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Private Wealth Advisor UHNW Clients & Estate Planning

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Columbia Bank
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Private Wealth Advisor for UHNW Clients & Estate Planning
A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities include identifying and deepening client relationships, ensuring quality service delivery, and collaborating with specialists. Candidates should have a bachelor’s degree, significant experience in banking and wealth management, and strong communication and analytical skills. The role offers competitive compensation.
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