Senior Private Wealth Advisor for High-Net-Worth Clients
1 day ago
A leading financial services company in Pasadena seeks an experienced PWM Private Wealth Advisor to manage high net worth client relationships. This role requires over 10 years of expertise in wealth management and strong relationship-building skills. The candidate will lead a team to provide tailored banking, trust, and investment solutions. Proficiency in Mandarin is a plus. The position is hybrid, offering flexibility in work location and opportunities for professional growth.#J-18808-Ljbffr
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Financial Advisor
2 weeks ago
Pasadena, California, United States Vida Private Wealth Full timeAbout VIDA Private WealthVIDA Private Wealth is a premier independent financial services firm providing multi-family office, financial life planning, and wealth management services to high-net-worth individuals and families. Based in Pasadena, CA, our firm is committed to excellence, trust, and building long-lasting client relationships.Role DescriptionVIDA...
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Pasadena, United States City National Bank Full timeA leading financial services institution is seeking a Private Banker to manage relationships with high net worth clients in Pasadena. The role involves providing tailored financial advice and solutions while ensuring client satisfaction through proactive communication and relationship management. The ideal candidate has over 10 years of relevant experience,...
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PWM Private Wealth Advisor
1 day ago
Pasadena, United States U.S. Bank Full timePWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: Pasadena, CAposted on: Posted Yesterdaytime left to apply: End Date: February 28, 2026 (30+ days left to apply)job requisition id: At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and...
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Officer, Client Advisor
2 days ago
Pasadena, United States Whittier Trust Company Full timeOverviewWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment...
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Tax Manager
2 weeks ago
Pasadena, United States Weaver Full timeJoin to apply for the Tax Manager - Private Client Services role at Weaver 1 week ago Be among the first 25 applicants Join to apply for the Tax Manager - Private Client Services role at Weaver The Weaver ExperienceWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek...
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Officer, Client Advisor
1 day ago
Pasadena, United States Whittier Trust Company Full timeOverview Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment...
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Officer, Client Advisor
2 weeks ago
Pasadena, United States Whittier Trust Company Full timeJoin to apply for the Officer, Client Advisor role at Whittier Trust Company. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and...
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PWM Private Wealth Advisor
2 days ago
Pasadena, CA, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
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PWM Private Wealth Advisor
2 hours ago
Pasadena, CA, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
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Officer, Client Advisor
3 days ago
Pasadena, United States Whittier Trust Company Full timeWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment...