Professional demeanor and high emotional intelligence * Strong attention to detail and discretion ... senior private client roles, advanced education leadership, or management positions within the ...
Professional demeanor and high emotional intelligence * Strong attention to detail and discretion ... senior private client roles, advanced education leadership, or management positions within the ...
Private Client Financial Education Specialist
Beverly Hills, CA · On-site +1
$70K - $75K/yr
Professional demeanor and high emotional intelligence * Strong attention to detail and discretion ... senior private client roles, advanced education leadership, or management positions within the ...
Private Client Financial Education Specialist
Beverly Hills, CA · On-site +1
$70K - $75K/yr
Professional demeanor and high emotional intelligence * Strong attention to detail and discretion ... senior private client roles, advanced education leadership, or management positions within the ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
On site Summary The Private Client Relationship Manager will provide business depository, treasury ... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
Private Client Financial Education Specialist (Remote)
Beverly Hills, CA · Remote
$70K - $75K/yr
Professional demeanor and high emotional intelligence * Strong attention to detail and discretion ... senior private client roles, advanced education leadership, or management positions within the ...
Quick apply
Private Client Financial Education Specialist (Remote)
Beverly Hills, CA · Remote
$70K - $75K/yr
Professional demeanor and high emotional intelligence * Strong attention to detail and discretion ... senior private client roles, advanced education leadership, or management positions within the ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
... and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL ... Ten plus years of work experience in Private Banking or Financial Services * Bachelor's Degree ...
Private Wealth Director
Houston, TX · On-site
Responsibilities As a Private Wealth Director with Hines, you will serve as a senior private wealth ... Interpret advisor feedback, sales data, market trends, and competitive intelligence to provide ...
Private Wealth Director
Houston, TX · On-site
Responsibilities As a Private Wealth Director with Hines, you will serve as a senior private wealth ... Interpret advisor feedback, sales data, market trends, and competitive intelligence to provide ...
Private Wealth Director
Houston, TX · On-site
As a Private Wealth Director with Hines, you will serve as a senior private wealth distribution ... Interpret advisor feedback, sales data, market trends, and competitive intelligence to provide ...
Private Wealth Director
Houston, TX · On-site
As a Private Wealth Director with Hines, you will serve as a senior private wealth distribution ... Interpret advisor feedback, sales data, market trends, and competitive intelligence to provide ...
Private Wealth Director
Houston, TX · On-site
Responsibilities As a Private Wealth Director with Hines, you will serve as a senior private wealth ... Interpret advisor feedback, sales data, market trends, and competitive intelligence to provide ...
Private Wealth Director
Houston, TX · On-site
Responsibilities As a Private Wealth Director with Hines, you will serve as a senior private wealth ... Interpret advisor feedback, sales data, market trends, and competitive intelligence to provide ...
... private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual ... The Senior Market Intelligence Analyst is responsible for maintaining and analyzing internal and ...
... private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual ... The Senior Market Intelligence Analyst is responsible for maintaining and analyzing internal and ...
Wealth Education Specialist (Remote)
Palm Beach, FL · Remote
$75K - $80K/yr
Professional demeanor with high emotional intelligence * Strong attention to detail and discretion ... senior private-client education roles, advanced planning support positions, or leadership ...
Quick apply
Wealth Education Specialist (Remote)
Palm Beach, FL · Remote
$75K - $80K/yr
Professional demeanor with high emotional intelligence * Strong attention to detail and discretion ... senior private-client education roles, advanced planning support positions, or leadership ...
Sr. Intelligence Analyst
Hawthorne, CA · On-site
$120K - $160K/yr
SR. INTELLIGENCE ANALYST SpaceX is seeking a dynamic and driven individual with a demonstrated ... private sector. * 4+ years using military, intelligence community geospatial analysis tools ...
Sr. Intelligence Analyst
Hawthorne, CA · On-site
$120K - $160K/yr
SR. INTELLIGENCE ANALYST SpaceX is seeking a dynamic and driven individual with a demonstrated ... private sector. * 4+ years using military, intelligence community geospatial analysis tools ...
Company Description Founded in 1989, SOSi is among the largest private, founder-owned technology ... SOS International LLC (SOSi) is seeking a Senior Intelligence Planner to support our customer in ...
Company Description Founded in 1989, SOSi is among the largest private, founder-owned technology ... SOS International LLC (SOSi) is seeking a Senior Intelligence Planner to support our customer in ...
Wealth Education Specialist
Palm Beach, FL · On-site +1
$75K - $80K/yr
Professional demeanor with high emotional intelligence * Strong attention to detail and discretion ... senior private-client education roles, advanced planning support positions, or leadership ...
Wealth Education Specialist
Palm Beach, FL · On-site +1
$75K - $80K/yr
Professional demeanor with high emotional intelligence * Strong attention to detail and discretion ... senior private-client education roles, advanced planning support positions, or leadership ...
Senior Intelligence Planner
Tampa, FL · On-site
Company Description Founded in 1989, SOSi is among the largest private, founder-owned technology ... SOS International LLC (SOSi) is seeking a Senior Intelligence Planner to support our customer in ...
Senior Intelligence Planner
Tampa, FL · On-site
Company Description Founded in 1989, SOSi is among the largest private, founder-owned technology ... SOS International LLC (SOSi) is seeking a Senior Intelligence Planner to support our customer in ...
Senior Private Intelligence information
See salary details
$25K - $37.6K
14% of jobs
$43.9K is the 25th percentile. Wages below this are outliers.
$37.6K - $50.2K
22% of jobs
$50.2K - $62.8K
9% of jobs
The median wage is $71.8K / yr.
$62.8K - $75.4K
7% of jobs
$75.4K - $88K
12% of jobs
$98.1K is the 75th percentile. Wages above this are outliers.
$88K - $100.5K
14% of jobs
$100.5K - $113.1K
9% of jobs
$113.1K - $125.7K
4% of jobs
$125.7K - $138.3K
3% of jobs
$138.3K - $150.9K
4% of jobs
$150.9K - $163.5K
2% of jobs
$25K
$80.3K
$163.5K
How much do senior private intelligence jobs pay per year?
Part-time
Posted 2 days ago
Job description
We are seeking a Private Client Financial Education Specialist to support a growing financial services organization serving a high-expectation, relationship-driven clientele. This role focuses on delivering structured financial education, supporting long-term planning conversations, and maintaining a professional, discreet client experience.
This position is well suited for individuals with a polished presence, strong communication skills, and the ability to navigate complex financial topics with clarity and professionalism. Prior experience in financial services is not required; comprehensive training and licensing support are provided for qualified candidates.
This role operates in a remote/hybrid capacity while supporting clients in and around the Beverly Hills market.
Key Responsibilities- Deliver structured financial education to individuals and families through scheduled virtual and select in-person meetings
- Communicate financial concepts related to protection strategies, asset accumulation, and long-term planning with clarity and discretion
- Support clients through a standardized, needs-based education framework
- Maintain accurate documentation and uphold strict confidentiality standards
- Coordinate with internal teams to ensure a seamless and professional client experience
- Adhere to compliance guidelines, ethical standards, and internal processes
- Participate in ongoing professional development and advanced training
- Bachelor's degree preferred or equivalent professional experience
- Exceptional verbal and written communication skills
- Professional demeanor and high emotional intelligence
- Strong attention to detail and discretion
- Ability to work independently in a structured remote or hybrid environment
- Willingness and ability to obtain required state licensing (training provided)
- Successful completion of a background check
- Performance-based compensation structure
- Flexible work environment with remote and hybrid options
- Licensing assistance and structured onboarding
- Access to advanced training and professional development
- Opportunity to work with a sophisticated, high-expectation client base
- Supportive, growth-oriented corporate culture
This role offers a defined pathway into senior private client roles, advanced education leadership, or management positions within the organization for high performers.
Qualified candidates with a professional presence and interest in financial education are encouraged to apply to learn more about this opportunity.
Employment Type: PART_TIME