Wealth Strategist JobotWealth StrategistPasadena, CA$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewEstate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
REMOTE Senior Estate Planning Attorney — Established Regional Fir JobotREMOTE Senior Estate Planning Attorney — Established Regional FirIrvine, CARemote$150,000–$225,000 / yearFounded over a century ago and headquartered in Southern California, we are the region's largest and most established law firm — 40+ attorneys, nearly a thousand years of combined experience, and a client base that spans high net worth families, developers, municipalities, and closely held businesses. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTax Manager, Digital Assets bdo consultingTax Manager, Digital AssetsLos Angeles, CA$112,000–$165,000 / yearThe Digital Assets Tax Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, preferred.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Wealth Advisor MarinerWealth AdvisorWoodland Hills, CaliforniaAs a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates.
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionRemote Bay & LA County, CARemote$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorLos Angeles, CaliforniaOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
NewAssociate Wealth Advisor TryApplyNowAssociate Wealth AdvisorIrvine, CA$85,000–$95,000 / yearMastery of technology stack offered, including CRM system and custodian websitesResource and collaboration with other Associate Wealth Advisors (AWAs)Ability to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesThe ability to meet with clients in person. Some travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment2+ years of financial service experienceStrong interpersonal skills; team‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExcellent analytical skills and attention to detailClean U4The Associate Wealth Advisor is an exempt position.
Wealth Advisor - California Zions Bancorporation NAWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
NewAssociate Wealth Advisor MarinerAssociate Wealth AdvisorLos Angeles, CAResponsibilitiesWork with your wealth advisor team to provide comprehensive wealth management advice to high net worth clientsPrepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutionsEffectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open itemsCritical in supporting, retaining and building meaningful client relationshipsParticipate in the sales process in partnership with team to build new client relationshipsActively develop skills in various software programs for investment and financial planningQualificationsBachelor's degree (degrees in finance or related field are a plus)2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experienceCFP designation or Series 65 requiredSkills & KnowledgeUnderstanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planningPrevious experience with high net worth or ultra-high net worth clients/families is preferredExperience utilizing financial planning software (eMoney, MoneyGuide Pro)Highly effective interpersonal, relationship management and communication skillsStrong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple prioritiesBy submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values.
Wealth Advisor - California California Bank & TrustWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorIrvine, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Citi Wealth - Lending Advisor - Vice President Citigroup IncCiti Wealth - Lending Advisor - Vice PresidentLos Angeles, CA$157,040–$235,560 / yearOur Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth. Establish a reputation for execution excellence, strong risk judgment, and trusted partnership with Wealth Advisors, regional managers, and Underwriting and Risk partners.
Senior Wealth Advisor M&T Bank CorpSenior Wealth AdvisorLos Angeles, CA$162,100–$270,100 / yearEducation and Experience Required: Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPasadena, CA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
NewAssociate Wealth Advisor, Schwab Wealth Advisory Charles Schwab CareersAssociate Wealth Advisor, Schwab Wealth AdvisoryLos Angeles, CAWhat you have Required Qualifications Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery. Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Wealth Advisor TIAAWealth AdvisorPasadena, CaliforniaBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
NewAssociate Wealth Advisor, Schwab Wealth Advisory Charles SchwabAssociate Wealth Advisor, Schwab Wealth AdvisoryLos Angeles, CAWhat you have Required QualificationsPrioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery. Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
NewSenior Wealth Advisor - Grow HNW Private Client Book Larson MaddoxSenior Wealth Advisor - Grow HNW Private Client BookLos Angeles, CAThis role is designed for professionals with a background in wealth management who are ready to take over an existing book of high-net-worth clients. Larson Maddox is actively seeking a Wealth Advisor to join their team in Los Angeles, CA.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorIrvine, CaliforniaWith over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA CliftonLarsonAllen LLPSenior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CACA$112,300–$221,000 / yearIn our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high‑net‑worth women and women‑led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
NewAssociate Wealth Advisor - Hybrid Growth Path Charles Schwab CareersAssociate Wealth Advisor - Hybrid Growth PathLos Angeles, CAThis on-site role offers mentorship, coaching, and growth through Schwab's Wealth Management Institute, focusing on client outcomes and relationship management.#J-18808-Ljbffr.
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for LutheransAssociate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CARedondo Beach, CAAs an Associate Financial Advisor, youll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.
Director, Wealth Advisor The Bank of New York Mellon CorpDirector, Wealth AdvisorNewport Beach, CA$130,000–$300,000 / year10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Wealth Advisor RFG AdvisoryWealth AdvisorSanta Clarita, CA$100,000–$120,000 / yearp>Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.
Senior Wealth Advisor, Los Angeles, CA Wilmington TrustSenior Wealth Advisor, Los Angeles, CALos Angeles, CaliforniaBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
NewWealth Advisor Trainee | FINRA-Licensed Path Equitable Advisors LLCWealth Advisor Trainee | FINRA-Licensed PathLos Angeles, CAWe offer FINRA sponsorship, a 120-day hands-on PEP training, access to Virtual University, mentorship, leadership development, and a stable pay plan with potential commissions and an attractive#J-18808-Ljbffr. Equitable Advisors in Los Angeles is seeking ambitious individuals to start a wealth management career through a structured licensing path and employment.
NewPrivate Wealth Advisor: Grow Relationships & Planning Financial Planner Recruiting, LLCPrivate Wealth Advisor: Grow Relationships & PlanningIrvine, CAThis role involves managing high-net-worth client relationships while developing comprehensive financial plans tailored to client needs. Financial Planner Recruiting, LLC is looking for an experienced Private Wealth Advisor in Irvine, California.
NewVP, Wealth Management Advisor - Los Angeles, CA FidelityVP, Wealth Management Advisor - Los Angeles, CALos Angeles, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Senior Wealth Advisor Harrison Gray Search & ConsultingSenior Wealth AdvisorLos Angeles, CaliforniaThis is a unique opportunity to join a firm with substantial existing AUM and an established ultra-high-net-worth client base, positioning the right advisor for significant long-term growth alongside a defined path to inheriting major book relationships built over decades. Experience advising ultra-high-net-worth clients ($10MM+ households) on complex planning needs: multi-generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax-efficient portfolio construction.
Wealth Advisor (Torrance) EP Wealth Advisors LLCWealth Advisor (Torrance)Torrance, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.
Wealth Advisor (Los Angeles) EP Wealth Advisors LLCWealth Advisor (Los Angeles)Los Angeles, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.
NewPWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorLos Angeles, CA$169,380–$207,020 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorBeverly Hills, CA$159,970–$188,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Wealth Advisor Cerity PartnersWealth AdvisorLos Angeles, CaliforniaThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
NewRemote Wealth Advisor: Educate, Empower, Earn Melius ConsultingRemote Wealth Advisor: Educate, Empower, EarnLos Angeles, CARemoteA financial advisory firm is seeking Wealth Management Agents to empower clients in achieving financial well-being. Join a team dedicated to making a positive impact in the community.#J-18808-Ljbffr.
NewSenior Private Wealth Advisor - High Net Worth (Hybrid) U.S. BankSenior Private Wealth Advisor - High Net Worth (Hybrid)Los Angeles, CAThis role involves building a team of Banking, Trust, and Investment professionals to meet and exceed client needs, while ensuring compliance with National Mortgage Licensing System requirements. Us Bank is looking for an experienced professional in Los Angeles to manage medium to large size high net worth client relationships.
Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Group Wealth AdvisorsIrvine, CAAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.
NewSenior Wealth Advisor, SVP - Strategic Client Growth AonSenior Wealth Advisor, SVP - Strategic Client GrowthLos Angeles, CA$170,000–$200,000 / yearThe ideal candidate has over 10 years of experience in wealth management, preferably holds a CFP or CFA designation, and demonstrates strong organizational and communication skills. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing Directors.
NewWealth Advisor, Director Bank of MontrealWealth Advisor, DirectorLos Angeles, CA$122,400–$228,000 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Job Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
NewWealth Advisor - Irvine (Bilingual Mandarin) Citibank (Switzerland) AGWealth Advisor - Irvine (Bilingual Mandarin)Irvine, CAYou will conduct face-to-face meetings, provide holistic financial planning, and coordinate with product specialists to deliver tailored banking, investment, and credit solutions. Citibank (Switzerland) AG in Irvine seeks a Wealth Relationship Manager to deepen client relationships in the affluent and High Net Worth segments.
Senior Wealth Advisor SAFE Act Citigroup IncSenior Wealth Advisor SAFE ActPasadena, CA$70,000–$120,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. • Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
NewJunior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
NewWealth Management Advisor - Pasadena, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Pasadena, CAPasadena, CABusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Wealth Management Advisor - Sherman Oaks, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Sherman Oaks, CASherman Oaks, CA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
NewSenior Private Client Advisor | Wealth & Estate Strategy Columbia Bank (WA, OR & ID)Senior Private Client Advisor | Wealth & Estate StrategyLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.#J-18808-Ljbffr.
NewWealth Management Advisor Beverly Hills U.S. BankWealth Management Advisor Beverly HillsBeverly Hills, CaliforniaWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.