- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an...and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers,… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess...for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more
- Deloitte (Los Angeles, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews ... the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- HUB International (Encino, CA)
- …company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5… more
- Citigroup (Los Angeles, CA)
- …professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth ... solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service… more
- Bank of America (Los Angeles, CA)
- …to study and obtain all required registrations. The **Elite Growth Practice (EGP)** ** Private Wealth Relationship Manager** position may be filled at a Trainee, ... Wealth Management Specialist Los Angeles, California **To proceed...sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...management & planning services and access to a dedicated Private Banker. We also support firms, and we offer… more
- Citizens (Newport Beach, CA)
- Description The Senior Private Bank Recruiter is responsible for leading full-cycle recruitment for Private Bank roles, including relationship managers, ... objectives and market expansion. Acting as a trusted Talent Advisor , the recruiter provides market insights, advises on role...experience in recruiting, with a focus on financial services, wealth management, or private banking. + Proven… more
- Citigroup (Costa Mesa, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Beverly Hills, CA)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required...resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the… more
- Wells Fargo (Pasadena, CA)
- …balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or ... closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product...managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth… more
- BMO Financial Group (Los Angeles, CA)
- …credit and risk expertise. + Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends. + Broad and diverse ... and maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. +… more