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
$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...SeniorPrivate client$56k - $132k
A leading insurance firm based in Los Angeles is seeking a Senior Account Executive. This role involves developing and maintaining client relationships, preparing applications, and negotiating with carriers. The ideal candidate will possess a strong background in the insurance...SeniorPrivate client$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...SeniorPrivate client$120k - $130k
...motivated and detail-oriented SeniorAssociate,Client Advisor to join our growing team. This is a... ...to work closely with a team of senior wealth management professionals in delivering... ...investment advisory, family office, or private banking serving UHNW clients. Strong understanding...SeniorPrivate clientWork at officeLocal area- ...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
- ...Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing... ...teammates' success and building a book of business through strong client relationships while providing personalized investment solutions...Private client
- ...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 & Co. is seeking a Private Client Banker in Manhattan Beach, CA. In this role, you will manage banking relationships for affluent clients and actively seek new client acquisition. You will provide tailored financial education and advice while ensuring compliance...Private client
$84k - $110k
...A leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns, supervising associates, and providing insights to high net-worth clients. Candidates must have a bachelor's degree in accounting...SeniorPrivate client$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$110k - $215k
Bank of America in Los Angeles is seeking a professional to expand client relationships by identifying opportunities and driving inflows of new business. The ideal candidate will have 7+ years of experience managing high-net-worth client relationships, alongside strong...SeniorPrivate client- ...A leading accounting firm is seeking a Tax Partner to join its Private Client Services team in California. The role involves ensuring compliance, managing client consultations, and mentoring staff. Candidates must possess a Bachelor's degree, CPA or JD, and 12+ years...SeniorPrivate client
$168k - $205k
...Zions Bancorporation is seeking a Private Banking Relationship Manager in Los Angeles, CA. This role requires managing new and existing client relationships, along with generating, retaining, and expanding business across various financial products. Candidates should...SeniorPrivate client- PNC is seeking a Senior Banking Advisor based in Los Angeles, California. In this role, you will provide credit and cash management solutions for high-net-worth clients and lead a supportive culture within the banking team. The ideal candidate has over 8 years of relevant...SeniorPrivate client
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues....SeniorPrivate client
- ...A prominent bank holding company in Los Angeles seeks a Relationship Manager to develop and manage a portfolio of private clients. The role requires at least twelve years of experience in sales or relationship management. Candidates should have advanced skills in managing...SeniorPrivate client
- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...SeniorPrivate client
$300k
...Title: Investigations Partner or Senior Of Counsel (Portable Practice Required) Location: Los Angeles, Oakland, Sacramento, or... ...complex and confidential investigations for both public and private sector clients across California. The successful candidate will bring a strong...SeniorPrivate clientVisa sponsorship$145k - $245k
...A leading professional services firm is looking for a Senior Tax Manager in Los Angeles to join the Private Client Services team. This hybrid role involves reviewing tax returns, responding to notices, and training junior staff. Candidates should have over 8 years in...SeniorPrivate clientWork at officeRemote work- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorPrivate 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
$90k - $135k
...unique; our inclusive culture, the quality service we offer our clients, and our continued growth, all come from our people-first... ...be doing? Serve as the primary day-to-day contact for assigned private client accounts, building strong and trusted client relationships...SeniorPrivate clientWork at office- ...TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...Private client
- ...TwinThread is seeking a Private Client Advisor in Los Angeles, California, who will provide comprehensive financial planning and advice. This role includes supporting clients from various backgrounds and enhancing their investor experience through personalized solutions...Private client
- .... Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader... ...asset managers for the Global Private Bank, and advising clients on allocations... ...include: Working closely with Investment Advisors and Bankers in the U.S., as well as with...SeniorPrivate client
- ...J.P. Morgan Chase seeks a Financial Advisor to deliver personalized investment solutions, champion client needs, and ensure a strong commitment to diversity. The role requires at least 2 years of financial services experience and valid licenses. Ideal candidates should...Private client
- ...accounting and advisory firm in Los Angeles seeks a seasoned tax professional to oversee tax compliance reviews and actively manage client engagements. Candidates should possess a Bachelor's degree along with a CPA or JD, and demonstrate 12+ years of progressive tax...SeniorPrivate 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
$100k - $120k
...advisory firm, we specialize in helping our clients navigate the complex landscape of... ...about us, let talk about you! As a Client Advisor you'll be an ambassador for H&P by establishing... ...in investment, insurance, real state, private banking, or wealth management. Knowledge...Private clientWork at officeFlexible hours$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...clients and prospects as their trusted advisor, providing integrated recommendations...Private clientFull timeWork at officeFlexible hoursShift workDay shift
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