Senior UHNW Investment Counselor & Advisor
Citi
Citi Private Bank in Costa Mesa, CA seeks an Investment Counselor Sr. Lead to advise and grow ultra-high net worth client relationships, offering tailored investment strategies and cross-disciplinary solutions. You will work with bankers and internal partners to identify opportunities, manage risk, and ensure regulatory compliance while delivering exceptional client service. Qualified candidates typically have 10+ years of investment experience and advanced degrees; US securities exams are #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Investment Counselor & Advisor in Costa Mesa, CA vacancy
- ...Citigroup Inc. is looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal...Senior
- Citigroup Inc. in Costa Mesa, CA, USA, seeks an Investment Counselor Sr. Lead to lead high-net-worth client advisory, develop investment strategies, and coordinate with Citi Private Bank specialists to deliver personalized solutions. You will manage relationships, identify...Senior
- Bank of America is hiring a Credit Advisor to lead the development of new custom credit relationships with ultra-high-net-worth clients and manage a portfolio of existing credit relationships. You will drive funded loan balance and revenue while educating Advisors on credit...Senior
- ...role focuses on advising on estate and tax planning, trust administration, and business succession, with hands-on use of irrevocable trust tools and close collaboration with UHNW clients. JD required; California licensure preferred. #J-18808-Ljbffr BCG Attorney SearchSenior
$250k
...seeking a Private Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate...Suggested$117.73 per hour
" Licensed Professional Counselor (LPC) Wage: Up to $117.73/hour Licensed Professional Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates...Bi-weekly payPrivate practiceHeadway
Irvine, CA5 hours ago$725 per month
...admissions, including a minimum of two years with a proven sales or promotion track record. Prior experience selling or promoting senior residential and health care services is highly preferred. Certifications, Licenses, and Other Special Requirements Reliable car...SeniorHourly payFull timeContract workTemporary workPart timeRelocationFlexible hoursShift workNight shiftAfternoon shift- Crowe is seeking a Senior Tax Manager for the IronSpire Group in the United States. You will advise ultra-high-net-worth individuals, families, and family offices on sophisticated tax, wealth transfer, and planning matters, while leading complex engagements and building...Senior
- ...the support, balance, and resources to make a positive impact on the future - including your own. We’re actively seeking a talented Senior Actuary (FSA) - Enterprise Reinsurance to join our team in Newport Beach, CA, Omaha, NE, or Charlotte, NC. This role is hybrid with...SeniorFull timeWork at officeRelocation packageFlexible hours
- ...the support, balance, and resources to make a positive impact on the future - including your own.We’re actively seeking a talented Senior Actuary to join our Annuity Inforce Management in Newport Beach, CA, Omaha, NE or Charlotte, NC. This role follows a hybrid schedule...SeniorFull timeWork at officeRelocation packageFlexible hours
- ...future - including your own.We’re actively seeking a talented Senior Actuary to join our Life Insurance Pricing team. This role is on... ...market research, assumption setting, and collaboration with ALM, investment, and reinsurance teams.Own and maintain pricing models,...SeniorFull timeWork at officeWork from homeRelocation packageFlexible hours1 day per week
- Pacific Life is seeking an Actuary & Director of Annuity Product Innovation to lead innovative annuity product development. This role involves driving product research, pricing projects, and ensuring strategic alignment with company goals. Candidates should have over 8...SeniorRemote workFlexible hours
Pacific Life
Newport Beach, CA2 days ago - ...Bank of Montreal is seeking a Senior Commercial Credit Analyst to support lending decisions for a diverse client portfolio. You will analyze credit information, assess repayment capacity, and structure loans within bank policy while maintaining high client service standards...Senior
Bank of Montreal
Newport Beach, CA5 days ago - Bank of America is seeking a Credit Underwriter II to manage monitoring and maintenance for a portfolio of commercial real estate loans, including larger/complex relationships. You will deliver analyses to inform risk ratings and support credit approval processes with the...Senior
- BMO U.S. is seeking an experienced credit professional for commercial banking loans and credit solutions. You will analyze credit information, structure loans, and support lending decisions across an assigned client portfolio, while maintaining high levels of client service...Senior
- ...Senior Actuarial Analyst (Hybrid #58757) Looking for the peace of mind that comes from working with a well-established company? California based insurer has a great opportunity for a Senior Actuarial Analyst who will be responsible for developing rate proposals & performing...Senior
DW Simpson & Company
Costa Mesa, CA3 days ago $128k - $252.5k
...this role ends on 09/30/2026. Work you'll do As an Actuarial Senior Consultant on the Insights, Innovation & Operate team, you will... ...and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive...SeniorLocal areaVisa sponsorship- U.S. Bank is seeking a Commercial Real Estate Senior Credit Analyst 3 in Newport Beach, CA, hybrid work arrangement. The role focuses on underwriting CRE investments, assessing borrower financials and market conditions, and preparing detailed credit analyses. Responsibilities...Senior
- ...DW Simpson Global Actuarial & Analytics Recruitment is seeking a Senior Actuarial Analyst for a California-based insurer. The role focuses on developing rate proposals and performing loss reserves analyses for personal auto and homeowner’s insurance in a hybrid work environment...Senior
DW Simpson & Company
Costa Mesa, CA3 days ago - ...the support, balance, and resources to make a positive impact on the future - including your own.We’re actively seeking a talented Senior Actuary - Life and Annuity Pricing Modeler to join our Enterprise Modeling Team. This role is on-site 4 days per week and work from...SeniorFull timeWork from homeRelocation packageFlexible hours1 day per week
- A financial firm specializing in commercial financing is seeking a Senior Credit Analyst to evaluate credit and assess risk. This full-time role involves collaborating with internal teams for credit-related matters, ensuring compliance and quality assurance throughout...SeniorRemote jobFull timeFlexible hours
$167.67k - $204.93k
...Senior Actuary – Enterprise Capital Management We’re actively seeking a talented Senior Actuary to join our Enterprise Capital Management team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, or Omaha, NE. If you are not currently...SeniorWork from homeRelocation package1 day per weekPacific Life
Newport Beach, CA3 days ago- ...competitive and flexible financing solutions. Role Description This is a full-time role (preferably on-site in Scottsdale, AZ) for a Senior Credit Analyst. Hybrid or remote may be considered for highly experienced applicants. The Senior Credit Analyst will be responsible...SeniorFull timeRemote workFlexible hours
- Jobtailor in the United States is seeking a skilled underwriting analyst to support end-to-end underwriting and portfolio monitoring. You will independently handle most underwriting tasks and analyze borrower and guarantor financial statements to prepare clear credit memoranda...Senior
$152.37k - $186.23k
...to explain complex modeling issues in language appropriate for the audience. This ranges from teaching new hires to presenting to senior management.* Foster collaboration, manage expectations, and effectively communicate project updates, milestones, and risks.The experience...SeniorWork at officeRelocation packageFlexible hoursPacific Asset Management
Newport Beach, CA3 days ago$109.5k - $146.2k
...Actuarial Senior AnalystThe Senior Actuarial Analyst will take a primary role in developing rate proposals and performing loss reserves analyses of personal auto and homeowner's insurance.What You'll Do:Perform data gathering, calculations and analyses required to support...SeniorFull timeLocal areaAAA
Costa Mesa, CA3 days ago- ...responsiveness from concept through launch. The ideal candidate has extensive annuity knowledge, leadership experience, and strong communication skills to influence across Product, Risk, Finance, and Investments. Hybrid work with relocation support. #J-18808-Ljbffr Pacific LifeSeniorRelocation package
- Pacific Life is seeking a Senior Actuary - Life Statutory Valuation to join our Enterprise Valuation team. This on-site role supports modernization of valuation processes, working with a team of FSAs and analysts. Based in Newport Beach, CA (relocation offered where needed...SeniorRelocation
- BDO USA is seeking a Credit to Cash Senior Operations Analyst to monitor and facilitate issue resolution for daily billing and contract administration activities across regions. You will coordinate with transactional managers, lead analysts, and client-facing professionals...SeniorContract work
$145.5k - $168k
PIMCO is seeking a Manager, Alternatives Fund Controller to oversee financial oversight for complex evergreen funds. This role requires 5-8 years in fund accounting, with strong private credit experience preferred. Key responsibilities include ensuring accurate financial...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Investment Counselor & Advisor. Be the first to apply!
Related searches
- relationship consultant Costa Mesa, CA
- counselor Costa Mesa, CA
- child care counselor Costa Mesa, CA
- education counselor Costa Mesa, CA
- summer camp counselor Costa Mesa, CA
- day camp counselor Costa Mesa, CA
- rehabilitation counselor Costa Mesa, CA
- housing counselor Costa Mesa, CA
- college counselor Costa Mesa, CA
- srs distribution Costa Mesa, CA