Regional Vice President, Community (Orange County, CA) Mercer AdvisorsRegional Vice President, Community (Orange County, CA)CaliforniaSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Regional Vice President, Community (San Diego, CA) Mercer AdvisorsRegional Vice President, Community (San Diego, CA)San Diego, California$100,000–$150,000 / yearSeries 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsWealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, CaliforniaOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Wealth Advisor (Orange County) Mercer AdvisorsWealth Advisor (Orange County)Newport Beach, CaliforniaAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Director of Complex Assets (Legacy) Pomona CollegeDirector of Complex Assets (Legacy)Claremont, California$175,000–$195,000 / yearCollaborate with and support major gift, life-income gift (Pomona Plan), reunion and family giving fundraisers in cultivating complex assets and legacy gifts from alumni, families, donors, and prospects that may combine major, life-income, complex assets and legacy gifts into their annual planning and strategy sessions. The director will cultivate and close gifts from alumni, families, donors, and prospects in support of the division’s annual and multi-year campaign fundraising goals and will effectively collaborate with the highly regarded Pomona Plan team that is charged with securing life income, primarily from friends of the College.
NewInterim Director, Pomona Plan Pomona CollegeInterim Director, Pomona PlanClaremont, California$150,000–$170,000 / yearWorking closely with beneficiary services, the Interim Director will provide oversight and facilitate quality control for life-income gift calculations and proposals, receiving and processing life-income gifts and information into College and outside administrator databases, coordinating with the Investments Office, preparing life-income agreements and tax letters, handling ongoing communications, account updates, and tax matters with annuitants and beneficiaries, and welcoming life-income donors into the appropriate honorary societies for life-time membership and stewardship. Assisting the Senior Director, serves as a second liaison to shared services teams in Advancement, including: (1) Advancement Communications Team as to life-income marketing and communications, (2) Advancement Services as to life-income and legacy gift processing and reporting, (3) Prospect Operations and Data Strategy (PODS) as to data analytics in support of the Pomona Plan, and (4) Stewardship as to members of the Allen F.
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)Los Angeles, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert)Ontario, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)La Mesa, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - East San Ferando Valley, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - East San Ferando Valley, CA (area)CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)Lake Elsinore, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)Poway, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)Santee, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
SVP, Trading Axos BankSVP, TradingSan Diego, CAResponsibilities: • Leads and manages the consumer retail trading business (Self-Directed Trading) • Expand investment portfolio by defining strategic roadmap, implementing investment products, and enhancing processes and systems • Owns department P&L and directs the development and implementation of an annual budget • Contributes to the overall profitability of the organization; implements cost controls, income generation and marketing efforts; monitors expenses to ensure compliance with budget • Partner with technology, marketing, compliance and other key stakeholders to deliver on strategic initiatives • Work with Executive team to integrate trading tools into our mobile and desktop digital platform to deliver to a seamless banking and trading experience for our clients • Oversees management reporting, which enables more definitive reviews of the portfolio • Ensure that audits are in full regulatory compliance by allowing for a detailed review of processes and systems. Qualifications: • Bachelors degree • Active FINRA Series 7 & 66 license • Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designations preferred • 10+ years of relevant experience in trading, investments, or financial services • Proven product development experience in a fast-paced environment • Demonstrated success in leadership, business growth, and sales performance • Strong work ethic with the ability to excel in a collaborative, team-based environment • Highly professional, consultative sales and client-servicing approach • Excellent written and verbal communication skills • Proven ability to build and maintain relationships with investment clients and/or sophisticated business decision-makers • Experience with Salesforce, Orion, VEO, or comparable platforms preferred • Fintech experience is a plus.
Wealth Market Manager M&T Bank CorpWealth Market ManagerLos Angeles, CA$182,700–$339,300 / yearEducation and Experience Required: Bachelor's degree and a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years' higher education and/or work experience, including a minimum of 11 years' related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Wealth Market Manager Wilmington TrustWealth Market ManagerLos Angeles, CaliforniaBachelor's degree and a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years’ higher education and/or work experience, including a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Vice President, Advisor (San Luis Obispo) EP Wealth Advisors LLCVice President, Advisor (San Luis Obispo)San Luis Obispo, CA$150,000–$200,000 / yearThe Vice President provides comprehensive services to existing clients and reinforces management functions of the Senior VP and Regional Director by establishing and maintaining lead flow generated through referral networks, internal marketing campaigns and COI's. EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals.
Eligibility Specialist 1 SavistaEligibility Specialist 1Inglewood, CaliforniaWe partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE). Keywords: Patient Financial Counselor, Financial Counselor, Financial Assistance Counselor, Patient Financial Advocate, Patient Advocate, Medicaid Enrollment Specialist, Charity Care, Hospital Financial Assistance, Eligibility Specialist, Case Management.
Eligibility Specialist 2 SavistaEligibility Specialist 2La Palma, California$24–$26 / hourKeywords: Patient Financial Counselor, Financial Counselor, Financial Assistance Counselor, Patient Financial Advocate, Patient Advocate, Medicaid Enrollment Specialist, Charity Care, Hospital Financial Assistance, Eligibility Specialist, Case Management. We partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE).