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Senior Private Client Advisor
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-25
Listing for:
United States Digital Space LLC
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
United States Digital Space LLC is seeking a senior private banking professional in Newport Beach, CA, to acquire new clients, deepen relationships, and leverage the bank’s full capabilities for wealth management. The role emphasizes client advocacy, holistic solutions, and a strong sales orientation.
Ideal candidates will have Series 7/63/65 or 7/66, 12+ years of private banking experience, and a proven ability to manage $3M+ investable assets, with leadership and collaboration across the team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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