance associate Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- associate corporate finance Los Angeles, CA
- financial planner Los Angeles, CA
- international financial advisor Los Angeles, CA
- estate planning consultant Los Angeles, CA
- financial counselor Los Angeles, CA
- senior wealth advisor Los Angeles, CA
- senior financial advisor Los Angeles, CA
- project finance associate Los Angeles, CA