Current jobs related to Senior Wealth Advisor - Los Angeles - Glades Talent
-
Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States EFC Wealth Management Firm,LLC Full timeJoin Our Team as a Financial Advisor at EFC Wealth Management FirmAbout Us:EFC Wealth Management Firm, LLC is a prominent Registered Investment Advisor committed to the principles of integrity, dedication, and the continuous enhancement of our clients' financial well-being.Our Senior Advisor, who brings 27 years of extensive industry expertise, is seeking...
-
Senior Wealth Advisor
1 week ago
Los Angeles, California, United States Citibank Full timeJob Title: Senior Wealth AdvisorCitibank is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships with existing...
-
Senior Wealth Advisor
1 week ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for...
-
Senior Wealth Advisor
1 week ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key Responsibilities:Develop and implement comprehensive investment plans for clients,...
-
Senior Wealth Advisor
2 weeks ago
Los Angeles, United States Citigroup Inc Full timeBuild 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
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment...
-
Senior Wealth Advisor
2 weeks ago
Los Angeles, California, United States Citigroup Inc Full timeAbout 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...
-
Senior Wealth Advisor
1 week ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will play a critical role in delivering exceptional client experiences and providing personalized investment advice to our clients.Key ResponsibilitiesProvide comprehensive financial...
-
Senior Wealth Advisor
1 week ago
Los Angeles, California, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...
-
Senior Wealth Advisor
2 weeks ago
Los Angeles, California, United States Citigroup Inc Full timeJob Summary:Citigroup 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 Responsibilities:Build and maintain strong relationships with clients to...
-
Senior Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge the status quo and transform the finance industry together.As a Senior Wealth Management Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and...
-
Senior Manager, Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timePosition Type: Regular Your OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry collaboratively. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and...
-
Senior Manager, Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timePosition Type: Regular Your Opportunity At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry collaboratively. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a distinguished, fee-based, and...
-
Los Angeles, California, United States ECG Resources Full timeUnlock Your Potential as a Private Wealth AdvisorAt ECG Resources, we're seeking a seasoned Senior Vice President Wealth Management Advisor to join our elite Private Client team in Los Angeles. As a key member of our team, you'll serve as the primary point of contact for ultra-high-net-worth clients, delivering a comprehensive range of investment solutions...
-
Private Wealth Advisor
2 months ago
Los Angeles, United States Capital Group Full time"I can succeed as a Private Wealth Advisor at Capital Group." One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans...
-
Private Wealth Advisor
3 weeks ago
Los Angeles, United States Capital Group Full timeI can succeed as a Private Wealth Advisor at Capital Group. One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans...
-
SVP, Private Wealth Advisor
2 months ago
Los Angeles, United States The Capital Group Companies , Inc. Full timeWithin the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...
-
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
3 months ago
Los Angeles, United States Charles Schwab Full timeYour OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment...
-
Senior Wealth Management Professional
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're seeking a highly skilled and experienced Senior Wealth Advisor to join our Schwab Wealth Advisory team. As a Senior Wealth Advisor, you will play a critical role in delivering exceptional client experiences and providing personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement...
-
Private Wealth Advisor
3 weeks ago
Los Angeles, United States Capital Group Full timeAs a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and...
Senior Wealth Advisor
3 months ago
Job Description
Job Description
We are a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.
As a VC-backed company, our technology and flexibility is a structural competitive advantage, but we put clients and advisors at the center of everything we do.
The wealth management industry is massive (>$50T AUM) but still archaic. The lack of innovation has hamstrung advisors' ability to grow their businesses and left clients feeling underwhelmed by the legacy offerings. We aim to fix that.
About the role:
As one of our Wealth Advisors, we will provide you with the tools and resources you need to build your book of business, so you can focus on what you do best -- building relationships with clients and providing great investment advice.
We provide a base salary of $100,000 in addition to the best advisory fee split in the market, which increases in percentage as your book of business grows. We also offer an equity package to all employees, full benefits (100% covered), and 401k match.
What you’ll do for us:
Establish, cultivate, and enhance relationships with HNW clients
Build and implement iterative financial plans and wealth strategies
Maintain an in-depth understanding of financial planning, investments, and tax planning
Be an active part of a collaborative team and share best practices
Research and present investment strategies
Coordinate tax filing and estate planning
Appear on camera in our video content, boosting your personal brand
Requirements:
Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC certification
Currently advising a $15m+ book of business as the primary advisor
Significant experience as an advisor or in client-facing financial services roles
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology is preferred but not required
Strong organizational, leadership, and written communication skills
Benefits:
Top-of-Market compensation, including a base salary of $100,000, industry best splits on AUM fees, and equity in a hyper-growth startup.
Comprehensive health coverage: Medical, dental and vision
401k plan
Hybrid workplace
Technology allowance
Unlimited PTO
Paid parental leave
#J-18808-Ljbffr