Current jobs related to Senior Wealth Advisor - Los Angeles, California - Citibank
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Advisor Business Solutions Full timeOur 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...
-
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. 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...
-
Senior Wealth Advisor
4 weeks 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...
-
Senior Wealth Management Advisor
4 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 book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesDevelop and implement...
-
Senior Wealth Management Advisor
4 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 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...
-
Senior Wealth Management Advisor
4 weeks 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...
-
Senior Wealth Advisor
3 weeks ago
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...
-
Senior Wealth Advisor
2 weeks ago
Los Angeles, California, United States Citi Full timeCiti 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...
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Tandym Group Full timeA leading financial services firm in California is seeking an experienced professional to join their team in Los Angeles as a Senior Wealth Management Advisor. In this role, the Senior Wealth Management Advisor is responsible for maintaining existing clients and helping to grow and expand the firm.Key Responsibilities:Manage client relationships with...
-
Senior Wealth Advisor
2 weeks 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 The Charles Schwab Corporation Full timeTransform the Finance Industry with SchwabAs a Senior Wealth Advisor within Schwab Wealth Advisory, you will be empowered to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for challenging the status quo. Together, we are transforming the finance industry and shaping the future of wealth...
-
Wealth Management Professional
2 weeks ago
Los Angeles, California, United States Advisor Business Solutions Full timeAssociate Wealth Advisor RoleAt Advisor Business Solutions, we are seeking a highly skilled and motivated Associate Wealth Advisor to join our team. This role is a fantastic opportunity for an individual to develop their skills and expertise in financial advisory services.Key Responsibilities:Act as the primary point of contact for all client interactions,...
-
Senior Wealth Advisor
3 weeks 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...
-
Senior Wealth Advisor
3 weeks 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),...
-
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. 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...
-
Senior Wealth Strategist
2 weeks ago
Los Angeles, California, United States Wilmington Trust Full timeSenior Wealth AdvisorJob Summary:We are seeking a highly skilled Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for leading the client relationship team and ensuring that clients have access to all resources and solutions of the firm. You will work closely with Client Managers, Private Banking,...
-
Senior Wealth Advisor
3 weeks 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...
-
Senior Wealth Advisor
3 weeks 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...
-
Senior Vice President Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States ECG Resources Full timeElite Private Client OpportunityAs a Senior Vice President Wealth Management Advisor at ECG Resources, you will serve as the primary point of contact for ultra-high-net-worth clients, delivering a comprehensive range of investment solutions and wealth management services. This role emphasizes the development and nurturing of strong relationships with clients...
-
Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States U.S. Bank Full timeUnlock Your Potential as a Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Advisor, you'll play a vital role in delivering exceptional financial services and building lasting relationships with our affluent clients.Key Responsibilities:Meet with clients to understand their...
Senior Wealth Advisor
2 months ago
Citibank 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 clients through financial planning and excellent discovery and profiling skills.
- Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
- Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research.
- Master referral opportunities to grow portfolio and refer opportunities to segment partners where appropriate.
- Acquire new clients through converting referral leads and manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- 5-8 years of experience serving in a financial advisory capacity.
- Experience in a proactive, successful sales and service role in the financial services industry.
- Strong analytical and financial skills, strong verbal and written communication skills, and organized with strong attention to detail.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
- Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
- Competitive salary and discretionary and formulaic incentive and retention awards.
- Medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Citibank is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
