Senior Investment Advisor Associate

Job Title: Senior Investment Advisor AssociateWe are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers and outside...

We are seeking a highly motivated and organized individual to join our team as a Senior Investment Advisor Associate. As a key member of our growth-focused advisory team, you will provide exceptional client service to affluent investors and work closely with senior-level managers to achieve our goals.Responsibilities:Act as primary service contact for...

Our boutique RIA in Pasadena seeks a seasoned Wealth Advisor to manage high net worth client relationships and provide comprehensive financial planning services.The ideal candidate will have a strong background in investments, financial planning, and client relationship management, with a proven track record of delivering exceptional results in a fast-paced...

Sands Investment Group (SIG) is a leading commercial real estate brokerage firm specializing in investment sales properties for private investors and institutions across the United States. As a Senior Commercial Real Estate Advisor, you will join one of the highest-performing investment sales teams in California, with a proven track record of success. With...

Sands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly skilled Senior Commercial Real Estate Advisor to join its Retail Investment Sales Team in Los Angeles, California. As a key member of the team, you will be responsible for driving sales growth and contributing to the company's success.Key Responsibilities:Develop and...

About the RoleSands Investment Group is a leading commercial real estate brokerage firm specializing in investment sales properties. We are seeking a highly motivated and experienced Senior Commercial Real Estate Advisor to join our Retail Investment Sales Team in Los Angeles, California.Key ResponsibilitiesGenerate leads and validate property owners using...

Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at City National Bank. As a Senior Financial Advisor, you will serve as the primary point of contact for assigned lines of business, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key...

Private Equity Associate OpportunityH&P Executive Search is representing a middle-market private equity firm based in Los Angeles, which invests in a mix of public and private equities within the healthcare and life sciences sectors. With a proven track record of driving value creation in high-growth companies, the firm takes a hands-on approach to working...

Job SummaryThe Investment Associate Senior Analyst is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in investment analysis and portfolio management. The successful candidate will contribute to the development of new techniques and the improvement of processes and work-flow for the area or function.Key...

Job SummaryThe Investment Associate is a seasoned professional role that requires in-depth knowledge of investment analysis and portfolio management. The successful candidate will work closely with senior team members to deliver investment solutions to high net worth clients.Key ResponsibilitiesProvide investment advice and guidance to clients on a wide...

Job Summary:The Investment Associate Senior Analyst is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in investment analysis and portfolio management.The successful candidate will contribute to the development of new techniques and the improvement of processes and work-flow for the area or function, integrating...

Job SummaryThe Investment Associate is a critical role within Citigroup Inc., responsible for providing exceptional service and investment advice to Ultra High Net Worth clients in the United States.Key ResponsibilitiesCollaborate with senior team members to deliver customized investment solutions to clients.Monitor and analyze market trends, providing...

Job 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...

Job DescriptionWe are seeking a highly skilled Senior Client Service Associate to join our team at Beacon Pointe Advisors. This role combines client service and operations functions, providing a unique opportunity for a motivated individual to grow and develop their skills.ResponsibilitiesProvide exceptional client service by responding to inquiries and...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our Private Client Services team at Capital Group. As a key member of our team, you will be responsible for providing exceptional investment advice and wealth planning services to our high net worth clients.Key ResponsibilitiesDevelop and implement...

Job SummaryCity National Bank is seeking a Senior Financial Advisor to serve as the primary point of contact for assigned line of business, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key ResponsibilitiesInteract with clients, prospects, and colleagues on a regular basis,...

Senior Client Service AssociateAt Ascendo, we're passionate about delivering exceptional client experiences. As a Senior Client Service Associate, you'll play a vital role in supporting our advisory teams and driving business growth.Key Responsibilities:Provide operational and administrative support to Client Advisors, ensuring seamless day-to-day...

Ares Management Corporation seeks a skilled Credit Investment Associate to join its Liquid Credit team. This role will focus on delivering a diversified portfolio of liquid, traded non-investment grade secured loans to corporate issuers.The ideal candidate will have a strong academic record and ~3-6 years of experience in investment banking, leveraged...

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and driving revenue growth through the acquisition of new business and retention of existing...

Citi Global Wealth offers a comprehensive wealth management service that caters to the needs of affluent and high-net-worth individuals. As a Senior Wealth Advisor, you will be responsible for providing expert financial and investment advice to our clients, leveraging our leading investment solutions platform to deliver tailored solutions.The role requires a...