Senior Client Advisor

Position Overview:Our client, a prominent Registered Investment Advisor (RIA) with a robust portfolio of $5 billion in assets under management, is seeking a dedicated and meticulous Client Relations Specialist to enhance their team.Key Responsibilities:Deliver exceptional client service with a focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW)...

About Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. Our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes.Job SummaryWe are seeking a highly skilled...

Client Advisor, Senior Vice President PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients'...

Client Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CA ISC's team of Financial Services Recruiters are 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...

Position Overview:The Ladders is in search of a highly accomplished Senior Vice President, Client Advisor to join our esteemed Retirement Team. This pivotal role will focus on the acquisition of new assets from institutional investors, leveraging your extensive industry expertise and network to foster business growth and enhance client relationships.Key...

About The Job Louis Vuitton is seeking a highly motivated, curious, and customer-focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. As a Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis Vuitton promise. By striving to discover your...

Serves as credit and lending expert to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients and is primarily responsible for sourcing, negotiating, structuring, and closing complex custom (advisory/tailored) credit, including but not limited Advisor, Wealth Advisor, Financial Planning, Credit, Senior, Client Relations, Banking, Business Services

Company Overview:Vaco is collaborating with a prominent organization in the financial services sector, seeking a dedicated Senior Client Service Associate to enhance their team.Role Overview:As a Senior Client Service Associate, you will play a pivotal role in delivering operational and administrative assistance to client advisors. Your responsibilities will...

Job DescriptionJob DescriptionSalary: negotiableAbout Us:Venus ET Fleur is a custom rose atelier that intersects the romantic tradition of sending flowers with stylish design. We specialize in lush, customizable arrangements which are everlasting roses that maintain freshness for over a year. Each personalized hand-delivery or shipment from Venus ET Fleur...

Job SummaryVirtus Investment Partners is seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. This role will provide a professional and exceptional level of client service to affluent investors.Key ResponsibilitiesAct as primary service-related and administrative contact for high-net-worth investors...

Build relationships with new clients with the goal of bringing in new bank and brokerage assets - Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discov Wealth Advisor, Financial Planning, Advisor, Wealth, Senior, Business Partner, Banking

Job DescriptionJob DescriptionOur client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also...

Our client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also offers discretionary investment...

Job DescriptionJob DescriptionOur client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also...

Job DescriptionCompany OverviewKayne Anderson Rudnick Investment Management is a leading investment management firm that provides high-quality investment strategies and wealth solutions for affluent investors.Job SummaryWe are seeking a highly motivated and organized individual to join our growth-focused advisory team as a Senior Investment Advisor...

SENIOR TAX ADVISORCPS is a leading firm in accounting, taxation, and consultancy, recognized for its extensive national footprint across key strategic regions in the United States. Our team comprises a diverse range of industry experts dedicated to serving both growing businesses and individual clients. We operate on an international scale.KEY...

Client Advisor, Part-Time - Beverly Center About The Job Louis Vuitton is seeking a highly motivated, curious, and customer-focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. As a Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis...

Job DescriptionJob DescriptionSalary: NegotiableAbout Us:Venus et Fleur is a custom rose atelier that intersects the romantic tradition of sending flowers with stylish design. We specialize in lush, customizable arrangements which are everlasting roses that maintain freshness for over a year. Each personalized hand-delivery or shipment from Venus et Fleur...

About the RoleCitigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with new and...

Client Advisor | Beverly Center Department: RETAIL OFFLINE Location: Los Angeles, California (US-CA), US At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers, and our communities. This is the core belief that has guided Burberry since it...