Parent Educator/Instructor/Facilitator: College and Career Advisors PARENT EDUCATION BRIDGE FOR STUDENT ACHIEVEMENT FOUNDATION LLCParent Educator/Instructor/Facilitator: College and Career AdvisorsLos Angeles, CAFull timeYour goal is to create a welcoming learning environment and provide students with the tools they need to reach their full potential. Do you have experience providing guidance to students and their families on college admissions and financial aid planning? .
Financial Planning Advisor Edison InternationalFinancial Planning AdvisorRosemead, CAAs part of the Corporate Finance - Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerLos Angeles, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Wealth Advisor RFG AdvisoryWealth AdvisorSanta Clarita, CA$100,000–$120,000 / yearp>Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.
NewJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CALos Angeles, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CALynwood, CAUsing 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.
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.
Wildfire Operational Strategies, Senior Advisor Edison InternationalWildfire Operational Strategies, Senior AdvisorIrwindale, CAYou'll use your continuous improvement mindset to partner across the company and with key external stakeholders to translate lessons learned into scalable, repeatable practices-strengthening SCE's industry-leading wildfire mitigation programs with solutions that can serve as a model for utilities across California and, potentially, beyond. In this influential role, you'll serve as a trusted advisor and hands-on problem solver-bringing structure, analytics, and field-informed insight to identify operational wildfire risk vectors and drive mitigations from concept through approval to implementation.
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas)CAUsing 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.
NewAssociate Wealth Advisor - Hybrid Growth Path Charles Schwab CareersAssociate Wealth Advisor - Hybrid Growth PathLos Angeles, CAThis on-site role offers mentorship, coaching, and growth through Schwab's Wealth Management Institute, focusing on client outcomes and relationship management.#J-18808-Ljbffr.
Senior Financial Analyst MH Sub I LLCSenior Financial AnalystEl Segundo, CAInternet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. Internet Brands, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel.
Wealth Advisor (Torrance) EP Wealth Advisors LLCWealth Advisor (Torrance)Torrance, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.
Wealth Advisor, Director BMO U.S.Wealth Advisor, DirectorLos Angeles, CA$122,400–$228,000 / 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. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs.
NewSenior Wealth Advisor - Client Growth & Planning Leader Cerity Partners Management LLCSenior Wealth Advisor - Client Growth & Planning LeaderPasadena, CAIdeal candidates have 7–10+ years of experience, a Series 65, and CFP/CFA or equivalent designation, with a track record of leadership and strong communication skills.#J-18808-Ljbffr. Cerity Partners is seeking a Wealth Advisor in Pasadena to manage top client relationships and grow assets under management through personalized wealth planning.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceCalabasas, CA$60,000–$150,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Trade Finance Advisor Western Alliance BancorpSenior Trade Finance AdvisorLos Angeles, CA$148,830–$183,850 / yearWhat you'll do: As a Senior Trade Finance Advisor, you''ll be responsible for structuring, analyzing, and supporting trade finance solutions for commercial clients, with a core focus on Commercial Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Export-Import (EXIM) loan facilities. Advise corporate and commercial clients on trade finance solutions, including: import/export commercial letters of credit (LCs), standby letters of credit (SBLCs) for performance and financial obligations, and EXIM loan programs and financing structures.
Student Services Advisor, Office of Graduate and International Programs University of Southern CaliforniaStudent Services Advisor, Office of Graduate and International ProgramsLos Angeles, CA$34.35–$38.74 / hourWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. Reporting to the Director of Online and Graduate Programs, this position provides advanced academic and career advising for students enrolling in the law school's Master of Studies in Law (MSL), online master's degree and certificate programs, and Progressive Degree Programs.
IT Systems Quality Senior Advisor - SAP Security & IAM Architecture Southern California EdisonIT Systems Quality Senior Advisor - SAP Security & IAM ArchitectureRosemead, CAAs an IT Systems Quality Senior Advisor - SAP Security & IAM Architecture, you will act as a key partner to our NextGen transformation, operating as an SAP Security Architect and IAM Architect across SAP S/4HANA and ECC environments. + Leads technology evaluation, design, and implementation of infrastructure platforms supporting multiple database platforms, including refresh/upgrades, new feature enablement, and tool acquisition.
Private Client Advisor Marsh McLennanPrivate Client AdvisorNorwalk, CaliforniaWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Tactical Grid Support (TGS) Advisor for Transmission & Telecom (T&T) Operations Southern California EdisonTactical Grid Support (TGS) Advisor for Transmission & Telecom (T&T) OperationsCompton, CAIn this job, you'll support Grid Performance Resource Supervisor's with analytics, querying, and tactical or ad-hoc reporting capabilities, while providing tangential support to the broader Grid Leadership Team to usher work through scheduling and execution, ultimately to completion. + Obtains management approval for on-going projects and conducts tracking, analysis and resolution of project cost, scope, resource and schedule issues, ensuring commitment on detailed work plans, including contingency and communication plans.
Student Services Advisor, Office Of Graduate And International Programs University of Southern CaliforniaStudent Services Advisor, Office Of Graduate And International ProgramsLos Angeles, CA$34.35–$38.74 / hourWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. Reporting to the Director of Online and Graduate Programs, this position provides advanced academic and career advising for students enrolling in the law school's Master of Studies in Law (MSL), online master's degree and certificate programs, and Progressive Degree Programs.
Associate - Transaction Advisory Group - Financial Due Diligence Alvarez & Marsal Transaction Advisory Group, LLCAssociate - Transaction Advisory Group - Financial Due DiligenceLos Angeles, CAFull timeTAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world. As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services.
Senior Home Lending Advisor - Toluca Lake CA JPMorgan Chase & CoSenior Home Lending Advisor - Toluca Lake CACAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Huntington Beach CA JPMorgan Chase & CoSenior Home Lending Advisor - Huntington Beach CAHuntington Beach, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Project Controls - Project Cost Advisor Edison InternationalProject Controls - Project Cost AdvisorRosemead, CASupports project controls by monitoring cost compliance, managing change tracking, coordinating forecast reporting, delivering executive insights, and driving continuous improvement in processes and data integrity. Maintain project performance data in 360PI, including project setup, workflow stages and track project expenditures across MP&E and Field portfolios.
Financial Manager - Operational Finance Turner Construction CoFinancial Manager - Operational FinanceLos Angeles, CAAccountable for profit center financial reporting and financial risk management to ensure adherence to company policy and procedure and in accordance with Generally Accepted Accounting Principles (GAAP). Essential Duties & Responsibilities: Create supportive environment to develop high performing finance team, provide professional development opportunities and engage in coaching and mentoring relationships.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CA$68,000–$120,000 / 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. 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.
Private Wealth Management Portfolio Management Associate Director Morgan StanleyPrivate Wealth Management Portfolio Management Associate DirectorBeverly 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. In partnership with Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will create reporting on investment activity and performance and communicate effectively with clients regarding their accounts, market conditions and economic trends.
Compliance Officer AltruistCompliance OfficerLos Angeles, CA$124,000–$170,000 / yearRegulatory expertise- Strong working knowledge of the Investment Advisers Act and the SEC Marketing Rule, with hands-on experience preparing and filing Form ADV, and the practical judgment to apply regulations in a solutions-oriented way and help stand up policies and controls. Cross-functional collaboration- Fosters and builds strong cross-functional relationships; drives outcomes across Compliance, Legal, Operations, Product, and Engineering and persuades with data and regulatory rationale rather than authority.
Senior Solutions Architect, Financial Services GitLab IncSenior Solutions Architect, Financial ServicesCA$154,200–$231,300 / yearIn your first year, you''ll focus on driving successful GitLab platform adoption in commercial financial services accounts across time zones in North America, influencing revenue growth through solution selling, and building long-term, trust-based relationships that highlight GitLab''s differentiated position in an AI-driven DevSecOps landscape for regulated industries. Reporting to a regional Solutions Architect Manager and partnering closely with Account Executives and cross-functional teams, you''ll own technical evaluations (including proofs of value and workshops), shape architectures that fit financial services constraints, and serve as the voice of these customers back to Product Management.
Financial Planning Director One Capital Management, LLCFinancial Planning DirectorWestlake Village, CA$120,000–$135,000Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.
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.
Solution Architect Badger Meter IncSolution ArchitectCAAs a Solution Architect, you'll be on the front end of the sales process, partnering with customers and collaborating with our sales team to design solutions that meet their unique needs. At Badger Meter, we're leading the way in smart water solutions that help communities and utilities manage one of the world's most precious resources.
Strategic Policy Advisor, Health Systems Strengthening Last Mile HealthStrategic Policy Advisor, Health Systems StrengtheningMonrovia, CA$25,498–$39,407 / yearLast Mile Health partners with governments to design, scale, strengthen, and sustain high-quality community health systems, which empower teams of community and frontline health workers to bring life-saving primary healthcare to the world's most remote communities. Last Mile Health's Health Systems Strengthening (HSS) team is a multidisciplinary team that works in partnership with our country teams to design, scale, strengthen, and sustain government-led community health systems, and amplify that work globally.
Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstateLos Angeles, CA$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Tax Manager, Japanese Service Group (JSG) Deloitte Touche Tohmatsu LtdTax Manager, Japanese Service Group (JSG)Los Angeles, CA$107,925–$205,000 / yearOur spectrum of business tax services are 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. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Retirement Plan Advisor IMA Financial GroupRetirement Plan AdvisorPasadena, CA$100,000–$125,000 / yearOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Financial Services Consulting Senior Manager Weaver And Tidwell LLPFinancial Services Consulting Senior ManagerLos Angeles, CA$155,000–$265,000 / yearThis role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation. Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles.
IT Systems Quality, Senior Advisor - Cloud & Data Center Platforms Edison InternationalIT Systems Quality, Senior Advisor - Cloud & Data Center PlatformsRosemead, CALeads technology evaluation, design, and implementation of infrastructure platforms supporting multiple database platforms, including refresh/upgrades, new feature enablement, and tool acquisition. In this job, you'll serve as a strategic leader for Cloud and Infrastructure technologies within their portfolio and across the enterprise, acting as a trusted advisor and subject matter expert in cloud governance, service quality, operational excellence, and platform modernization.
Tactical Grid Support (TGS) Advisor for Transmission & Telecom (T&T) Operations Edison InternationalTactical Grid Support (TGS) Advisor for Transmission & Telecom (T&T) OperationsCompton, CAIn this job, you'll support Grid Performance Resource Supervisor's with analytics, querying, and tactical or ad-hoc reporting capabilities, while providing tangential support to the broader Grid Leadership Team to usher work through scheduling and execution, ultimately to completion. Obtains management approval for on-going projects and conducts tracking, analysis and resolution of project cost, scope, resource and schedule issues, ensuring commitment on detailed work plans, including contingency and communication plans.
Data Analytics Advisor Edison InternationalData Analytics AdvisorRosemead, CAIn this job, you'll provide quantitative analysis and support to senior management of departments within the Legal Organization (Law, Workers' Compensation and Disability Management, Claims, and Corporate Governance) to help them manage and analyze outside counsel costs and related invoices and support regulatory filings and internal initiatives. Gathers relevant data from various sources, including databases, spreadsheets, APIs, or data warehouses and ensures data integrity by cleaning and preprocessing it to remove errors, inconsistencies, or missing values that could affect the accuracy of the analysis.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerLos Angeles, CA$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Director, Research Advisory Services (Advancement & Financial Sustainability) EAB Global, Inc.Director, Research Advisory Services (Advancement & Financial Sustainability)CA$76,500–$115,000 / yearCombine functional knowledge, with an understanding of higher ed's unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Deliver EAB's point of view and advice through phone consultations, virtual meetings, conferences, and on campus presentations to: Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
Associate Financial Planner Wealth Enhancement Group AcquisitionAssociate Financial PlannerLos Angeles, CA$70,000–$80,000 / yearThis role provides centralized support to Financial Advisors and their clients by developing comprehensive financial plans and analyses, helping guide clients toward their long-term goals within a collaborative team environment. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Senior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group)Santa Monica, CA$95,000–$140,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $95,000 - $140,000. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the west coast.
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 Planner Aldrich CPAs + Advisors LLPFinancial PlannerCA$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.
NewJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CALos Angeles, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group)Santa Monica, CA$81,000–$118,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $81,000 - $118,000. Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.