Senior Private Client Advisor
$100k - $275kBank of America ATM
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- Citibank (Switzerland) AG in Beverly Hills is seeking a seasoned Private Banker Support professional to optimize onboarding, KYC, and... ...and product partners, ensuring accurate documentation and strong client service. The role emphasizes risk awareness, adherence to...SeniorPrivate 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- 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
$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... ...within 90 days of start date 12+ years of private banking and/or complex financial services...Private clientShift workDay shift- JPMorgan Chase & Co. in Manhattan Beach, CA is seeking a Private Client Banker to serve a select group of affluent clients and other customers... ...You will collaborate with Specialists such as Private Client Advisors, Mortgage Bankers and Business Relationship Managers to...Private client
- ...OPPORTUNITY We are seeking a Senior Vice President, Strategic Growth... ...to bear in the markets and client communities where growth... ...engage attorneys, CPAs, and other advisors within the entertainment... ...relationships with family offices, private wealth managers, estate...SeniorPrivate clientTemporary workPrivate practiceWork at office
- 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
$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- ...Hanmi Financial Corporation seeks a Relationship Manager in Torrance, CA to manage a portfolio of private and business clients, drive revenue, and recommend financial services. You will negotiate complex credits and maintain strong client relationships while ensuring...SeniorPrivate client
$190k - $235k
...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... ...a generous 401k plan and more!THE OPPORTUNITYWe are seeking a Senior Vice President, Personal Lines Operations for our California Personal...SeniorPrivate clientTemporary workPrivate practiceWork at office- ...seeks a self-motivated Office Engineer to join upcoming projects starting Spring/Summer 2027. This senior-level role involves working with government and private clients to ensure adherence to contract documents, plans, and specifications. The Office Engineer will Independently...SeniorPrivate clientContract workSummer workWork at office
- 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
- 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
- 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
- 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
$170k - $300k
...The Senior Portfolio Advisor, North America will report to the Head of Portfolio Advisory, with a focus... ...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$70k - $200k
...Financial Advisor The Financial Advisor is a strategic professional who stays abreast... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...jointly develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientFull time- 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
$170k - $300k
...Senior Portfolio Advisor The Senior Portfolio Advisor, North America will report to the Head of Portfolio... ...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- 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
$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- ...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 clientWork at officeFlexible hoursShift workDay shift
$160k - $200k
We are looking for an experienced Senior Manager to join our growing M&A Advisory practice. This... ...financial due diligence engagements for private equity firms, strategic buyers, and middle-market companies while managing client relationships and mentoring junior team members...SeniorPrivate clientWork at officeFlexible hours$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- a{text-decoration:none;}Job Title: Senior Tax AccountantLocation: Onsite (Walking Distance to The Grove) Salary: $90,000-120,000 USDExperience... ...individuals.Provide tax planning and advisory services to clients.Ensure compliance with federal, state, and local tax...SeniorLocal area
- ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This... ...qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...Private client
$150k - $180k
Senior Geotechnical Engineer Job ID: 2026-12124 # of Openings: 1 Location: US-CA-Torrance Additional Locations: US-CA-San Diego... ...of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing...SeniorPrivate clientPermanent employmentFull timeTemporary workWork at officeLocal area- ...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
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