NewFinancial Advisor Edward Jones InvestmentsFinancial AdvisorOrange, CABuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
NewTax Experienced Manager, Private Client Services Bdo ConsultingTax Experienced Manager, Private Client ServicesLos Angeles, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Senior Financial Planner (Newport Beach, CA) Mercer AdvisorsSenior Financial Planner (Newport Beach, CA)Newport Beach, CaliforniaToday, 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.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
NewSenior Financial Planner (CFP®) - Private Banking Flagstar Bank NASenior Financial Planner (CFP®) - Private BankingBeverly Hills, CA$140,000–$170,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for high-net-worth and ultra-high-net-worth individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. Prepare and deliver financial planning analyses including multi-scenario cash flow modeling, retirement distribution strategies, tax-efficient wealth transfer, philanthropic planning, education funding, concentrated position analysis, and liquidity event planning utilizing advanced financial planning software.
Financial Planner Aldrich CPAs + Advisors LLPFinancial PlannerCARemote$80,000–$105,000 / yearCollaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
Financial Planner Ultimate Staffing ServicesFinancial PlannerPasadena, California$90,000–$110,0004-5+ years of financial planning, wealth management, or financial advisory experience CFP® designation, CFP candidate, or coursework strongly preferred Hands-on eMoney experience highly preferred. A well-established investment advisory firm in Pasadena is seeking an experienced Financial Planning Specialist to join its collaborative wealth management team.
Financial Planner, Irvine, CA RK PartnersFinancial Planner, Irvine, CAIrvine, CAYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Senior Financial Planner - Remote (PST Time Zone) EP Wealth Advisors LLCSenior Financial Planner - Remote (PST Time Zone)CARemote$90,000–$120,000 / yearMergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson RudnickSenior Financial Planner/Wealth Strategist - KARLos Angeles, California$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Senior Financial Planner/Wealth Strategist - KAR Virtus Investment PartnersSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Senior Financial Planner/Wealth Strategist - KAR VirtusSenior Financial Planner/Wealth Strategist - KARLos Angeles, CA$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M-$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies-with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Financial Solutions Advisor - Beverly Hills Main Financial Center Bank of America CorpFinancial Solutions Advisor - Beverly Hills Main Financial CenterBeverly Hills, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewMerrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles MarketLos Angeles, CaliforniaJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our 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.
Financial Advisor Northwestern MutualFinancial AdvisorIrvine, 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 Services Professional - CA, Irvine (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - CA, Irvine (5261)Irvine, CA$250–$1,000420868'',''true'',''420868'',''false'',''Submission for the position: Financial Services Professional - CA, Irvine (5261) - (Job Number: 260000G5)'',''false'',''420868'',''false'',''true'',''Financial Services Professional - CA, Irvine (5261)'',''260000G5'',''UNITED STATES-CA-Irvine'',''UNITED STATES-CA-Irvine'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420868'',''420868'',''true'',''420868'',''false'',''Submission for the position: Financial Services Professional - CA, Irvine (5261) - (Job Number: 260000G5)'',''false'',''420868'',''false'',''true''.
Financial Services Professional - CA, Ventura (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - CA, Ventura (5261)Irvine, CA$250–$1,000420867'',''true'',''420867'',''false'',''Submission for the position: Financial Services Professional - CA, Ventura (5261) - (Job Number: 260000G4)'',''false'',''420867'',''false'',''true'',''Financial Services Professional - CA, Ventura (5261)'',''260000G4'',''UNITED STATES-CA-Irvine'',''UNITED STATES-CA-Irvine'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420867'',''420867'',''true'',''420867'',''false'',''Submission for the position: Financial Services Professional - CA, Ventura (5261) - (Job Number: 260000G4)'',''false'',''420867'',''false'',''true''.
Financial Advisor GoldBook FinancialFinancial AdvisorLos Angeles, CA$50,000–$150,000 / yearYou will work with individuals, families, and business owners to develop long-term strategies across areas such as wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning. This is an entrepreneurial, relationship-driven role designed for advisors who want greater ownership of their career and client relationships while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorIrvine, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.