Wealth Management Consultant Jobs in La Canada Flintridge, CA

The Wealth Analyst I provides analytical support to the Wealth Advisory Team by creating sales proposals, generating investment analyses, and preparing portfolio reviews for Entertainment clients. Thi...

The Family Office Design & Governance Strategist is responsible for setting the strategic direction of Family Office Solutions and partnering with Private Wealth Advisors to engage clients on family o...

The Investment Counselor Sr. Lead at Citi Wealth is responsible for establishing and managing investment relationships with ultra-high net worth clients. This role requires excellent communication ski...

The Financial Services Global Structuring Manager will lead teams in managing client accounts and maintaining the firm's legal entity information database, focusing on tax attributes. This role involv...

The Senior Product Marketing Manager (Wealth Management) at Cetera Financial Group will develop and execute marketing strategies aimed at driving revenue growth and adoption of wealth management solut...

The Senior Director - Investments is responsible for supporting the design and management of the firm's investment offerings, requiring a deep understanding of financial markets and investment strateg...

The Associate Market Manager is responsible for managing various aspects of the Market, including employee retention, risk management, and revenue growth. This role involves leading teams, ensuring co...

The Wealth Transition Services Manager will advise and consult on estate planning processes, focusing on tax implications for high net worth clients. This role involves managing client relationships...

The International Country Market Specialist at Morgan Stanley Smith Barney LLC is responsible for prospecting and developing relationships with high net-worth clients, focusing on those with at least...

The Tax Manager will be responsible for managing and coordinating tax compliance and advisory work for clients in the financial services sector, specifically asset and wealth management. This role inv...

The Tax Manager will be responsible for managing and coordinating tax compliance and advisory work for clients in the financial services sector, particularly asset and wealth management. This role inv...

The Private Client Manager is responsible for assessing clients' financial situations and developing tailored financial strategies to meet their goals. This role involves targeting high net worth clie...

The Director, HNW Investment Counselor at Citi Private Bank is responsible for establishing and managing investment relationships with ultra-high net worth clients. This role requires a strategic prof...

The Investment Planning Manager is responsible for creating comprehensive investment plans aligned with client KPIs and budgets, while collaborating with strategy teams to identify growth opportunitie...

The Banking & Capital Markets Tax Manager will advise clients on their local and overseas tax affairs, acting as a strategic consultant to manage tax implications on business operations. This role inv...

The Manager, Valuation & Capital Markets Analytics is responsible for leading and executing complex financial instrument valuation engagements, overseeing client interactions, and managing staff throu...

The Manager, Valuation & Capital Markets Analytics is responsible for leading and executing complex valuation engagements related to financial instruments. This role involves managing client engagemen...

The Market Manager is responsible for driving revenue and increasing profit within assigned branches while managing risk and ensuring compliance with regulations. This role involves leading teams, rec...

The Vice President, Client Advisor at Whittier Trust is responsible for providing exceptional client service and customized investment solutions for high-net-worth individuals and their families. This...

The Associate Client Advocate (ACA) is responsible for supporting client relationships and executing insurance program strategies. This role involves direct client engagement, retention efforts, and c...

The Associate Tax Credit Asset Manager will manage a small portfolio of investments in real estate partnerships and assist senior asset managers. Responsibilities include analyzing financial statement...

The Senior Wealth Advisor is responsible for acquiring new clients and managing an assigned book of business to achieve revenue goals. This role involves leading a client relationship team, developing...

The Portfolio Administration Manager is responsible for overseeing a team of associates and managing day-to-day operations within the Portfolio Administration Service Line. This role involves ensuring...

The Wealth Planner is responsible for building deep, meaningful relationships with clients by co-creating personalized wealth management and investment strategies. This role requires a strong focus on...

The Senior Manager in Financial Services Transformation will lead teams to develop and implement technology solutions for clients in the insurance sector. This role involves managing complex business...