Senior Wealth Advisor, HNW Relationships
PowerToFly
A leading financial institution in Torrance, California, is seeking a seasoned Senior Analyst to manage affluent client relationships. The candidate will apply in-depth financial expertise to understand complex client needs and provide tailored solutions. Engaging clients through effective communication, meetings, and events, the role also involves adhering to compliance standards. Strong analytical and financial skills, along with relevant qualifications, are essential for success. This opportunity comes with a competitive salary and comprehensive benefits package. #J-18808-Ljbffr PowerToFly
$83.92k - $125.88k
Citigroup Inc. is looking for a Wealth Relationship Manager in Torrance, California. The candidate will manage affluent client relationships, providing tailored financial solutions. Responsibilities include anticipating client needs and ensuring compliance with regulations...SeniorHigh net worth- A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to individuals and families in Manhattan Beach. The role includes building client relationships, delivering personalized investment solutions, and demonstrating...Suggested
$60k - $120k
EP Wealth Advisors, Inc. is seeking a Wealth Advisor to provide comprehensive service to clients while assisting in developing new business. The successful candidate will engage in relationship management, work collaboratively with teams, and help achieve business development...High net worth$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high... ...related major Series 65 or equivalent Minimum 2 years of relationship management/sales experience with a minimum of 1 year in...High net worthTemporary workWork at officeImmediate startFlexible hours- Overview Wealth management advisory firm serving predominately high... .... We areseeking an Tax Senior CPA for our Torrance, CA office... ...existing clients, assisting our advisors and financial planning team... ...tax services, building firm relationships, supporting business development...SeniorHigh net worthWork at officeImmediate start
$83.92k - $125.88k
Citigroup Inc. is seeking a qualified financial advisor in Torrance, California. The role involves identifying and deepening relationships with affluent clients, anticipating complex financial needs, and providing tailored solutions. Candidates should have 5-8 years of...Senior$83.92k - $125.88k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ..., but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)...High net worthFull timeWork at office$25 - $27.88 per hour
...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payWork at officeShift workWeekend workDay shift$41.71k - $69k
...Address: 24329 Crenshaw Blvd Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker role supports our DeNovo branch expansion, where you'll help launch this new location and grow a client base from the...Contract workPart timeLocal areaImmediate startDay shift- ...Private Client Banker to manage a select group of affluent clients. This role necessitates a strong commitment to building client relationships through effective communication and proactive banking solutions. Ideal candidates will possess at least 1 year of experience in...
- ...experienced insurance professional to build and manage a High-Net-Worth (HNW) insurance advisory practice. The ideal candidate will have over... ...record in business development, and the ability to be a trusted advisor to clients. Key responsibilities include managing strategic...SeniorHigh net worth
- TwinThread is seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at least 2 years of... ...investment solutions, and a focus on building client relationships rather than solely on portfolio management. Essential certifications...
$25 - $27.88 per hour
...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payShift workWeekend workDay shift$58.19k - $81.21k
Citi in Hermosa Beach, California, is looking for an entry-level Personal Banker. The role involves assisting with customer relationships, driving sales of products, and collaborating with the customer service team. Candidates should have a Bachelor’s Degree and preferably...$41.71k - $69k
...banking easy, simple, and fast. Support customer transaction needs based on customer traffic. Generate appointments and build new relationships within the community to grow BMO’s business. Address questions and resolve issues raised through consumer credit audits and...Local areaImmediate startWorldwideDay shift$25 - $27.88 per hour
...meet their financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines to do what is right for clients and the bank,...Hourly payWork at officeShift workWeekend workDay shift- A leading financial institution in Torrance, California, is seeking a Retail Relationship Banker to support a new branch. The role involves engaging the local community to generate relationships, providing customers with financial solutions, and ensuring exceptional service...Local area
- ...seasoned insurance professional to build and scale a High-Net-Worth (HNW) advisory practice. This foundational leadership role requires 1... ...complex risk solutions, and providing education to clients and advisors. Benefits include health coverage and bonus eligibility. #J-1880...SeniorHigh net worth
$83.92k - $125.88k
Responsibilities Identify, build and deepen relationships to gain incremental wallet share of affluent and high net worth segment with financial... ...where appropriate (including lending consultants, financial advisors, small business partners, relationship managers). Organize...High net worthFull timeWork at office$75k - $125k
...Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what... ...thing, every time. We are seeking a team-oriented, relationship-focused Private Wealth Associate Advisor who takes pride in delivering best-in-class advice....High net worthApprenticeshipWork at office$105k - $140k
SUMMARY As a Tax Senior, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting work papers for various tax returns and tax related projects. You will work...SeniorHigh net worthFull timeWork at officeLocal areaNight shift- Fifth Third in El Segundo is seeking a Commercial Middle Market Relationship Manager to manage and develop profitable client relationships,... ...skills. This role requires the ability to engage with senior executives and tailor banking solutions to meet complex client...Senior
$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building relationships and... .... As a Business Relationship Manager Senior (BRM) Acquisition banker in Business... ...in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase...SeniorWork experience placementWork at office- JPMorgan Chase & Co. is seeking a Business Relationship Manager Senior in Manhattan Beach, CA to manage a portfolio of large business clients, providing comprehensive banking solutions. The ideal candidate will have at least 5 years of experience in business banking, strong...Senior
- A leading company, Regal Executive Search, is seeking a Tax Director for their Private Client Services Team. This position requires extensive experience in public accounting, specifically in managing tax returns for high net worth individuals. The successful candidate will...SeniorHigh net worth
- ...leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have...Senior
$70k - $110k
CommunityAmerica Credit Union is seeking a dynamic Wealth Advisor to help members achieve long-term financial success. In this role, you... ...will develop personalized financial plans and build trusted relationships within a dedicated membership base. Join a mission-driven...$60k - $120k
EP Wealth Advisors is seeking a Wealth Advisor in Torrance, CA, responsible for providing comprehensive service to existing clients and... ...must have an undergraduate degree and at least two years of relationship management experience, ideally within financial services. The...Flexible hours$70k - $110k
...communities we serve. We are seeking a dynamic and member‑focused Wealth Advisor to join our growing team. In this role, you will partner... ...major companies —a client population that values long‑term relationships, personalized guidance, and trust. This role offers the...Flexible hours$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic Wealth Advisor to assist members in achieving long-term financial success through... ...strategies. This role emphasizes building trusted relationships, developing comprehensive financial plans, and providing tailored...
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