Private Wealth Management Analyst U.S. BancorpPrivate Wealth Management AnalystIrvine, CA$86,530–$101,800 / yearWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Client Portfolio Manager Cerity Partners LLCClient Portfolio ManagerIrvine, CA$120,000–$170,000 / yearSuccess in this role requires a balance of technical investment expertise, leadership capability, and strong communication skills to translate complex market insights into actionable strategies for both clients and internal stakeholders. This role combines hands-on portfolio management with leadership responsibilities, guiding a team of investment professionals to deliver consistent, risk-adjusted returns aligned with client objectives and firm-wide investment philosophy.
Vice President, Branch Leader -Century City, CA FidelityVice President, Branch Leader -Century City, 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningCARemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
Senior Wealth Advisor M&T Bank CorpSenior Wealth AdvisorLos Angeles, CA$162,100–$270,100 / yearEducation and Experience Required: Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Director, Wealth Management IEQ CapitalDirector, Wealth ManagementLos Angeles, CA$170,000–$225,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .
Senior Wealth Advisor, Los Angeles, CA Wilmington TrustSenior Wealth Advisor, Los Angeles, CALos Angeles, CaliforniaBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Associate Director, Wealth Management IEQ CapitalAssociate Director, Wealth ManagementLos Angeles, CA$135,000–$175,000 / yearDuties and responsibilities include, but are not limited to: Support to CEOs and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation. Interact with clients, supporting all aspects of their servicing needs: Researching client inquiries, managing follow up communication and conducting quarterly performance reviews.
Senior Investment Advisor, Business Development - California True Link Financial, Inc.Senior Investment Advisor, Business Development - CaliforniaCAWe are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions - people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. This person will leverage True Link's strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients.
Wealth Director (Business Development Officer) Franklin Resources IncWealth Director (Business Development Officer)Pasadena, CA$180,000–$225,000 / yearKey Responsibilities: Pursue prospective new business situations with high-net-worth individuals and families; Lead segment new business strategies for the Los Angeles market; Maintain active contact with known referral source relationships and prospective clients; Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services; Coordinate presentations of the firm's capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants); Contribute to the development and enhancement of prospect presentations and on-going marketing material; Participate in the development of new ideas, planning and execution of HNW business development issues with senior management; Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients; Manage new clients from prospecting stage to onboarding.
Senior Tax Analyst CPA EA Accounting Degree Pref GENWEALTH 360 INCSenior Tax Analyst CPA EA Accounting Degree PrefLong Beach, CAFull timeIn this role, you will analyze tax data, identify tax-saving opportunities, prepare tax returns for our high networth medical professionals and practice owners, and ensure compliance, all while contributing to comprehensive financial strategies that optimize our clients' overall fiscal health. 3-5 years of experience in tax analysis/ tax preparation, with a focus on high-net-worth individuals, complex tax planning, and strategic financial management.
On Call Emergency Managers, Recovery WSP Global IncOn Call Emergency Managers, RecoveryLos Angeles, CA$40–$45 / hourAs work is performed at the point of deployment, these roles have the potential to report out of any WSP USA office including Tallahassee, FL; Miami, FL; Tampa, FL; Orlando, FL; Jacksonville, FL; Birmingham, AL; New Orleans, LA; Raleigh, NC; Columbia, SC; Dallas, TX; Houston, TX; Los Angeles, CA; or Sacramento, CA. Lead and oversee disaster recovery operations for assigned clients, directing teams of specialists through all phases of recovery, including funding, documentation, and rebuilding processes.
Cook Full Time/ Day Knight Health Holdings LLCCook Full Time/ DayGardena, CA$21–$21.48 / hourUsing menu management computerized program to add new admissions, update patient information, edit menus, enter patient selections, print menus or reports, and generate tray tickets. Kindred Hospital South Bay, a long-term acute care hospital offers the same in-depth care you would receive in a traditional hospital, but for an extended recovery period.
Cook Part Time Days Knight Health Holdings LLCCook Part Time DaysBrea, CA$21–$24.47 / hourUsing menu management computerized program to add new admissions, update patient information, edit menus, enter patient selections, print menus or reports, and generate tray tickets. At our 48-bed hospital, our physician-led care teams provide critically ill patients with the specialized acute care and rehabilitation they need, for the time they need it - empowering them to take the next step in their recovery journey.
Cook Per Diem Knight Health Holdings LLCCook Per DiemSanta Ana, CA$21–$23.38 / hourUsing menu management computerized program to add new admissions, update patient information, edit menus, enter patient selections, print menus or reports, and generate tray tickets. Kindred Hospital Santa Ana is a long-term acute care hospital offering the same in-depth care you would receive in a traditional hospital, but for an extended recovery period.
Cook FT Days Knight Health Holdings LLCCook FT DaysBrea, CA$23–$24.47 / hourUsing menu management computerized program to add new admissions, update patient information, edit menus, enter patient selections, print menus or reports, and generate tray tickets. At our 48-bed hospital, our physician-led care teams provide critically ill patients with the specialized acute care and rehabilitation they need, for the time they need it - empowering them to take the next step in their recovery journey.
SoCal Regional Loan Officer Caliver Beach MortgageSoCal Regional Loan OfficerLos Angeles, CaliforniaInterested candidates should submit their resume detailing their qualifications and relevant experience to davidc@caliverbeach.com. · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
Loan Officer Caliver Beach MortgageLoan OfficerLong Beach, CaliforniaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Senior Associate / Manager DHD ConsultingSenior Associate / ManagerIrvine, CaliforniaProvide tax consulting for clients, including U.S. residents, businesses, and cross-border clients entering or operating in the U.S. - Develop tax-efficient strategies leveraging real estate, insurance, and financial products. This position focuses on U.S. individual and corporate tax consulting, cross-border tax planning, tax-efficient strategies using financial products, and advanced estate planning through trusts.
Field Nurse Case Manager National Care AdvisorsField Nurse Case ManagerLos Angeles, CaliforniaNCA is in search of a Nurse Case Manager based in Los Angeles who will be responsible for case management services responsive to special needs and eldercare client care and quality of life challenges and collaboration with the primary family caregivers, attorneys, financial planners and trustees that are also serving the client. Minimum of 5 years clinical Nursing experience – experience in field case management or workers’ compensation case management, preferred.