UHNW Family Office Wealth Planner
$75k - $175kRockefeller Financial
Rockefeller Capital Management in Los Angeles is seeking a Team Wealth Planner to provide high-touch family office services to ultra-high-net-worth families. The successful candidate will support complex wealth planning strategies, manage cash flow and balance sheet reporting, and coordinate with various professionals to ensure effective client service. Ideal applicants will have experience in wealth management, preferably with professional designations like CFP or CFA, and be familiar with family office technology. The role offers a competitive salary range of $75,000 to $175,000, depending on qualifications. #J-18808-Ljbffr
Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the UHNW Family Office Wealth Planner in Los Angeles, CA vacancy
- Windward Recruiting is looking for a UHNW Wealth Advisor to join a growing team in the Los Angeles area. This position emphasizes relationship... ...planning, and investment discussions in a sophisticated family office environment. The ideal candidate should exhibit polished,...Work at office
$75k - $175k
...financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer... ...Office business unit is seeking a highly skilled Team Wealth Planner to deliver white-glove, high-touch family office services to...Work at officeLocal areaRockefeller Financial
Los Angeles, CA1 day ago- ...AWM Capital Wealth Strategist Pasadena, CA·Full time Apply for Wealth Strategist A Wealth Strategist at AWM focuses on communicating... ...be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an...Work at officeFull time
Athletewealth
Pasadena, CA4 days ago - ...J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los... ...travel among branches and offices as needed. The successful candidate... ...comfortable working with individuals and families ranging from affluent to high-...Work at office
Itlearn360
Los Angeles, CA5 days ago - ...We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Los Angeles CA market. The position focuses... ...discussions, and ongoing client service within a sophisticated family office environment. The ideal candidate is polished, client-...Work at office
Windward Recruiting
Los Angeles, CA5 days ago - ...A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies...
PowerToFly
Los Angeles, CA4 days ago $70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth... ...worth ("HNW") and ultra-high net worth ("UHNW") clients. The position primarily... ...or Financial Advisors, clients and their families, and client tax or legal counsel. Serve as...Temporary workFlexible hoursRBC
Beverly Hills, CA5 days ago$125k - $175k
...Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating... ...plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes....- ...Rudnick in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-worth clients. The ideal candidate will... ...estate reviews, and tax strategies for clients with significant wealth, collaborating with Wealth Advisors. This role requires strong...
- RBC is seeking a Senior Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role supports Wealth Strategists nationwide and collaborates with Financial Advisors. Qualified candidates will possess a Bachelor's degree and strong...
$126.4k - $267.5k
...custom credit relationships with ultra-high-net-worth clients. This client-facing role requires 10+ years of commercial credit or wealth management credit experience, strong communication skills, and the ability to structure complex loan solutions. The Credit Advisor...- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least 5 years of experience with high-net-worth clients and proficiency in areas like tax...
- ...A leading financial services firm is seeking a Manager for its Wealth Management team in Los Angeles. This role involves managing client... ...client meetings. The ideal candidate will have experience with UHNW individuals and possess strong planning skills, making a significant...Work at office
Regal Executive Search
Los Angeles, CA4 days ago $236.56k - $414.12k
CFA Institute is seeking a Director II for Family Office Solutions in Los Angeles, CA. The role requires managing complex relationships with... ...through relationship management, and crafting personalized wealth management strategies. Candidates should have over 15 years of...Work at office- ...Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive...
Virtus Investment Partners
Los Angeles, CA1 day ago $120k - $130k
...closely with a team of senior wealth management professionals in delivering... ...-net-worth individuals and families. The Senior Associate plays a... ...insurance analysis and family office services, with a long-term... ...office, or private banking serving UHNW clients. Strong understanding...Work at officeLocal area$115k - $140k
...Senior Financial Planner Although we value experience and skills... ...founded in 1984 to oversee the family capital of John Anderson. Over... ...is a distinguished asset and wealth management firm with over $50... ...HNW) and ultra-high-net-worth (UHNW) clients, including tax, estate...Permanent employmentVisa sponsorshipFree visaFlexible hoursKayne Anderson Capital Advisors
Los Angeles, CA2 days ago- ...senior associate or counsel level attorney with a minimum of five years of experience in high-net-worth wealth planning to join the practice in the Los Angeles office. The ideal candidate will possess excellent communication skills, outstanding academic credentials, and...Work at office
- ...and Entertainment Group is a renowned business management and family office firm serving high net-worth and ultra high net-worth clients in... ...services including accounting, tax, tour management and wealth preservation strategy with a client-first mindset. We foster a...Work at office
Tri Star Sports and Entertainment Group
West Hollywood, CA10 days ago $115k - $140k
...founded in 1984 to oversee the family capital of John Anderson. Over... ...is a distinguished asset and wealth‑management firm with over $50billion... ...wealth. Assist Financial Planners in updating client plans,... ...HNW) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated expertise...Permanent employmentVisa sponsorshipFree visaFlexible hours- .../transition process by working closely with the patient and/or family, and coordinating care with the multidisciplinary team: including... ...Proficient to expert computer skills utilizing Microsoft Office especially Word and Excel Critical thinking Resourcefulness...Work at officeDaily paid
MLK Community Healthcare
Los Angeles, CA17 days ago - Business Manager, Family Office Full Time Senior Management West Hollywood, CA, US Salary Range: 67,000.00 To 150,000.00 Annually Tri Star... ...services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who...Work at officeFull time
$121.9k - $262.1k
...GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net... ...effective level of understanding of the family's current financial situation across all... ...with client relationship managers and sales officers to create strategies and opportunities for...Bank staffFifth Third Bank, N.A.
Los Angeles, CA3 days ago$80.75k - $95k
...0 years, Mercer Advisors has worked with families to help them amplify and simplify their financial... ...clients. Collaborating closely with Wealth Advisors, Operations, Portfolio... ...: This position may be in a professional office environment or a dedicated home office workspace...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$60.72k - $91.08k
## Wealth Strategist Sales AssocApplylocations: Los Angeles, CAtime type: Full timeposted on: Posted Todayjob requisition id: R154896... ...services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles...Flexible hours- Sr Wealth Strategist, Inst page is loaded## Sr Wealth Strategist, Instlocations: Los Angeles, CA: Pasadena, CAtime type: Full timeposted... ...and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles...Work experience placementLocal areaFlexible hours
$200k - $225k
...the world's most successful individuals, families, and institutions by remaining true to our... ...service. At Northern Trust, our Wealth Strategist position is a key business development... ...You'll work with ultra high net worth(UHNW) individuals, families and businesses as...Local areaFlexible hoursNorthern Trust
Los Angeles, CA3 days ago- ...performances, live streams, and various office networking events Coordinate with executives... ...and Dental benefits for you and your family, including Flexible Spending Accounts (... ...for your birthday, Free concert tickets WEALTH: 401(k) program with company match, Stock...Work at officeLocal areaFlexible hoursDay shift
Live Nation Entertainment
Beverly Hills, CA3 days ago $25 - $31.25 per hour
...professionalism. Proficiency with Microsoft Office Suite and/or Google Workspace;... ...mental health benefits for you and your family, with access to a health care concierge,... ...paid holidays, sick time, and personal days WEALTH: 401(k) program with company match, stock...Work at officeHourly payLocal areaFlexible hours$25 - $31.25 per hour
...professionalism. Proficiency with Microsoft Office Suite and/or Google Workspace;... ...mental health benefits for you and your family, with access to a health care concierge,... ...holidays, sick time, and personal days WEALTH: 401(k) program with company match, stock...Work at officeHourly payLocal areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Family Office Wealth Planner. Be the first to apply!
Related searches
- case planner Los Angeles, CA
- airport planner Los Angeles, CA
- entry level transportation planner Los Angeles, CA
- corporate meeting planner Los Angeles, CA
- capacity planner Los Angeles, CA
- retail planner Los Angeles, CA
- planner Los Angeles, CA
- business continuity planner Los Angeles, CA
- transportation planner Los Angeles, CA
- production planning specialist Los Angeles, CA