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Client advisor Jobs in Glendale, CA

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Client advisor • glendale ca

Last updated: 1 day ago

Private Client Advisor

International Search ConsultantsLos Angeles, CA, United States
Full-time

Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth ...Show more

Private Client Advisor

Mercer FranceGlendale, CA, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA

JPMorgan Chase Bank, N.A.Los Angeles, CA, US
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Block Advisor Tax Advisor

H&R BlockNorth Hollywood, CA, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more

Client Advisor

ACRISUREGLENDALE, CA
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...Show more

Private Client Advisor

Henley & PartnersLos Angeles, CA, United States
Full-time

As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.Why choose Henley...Show more

Advisor

Aveson Charter SchoolAltadena, CA, USA
Full-time
Quick Apply

Teachers take on the role of and are referred to as Advisors.Advisors are responsible for working with students along a learning and teaching continuum to develop instruction that aligns with our P...Show more

Sales Consultant & Client Advisor

Cinematech Seating Inc.West Hollywood, CA, US
Full-time

Sales Consultant & Client Advisor .This position is a sales and client facing role – travel to Dallas, TX for training is required.CinemaTech is the leader in luxury home theater design.For over 25...Show more

J.P. Morgan Wealth Management Private Client Advisor - Pasadena, CA

JPMorgan ChasePasadena, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more

Asset Management - Internal Client Advisor Independent Broker Dealer - Associate

ChaseLos Angeles, CA, United States
Full-time

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions.Our wide array of fi...Show more

Private Client Advisor

US012 Marsh & McLennan Agency LLCWest th,Los Angeles
Full-time

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful w...Show more

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®Los Angeles, CA, US
Full-time
Quick Apply

Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship ...Show more

Private Client Advisor

Community BankLos Angeles, CA, United States
Full-time

Exact compensation may vary based on skills, experience and/or education, and location.This position is also eligible for commission.Essential Duties and Responsibilities.Complies with and stays ab...Show more

Private Client Advisor

Marsh & McLennanLos Angeles, CA, United States
Full-time

Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

Client Advisor #2241

Pivotal Talent SearchLos Angeles, CA, United States
Full-time

Prefer candidates candidates that speak Korean, Japanese or Mandarin.Welcomes clients warmly and ensures a professional environment.Engages clients to assist, respond to inquiries, and provide expe...Show more

Client Advisor

MCM WORLDWIDEBeverly Center
Full-time

Responsible for providing exceptional sales and customer service.Initiates and builds relationships and core personal business through creative selling and use of client-book, mailings, and complet...Show more

Remote Client Advisor

AO Globe LifeLos Angeles, CA, US
Remote
Full-time
Quick Apply

AO Globe Life is hiring qualified, mission-driven professionals to support veterans and their families through structured virtual consultations.This fully remote opportunity is designed for individ...Show more

Private Client Advisor

Oliver Wyman, LLCLos Angeles, CA, United States
Full-time

Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

Private Client Advisor II

Bank of AmericaLos Angeles, CA, United States
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro...Show more

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Private Client Advisor

Private Client Advisor

International Search ConsultantsLos Angeles, CA, United States
17 days ago
Job type
  • Full-time
Job description

Private Client Advisor

Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.

Responsibilities:

  • Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
  • Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
  • Delegate work efficiently to Client Advisory support professionals.
  • Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
  • Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets.
  • Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
  • Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
  • Contribute actively to internal committees as part of the senior team.

Requirements:

  • Bachelor's degree required; advanced degree (MBA or JD) highly preferred.
  • Professional certifications such as CTFA, CFP, CFA, or CPA.
  • Minimum of 8 years of Trust and Estate Planning experience.
  • Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients.
  • Proven business development experience within the UHNW space.
  • Proficiency in legal documents related to trusts, estate planning, and finance.
  • Established local and regional network of accounting and legal professionals.

Rewards:

  • High visibility to internal executives with opportunities for position expansion and continued professional development.
  • Competitive base salary, bonus, and compensation structure with excellent benefits.
  • Rewarding culture within a client-focused, family-oriented firm.

If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.