Senior Private Client Advisor
$100k - $275kBank of America
Bank of America is seeking a seasoned professional in El Segundo, CA, to lead the Client Process Management Process. This role involves sourcing new clients, delivering exceptional client experiences, and advocating for clients as their trusted advisor. Candidates need 12+ years in private banking and strong interpersonal skills, with a commitment to business development and solutions-oriented approaches. The position includes a competitive annual salary ranging from $100,000 to $275,000. #J-18808-Ljbffr Bank of America
$141k - $290k
...accounting and consulting firm is seeking a Senior Manager for their Tax division to provide... ...to high-net-worth individuals and privately held businesses. Ideal candidates should... ...business development, team leadership, and client relationship management. Competitive compensation...SeniorPrivate client- 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...SeniorPrivate client
- ...Opportunity Overview Private Banker | South Bay Los Angeles Location: El Segundo, California An established regional banking organization... ...Commercial Banking and retail banking partners. Serve affluent clients with a comprehensive suite of banking, lending, investment,...SeniorPrivate clientTemporary workFor contractorsWork at officeLocal area
- Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing your... ...' success and building a book of business through strong client relationships while providing personalized investment solutions...Private client
$141k - $290k
...experience and culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high‑net‑worth...SeniorPrivate clientImmediate startFlexible hours- TwinThread is looking for a Private Client Advisor in Manhattan Beach, California. In this role, you will provide comprehensive financial planning and advice to clients across various wealth levels, emphasizing relationship management over portfolio management. The role...Private client
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients and other customers. You will manage full banking relationships with a proactive, growth-focused approach and collaborate with specialists to meet a wide...Private clientWeekend workAfternoon shift
$100k - $275k
Responsibilities Leads the Client Process Management Process within the client team to identify... ...clients and prospects as their trusted advisor, providing integrated recommendations... ...90 days of start date 12+ years of private banking and/or complex financial services...Private clientShift workDay shift- ...Private Client Advisor II El Segundo, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...Private clientWork at officeFlexible hoursShift workDay shift
$85k - $115k
...looking for a Transaction Advisory Services Senior Associate to join our growing firm. This... ...financial due diligence projects for our clients. A Senior Associate takes ownership of... ...acquisitions, mergers, etc. in service to our private equity and strategic clients. They will...SeniorPrivate clientFlexible hours$84k - $164k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions... ...of industries Work directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform...SeniorPrivate clientLocal areaWorldwide- Banc of California is seeking a senior professional to develop and manage a portfolio of primarily private clients, including complex credits and deposit relationships. You will lead negotiations with prospects and clients to grow revenue. The role requires extensive experience...SeniorPrivate client
- JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience. Key responsibilities include customer relationship management, digital education for...Private client
- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The role requires a deep understanding of financial markets, relationship management, and the ability...Private client
- Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture. The ideal candidate will have at...Private client
$170k - $300k
...The Senior Portfolio Advisor , North America will report to the Head of Portfolio Advisory, with... ...They will be responsible for field and client engagement, acting as a key ambassador... ...preferred Job Family Group: Private Client Product Services Job Family...SeniorPrivate clientFull time- TwinThread is seeking a Private Client Advisor for the South Bay, CA market. The role demands a professional with at least 2 years of experience in financial advising, a strong emphasis on personalized investment solutions, and a focus on building client relationships...Private client
- JPMorganChase in Torrance, CA seeks a Banking Client Advisor dedicated to building lasting relationships with customers and employees. You will help clients manage their money, provide education and tailored financial advice, and work closely with specialists to meet diverse...Private clientAfternoon shift
- JPMorgan Chase & Co. in Torrance, CA, is seeking a Private Client Banker to manage relationships with affluent clients and drive growth across their banking needs. You will focus on acquiring new clients and deepening relationships, while coordinating with specialists...Private client
- Fairygodboss is seeking a Private Client Advisor in Torrance, California to provide comprehensive financial planning and advice for a diverse range of clients. You will champion team success, build client relationships, and provide a holistic view of their financial needs...Private client
$130k - $161k
...a professional, motivated, and knowledgeable Environmental Senior Project Manager to support ERRG’s current and future work in... ...Pacific/Western Region for Federal, non‑Federal, commercial, and private sector clients. This is a seller‑doer position that will require the...SeniorPrivate clientWork at officeLocal area- Private Client Advisor - South Bay, CA Market Responsibilities Champion and support teammates ’ success, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions with a focus on relationship management, not portfolio management...Private client
- ...Senior Mechanical Engineer for a well established full service firm (onsite) This Jobot Job is hosted by: Brian Perkins Are you... ...architectural and engineering solutions for both public and private sector clients across: Aerospace, Commercial and Industrial giants, Correctional...SeniorPrivate clientPermanent employmentFull timeLocal area
$115.8k - $202.7k
...about what makes us different and how you can make your mark as a Senior Enterprise Architect at MMA. Marsh McLennan Agency (MMA)... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless...SeniorPrivate clientMinimum wageLocal areaRemote workNight shift$200k - $300k
Weaver is seeking a Tax Director to deliver federal tax compliance services to high-net-worth individuals and businesses in California. The ideal candidate is a CPA with over 9 years of experience in tax consulting and compliance, possessing entrepreneurial skills to grow...Private clientFlexible hours- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ThinKom Solutions in California is seeking an FPGA Engineer-DSP to lead the architecture, design and deployment of FPGA-based signal processing solutions in a C++/Xilinx HLS environment, delivering high-bandwidth RF capabilities. You will implement coherent combining, beamforming...Senior
- Gilder Search Group seeks an experienced Private Banker to expand its Private Banking presence in the South Bay and Greater Los Angeles market. You will build relationships with high-net-worth clients, collaborate with Commercial Banking, and deliver comprehensive banking...SeniorLocal area
$125k - $165k
CalPrivate Bank is seeking a Relationship Manager in El Segundo, CA, responsible for cultivating relationships with high-net-worth clients, businesses, and professional firms. This role involves driving new business development, managing portfolio health, and delivering...Senior
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