Page 1

Bank of Montreal

Apply
Wealth Advisor, Director
Seen active today Posted Jul 6
Los Angeles, CA, United States Senior Full Time $122.4k-228k/yr

Role highlights

  • Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio…
  • Shares wealth solutions expertise and product knowledge across regional team.

Citi

Apply
Senior Wealth Advisor | California (Northern & Southern)
Seen active today Posted Aug 12
Los Angeles, CA, United States Senior Full Time $70k-200k/yr

Role highlights

  • Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in…
  • Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

Bank of America

Apply
Private Client Advisor II- Executive Coverage
Seen active today Posted Aug 11
Los Angeles, CA, United States Mid Full Time $225k-298.3k/yr

Role highlights

  • Job Description: This job is responsible for providing exceptional client service and coverage to corporate executives through our Executiv…
  • Key responsibilities include focusing on deepening client relationships to provide best in class service to Executives.

Citi

Apply
Senior Wealth Advisor | Los Angeles
Seen active today Posted Jun 18
Los Angeles, CA, United States Senior Full Time $70k-200k/yr

Role highlights

  • Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in…
  • Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

CCG CCG

Apply
Regional Wealth Management Consultant
Seen active today Posted Jul 29
Los Angeles, CA, United States Mid Full Time $111.9k-179.1k/yr

Role highlights

  • As a Regional Wealth Management Consultant, you will be responsible for developing and implementing a business plan in support of…
  • You will work independently to create relationships and drive sales to raise and retain assets primarily through virtual interactions and…

94-1687665 Bank of America, National Association

Apply
Private Client Advisor II
Seen active today Posted Jul 24
Newport Beach, CA, United States Mid Full Time $100k-275k/yr

Role highlights

  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

Bank of America

Apply
Private Client Advisor II
Seen active today Posted Jul 24
Newport Beach, CA, United States Senior Full Time $100k-275k/yr

Role highlights

  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Apply
Wealth Management Client Associate
Seen active today Posted Jul 21
Los Angeles, CA, United States Entry Full Time $25-44/hr

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

Fidelity Investments Careers

Apply
VP, Wealth Management Advisor - Los Angeles, CA
Seen active today Posted Jul 14
Los Angeles, CA, United States Senior $96k-210k/yr

Role highlights

  • Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients…
  • The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire…

Bank of America

Apply
Wealth Management Client Associate
Seen active today Posted Jul 21
Los Angeles, CA, United States Entry Full Time $25-44/hr

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

More roles at Bank of America

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Apply
Registered Wealth Management Client Associate
Seen active today Posted Jul 9
Newport Beach, CA, United States Entry Full Time $25-45/hr

Role highlights

  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;…

U.S. Bank National Association

Apply
Wealth Management Senior Trust Officer
Seen active today Posted Jul 9
Orange, CA, United States Senior Full Time $117.6k-143.8k/yr

Role highlights

  • May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philant…
  • Basic Qualifications: Bachelor's degree, or equivalent work experience Eight or more years of experience in Trust administration Profession…

Rockefeller Capital Management

Apply
Wealth Management Analyst
Seen active today Posted Jul 6
Los Angeles, CA, United States Mid Full Time $75k-110k/yr

Role highlights

  • The Private Wealth Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients.
  • Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join…

More roles at Rockefeller Capital Management

CM004 American Century Investment Services, Inc.

Apply
Regional Wealth Management Specialist
Seen active 3 days ago Posted Jun 30
Los Angeles, CA, United States Mid Full Time

Role highlights

  • The primary responsibility of the Regional Wealth Management Specialist / Internal Wholesaler is to partner with external wholesaler(s) in…
  • This individual is responsible for partnering with their external wholesaler(s) to develop new relationships with financial advisors and ma…

More roles at CM004 American Century Investment Services, Inc.

Manufacturers and Traders Trust Co

Apply
Senior Wealth Advisor
Seen active 3 days ago Posted Jun 22
Los Angeles, CA, United States Senior Full Time $162.1k-270.1k/yr

Role highlights

  • Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/…
  • The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and…

More roles at Manufacturers and Traders Trust Co

Mercer Advisors

Apply
Wealth Advisor (Orange County)
Seen active today Posted Aug 5
Newport Beach, CA, United States Senior $85k-150k/yr

Role highlights

  • Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the…
  • Proactively seeks opportunities to provide support to Wealth Advisors Resource Coordination Begins to establish internal resource channels…

Citi

Apply
Senior Wealth Advisor | Los Angeles
Seen active yesterday Posted Jun 18
Los Angeles, CA, United States Senior Full Time $70k-200k/yr

Role highlights

  • Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base…
  • Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. *.

Cerity Partners Management LLC

Apply
Wealth Advisor
Seen active 2 days ago Posted Jun 15
Los Angeles, CA, United States Mid Full Time $125k-150k/yr

Role highlights

  • The Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior…
  • Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs…

More roles at Cerity Partners Management LLC

City National Bank

Apply
Private Banker
Seen active today Posted Apr 20
Los Angeles, CA, United States Senior Full Time

Role highlights

  • Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and…
  • Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients.

94-1687665 Bank of America, National Association

Apply
Private Client Advisor II
Seen active today Posted Apr 15
Los Angeles, CA, United States Senior Full Time $100k-275k/yr

Role highlights

  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experie…
  • Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and exter…

More roles at 94-1687665 Bank of America, National Association

BNY External Career Site

Apply
Director, Wealth Advisor
Seen active today Posted Mar 23
Newport Beach, CA, United States Senior Full Time

Role highlights

  • We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team.
  • Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client need…

More roles at BNY External Career Site

Corient Services LLC

Apply
Wealth Advisor
Seen active yesterday Posted Feb 23
Newport Beach, CA, United States Intern Full Time $100/hr

Role highlights

  • Client Relationship Management Serve as a trusted advisor to clients by understanding their unique goals, values and legacy Develop integra…
  • Our experienced team of wealth advisors has knowledge and access to the full spectrum of world class offerings including planning,…

More roles at Corient Services LLC

Thrivent

Apply
Associate Financial Advisor - South Bay Wealth Advisors - Redondo...
Seen active today Posted May 26
Redondo Beach, CA, United States Entry Full Time $75k-80k/yr

Role highlights

  • As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of…
  • Obtain member/customer financial and/or suitability information Accepting and/or entering securities trade orders from customers, including…

More roles at Thrivent

Wells Fargo

Apply
Senior Premier Banker: Downtown LA District
Seen active today Posted Aug 18
Los Angeles, CA, United States Senior

Role highlights

  • In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through stra…
  • This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their…

Kayne Anderson Rudnick Investment Management, LLC

Apply
Senior Investment Adviser Associate-Client Service
Seen active today Posted Aug 17
Los Angeles, CA, United States Senior Full Time $72k-95k/yr

Role highlights

  • This client-facing role supports a growth-oriented advisory practice by delivering exceptional service to affluent and high-net-worth clien…
  • Key Responsibilities Serve as the primary administrative and service contact for high-net-worth clients and their professional advisors, in…

More roles at Kayne Anderson Rudnick Investment Management, LLC

Page 1