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
- Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years of...Senior
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in West Hollywood, CA. This seasoned professional will play a crucial role in building and deepening relationships with affluent clients while ensuring compliance with financial regulations. The ideal candidate...Senior
- ...Senior Advisors are the most experienced advisors in the firm. They have two primary job functions... ...remaining 80% developing new client relationships. They also spend a significant amount... ...k match, 100% vested At Modern Wealth Management, we are committed to...Senior
- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services... ...for a significant portfolio of high-net-worth client relationships. The successful candidate will be responsible for serving...SeniorWork at office
- ...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
$151.72k - $252.87k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Responsibilities: Leads the client relationship team and has overall responsibility for... ...Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client'...SeniorTemporary workWork experience placement- ..., located in Los Angeles, is seeking an experienced Financial Advisor to manage an existing base of mid- to high-net-worth clients.... ...strong communication skills, and the ability to deepen client relationships. Compensation starts at $110,000+, with additional incentives...
- A leading financial services provider is seeking a Premier Relationship Manager to engage with clients and provide tailored financial advice. With over 5 years of experience in financial services and strong sales skills, you will drive client acquisition and maintain high...
- ...Senior Wealth Advisor SAFE Act Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining... ...calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that...Senior
- ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field... ...calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that...SeniorWork at office
$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$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 office$158.01k - $268.64k
Northern Trust in Los Angeles is seeking an experienced professional to develop and manage complex wealth management banking client relationships. You will identify prospects and marketing strategies, negotiate loans, and provide leadership and consulting at a high technical...Senior- An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture...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 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
$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of experience...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
- 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
- ...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
- 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
$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$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- .... multiple years in a row! They are an advisor-built firm with incredibly talented people... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles... ...demonstrated ability to retain and manage relationships. Proven track record of developing business...SeniorWork at office
- ...for managing a portfolio of high net worth clients. You will lead a client relationship team and be accountable for client acquisition, retention, and the implementation of comprehensive wealth management strategies. The ideal candidate will have a minimum of 9 years in...Senior
$164k - $250k
Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals... .... Responsibilities include managing client relationships, facilitating financial planning, and mentoring...Senior$151.72k - $252.87k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Primary Responsibilities Lead the client relationship team and have overall responsibility for... ...Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess the...SeniorTemporary workWork experience placementLocal area$125.4k - $181.88k
...customers achieve financial freedom. Empower Yourself.The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net... ...Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours$150k - $175k
...join the Los Angeles, California office. As part of a client relationship team dedicated to serving financial and investment needs, the... ...Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner;...SeniorWork at officeLocal area$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...
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