Senior Wealth Advisor
Mariner
A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials. Responsibilities include preparing financial plans, cultivating client relationships, and mentoring junior associates. The firm fosters professional growth in a diverse culture and offers a supportive work environment, aiming for work-life balance and community contribution. #J-18808-Ljbffr
Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Los Angeles, CA vacancy
- ...U.S. Bank in Beverly Hills is seeking a senior wealth management leader responsible for retention and growth of high net worth client relationships. Build a coordinated team of banking, trust, and investment professionals to meet client needs. The role requires NMLS registration...SeniorWork at office3 days per week
U.S. Bank
Beverly Hills, CA6 hours ago - ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to lead its team. The successful candidate will...Senior
Confidential
Los Angeles, CA1 day ago - ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships... ...term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers...SeniorWork at office
Charles Schwab
Los Angeles, CA6 hours ago - ...Title : Senior Wealth Advisor About the Opportunity Harrison Gray Search has partnered with a highly respected, independent wealth management firm known for its sophisticated, white-glove approach to serving ultra-high-net-worth families. The firm has built its...SeniorRelocation package
Harrison Gray Search and Consulting LLC
Los Angeles, CA3 days ago $124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...Asset & Wealth Management Regulated Investment Company (RIC) – Senior Manager, you will focus on providing advice and guidance to...SeniorFull timeH1bLocal areaPwC
Los Angeles, CA6 hours ago$125.4k - $181.88k
...Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Annuity Insurance Company of America
Los Angeles, CA2 days ago$77k - $202k
...models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality client solutions, and support the execution of transformation...SeniorH1bPwC
Los Angeles, CA3 days ago- ...We've found the following jobs which may be similar to what you were looking for: * Senior Premier Banker Cherokee District (WOODSTOCK, Georgia / CANTON, Georgia) * Senior Premier Banker Edisto District South Carolina (BLUFFTON, South Carolina / BEAUFORT, South Carolina...Senior
Wells Fargo
Los Angeles, CA5 hours ago - SchoolsFirst FCU in Pasadena, CA is seeking a Personal Banker (Member Service Representative II) to deliver world-class member service, promote credit union products, and process transactions across savings, loans, and auxiliary services. Responsibilities include account...Senior
SchoolsFirst Federal Credit Union
Pasadena, CA5 hours ago $27.02 - $39.18 per hour
SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...SeniorHourly payPart timeSchoolsFirst FCU
Pico Rivera, CA2 days ago$115k - $140k
...Today, we are a distinguished asset and wealth management firm with approximately $50 billion... ...City, Los Angeles, we are seeking a Senior Financial Planner with deep expertise in... ...Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning...SeniorPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hoursKayne Anderson Rudnick
Los Angeles, CA4 days ago$69.8k - $132k
...solving unique finance and operational issues within the Gaming and Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC) practice with a focus in Gaming and Hospitality Financial Advisory....SeniorWork experience placementInternshipLocal areaFlexible hoursRSM US LLP
Los Angeles, CA23 hours ago- ...explore and grow into your best selves. Here you are supported, here you are celebrated, here you can thrive. Your New Role The Senior Financial Analyst will support the US Content Finance team by consolidating financial information, maintaining dashboards,...Senior
PVH (Tommy Hilfiger/Calvin Klein)
Burbank, CA1 day ago $110k - $130k
...Advanced Excel skills, with proven financial modeling expertise Excellent communication skills, including the ability to present to senior stakeholders Background in companies that sell or manage physical products (e.g., electronics, retail, e-commerce, IoT), preferred...SeniorFull timeTreehouse Partners
Santa Monica, CA1 day ago$62.8k - $103.4k
...professionally. There's no one like you and that's why there's nowhere like RSM. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems. You will be an...SeniorFull timeWork experience placementInternshipWork at officeLocal areaRSM
Los Angeles, CA23 hours ago$37 - $65.5 per hour
...in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National... ..., and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated...SeniorTemporary workWork experience placementImmediate startWells Fargo
Sherman Oaks, CA6 hours ago$100k - $125k
...with intuition, we honor the human art of connection at the heart of every great company. Signal & Strand is seeking a highly skilled Senior Financial Analyst, Corporate FP&A to support enterprise-level financial planning, reporting, and analysis. This role plays a...SeniorFull timeContract workLocal areaSignal and Strand
Los Angeles, CA4 days ago$105k - $115k
...We are seeking a highly motivated and detail-oriented Senior Financial Analyst to support the financial planning, reporting, and analysis functions. This role is responsible for delivering financial insights, streamlining budgeting and forecasting processes, and supporting...SeniorHourly payLocal areaNewGen Administrative Services
Montebello, CA4 days ago$105k - $115k
...Senior Financial Analyst On-Site/hybrid | Montebello, CA $105,000 – $115,000 per year Join a team that feels like family—and become a true business partner to our facilities. NewGen Administrative Services partners with skilled nursing facilities to deliver...SeniorNewGen Administrative Services
Montebello, CA3 days ago$95k - $125k
...for. Whether it’s medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. The Senior FP&A Analyst will assist with CBI’s financial strategy to achieve long-term objectives within Careismatic Brands. Reporting directly...SeniorFull timeWork at officeWorldwideFlexible hoursCareismatic Brands
Los Angeles, CA4 days ago- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories...Senior
Confidential
Los Angeles, CA2 days ago $100k - $200k
...recruiter to learn more. Base pay range $100,000.00/yr - $200,000.00/yr Our client is a leading investment management firm. They seek a Senior Fund Accountant to join their Los Angeles, CA office. This opportunity offers a hybrid work schedule and competitive salary and...SeniorFull timeWork at officeAbacus Group
Los Angeles, CA2 days ago- ...A prestigious investment firm seeks a Senior Fund Accountant to join their dynamic team. Responsibilities The Senior Fund Accountant Open-End Fund Accounting will be responsible for maintaining the books and records for open-end funds and separate accounts, as...SeniorInterim role
Consultative Search Group
Los Angeles, CA2 days ago $90k - $100k
...Century Group is partnering with a client that is seeking a Senior Fund Accountant to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary of $90,000 to $100,000 per year. Job Responsibilities:...SeniorCentury Group
Los Angeles, CA1 day ago- ...Overview Are you ready to take your accounting career to the next level? We’re looking for a Fund Accountant or Senior Fund Accountant who thrives in a collaborative environment and is eager to make an impact. This role is based in Pasadena, CA, and offers the chance...SeniorFull timeWork at office
Ryan Miller & Associates Executive Search
Pasadena, CA3 days ago - Are you a strategic and tech-savvy accountant ready for their next challenge and growth opportunity? Our client, a well renowned and leading professional firm based in Los Angeles is looking for a Fund Accountant to join their tight-knit team and help lead the team in ...Senior
Confidential - Job Hiring
Los Angeles, CA4 days ago - Responsibilities Goodwin seeks a highly qualified associate with 6+ years of experience to join our Private Equity Group. Candidate must have experience both working in teams and in managing components of transactions independently, with specific experience in a broad...Senior
Goodwin Procter LLP
Los Angeles, CA3 days ago - Keck Medicine of USC in Los Angeles seeks a Senior Financial Analyst to support decision making in budgeting, cost accounting and reporting across the hospital and corporate levels, applying advanced problem solving and customer service skills. The role emphasizes loading...Senior
Keck Medicine of USC
Los Angeles, CA6 hours ago $79.2k - $99k
Sony Pictures Entertainment in Culver City, California is seeking a Senior Financial Analyst. This role involves delivering accurate financial reporting and analyses to enhance decision-making in a dynamic media environment. The ideal candidate will have at least 4 years...SeniorSonypictures
Culver City, CA6 hours ago- Prime Video Ads Finance at Amazon seeks a strategic Senior Finance Analyst who will turn complex financial data into executive insights shaping our rapidly evolving advertising ecosystem. Based in Culver City, CA, you will partner with global finance and business leaders...Senior
Amazon
Culver City, CA5 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- senior wealth advisor Los Angeles, CA
- financial planner Los Angeles, CA
- financial planning associate Los Angeles, CA
- entry level financial advisor Los Angeles, CA
- associate corporate finance Los Angeles, CA
- wealth advisor Los Angeles, CA
- financial consultant Los Angeles, CA
- jde finance consultant Los Angeles, CA
- financial advisor Los Angeles, CA
- financial advisor development program Los Angeles, CA