Tax Manager, Digital Assets bdo consultingTax Manager, Digital AssetsLos Angeles, CA$112,000–$165,000 / yearThe Digital Assets Tax Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions, preferred.
NewSr. Tax Manager JobotSr. Tax ManagerGlendale, CA$170,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Serve as a trusted tax advisor for individuals, partnerships, corporations, nonprofits, and trusts, providing tax planning and business advisory services.
Associate Benefit Advisor, Seasonal eHealth IncAssociate Benefit Advisor, SeasonalCABase pay is one component of eHealth's total rewards package, which also includes a monthly commission-based incentive plan, plus an array of benefits designed to support employees' personal and professional wellness. As a licensed position working within a regulated industry, all candidates must undergo extensive background checks, including lifetime criminal background and credit history reports.
Tax Manager, Compensation & Benefits, National Tax Baker Tilly Advisory Group, LPTax Manager, Compensation & Benefits, National TaxLos Angeles, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do:Provide tax technical support and insight to team members in the tax, audit, consulting and internal HR practices on employee benefits and executive compensation issues affecting projects for the team's clients; this may include ERISA, qualified retirement plans, fringe benefits, golden parachutes, deferred compensation, and equity compensation.
Benefits Vice President Phaxis LLCBenefits Vice PresidentLos Angeles, CAThis role serves as the enterprise lead for self-insured benefits strategy, governance, and vendor management for a reputable broker dealer—driving a high-quality, cost-effective benefits experience while ensuring full regulatory compliance. Own the strategy and execution of enterprise-wide benefits programs, including health, welfare, wellness, leave, workers' compensation, and EAP.
Senior Account Executive: Employee Benefits GallagherSenior Account Executive: Employee BenefitsGlendale, CaliforniaFull timeOverview : As a Senior Account Executive for Enterprise Accounts in the Healthcare Vertical with Gallagher Benefit Services, you will play the leading role in driving growth and delivering tailored benefits and organizational wellbeing solutions to large enterprise clients. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Account Executive: Employee Benefits GallagherAccount Executive: Employee BenefitsGlendale, CaliforniaFull timeOverview : The Account Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the proactive management of assigned enterprise client accounts of high complexity in our healthcare vertical. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Senior Benefits Consultant. Large/National Insight Performance IncSenior Benefits Consultant. Large/NationalCA$170,000–$190,000 / yearOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges.
Employee Benefits Sales Producer Foundation Risk Partners CorpEmployee Benefits Sales ProducerOrange, CA$100,000–$150,000 / yearAs a trusted advisor, you'll partner closely with our Account Management team to ensure a seamless client experience-from new business acquisition through long-term retention-while helping organizations design competitive and effective employee benefits strategies. In this role, you will be responsible for building and managing a strong pipeline of prospective clients, developing meaningful relationships with decision-makers, and delivering tailored benefits solutions that meet client needs.
Employee Benefits Associate Account Manager - Hybrid (Irvine, CA) Insight Performance IncEmployee Benefits Associate Account Manager - Hybrid (Irvine, CA)Los Angeles, CA$70,000–$80,000 / yearOur Newest Opportunity: The Associate Account Manager (AAM) supports the Senior Benefits Consultant and Account Manager with the day to day management of their assigned book of business and works closely and collaboratively with the internal service team to ensure service deliverables meet and exceed client expectations. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
NewPharmacy Consultant - Employee Benefits Alliant Insurance Services, Inc.Pharmacy Consultant - Employee BenefitsCAAs top tier professionals dedicated to solving our clients health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to clients nationwide.
Global Director of Payroll & Benefits Chrome Hearts CareersGlobal Director of Payroll & BenefitsLos Angeles, CaliforniaThe Global Payroll & Benefits Director is responsible for the strategic oversight, governance, and execution of global payroll and benefits operations across multiple countries, ensuring accurate, compliant, and timely payroll processing in partnership with internal stakeholders, external payroll providers, and Employer of Record (EOR) partners. Ensures timely and accurate filings related to payroll and benefits compliance, including but not limited to ACA reporting (Forms 1094/1095), payroll tax filings, and other required federal, state, local, and international submissions.
Sr. Director, Global Benefits Avalara IncSr. Director, Global BenefitsCAWe're looking for a Senior Director, Global Benefits to define and lead our global benefits strategy, modernize how we deliver programs at scale, and help shape the future of Total Rewards through innovation, technology, and AI. Reporting to the VP, Total Rewards, this role will lead the strategy, design, governance, and transformation of Avalara's global benefits portfolio across health and welfare, retirement, wellbeing, leaves, workers' compensation, and duty of care programs.
Director of Total Rewards (HRIS, Benefits and Payroll) SKIMSDirector of Total Rewards (HRIS, Benefits and Payroll)Los Angeles, CaliforniaRemote$170,000–$200,000 / yearThis leader will partner closely with People & Culture, Payroll, Finance, IT, and business leaders to drive system enhancements, reporting capabilities, workforce analytics, and benefits administration across a growing global organization. Our teams are built on creativity, collaboration, and operational excellence, and we are committed to fostering an inclusive, high-performance environment where ambitious, curious, and values-driven individuals can do the best work of their careers.
Financial Professional - Retirement Benefits Group - CA, Los Angeles (5221) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - CA, Los Angeles (5221)Los Angeles, CAEquitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc. Financial Professional - Retirement Benefits Group - CA Los Angeles 52212600001N UNITED STATES-CA-Los Angeles UNITED STATES-CA-Los Angeles Equitable Advisors Equitable Advisors.
NewTax Advisor: Year-Round Client Confidence & Growth H&R BlockTax Advisor: Year-Round Client Confidence & GrowthLos Angeles, CAA leading tax preparation company in Los Angeles is seeking a Tax Advisor to foster client relationships and offer year-round tax and business services. The role requires over 5 years of tax experience and the ability to conduct comprehensive tax interviews through various communication tools.
Financial Advisor Northwestern MutualFinancial AdvisorLos Angeles, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor with Strong Tax Background LMW Financial LLCFinancial Advisor with Strong Tax BackgroundStudio City, CASome of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerLos Angeles, CA$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerCA$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Tax Manager, Private Client Advisors Armanino McKenna LLPTax Manager, Private Client AdvisorsCA$120,300–$166,100 / yearReview and coordinate preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services.
Senior Lead Special Needs Trust Advisor Wells Fargo BankSenior Lead Special Needs Trust AdvisorPasadena, CaliforniaContribute to the growth of the wealth management business by promoting Special Needs Trust Services including onboarding new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in wealth team meetings, partnering with wealth team members and other partners, and actively seeking opportunities to tell the Special Needs Trust story. Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm.
NewVP, Wealth Management Advisor - Los Angeles, CA FidelityVP, Wealth Management Advisor - Los Angeles, CALos Angeles, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products.
Wealth Strategies Advisor- Private Bank Bank of America CorpWealth Strategies Advisor- Private BankLos Angeles, CA$180,000–$254,800 / yearResponsibilities:Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency servicesDevelops holistic, integrated planning strategies implemented in concert with the clients' advisors, where appropriateExpands existing client relationships and acquires new assets to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales assetsDemonstrates advanced technical knowledge across a broad range of wealth planning topics, such as trust and estate, income and wealth transfer tax, investments, retirement and cash flow modeling, sale of business entities, and philanthropic planningFollows major developments in trust, estate/wealth transfer and financial planning, current and proposed tax legislation and understands the impact on clientsEngages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needsDesired Skills:Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration. Desired Qualifications:5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.
Financial Advisor with Strong Tax Background LMW FinancialFinancial Advisor with Strong Tax BackgroundStudio City, CaliforniaSome of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals.
Wealth Advisor RFG AdvisoryWealth AdvisorSanta Clarita, CA$100,000–$120,000 / yearp>Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.
Investment Advisor Associate Kayne Anderson RudnickInvestment Advisor AssociateLos Angeles, CaliforniaKayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Investment Advisor Associate-(Client Service Support). KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
NewTrust Advisor Fifth Third BancorpTrust AdvisorLos Angeles, CA$96,500–$207,500 / yearThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Coordinate appropriate Advisor Solutions resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained.
Service Advisor Tesla IncService AdvisorTorrance, CA$19.19–$35.34 / hourBuild trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Provide exceptional customer service by promptly addressing inquiries and concerns, taking ownership of service visits, and fostering a welcoming environment for our customers.
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionRemote Bay & LA County, CARemote$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesCerritos, CA$20.52–$30.78 / hourYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Technical Service Advisor, Semi Tesla IncTechnical Service Advisor, SemiCA$22.80–$64.98 / hourProactively track and schedule Service Campaigns and Preventative Maintenance Coordinate with service technicians and customers to gather necessary information for warranty claims and process warranty claims ensuring timely response to customers. This position requires high-level customer and employee interaction, so the ideal candidate will not only possess the technical acumen, but also the ability to provide a strong level of communication and service.
Investment Advisor Associate Virtus Investment Partners IncInvestment Advisor AssociateLos Angeles, CAKayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Investment Advisor Associate-(Client Service Support). KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Investment Advisor Associate Virtus Investment PartnersInvestment Advisor AssociateLos Angeles, CaliforniaKayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Investment Advisor Associate-(Client Service Support). KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA CliftonLarsonAllen LLPSenior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CACA$112,300–$221,000 / yearIn our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high‑net‑worth women and women‑led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Associate Advisor - Glendora, CA Advisor Talent SolutionsAssociate Advisor - Glendora, CAGlendora, CaliforniaPosition: Associate Advisor Firm: Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Senior Practice Technology Advisor Ropes & Gray LLPSenior Practice Technology AdvisorCA$150,100–$240,150 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. The Senior Practice Technology Advisor works closely with practice groups, IT teams, and vendors to identify opportunities for technology adoption, conduct successful pilot programs, and ensure the seamless integration of new technologies into practice group workflows.
Community Youth Advisor (City Service Worker) City of PasadenaCommunity Youth Advisor (City Service Worker)Pasadena, CAAbility to listen and communicate effectively with individuals of various ethnic, social and economic backgrounds; gain the confidence and respect of peers; positively influence others; establish cooperative working relationships; demonstrate and act on concern for the welfare of others and the community; demonstrate enthusiasm and initiative; follow oral and written instructions. Example combinations include: must be 18 to 28 years of age at the time of appointment, currently enrolled in a recognized college as a part time or full time student enrolled in a minimum of 6 or more units, and demonstrate good character, alertness and emotional stability.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPasadena, CA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior Compliance Advisor DrataSenior Compliance AdvisorCASenior Compliance Advisors execute within the Professional Services function of the Customer Success organization at Drata and work closely with all teams to drive fast and smooth audit readiness programs, create and deliver best practices in meeting requirements for control and privacy frameworks, and advocate on behalf of customers' needs for a rapidly growing platform. Nice to have: Light technical fluency to accelerate evidence automation and customer enablement - comfort reading and interpreting API responses, working familiarity with at least one major cloud provider (AWS, GCP, or Azure) and its core security/IAM services, and/or basic scripting (Python, PowerShell, or SQL) to streamline repetitive evidence-collection tasks.
Client Advisor, Santa Monica (PT) VilebrequinClient Advisor, Santa Monica (PT)Santa Monica, CaliforniaExceed individual Key Performance Indicator (KPI) targets : ADS, UPT, Email Capture, Name Attachment Rate, Women’s Sales, and Top to Bottom by delivering top-tier customer service. Incorporate the WAVE sales approach in every sale through identifying customer needs, offering personalized solutions, and building lasting relationships.
Wealth Advisor Cerity PartnersWealth AdvisorLos Angeles, CaliforniaThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Wealth Advisor TIAAWealth AdvisorPasadena, CaliforniaBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior Wealth Advisor Harrison Gray Search & ConsultingSenior Wealth AdvisorLos Angeles, CaliforniaThis is a unique opportunity to join a firm with substantial existing AUM and an established ultra-high-net-worth client base, positioning the right advisor for significant long-term growth alongside a defined path to inheriting major book relationships built over decades. Experience advising ultra-high-net-worth clients ($10MM+ households) on complex planning needs: multi-generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax-efficient portfolio construction.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)CARemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
Subaru Service Advisor Jerry Seiner ValenciaSubaru Service AdvisorSanta Clarita, CA$5,000–$10,000 / yearFull timeAutomotive Service Advisor jobs • Service Writer jobs • Automotive Customer Service jobs • Dealership Service Advisor • Automotive Service Consultant • Subaru Service Advisor • Auto Repair Advisor • Automotive Sales & Service • Service Lane Advisor • Automotive Dealership Jobs in Valencia CA. This is an excellent opportunity for an experienced Service Advisor, Automotive Service Writer, or Automotive Customer Service Advisor looking for high earning potential, long-term career growth, paid training, and a supportive dealership environment.
Private Client Advisor Columbia Banking System IncPrivate Client AdvisorLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Tax Director, Private Client Advisors (Estate, Gift & Trust) Armanino McKenna LLPTax Director, Private Client Advisors (Estate, Gift & Trust)CA$195,700–$254,400 / yearManage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.
Wealth Advisor - California California Bank & TrustWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.