Model Consultant Invesco LtdModel ConsultantLos Angeles, CA$60,000–$70,000 / yearThe Model Consultant serves as the regional ambassador for Invesco's model business, combining sales acumen, investment expertise, and practice management insights to deliver a differentiated client experience and help advisors achieve better outcomes for their clients and practices. This highly consultative, external-facing role partners with financial advisors, RIAs, broker-dealers, home offices, and platform partners to position Invesco's model portfolio solutions as a core component of advisor practice growth.
Model Consultant InvescoModel ConsultantLos Angeles, CaliforniaThe Model Consultant serves as the regional ambassador for Invesco’s model business, combining sales acumen, investment expertise, and practice management insights to deliver a differentiated client experience and help advisors achieve better outcomes for their clients and practices. This highly consultative, external-facing role partners with financial advisors, RIAs, broker-dealers, home offices, and platform partners to position Invesco’s model portfolio solutions as a core component of advisor practice growth.
VP, Regional Vice President - External Wholesaler - LA County, CA KKR & Co. Inc.VP, Regional Vice President - External Wholesaler - LA County, CALos Angeles, CAKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. POSITION SUMMARY: We have a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Los Angeles market.
Client Service Associate Raymond James Financial IncClient Service AssociateBrea, CA$60,000–$85,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Tax Senior - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Senior - Credits & IncentivesLos Angeles, CA$78,675–$160,750 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateLos Angeles, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNewport Beach, CA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Coordinator Retirement Services WEDBUSH, Inc.Coordinator Retirement ServicesPasadena, CA$25–$35 / hourKnowledge of IR/QRP transaction codes as they relate to IRS tax forms, and knowledge of Microsoft Word, Excel, BETA, Phase3, Broker Insight is a plus. Process specialized retirement transactions, including excess contribution removals, Roth conversions, recharacterizations, and other retirement account maintenance activities.
EndPoint Security Engineer Ares OperationsEndPoint Security EngineerLos Angeles, New YorkMicrosoft 365 Collaboration Security : Engineer and mature security controls across Exchange Online, SharePoint Online, OneDrive, Microsoft Teams, and related Microsoft 365 workloads, including external sharing governance, guest access, link-sharing controls, tenant configuration baselines, collaboration risk reduction, and secure productivity enablement. This role will lead the design, deployment, tuning, lifecycle management, and continuous improvement of security platforms that protect corporate endpoints, servers, Microsoft 365 collaboration services, SaaS platforms, and cloud-connected assets from advanced threats while enabling reliable and frictionless business workflows.
Wealth Management Planner One Capital Management, LLCWealth Management PlannerWestlake Village, CA$70,000–$90,000The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.
Senior Lead Wealth Custom Credit Banker Wells Fargo & CoSenior Lead Wealth Custom Credit BankerLos Angeles, CA$185,000–$300,000 / yearThe role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. About this role: Wells Fargo's Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs.
Sales Development Representative Altruist CorpSales Development RepresentativeLos Angeles, CA$62,000–$90,000 / yearContribute to the sales teams goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve team performance. Drive high-volume, multi-channel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new sales-qualified opportunities.
Regional Director, Wirehouses (Remote / In-Territory Eligible) Dimensional Fund AdvisorsRegional Director, Wirehouses (Remote / In-Territory Eligible)Santa Monica, CARemote$155,000–$185,000 / yearThe Role: The Regional Director, Broker-Dealer Advisor Group, is responsible for business development and relationship management of both new and existing clients drives net new assets (NNA) and manages top-tier advisor relationships within major Wirehouse advisor channels. Proactively generate for new advisor relationships while deepening existing partnerships to maximize Net New Assets (NNA) and market share.
NewAccount Executive Financial Insight Technology, IncAccount ExecutiveCARemoteTo extend that mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with participating fiduciary financial advisors. Our mission is to help people make smart financial decisions, reaching an estimated 23 million people each month through our educational content, publishing partners, calculators, and tools.*.
Associate - Monarch Group - Lakewood, CA Thrivent Financial for LutheransAssociate - Monarch Group - Lakewood, CALakewood, CA$80,000–$110,000 / yearThe Associate contributes to the firm's long‑term growth by delivering consistent, compliant, and detail‑oriented service and advice, and by independently executing client requests, transactions, and day‑to‑day practice operations within established firm processes and licensing guidelines. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
Senior Associate, Firm Operations Beacon Pointe AdvisorsSenior Associate, Firm OperationsNewport Beach, CALead cross-functional projects related to custodian onboarding, conversions, integrations, and platform changes, coordinating communication and execution across custodians, local offices, and internal teams. This role serves as operational liaison between the firm and its custodial partners, ensuring seamless onboarding of new custodians, accurate recordkeeping, efficient servicing processes, and strong relationship management.
Onboarding Program Lead, Corporate RIA Altruist CorpOnboarding Program Lead, Corporate RIALos Angeles, CAWe''re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist''s newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice - with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership - you''ll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.
Director, Practice Management Strategy and Enablement Edelman Financial Engines LLCDirector, Practice Management Strategy and EnablementCA$133,000–$177,400 / yearThis position also drives transformational leadership in client experience, supporting and enhancing client relationship management strategies across planners, Client Service Associates, and the Engagement Center-leveraging firm-wide capabilities to improve consistency, scale, and impact. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Senior Trader CAPTRUSTSenior TraderCosta Mesa, California$140,000–$170,000 / yearCAPTRUST is seeking a Senior Trader / Fixed Income Portfolio Manager responsible for managing the firm's fixed income portfolios while supporting equity trading, portfolio implementation, and investment research initiatives. Working alongside Portfolio Managers, Traders, and Wealth Advisors, this individual will balance fixed income portfolio management responsibilities with equity trading and portfolio implementation across client accounts.