Client Advisor

2 days ago

South Pasadena, United States International Search Consultants Full time
Client Advisor

South Pasadena, CA

Los Angeles, CA

Newport Beach, CA

ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand.

The Client Advisor will be responsible for growing and expanding the firm through their high-touch and personalized model to Ultra-High Net Worth Individuals and Families. They foster a collaborative environment with unlimited opportunities to build out your role and make an impact within the firm.

Client Advisor Requirements:
  • Bachelor's degree is required, an advanced degree is highly preferred, MBA or JD.
  • CTFA, CFP, CFA, CPA.
  • Minimum of 5 years of Trust and Estate Planning experience - preferred.
  • Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
  • Minimum of 5 years of proven business development within the UHNW space.
  • Proficient knowledge and understanding of legal documents surrounding trusts, estate planning, and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
  • Previous leadership experience.
  • Established network accounting and legal professionals in the local and regional markets.
Client Advisor Rewards:
  • Rapidly growing and well-established organization.
  • High visibility to Leadership with opportunities to expand the position and continued professional development.
  • Competitive base, bonus, and comp structure with excellent benefits.
  • Rewarding culture and team within a client-focused, family-oriented firm.
Client Advisor Responsibilities:
  • Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
  • Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
  • Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
  • Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
  • Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets.
  • Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
  • Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
  • Contribute to internal committees on an ongoing basis as a part of the senior team.

  • Private Client Financial Advisor

    3 weeks ago

    South Dartmouth, MA, United States Citizens Full time

    Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. The Citizens PCFA is a...

  • Private Client Advisor

    12 hours ago

    South Windsor, United States Key Bank Full time

    Location: 481 Buckland Road - South Windsor, Connecticut 06074 Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass...

  • Sr Wealth Advisor

    3 weeks ago

    Pasadena, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Client Solutions Advisor

    3 weeks ago

    Pasadena, United States CCC Intelligent Solutions, Inc. Full time

    Salary range is: $60,800.00 - $72,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. is a leading cloud platform for the multi-trillion-dollar P&C insurance economy creating intelligent experiences for insurers, repairers, automakers, part suppliers, lenders, and more. The CCC Intelligent Experience Cloud, powered by...

  • Client Relationship Specialist

    1 week ago

    Pasadena, Maryland, United States Edward Jones Full time

    Your Role in Client SuccessAs a Branch Office Administrator, you'll play a vital role in helping clients achieve their financial goals. You'll collaborate with Financial Advisors to deliver exceptional personalized service, deepening client relationships and identifying opportunities to create value. Your expertise will enable you to work effectively in a...

  • Merrill Market Client Relationship Manager

    3 days ago

    Pasadena, United States Bank of America Full time

    Merrill Market Client Relationship Manager Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning...

  • Beauty Advisor

    3 weeks ago

    Pasadena, United States LVMH Full time

    LE POSTE VOTRE PROFIL Beauty Advisor - Flex NOUVEAU Publie le 20.01.2025 Sephora Retail Rfrence : 258260 Ajouter aux favoris Ouvrir Partager Localisation : Pasadena, United States Type de contrat : Permanent Job Mode de travail : Part Time Postuler LE POSTE VOTRE PROFIL Le poste Beauty Advisor - Flex Votre profil Job ID: 258260 Store...

  • Beauty Advisor

    2 weeks ago

    Pasadena, United States LVMH Full time

    LE POSTE VOTRE PROFIL Beauty Advisor - Flex Publie le 20.01.2025 Sephora Retail Rfrence : 258260 Ajouter aux favoris Ouvrir Partager Localisation : Pasadena, United States Type de contrat : Permanent Job Mode de travail : Part Time Postuler LE POSTE VOTRE PROFIL Le poste Beauty Advisor - Flex Votre profil Job ID: 258260 Store Name/Number:...

  • Beauty Expert Advisor

    2 days ago

    Pasadena, Maryland, United States Ulta Beauty Full time

    Unlock Your PotentialAs a Prestige Beauty Advisor at Ulta Beauty, you will have the opportunity to develop your skills and expertise in the beauty industry.Build strong relationships with clients through personalized consultations.Drive sales and growth through effective communication and product knowledge.Stay ahead of the curve with ongoing training and...

  • Block Advisors Tax Advisor

    3 weeks ago

    South Windsor, United States H&R Block Full time

    524431BR Title: Block Advisors Tax Advisor Our Company : At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We...

  • Merrill Market Client Relationship Manager

    1 hour ago

    Pasadena, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Senior Client Liaison Expert

    7 days ago

    Pasadena, Texas, United States Prosper Consultants Inc. Full time

    At Prosper Consultants Inc., we are committed to delivering exceptional client experiences. Our Junior Client Service Consultant will play a crucial role in building strong relationships with our clients and identifying opportunities for growth.Key ResponsibilitiesStay Up-to-Date on Client Products and Services: Collaborate with management staff to stay...

  • Wealth Management Client Associate

    2 days ago

    Pasadena, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Client associate

    1 week ago

    Pasadena, United States UBS Full time

    Your role We're looking for a full-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate. Are you a highly motivated person with a positive outlook and eagerness to serve? We're looking for a Client Associate to: • Promptly answer and respond to...

  • Client Solutions Advisor

    2 weeks ago

    Pasadena, CA, United States CCC Intelligent Solutions Full time

    Salary range is: $60,800.00 - $72,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. is a leading cloud platform for the multi-trillion-dollar P&C insurance economy creating intelligent experiences for insurers, repairers, automakers, part suppliers, lenders, and more. The CCC Intelligent Experience Cloud, powered by...

  • Financial Advisor

    2 weeks ago

    South Jordan, United States Cambridge Financial Network Full time

    Job Title: Financial AdvisorCompany: Cambridge Financial NetworkLocation: South Jordan, UtahWe are experiencing significant growth and are seeking highly motivated and experienced Financial Advisors to join our dynamic team.  Are you a driven financial Advisor?  with a passion for helping others achieve their financial goals? If so, we want to hear from...

  • Senior Wealth Advisor

    17 hours ago

    Pasadena, United States Jobleads-US Full time

    Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax,...

  • Beauty Advisor

    3 weeks ago

    Pasadena, United States Sephora Full time

    Job ID: 258260 Store Name/Number: TX-Fairway Plaza (1708) Address: 5750 Fairmont Pkway, Pasadena, TX 77505, United States (US) Hourly/Salaried: Hourly (Non-Exempt) Full Time/Part Time: Flex Position Type: Regular Your role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized experiences...

  • Senior Wealth Advisor

    4 weeks ago

    Pasadena, United States EisnerAmper Full time

    Job Description Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement,...

  • Service Advisor

    3 weeks ago

    South Haven, United States Baker South Haven Full time

    We are seeking an Automotive Service Advisor to join our exciting and motivated team! The ideal candidate will be a customer oriented professional with a keen ability to interact with customers extensively in regards to concerns they may have with their vehicle. As a Service Advisor, you will own our customer's experience in the service lane and are the...