Regional Wealth Client Service Manager
4 weeks ago
Manages and leads a client service team who participates in the servicing of and relationship management of new and existing Wealth clients. Coaches, motivates, and develops the team to deliver on the Client Service Value Proposition and ensure Clien Client Service, Service Manager, Manager, Wealth, Regional, Operations, Business Services
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Client Service Associate
5 days ago
Los Angeles, United States BGSS Full timeJob DescriptionJob DescriptionFor over 10 years, this wealth management firm has been servicing High Net Worth clients with a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. We are looking for a...
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Client Service Associate
1 day ago
Los Angeles, United States BGSS Full timeJob DescriptionJob DescriptionFor over 10 years, this wealth management firm has been servicing High Net Worth clients with a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. We are looking for a...
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Client Service Associate
1 week ago
Los Angeles, United States BGSS Full timeJob DescriptionJob DescriptionFor over 10 years, this wealth management firm has been servicing High Net Worth clients with a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. We are looking for a...
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Lead Client Advisor
1 week ago
Los Angeles, United States Judson Group Full timeJudson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead Client Advisor at this fully virtual RIA is responsible for leading planning and investment work for assigned clients...
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Lead Client Advisor
5 hours ago
Los Angeles, United States Judson Group Full timeJudson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead Client Advisor at this fully virtual RIA is responsible for leading planning and investment work for assigned clients...
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Lead Client Advisor
1 week ago
Los Angeles, United States Judson Group Full timeJudson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead Client Advisor at this fully virtual RIA is responsible for leading planning and investment work for assigned clients...
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Lead Client Advisor
1 week ago
Los Angeles, United States Judson Group Full timeJudson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead Client Advisor at this fully virtual RIA is responsible for leading planning and investment work for assigned clients...
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Lead Client Advisor
1 day ago
Los Angeles, United States Judson Group Full timeJudson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead Client Advisor at this fully virtual RIA is responsible for leading planning and investment work for assigned clients...
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Lead Client Advisor
5 hours ago
Los Angeles, United States Judson Group Full timeJudson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead Client Advisor at this fully virtual RIA is responsible for leading planning and investment work for assigned clients...
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Senior Associate, Wealth Manager
2 days ago
Los Angeles, United States BNY Mellon Full timeAssociate Wealth Manager, Wealth Management Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank...
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Senior Associate, Wealth Manager
1 day ago
Los Angeles, California, United States BNY Mellon Full timeAssociate Wealth Manager, Wealth Management Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of...
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Managing Director of Private Wealth
7 days ago
Los Angeles, CA, United States Selby Jennings Full timeAn Alternative Investment Management Firm with $30B+ AUM is looking to bring on a Private Wealth Fundraiser to cover private wealth relationships on the west coast. Job Description: The Managing Director of Private Wealth will be responsible for spearheading our fundraising initiative in the private wealth space. This executive role demands a strategic...
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Private Wealth Management Associate
1 week ago
Los Angeles, United States IDR, Inc. Full timeIDR is looking for an eager Private Wealth Management Associate to join a well known client of theirs' permanently! This client is greatly known for diversity, room for growth within the company, and will allow you to be client facing from month one. If this sounds like the role for you, please apply today! Must be local to Los Angeles, CA!Position Overview...
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Wealth Strategist
1 week ago
Los Angeles, United States The Judson Group Full timeJudson Group has been engaged by a $1.5B RIA in the search for a Wealth Strategist . This individual will support Senior Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues. The ideal candidate has 5+ years of client...
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Wealth Strategist
2 weeks ago
Los Angeles, United States The Judson Group Full timeJudson Group has been engaged by a $1.5B RIA in the search for a Wealth Strategist . This individual will support Senior Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues.The ideal candidate has 5+ years of client...
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PWM Client Service Associate
3 days ago
Los Angeles, United States U.S. Bancorp Full timePrivate Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority a Client Service, Associate, Service, Retail, Banking, Client
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Senior Wealth Manager
20 hours ago
Los Angeles, United States Leah Yosef International Full timeFull Service Multi-Family Office Overview Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership. Highlights High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax...
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Wealth Planner/Certified Financial Planner
1 month ago
Los Angeles, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.ResponsibilitiesThe Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:Manage...
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Los Angeles, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.ResponsibilitiesThe Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:Manage...
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Private Wealth Advisor
1 week ago
Los Angeles, United States GT Investment Management Full timeUnhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management platform? That also provides private equity and alternative investment options? If so, GT Investment Management might be for you. Who We Are GT Investment Managementis a licensed Registered Investment Advisor dedicated to helping clients...