Co-Founder & CEO - AI WealthTech FutureSightCo-Founder & CEO - AI WealthTechLos Angeles, CARemoteYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Every wealth management firm already staffs an Operations function to do this work, typically at a ratio of roughly one Operations person to every three advisors, and that function is chronically stretched: slow, error-prone, and unable to give any single advisor's book the full attention it deserves.
Client Service Associate Financial Planner RecruitingClient Service AssociateBurbank, CaliforniaHands-on experience with custodial or broker-dealer platforms (e.g., Schwab Advisor Center, Fidelity), including independently processing account paperwork and service requests end-to-end. This is a fast-paced, high-ownership, full-time, in-office client service role where you will work closely with our Head of Client Service and advisory team to deliver an exceptional client experience.
Internal Wealth Specialist The Capital Group Companies IncInternal Wealth SpecialistLos Angeles, CA$99,484–$159,174 / yearHome to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnerships with our clients and each other. You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
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.
Director of Complex Assets (Legacy) Pomona CollegeDirector of Complex Assets (Legacy)Claremont, CaliforniaCollaborate 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.
VP, Regional Planning Consultant- Brea/ Torrance, CA FidelityVP, Regional Planning Consultant- Brea/ Torrance, CABrea, 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.
Wealth Planner Cerity PartnersWealth PlannerPasadena, CaliforniaExceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Client Service & Administrative Coordinator Zapata Private Wealth GroupClient Service & Administrative CoordinatorUpland, CAFull timeZapata Private Wealth Group is a growing financial services firm focused on delivering exceptional client experiences and long-term financial guidance. Join Zapata Private Wealth Group as a Client Service & Administrative Coordinator, where you'll play a vital role in supporting our clients and team.
Sales Manager (Online B2C, Korean bilingual) Cesna RecruitmentSales Manager (Online B2C, Korean bilingual)Irvine, CA$110,000–$120,000The Sales Manager must be able to achieve maximum sales growth and account penetration within an assigned territory and/or market segment by effectively selling/marketing the company’s products and/or related services by personally contacting and securing new business accounts and customers. - Establishes, develops and maintains business relationships with prospective customers in the assigned territory/market segment to generate new business for the organization’s products/services.
Regional Retirement Plan Counselor The Capital Group Companies IncRegional Retirement Plan CounselorLos Angeles, CA$125,909–$201,454 / yearWorking within an integrated team model, you support territory planning, align messaging and priorities, and deliver research‑driven guidance on Capital Group retirement and investment solutions to help advisors better serve plan sponsors and participants. Partnering closely with Retirement Plan Consultants (RPCs), Divisional RPCs (DRPCs), Internal RPCs (IRPCs), and other stakeholders, you help deliver coordinated, consultative coverage to financial advisors.
NewWealth Planner Cerity Partners LLCWealth PlannerEl Segundo, CA$90,000–$115,000 / yearExceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values.
Client Portfolio Manager Cerity PartnersClient Portfolio ManagerIrvine, CaliforniaSuccess 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.
Partner- Bankruptcy And Restructuring EisnerAmperPartner- Bankruptcy And RestructuringLos Angeles, CA$300,000–$500,000 / yearWhat Work You Will be Responsible For: Leading and advising on all aspects of the restructuring process-including strategy development, liquidity management, parallel process execution, out-of-court and bankruptcy preparation, and implementation-for distressed companies and creditor groups, including unsecured creditors, senior lenders, and trustees. About our Financial Advisory Services (FAS) Team: The EisnerAmper Financial Advisory Services team is comprised of a diverse group of professionals from across the country with a multitude of experience and certifications to leverage distinctive perspectives and specializations.
Senior Manager, Marketing Operations (Hubspot Expert) AltruistSenior Manager, Marketing Operations (Hubspot Expert)Los 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).
Finance Director Navien Inc.Finance DirectorIrvine, CaliforniaFinance Director Finance Irvine, CA Full-time What We Are Looking For The Director of Finance will play a key role in supporting Navien North America's financial planning, business performance management, financial operations and corporate reporting functions. This position also serves as the primary liaison between our North American operations and our Korean headquarters, ensuring accurate and timely financial reporting, performance analysis, budgeting, forecasting, and strategic decision support.
Director, Manufacturing Finance Rocket Lab USADirector, Manufacturing FinanceLong Beach, California$190,000–$220,000 / yearFull timeImportant information: FOR CANDIDATES SEEKING TO WORK IN US OFFICES ONLY: To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR), Rocket Lab Employees must be a U.S. citizen, lawful U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum, or be eligible to obtain the required authorizations from the U.S. Department of State and/or the U.S. Department of Commerce, as applicable. Based onsite at Rocket Lab's global headquarters in Long Beach, CA, the Director of Manufacturing Finance is a strategic leadership role responsible for overseeing the financial operations, planning, and analysis within the manufacturing function of the organization.
Trust and Estate Coordinator (Wealth Coordinator) Golden Oaks Law Group, LLPTrust and Estate Coordinator (Wealth Coordinator)Upland, CA$25–$35Debt, Liability, and Creditor Management: Serve as the primary point of contact for all estate creditors; identify outstanding liabilities and negotiate settlements on the client's behalf to ensure the systematic payment of final debts and administration expenses . Your primary duties will involve drafting financial-related documents, working directly with clients to develop trust funding and settlement plans, preparing financial institution claim forms, and facilitating funding and settlement processes.
NewRegistered Client Service Associate Morgan StanleyRegistered Client Service AssociatePasadena, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
NewTrusts & Estates Attorney Golden Oaks Law Group, LLPTrusts & Estates AttorneyUpland, CAWe're looking for a mid-level trusts and estates attorney who wants more than a job — someone who wants ownership over their work, a meaningful relationship with clients, and a clear path toward becoming a partner at a well-run boutique firm with nearly three decades of history in the Inland Empire. That work spans drafting and executing planning documents, post-mortem trust and estate administration, and uncontested court matters including probates, conservatorships, and guardianships.