Senior Wealth Advisor
1 week ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a positive impact on the finance industry while developing your wealth management expertise.
Key Responsibilities:- Deliver exceptional client experiences as a fiduciary within a dedicated Schwab Wealth Advisory team.
- Work closely with clients to understand their financial goals and develop personalized investment strategies.
- Collaborate with a team of experienced professionals to deliver comprehensive wealth management solutions.
- Mentor junior team members and contribute to the growth and development of the team.
- CFP or CFA designation required.
- Bachelor's degree.
- Active and valid FINRA Series 7 and Series 66 licenses.
- Five or more years of advisory experience.
- A competitive salary range.
- Bonus or incentive opportunities.
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
- A supportive culture that prioritizes employee development and well-being.
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Senior Wealth Advisor
3 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a meaningful impact on the lives of our clients, working as a fiduciary within a dedicated team to deliver an exceptional client experience.Our...
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Senior Wealth Advisor
3 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a positive impact on the finance industry while developing your wealth management expertise.Key Responsibilities:Deliver exceptional client...
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Senior Wealth Advisor
3 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth Advisor at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Senior Wealth...
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Senior Wealth Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Senior Wealth Advisor within...
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Senior Wealth Advisor
5 days ago
Los Angeles, California, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCitigroup 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 affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships with...
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Senior Wealth Management Advisor
5 days ago
Los Angeles, California, United States M&T Bank Full timeJob 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 leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesDevelop and implement...
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Senior Wealth Management Advisor
5 days ago
Los Angeles, California, United States M&T Bank Full timeJob 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...
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Senior Wealth Management Advisor
5 days ago
Los Angeles, California, United States Capital Group Full timeAbout 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...
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Senior Wealth Advisor
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Los Angeles, California, United States Citigroup Inc Full timeJob SummaryCiti Global Wealth is seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...
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Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States M&T Bank Full timeJob 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 leading a team of relationship managers and coordinating activities to drive revenue growth and client satisfaction.Key ResponsibilitiesLead the development of sales strategies to grow client...
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Senior Wealth Advisor
3 weeks ago
Los Angeles, California, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to finance meets creative problem-solving, empowering us to challenge the status quo and transform the industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory, you'll join a premier,...
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Senior Wealth Advisor
18 hours ago
Los Angeles, California, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a skilled Wealth Management Professional 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.The ideal candidate will have a strong analytical and financial skills, with experience in a...
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Senior Wealth Advisor
3 days ago
Los Angeles, California, United States Charles Schwab Full timeTransform the Finance Industry TogetherAt Schwab, you'll have the opportunity to make a meaningful impact on your career. Our innovative approach to wealth management meets creative problem-solving, empowering you to challenge the status quo and drive positive change in the finance industry.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA),...
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Senior Wealth Advisor
1 day ago
Los Angeles, California, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for transforming the finance industry.As a Senior Wealth Advisor within Schwab Wealth Advisory, you'll join a premier, fee-based investment advisory solution that provides clients with...
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Senior Wealth Advisor
3 weeks ago
Los Angeles, California, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, we empower our employees to make a meaningful impact on their careers. Our innovative approach combines creative problem-solving with a commitment to excellence, driving us to challenge the status quo and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory, you will join a...
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Senior Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Capital Group Full timeUnlock Your Potential as a Private Wealth AdvisorAt Capital Group, we're committed to helping our clients achieve their financial goals. As a Private Wealth Advisor, you'll play a critical role in cultivating and fostering relationships with our clients, working directly with them to understand their unique needs and objectives.Key Responsibilities:Develop...
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Senior Wealth Advisor
4 hours ago
Los Angeles, California, United States Charles Schwab Full timeTransforming Finance TogetherAt Schwab, innovative thought meets creative problem solving, empowering you to make a positive impact on your career. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized...
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Senior Wealth Advisor
1 day ago
Los Angeles, California, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a skilled Wealth Management Professional 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.The ideal candidate will have a strong analytical and financial background, with experience in a...
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Wealth Management Professional
4 weeks ago
Los Angeles, California, United States Mission Wealth Management LP Full timeAbout the RoleMission Wealth Management LP is seeking a seasoned Wealth Advisor to join our team in Santa Barbara, CA. As a key member of our high-performing team, you will provide technical financial support to clients and Lead Advisors, delivering a comprehensive family office/private client/integrated wealth/emerging wealth service model to up to 100...
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Senior Vice President Wealth Management Advisor
4 weeks ago
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...