Investment Advisor: Wealth Strategy & Client Growth
City National Bank
City National Bank seeks an Investment Officer in Los Angeles, California. The role emphasizes managing diverse investment portfolios for clients, ensuring compliance with regulations, and achieving revenue goals through effective sales techniques. Ideal candidates will have a Bachelor’s degree, 3+ years in investment management, and strong communication skills. The position offers a competitive salary and generous benefits including comprehensive healthcare coverage and a 401(k) matching program. #J-18808-Ljbffr
$60k - $120k
EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity. The ideal candidate...SuggestedFlexible hours- ...global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking,...Suggested
- ...established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los... ...opportunity to work with high-net-worth clients while being part of a firm that... ...for equity participation in the firm's growth. Ideal candidates will have a portable client...Suggested
- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...SuggestedFull time
- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los... ...office and manage a book of high-net-worth clients. This position requires a minimum of 5 years... .... The role focuses on driving revenue growth, building client relationships, and providing...SuggestedWork at office
- ...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 over six...
- ...seeking experienced Financial Advisors with a minimum of $30M AUM.... ...back-office support, growth opportunities, and succession... ...candidates will be Registered Investment Advisors or Wealth Advisors looking for better support and strategies for scaling their practice....
$150k - $200k
A leading investment advisory firm in Los Angeles is seeking an experienced Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth... ...should have a strong background in client relationship management and a solid compliance...- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have at...Work at office
$77.6k - $114.7k
JPMorgan Chase is seeking an Investment Associate in Los Angeles... ...collaborate with Financial Advisors to deliver tailored wealth management solutions to high-net-worth clients. Responsibilities include advising... ...of investment strategies, and developing new business...- ...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... ...associates. The firm fosters professional growth in a diverse culture and offers a...
- ...California, responsible for managing a portfolio of high net worth clients. You will lead a client relationship team and be... ...acquisition, retention, and the implementation of comprehensive wealth management strategies. The ideal candidate will have a minimum of 9 years in...
- ...Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal... ...manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies. The ideal candidate has a Bachelor's Degree...
- Gulf Coast Bank in Los Angeles is seeking an experienced Financial Advisor to enhance their client base and offer tailored financial solutions. The ideal candidate will leverage their sales experience and expertise in financial planning to guide clients towards achieving...
- Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service teams and providing analytical, operational, and administrative support for client acquisition and retention. Candidates should have a...
$72k - $95k
...Senior Investment Advisor Associate (Client Service) Kayne Anderson Rudnick, headquartered... ..., is a well-respected wealth and asset management firm... ...client-facing role supports a growth-oriented advisory practice... ...Planning, Tax and Estate strategies, as well as other...Permanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$120k - $130k
...-oriented Senior Associate, Client Advisor to join our growing team. This... ...with a team of senior wealth management professionals in... ...client relationship management, investment implementation, and holistic... ...investment and estate planning strategies. The ideal candidate is...Work at officeLocal area$90.3k - $165.4k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance... ...Delivery and Growth Engine because this team... ...function as a trusted advisor and role model for our... ...assurance, consulting, tax, strategy and transactions....Summer holidayFlexible hours$180k - $254.8k
...this role supports Merrill advisors who assist clients with planning, personal philanthropy, and wealth transfer/tax minimization. Responsibilities... ..., integrated planning strategies implemented in concert with... ...and wealth transfer tax, investments, retirement and cash flow...Work experience placementDay shift- Northern Trust is hiring for a client servicing position in Los Angeles, California. The role involves managing client inquiries, preparing for meetings, and utilizing various bank applications. Candidates should have knowledge of financial planning products and 1-3 years...Flexible hours
$68k - $120k
...Overview Job Description “Investment Consultant – Team... ...for a Financial Advisor / Private Wealth Advisor Team. As part... ...capacity, managing the client service model,... ...implementing client investment strategies, and monitoring FA /... ...of assets, growth, and performance of...Temporary workWork experience placementLocal area- 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...
$68k - $120k
...Job Description “Investment Consultant – Team Chief... ...for a Financial Advisor / Private Wealth Advisor Team. As part... ...capacity, managing the client service model,... ...implementing client investment strategies, and monitoring FA /... ...of assets, growth, and performance of...Temporary workWork experience placementLocal area$151.72k - $252.87k
...through the acquisition of new clients from internal and external... ...for a comprehensive wealth management strategy for individuals, business... ...Managers, Private Banking, Investment Advisors and Fiduciary Advisors to... ...Ultimately responsible for growth and retention of that client...Temporary workWork experience placementLocal area- ...Current is seeking an Experienced Financial Advisor to join Cross Financial in Los Angeles.... ...advisors to maintain ownership of client relationships. Ideal candidates will have... ...efficiency and are positioned for significant growth without sacrificing independence. A great...
- ...Chase, we are committed to helping our clients, taking care of our employees,... ...and inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...administrative support to Private Client Advisors within Wealth Management. Job...
- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...
$70k - $110k
...dynamic and member-focused Wealth Advisor to join our growing team. In... ...planning and thoughtful investment strategies. What Makes This Opportunity... ...retirees of major companies —a client population that values long... ...within an area of focused growth , supported by an...- ...nationally ranked investment advisory firm with... ...row! They are an advisor-built firm with incredibly... ...always puts their client’s best interest... ...Senior Wealth Advisor to join their... ...firm’s collective growth. The ideal candidate... ...including estate strategy, investment management...Work at office
$70k
...The Senior Wealth Advisor is a senior strategic professional... ...approaches and strategies for the area. Provides... ...variety of financial and investment services to an Ultra high Net Worth client base in the United States... ...that will lead to the growth of the asset base. Appropriately...Full timeWork at office
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