Senior Associate, Client Advisor - Los Angeles
1 week ago

Job summary
Wealth management professionals deliver comprehensive financial guidance to ultra-high-net-worth individuals and families. A senior associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate tax cash flow philanthropy and investments.
The individual will be actively involved in client servicing financial analysis presentation development and coordination of complex investment and estate planning strategies. This role provides meaningful exposure to investment advisory estate tax planning philanthropic advisory insurance analysis family office services with a long-term pathway to becoming a lead advisor.
Job description
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