NewSenior Associate - Wealth Planning Specialist ASPIRIANT LLCSenior Associate - Wealth Planning SpecialistLos Angeles, CARather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.
NewSenior Associate - Wealth Management ASPIRIANT LLCSenior Associate - Wealth ManagementLos Angeles, CAJob Description In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections. The Senior Associate applies knowledge, along with insight and experience, to client situations to assist with developing goal-powered strategies, optimizing resources, and assessing/balancing trade-offs among a range of choices.
Financial Planner (CFP®) - Private Banking Flagstar Bank, N.A.Financial Planner (CFP®) - Private BankingBeverly Hills, CAFull timeFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW 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. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaIrvine, 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/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, 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 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.
NewFinancial 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.
Financial Advisor Northwestern MutualFinancial AdvisorAnaheim, 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 Ameriprise FinancialFinancial AdvisorLos Angeles, CA$66,640–$70,300 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Solutions Advisor - Beverly Hills Main Financial Center Bank of AmericaFinancial Solutions Advisor - Beverly Hills Main Financial CenterBeverly Hills, CaliforniaKey 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. 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 solutions.
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.
Director, Financial Planning Financial EnginesDirector, Financial PlanningEl Segundo, CA$125,000–$350,000 / yearRecognized 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. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Solutions Advisor- Los Angels Metro Bank of AmericaFinancial Solutions Advisor- Los Angels MetroCulver City, CaliforniaKey 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. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
Financial Solutions Advisor- Valley Crest Market Bank of AmericaFinancial Solutions Advisor- Valley Crest MarketSherman Oaks, CaliforniaKey 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. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
Financial Solutions Advisor - Beverly West Region Bank of AmericaFinancial Solutions Advisor - Beverly West RegionSanta Monica, CaliforniaUS - CA - Camarillo - 2400 E Ponderosa Dr - CAMARILLO BC (CA6106), US - CA - Los Angeles - 10731 W Pico Blvd - RANCHO PARK BC (CA9174), US - CA - Los Angeles - 11911 San Vicente Blvd - BRENTWOOD DISTRICT BC (CA8127), US - CA - Los Angeles - 12316 W Washington Blvd - WASHINGTON-CENTINELA BC (CA9160), US - CA - Los Angeles - 930 Westwood Blvd - WESTWOOD VILLAGE BC (CA8106), US - CA - Malibu - 23717 Malibu Rd - MALIBU BC (CA8149), US - CA - Santa Barbara - 1096 Coast Village Rd - Montecito (CA6161), US - CA - Santa Maria - 2060 S Brdway - South Broadway (CA0269), US - CA - Santa Monica - 1301 4th St (CA8115), US - CA - Santa Monica - 1430 Wilshire Blvd - WILSHIRE-15TH BC (CA8134), US - CA - Venice - 121 Windward Ave - VENICE BC (CA8189), US - CA - West Los Angeles - 11501 Santa Monica Blvd - WEST LOS ANGELES BC (CA8101). 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.
Financial Solutions Advisor - East San Gabriel Valley Region Bank of AmericaFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, CaliforniaKey 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. 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 solutions.
Financial Solutions Advisor - West Hills Region Bank of AmericaFinancial Solutions Advisor - West Hills RegionRedondo Beach, CaliforniaUS - CA - El Segundo - 835 N Pacific Coast HWY - EL SEGUNDO BC (CA8188), US - CA - Inglewood - 330 E Manchester Blvd - INGLEWOOD MAIN OFFICE (CA8107), US - CA - Long Beach - 2240 N Bellflower Blvd - LOS ALTOS CENTER BC (CA7156), US - CA - Long Beach - 3804 Atlantic Ave - BIXBY-ATLANTIC BC (CA7126), US - CA - Manhattan Beach - 1200 Highland Ave - MANHATTAN BEACH BC (CA8103), US - CA - Manhattan Beach - 3016 N Sepulveda Blvd - Manhattan Village BC (CA8175), US - CA - Montebello - 700 W Whittier Blvd (CA9149), US - CA - Redondo Beach - 1603 Hawthorne Blvd - SOUTH BAY GALLERIA BC (CA8141), US - CA - Redondo Beach - 222 N Catalina Ave - REDONDO BEACH BC (CA8116), US - CA - San Pedro - 800 N Western Ave - EAST VIEW BC (CA7143), US - CA - Torrance - 1255 Sartori Ave - TORRANCE-SARTORI BC (CA8112), US - CA - Torrance - 25435 Crenshaw Blvd - CRENSHAW PACIFIC COAST HIGHWAY BC (CA8150). 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.
Financial Solutions Advisor - Gateway Cities Bank of AmericaFinancial Solutions Advisor - Gateway CitiesLos Angeles, CaliforniaKey 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. 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 solutions.
Financial Solutions Advisor - West San Gabriel Valley Bank of AmericaFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, ArizonaKey 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. 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 solutions.