Sr. IT Systems Engineer, AI & Business Solutions Dave IncSr. IT Systems Engineer, AI & Business SolutionsCARemoteDesign and implement agentic workflows that allow non-engineering stakeholders to interact with company data and reports through conversational interfaces, reducing their need to manually query or compile information. Automate or optimize high-volume manual processes (audit evidence collection, data gathering, compliance reporting) using APIs and workflows to reduce manual effort and human error.
Wealth Relationship Manager SAFE Act - NORWALK AND WHITTIER Citigroup IncWealth Relationship Manager SAFE Act - NORWALK AND WHITTIERWhittier, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act, Mandarin/English Speaking Preferred Citigroup IncWealth Relationship Manager SAFE Act, Mandarin/English Speaking PreferredTemple City, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act Citigroup IncWealth Relationship Manager SAFE ActLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Marketing Partnerships Lead Dave IncMarketing Partnerships LeadCARemoteLead negotiations for complex commercial agreements in close partnership with Legal, Compliance, Finance, and Marketing, ensuring structures that support long-term growth and member trust. We're looking for a Marketing Partnerships Lead to identify, structure, and scale high-impact strategic partnerships that unlock new growth channels for Dave.
Wealth Relationship Manager SAFE ACT - La Canada Citigroup IncWealth Relationship Manager SAFE ACT - La CanadaLa Canada Flintridge, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE ACT Burbank Citigroup IncWealth Relationship Manager SAFE ACT BurbankBurbank, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Citigroup IncWealth Relationship ManagerTemple City, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Safe Act Citigroup Inc.Wealth Relationship Manager Safe ActLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager Safe ACT - Wilshire Westwood Citigroup Inc.Wealth Relationship Manager Safe ACT - Wilshire WestwoodLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Senior Manager, Marketing Operations Altruist CorpSenior Manager, Marketing OperationsLos Angeles, CA$124,000–$170,000 / yearOversee the setup, configuration, and management of marketing automation platforms such as Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau, and similar tools to streamline marketing workflows and campaigns. Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks (Salesforce, HubSpot, Marketo, Pardot, or similar tools; certification in relevant platforms is a plus).
Senior Oracle Fusion Developer - Record to Report Envestnet IncSenior Oracle Fusion Developer - Record to ReportCARemote$94,600–$118,300 / yearOracle REST APIs: Consume and test Oracle Fusion REST services for journal import, supplier/customer management, invoice processing, and period-close operations; read API documentation and design integration payloads. FCCS Literacy: Able to query EPM data and reconcile GL-to-FCCS flows; Groovy scripting a plus - the EPM (FCCS) Developer owns FCCS scripting and FDMEE workflows.
Wealth Relationship Manager SAFE ACT - Wilshire Westwood Citigroup IncWealth Relationship Manager SAFE ACT - Wilshire WestwoodLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Director of Business Operations and Finance CSU CareersDirector of Business Operations and FinanceLos Angeles, CaliforniaThe DBOF requires a comprehensive understanding of faculty and staff collective bargaining agreements and employment policies, management of all HR and Payroll matters such as faculty and staff appointments and extensions, PaGE student financial services, PaGE contracts and MOUs, and management of all PaGE facilities, including the DTLA satellite campus. The Position : The College of Professional and Global Education (PaGE) Director of Business Operations and Finance (DBOF), under the general direction of the PaGE Dean, provides strategic leadership, administration, and oversight of the College's financial operations within a complex self-support environment, including revenue growth initiatives such as LA Online.
Wealth Relationship Manager Safe Act - Norwalk AND Whittier Citigroup Inc.Wealth Relationship Manager Safe Act - Norwalk AND WhittierLos Angeles, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
NewFractional Chief Financial Officer Glen Park Senior LivingFractional Chief Financial OfficerGlendale, CAThe Fractional CFO will serve as a trusted executive advisor by providing objective assessments of financial operations, identifying opportunities for operational efficiencies, mitigating financial risk, and implementing best practices that enhance organizational performance while supporting Glen Park Senior Living's mission of providing exceptional care and service to its residents. Working collaboratively with the President, Executive Leadership Team, and current Chief Financial Officer, this individual will evaluate the organization's financial operations, strengthen internal controls, improve financial performance, and implement scalable financial processes that support continued growth across multiple assisted living communities.
Staff Back End Engineer, Trading Altruist CorpStaff Back End Engineer, TradingLos Angeles, CA$181,000–$265,000 / yearAt Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks (Java, Spring Boot, Microservices, AWS, Postgres, Kubernetes).
Product Strategy Director Envestnet IncProduct Strategy DirectorCARemote$152,300–$190,400 / yearHands-on fluency with modern AI tooling (e.g., Claude/Copilot), including prompt/workflow design, agentic workflow creation, and rapid iteration; comfortable using AI tooling across the product lifecycle including prototyping tools to turn concepts into testable experiences. As a key member of this highly collaborative and forward-looking group, you'll help influence enterprise-wide thinking, strengthen alignment across cross-functional teams, and elevate how product strategy is operationalized in a complex, matrixed environment.
Lead Marketing Analyst Envestnet IncLead Marketing AnalystCA$104,100–$130,100 / yearBy combining advanced marketing technology with strong data storytelling, the team turns complex insights into meaningful action-creating a dynamic, fast-paced environment for those who want to influence strategy and make a tangible impact. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
NewSr Emergency Mgr - 90411527 - Los Angeles / Seattle / Philadelphia (Los Angeles, CA, US, 90012) AmtrakSr Emergency Mgr - 90411527 - Los Angeles / Seattle / Philadelphia (Los Angeles, CA, US, 90012)Los Angeles, CA$135,800–$176,040 / hourOur values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. The Senior Emergency Manager ensures alignment with regulatory requirements, strengthens organizational resilience, and oversees the development and maintenance of critical plans, policies, and documentation to support a coordinated, effective, and sustained readiness posture.
Desk Analyst, High Yield Municipal Bond Trading Stifel Financial CorpDesk Analyst, High Yield Municipal Bond TradingLos Angeles, CAThe High Yield desk trades securities in the low investment grade and non-rated categories across many sectors, including real estate development, charter schools, utilities, P3, project finance, corporate tax-exempts and distressed situations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Software Engineer Manager, Tax Analysis & Debt Investments (TARDI) Deloitte Touche Tohmatsu LtdSoftware Engineer Manager, Tax Analysis & Debt Investments (TARDI)Los Angeles, CA$142,425–$237,375 / yearAs a Manager on the National Federal Tax Services - TARDI team, you will be responsible for: Partnering with business stakeholders and engineering teams to translate tax, financial, and operational requirements into user stories, acceptance criteria, functional specifications, and delivery plans. Within NFTS, the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice helps clients address complex tax planning, reporting, and compliance considerations associated with corporate and government debt, mortgage-backed securities, and asset-backed securities.
Senior Digital Marketing Specialist Virtus Investment Partners IncSenior Digital Marketing SpecialistLos Angeles, CA$100,000–$130,000 / yearCompetitive Pay • Medical, Dental, and Vision Insurance (starting day 1) • Life and Disability Insurance • Health Savings Account with a Company Match • Flexible Spending Accounts including Dependent Care • Wellness Program • Tuition Reimbursement • 24-Hour Employee Assistance Program • Adoption Assistance • Paid Family Care Time • Paid Volunteer days. The ideal candidate brings deep expertise in digital marketing, strong analytical skills, and experience marketing professional services or financial products to high-net-worth individuals, institutional clients, and intermediaries.
Senior Digital Marketing Specialist Virtus Investment PartnersSenior Digital Marketing SpecialistLos Angeles, CaliforniaThe ideal candidate brings deep expertise in digital marketing, strong analytical skills, and experience marketing professional services or financial products to high-net-worth individuals, institutional clients, and intermediaries. This individual will be responsible for leading the execution and optimization of digital marketing strategies designed to enhance brand awareness, facilitate client acquisition, and drive asset growth for an esteemed investment management and wealth advisory firm.
Chief of Staff and Vice President for Presidential Operations Job DetailsChief of Staff and Vice President for Presidential OperationsPomona, CaliforniaIn compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at: https://www.cpp.edu/pdfs/annual_security_report.pdf and https://www.cpp.edu/housing/documents/fire_safety_report.pdf. Reporting directly to the President and serving as a member of the President’s Cabinet, the Chief of Staff and Vice President for Presidential Operations (Chief of Staff/VP) serves as a senior advisor who provides strategic counsel, executive leadership, and operational coordination in support of institutional priorities and presidential initiatives. .
Criminology (GIS and Spatial Analysis), Assistant Professor Job DetailsCriminology (GIS and Spatial Analysis), Assistant ProfessorPomona, CaliforniaIn compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at Cal Poly Pomona’s Annual Security Report and Cal Poly Pomona’s Annual Fire Safety Report . Cal Poly Pomona, a Hispanic-Serving Institution and an Asian American and Native American Pacific Islander-Serving Institution, stands as a national leader in promoting social mobility , and was placed among the 25 top institutions in the country in awarding bachelor’s degrees to minoritized students by Diverse Issues in Higher Education .
Chief of Staff and Vice President for Presidential Operations CSU CareersChief of Staff and Vice President for Presidential OperationsPomona, CaliforniaIn compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at: https://www.cpp.edu/pdfs/annual_security_report.pdf and https://www.cpp.edu/housing/documents/fire_safety_report.pdf. Reporting directly to the President and serving as a member of the President’s Cabinet, the Chief of Staff and Vice President for Presidential Operations (Chief of Staff/VP) serves as a senior advisor who provides strategic counsel, executive leadership, and operational coordination in support of institutional priorities and presidential initiatives. .
Criminology (GIS and Spatial Analysis), Assistant Professor CSU CareersCriminology (GIS and Spatial Analysis), Assistant ProfessorPomona, CaliforniaIn compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at Cal Poly Pomona’s Annual Security Report and Cal Poly Pomona’s Annual Fire Safety Report . Cal Poly Pomona, a Hispanic-Serving Institution and an Asian American and Native American Pacific Islander-Serving Institution, stands as a national leader in promoting social mobility , and was placed among the 25 top institutions in the country in awarding bachelor’s degrees to minoritized students by Diverse Issues in Higher Education .
Paraplanner Ameriprise FinancialParaplannerCalabasas, California$31–$43 / hourWe are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs.
Payroll/HCM Sales Davidson NilesPayroll/HCM SalesLos Angeles, CAWe're looking for someone who is driven by a commitment to success with a proven ability to develop prospective clients through networking, cold-calling, referrals and relationships with CPA's, Financial Advisors, Banks and Insurance agents. Build a CRM pipeline of leads and contacts to create more opportunities to attain sales quota.
Relationship Manager - San Francisco, CA DoubleLine Income Solutions FundRelationship Manager - San Francisco, CALos Angeles, CAThe Relationship Manager, External Wholesaler, is responsible for new business development in the San Francisco region for both the Independent Broker Dealer and Wirehouse Channels. Maintain close working relationship with Advisor Consultant (Internal Wholesaler) and other key firm staff to promote sales activity and service clients.
Pasadena, CA 270MM succession plan pearlrecruiterPasadena, CA 270MM succession planPasadena, CaliforniaPasadena, CA Office of National RIA seeks hungry, ambitious Financial Advisor. **Barron’s 2024 Top RIA List for Independent Advisory Firm &.
Jira Lead Administrator Contact Government Services LLCJira Lead AdministratorLos Angeles, CAJoin our team and become part of meaningful government innovationExplore additional job opportunities with CGS on our Job Board httpscgsfederal.comjoin-our-teamFor more information about CGS please visit httpswww.cgsfederal.com or contactEmailemailprotectedCJ101920 - 138320 a yearWe may use artificial intelligence AI tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. Jira Lead AdministratorLos Angeles CA San Francisco CA Remote HybridInformation Technology Full Time On-Site On-siteapply for this jobJira Lead AdminEmployment Type Full-Time Mid LevelDepartment Information TechnologyCGS is seeking a talented Jira Lead Administrator who is passionate about driving transformation in the federal IT domain to join our growing team of technology and software consulting professionals.
Sr. Strategic Account Manager, Data Center - Security Johnson Controls International PlcSr. Strategic Account Manager, Data Center - SecurityLos Angeles, CA$100,000–$150,000 / yearThis role plays a critical part in influencing project specifications, identifying early-stage opportunities, and executing coordinated sales strategies in partnership with GSAM leaders to accelerate growth within key accounts and priority verticals. This position focuses on strengthening and expanding relationships with General Contractors (GCs), Electrical Contractors (ECs), system integrators, and key end-user (owner-direct) customers.
Technical Account Manager (Remote US) n8n GmbHTechnical Account Manager (Remote US)CARemoteIdentify and address technical product gaps surfaced by enterprise customers, from triaging bugs and feature requests to contributing lightweight fixes, workflow improvements, or pull requests where appropriate, partnering with Product and Engineering to get high-impact improvements adopted. You'll be the technical owner for long-term top tier partnerships, working closely with customers and internal teams to improve platform health, reduce operational risk, and turn real-world customer insights into better product outcomes.
Director, Finance Transformation Sony Pictures Entertainment IncDirector, Finance TransformationCulver City, CAThis role sits within the Finance Transformation team-SPE's internal consulting and change-leadership group-and partners closely with senior Finance, Technology, and Business leaders across Motion Pictures, Television, Networks, Corporate Functions, Development, Marketing, and Distribution. • Engage and collaborate comfortably with stakeholders across Finance, Technology, and the business-from Analysts through the CFO-to map key systems and end-to-end processes, manage ambiguity, identify opportunities and root causes of inefficiencies, and distill this information to drive alignment on prioritized initiatives.
Wealth Strategist JobotWealth StrategistPasadena, CA$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)Azusa, CAFull timeUsing 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.
Clinical Advisor - Oncology & Rare Disease Products (BCOP) CVS Health CorpClinical Advisor - Oncology & Rare Disease Products (BCOP)CA$135,575–$228,800 / yearDevelop cost management and population health programs such as formulary and coverage strategies, prior authorization programs, care management programs, patient and provider engagement programs, value-based arrangements, and more to promote the delivery of high-quality, safe, and effective programs which optimize health outcomes, improves the provider and member experience, and reduces costs for clients and members. This position will be responsible for driving growth in Specialty by 1) building innovative products that secure our position as the market leader in payor focused Specialty solutions and 2) creating disruptive and holistic solutions to address oncology, rare disease, and other high-cost therapies to ensure best in class management of cost and quality of care.
Remote Wealth Advisor: Educate, Empower, Earn Melius ConsultingRemote Wealth Advisor: Educate, Empower, EarnLos Angeles, CARemoteA financial advisory firm is seeking Wealth Management Agents to empower clients in achieving financial well-being. Join a team dedicated to making a positive impact in the community.#J-18808-Ljbffr.
Inside Sales & Service Representative Hajoca CorporationInside Sales & Service RepresentativeCompton, CA$25–$35 / hourBe able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, and customer contact files, and to analyze customer data.
Financial Advisor - Greater Los Angeles And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles And Surrounding AreaPasadena, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. 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.
Senior Business Advisor Job DetailsSenior Business AdvisorOrange, CaliforniaWe know you pride yourself on developing and preparing monthly financial management and dashboard reports and financial statements providing financial performance, accounting, savings target and business monitoring and analysis to support management to understand and make decisions about current and future business performance which is why you would be great in this role! As a high-performing and inclusive organisation that reflects the communities we serve, we value your lived experience and cultural knowledge, and we are committed to helping you thrive through flexible arrangements, workplace adjustments and a culture where everyone feels supported, connected and belongs.
Associate Wealth Advisor TryApplyNowAssociate Wealth AdvisorIrvine, CA$85,000–$95,000 / yearMastery of technology stack offered, including CRM system and custodian websitesResource and collaboration with other Associate Wealth Advisors (AWAs)Ability to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesThe ability to meet with clients in person. Some travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment2+ years of financial service experienceStrong interpersonal skills; team‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExcellent analytical skills and attention to detailClean U4The Associate Wealth Advisor is an exempt position.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxCosta Mesa, CA$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Financial Planning Specialist Ameriprise FinancialFinancial Planning SpecialistOrange, California$31.25–$43.27 / hourThis role is responsible for coordinating the financial planning process from data gathering through implementation by preparing planning materials, maintaining accurate client information, creating and tracking deliverables, communicating with clients throughout the planning process, and ensuring advisors have the resources they need to deliver comprehensive financial advice. This position offers the opportunity to deepen your financial planning knowledge, gain hands-on experience supporting sophisticated planning strategies, and work alongside experienced advisors dedicated to delivering exceptional client service.
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
Estate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
Financial Advisor Bank of MontrealFinancial AdvisorSouth Gate, CA$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Aid Advisor (Temporary) West Coast University IncFinancial Aid Advisor (Temporary)Anaheim, CAAssisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.