Finance Analytics & AI Senior Consultant Deloitte Touche Tohmatsu LtdFinance Analytics & AI Senior ConsultantLos Angeles, CA$116,200–$229,100 / yearExperience architecting generative and agentic AI solutions across infrastructure, model, and application layers, including one or more of the following infrastructure platforms: NVIDIA, Amazon Web Services (AWS), Google Cloud Platform (GCP), or Microsoft Azure; one or more of the following model platforms: GPT-4o, Claude, or Llama; and one or more of the following application platforms: ChatGPT, Claude, or Gemini. Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators.
Director, Tax & Treasury The ReformationDirector, Tax & TreasuryVernon, CAThe ideal candidate is a strategic tax leader with deep technical expertise across U.S. federal, state, and local jurisdictions, the judgment to strengthen our internal tax capability, and the executive presence to partner with external advisors on how the function should evolve. Prior experience in retail or other inventory based, omnichannel CPG / DTC business strongly preferred, given the complexity of cash flow forecasting, supplier payments, and inventory considerations.
VP Finance XE.COM INC.VP FinanceBuena Park, CA$250,000–$275,000 / hourPart of Euronet Worldwide (NASDAQ: EEFT), Xe operates across multiple FCA-regulated and internationally licensed entities spanning the UK, Europe, APAC, and North America. Xe is one of the world''s leading cross-border payment providers, enabling consumers and businesses to move money internationally with speed, transparency, and competitive rates.
Financial Analyst III EXEMPLIS CORPORATIONFinancial Analyst IIICypress, CA$93,671–$140,507 / yearStrong financial modeling skills including: developing models to understand complex business scenarios, gathering data from a variety of internal and external sources, validating it, performing analysis using flexible modeling techniques, drawing conclusions, translating them into action plans, and successfully executing against the plans. Responsibilities and Essential Functions: Business Partnership: serves as the finance partner to Operations, Logistics and Supply Chain leaders in US and Mexico, providing analysis and insight that informs operational decision-making.
VP of Finance Ledgent Finance & AccountingVP of FinanceChino, California$150,000–$180,000Vice President of Finance Location: Chino Hills, CA (On-site) Salary: $150K - $180K + Bonus We are seeking a strategic and hands-on Vice President of Finance to join our executive leadership team. This role will partner closely with the CFO and senior leadership to drive financial strategy, operational excellence, and scalable growth across a fast-paced manufacturing and wholesale environment.
Product Manager - Content Finance Netflix IncProduct Manager - Content FinanceLos Angeles, CA$310,000–$545,000 / yearThe Content and Business Product organization enables solutions that fuel the operations and insights needed to plan, produce, and promote great content at Netflix, empowering our global teams to delight members worldwide. The scope includes not only building internal products and platforms, but also evaluating external solutions and delivering hybrid approaches, balancing flexibility, cost, and control.
Finance Administrator Ledgent Finance & AccountingFinance AdministratorSherman Oaks, California$70,000–$80,000The ideal candidate brings hands-on experience in accounts receivable, accounts payable, ACH processing, and banking operations, along with the ability to thrive in a fast-paced, high-volume environment. We are seeking a detail-oriented and proactive Finance Administrator to support day-to-day financial operations and contribute to strategic financial planning.
Sr. Financial Analyst, Corporate Accounting & Consolidation HerbalifeSr. Financial Analyst, Corporate Accounting & ConsolidationTorrance, CaliforniaFull timeThis role will assist the Consolidations team and perform month-end, quarter-end and year-end closing functions for Corporate entities, such as preparation of journal entries and account analyses/reconciliations, perform consolidation functions such as preparation of consolidation schedules, analyses and entries, assist in quarterly/annual financial reporting on 10-Q/10-K and assist in preparation of government surveys. Financial Analyst, Corporate Accounting and Consolidation will be responsible for assisting the Director, Consolidation & Member Comp Accounting, with financial analysis, including but not limited to Worldwide Consolidation and Analysis, Corporate Accounting, Financial Reporting, OneStream, and Government Surveys.
Chief Financial and Strategy Officer CatalightChief Financial and Strategy OfficerCAAcross the four non-profit companies, nearly 900 employees work together to responsibly disrupt and transform home and community-based care, aiming to become a diverse, equitable, and inclusive organization that proactively addresses complex societal problems, such as healthcare access and improved well-being for underrepresented communities. We are seeking a dynamic and modern Chief Financial and Strategy Officer to advance our mission of disrupting healthcare systems and ensuring that individuals with developmental disabilities have equitable access to the services they need, when they need them, regardless of geography, race, gender, or sexual orientation.
Principal Applied AI Engineer, Finance Genesys Cloud Services IncPrincipal Applied AI Engineer, FinanceCalifornia, CA$225,200–$396,000 / yearThe ideal candidate is both a strategic technical leader and hands-on builder-capable of architecting complex AI systems with a software engineering mindset, influencing organizational direction, and delivering measurable business impact. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements.
Planning & Reporting Senior Analyst, Distribution Michael Kors Stores CaliforniaPlanning & Reporting Senior Analyst, DistributionLos Angeles, CaliforniaAs a DC Planning & Reporting Senior Analyst you will be responsible for facilitating effective decision-making and business operational performance by analyzing metrics and designing reports that impact the planning and distribution center operations. Anticipate and address operational and strategic requirements proactively, while innovatively improving and creating new metrics, dashboards, and reporting tools to empower effective decision-making.
Financial Advisor - Santa Clarita Valley And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Santa Clarita Valley And Surrounding AreasSanta Clarita, 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.
Financial Advisor - Greater Los Angeles And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles And Surrounding AreaGlendale, 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.
Financial Advisor - Ventura County Thrivent Financial for LutheransFinancial Advisor - Ventura CountyWoodland Hills, 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.
Regional Administrator - Primary Care (Cypress) Houston MethodistRegional Administrator - Primary Care (Cypress)Cypress, CaliforniaAbility to identify and understand issues, problems and opportunities, comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions; taking action that is consistent with available facts, constraints and probable consequences. This position will lead the integration of operational and clinical leadership structures and promote the business growth of the clinic network including all functional activities in coordination with provider practice leaders and under the direction of the Chief Operating Officer and/or Regional CEO.
Capacity Planner (L6) - Studio Infrastructure Netflix IncCapacity Planner (L6) - Studio InfrastructureCA$374,000–$636,000 / yearConduct what-if analysis and hypothesis testing to assess capacity impacts and trade-offs driven by specific demand signals and product requirements; present outcomes, insights, risks, and potential mitigations, and define key metrics to support strategic investment and prioritization decisions for leadership, finance, and Engineering & Architecture teams. The Open Connect Infrastructure Capacity Planning team plays a central role in ensuring that our members and internal customers consistently enjoy a seamless experience, achieved through the timely deployment and ongoing management of Netflix's owned infrastructure capacity.
Senior Analyst, Cost Allocations CIM Group IncSenior Analyst, Cost AllocationsLos Angeles, CA$100,000–$120,000 / yearThis work supports enterprise planning, informs leadership decisions, and ensures the transparency required for stakeholders to understand the services, systems, and support activities driving their allocated costs. Acting as an architect and steward of CIM's cost allocation strategy, the Manager partners closely with IT, Accounting, Finance, Legal, and Compliance to design, refine, and operationalize a best‑in‑class allocation framework.
Assistant Corporate Controller Faraday & Future IncAssistant Corporate ControllerEl Segundo, CA$160,000–$180,000 / yearYour Role: As the Assistant Corporate Controller, you will play a pivotal leadership role within the accounting organization, owning the monthly and quarterly close process, consolidated financial statements, and the day-to-day operations of the U.S. general ledger team. Lead ongoing accounting process improvement initiatives, with a focus on SAP module enhancements and optimization across key areas including: Order-to-Cash (OTC), Fixed Assets, Inventory Accounting, Consolidation, and Intercompany.
Analytics Engineer 5 - Content Finance DSE Netflix IncAnalytics Engineer 5 - Content Finance DSECA$330,000–$566,000 / yearIn this role, you will: Be a strategic partner to Content Finance stakeholders - CFP&A, content planning, production finance, and content accounting - identifying impactful analytical problems and delivering data solutions that drive better decisions. We build the data products, metrics, and insights that power how Netflix allocates content budgets, tracks production finance, and steers long-term content investment strategy.
Director of Business Operations and Performance Edgewood Partners Insurance CenterDirector of Business Operations and PerformanceCARemote$150,000–$200,000 / yearThis position is a strategic investment in building the operational infrastructure, performance management capabilities, forecasting discipline, resource planning rigor, and business insights necessary to help the organization scale effectively while maintaining the agility, innovation, and client focus that have fueled its success. Commercial activities, client delivery, staffing, product initiatives, financial performance, and strategic priorities increasingly require greater coordination, visibility, and operational discipline to ensure decisions are informed, resources are aligned, and growth is translated into sustainable business results.
Financial Aid Services Advisor Paul Mitchell SchoolsFinancial Aid Services AdvisorPasadena, CA$22–$25 / hourYou will demonstrate ethical behavior and confidentiality while working with sensitive information, and you will lead by example-focusing on a variety of tasks, managing multiple projects, and setting priorities in a lively, collaborative office. Step into the heart of the beauty industry at Paul Mitchell The School in Pasadena, CA, where your passion for helping others and your commitment to excellence will thrive as our next full-time Financial Aid Services Advisor.
Financial Advisor Paul Mitchell SchoolsFinancial AdvisorPasadena, CA$22–$25 / hourFull timeYou will spend your days preparing essential paperwork for grants and loans, counseling future beauty professionals and their families on financial aid eligibility and guidelines, and ensuring that all financial files are meticulously compliant with regulations. Our 15,000-square-foot campus offers programs in cosmetology, hair styling, barbering, skincare, and nail care, attracting students and guests from all over the region.
Senior Inventory and Cost Analyst iRhythm Holdings IncSenior Inventory and Cost AnalystCARemote$94,000–$122,000 / yearIn this role, you will partner closely with the Manager, Cost & Inventory Accounting and other cross-functional leaders to drive cost optimization, month end close support, analyze asset based accounting, promote continuous improvement initiatives, maintain governance and audit controls while contributing to ad-hoc sensitivity analysis within a fast paced growing environment. There have been instances where individuals not associated with iRhythm have impersonated iRhythm employees pretending to be involved in the iRhythm recruiting process, or created postings for positions that do not exist.
Sr. Manager - FP&A Astrana Health, Inc.Sr. Manager - FP&AAlhambra, California$130,000–$155,000 / yearThis role will partner closely with finance leadership, operational leaders, and executive stakeholders to drive financial transparency, support decision-making, and help scale the organization through robust financial planning and performance management. This role reports to the Senior Director of FP&A and plays a critical leadership role in supporting enterprise-wide financial planning, forecasting, reporting, and strategic financial analysis.
Project Finance Consultant -Capital Projects Ultimate Staffing ServicesProject Finance Consultant -Capital ProjectsIrvine, California$80–$85 / hourSeeking a Project Finance Consultant to support financial management of a ~$60M data center program. Experience supporting capital or large-scale projects preferred.
Production Planning Manager FUJIFILM Biotechnologies USA IncProduction Planning ManagerSanta Ana, CA$91,105–$118,752 / yearBy offering a comprehensive portfolio of products and services in cell culture media, discovery research reagents, recombinant growth factors and proteins, fine chemicals, and critical assay materials, we partner with the brightest minds in biotech and pharma to tackle the world's biggest health challenges. Collaborate cross functionally with Production, Procurement, Master Data, Warehouse, Product Line Managers and Quality Departments as needed to ensure customer demand needs are produced timely.
Design Contractor Planning Senior Specialist Southern California EdisonDesign Contractor Planning Senior SpecialistFullerton, CAExperience managing multiple and/or sensitive projects and functioning effectively under tight time constraints, shifting priorities and making critical Experience serving as a project leader for the design and implementation of design projects, as well as planning, influencing, anticipating, and communicating conditions, trends and corrective actions in operational areas. + Supports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities.
NewStrategic Planning Manager National Bank of ArizonaStrategic Planning ManagerLos Angeles, CA$110,000–$170,000 / hourThe Strategic Planning Manager serves as a trusted partner to senior leaders, drives continuous improvement, and ensures initiatives are delivered on time, within scope, and with measurable impact. Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.
EPM OneStream Technical Consultant, Manager PricewaterhouseCoopers LLPEPM OneStream Technical Consultant, ManagerLos Angeles, CA$99,000–$232,000 / yearLeading core Accounting areas including Performance Management (executive dashboards management reporting, planning, budgeting & forecasting, analytics & decision support); Record-to-Report (financial close, consolidation, financial reporting, Fixed Assets, Inventory, Payroll); Order-to-Cash (order entry, customer credit, invoicing, accounts receivable, collections); and, Procure-to-Pay (procurement, accounts payable, invoicing). Leading the design, build, migration, and testing of OneStream for multi-dimensional data models (dimensions, hierarchies, attributes); input template and report build; Data Integration and Extract Transform and Load (ETL) concepts; understanding of calcs (allocation, top-down spreading, currencies); and, workflow, data permissions and security.
IT Financial Systems Analyst CalPortland Co IncIT Financial Systems AnalystGlendora, CA$125,000–$155,000 / yearYou will act as a liaison between business units and IT, and lead incident resolutions, system enhancements, and day-to-day production support in the finance, controlling, and accounting areas. Strong hands-on experience in General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting (AA), Controlling (CO), Profit Center Accounting (PCA), and Cost Center Accounting (CCA).
NewSenior Housing Analyst Healthpeak Properties, Inc.Senior Housing AnalystIrvine, CA$85,000–$100,000 / yearOur impressive portfolio of over 50,000,000sf of Medical Outpatient buildings, Lab and Life Science facilities, and Senior Assisted Living centers fuel innovation in patient care and research - accelerating scientific discovery, enhancing healthcare delivery, fostering healthier populations, and driving shareholder value. Experience in real estate investments, asset management, financial or operational analysis in the Healthcare/Senior Living industry, or a background in investment banking management consulting or real estate transactional law.
New["Wealth Advisor, Director","Wealth Advisor, Director"] BMO["Wealth Advisor, Director","Wealth Advisor, Director"]Los Angeles$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. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
New["Wealth Advisor, Director","Wealth Advisor, Director"] BMO Financial Group["Wealth Advisor, Director","Wealth Advisor, Director"]Pasadena$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 solutionsdesigned to meet the client's specific financial planning needs.
Strategic Finance Neros TechnologiesStrategic FinanceTorrance, CA$125,000–$165,000 / yearYou will own core workstreams and broadly support the Strategic Finance function (FP&A, Business Operations, Strategy, Corp Dev, etc.), partnering directly with the leader if Strategic Finance across the company''s most important financial decisions. 2-5 years of progressive experience in investment banking, private equity, venture capital, management consulting, venture-backed startups, or similar high-performance environments.
Finance Manager, West Coast Maritime The Pasha Group IncFinance Manager, West Coast MaritimeCA$125,000–$145,000 / yearYou will collaborate closely with operations leaders, corporate finance, procurement, and accounting teams to deliver accurate forecasting, strengthen financial controls, and identify opportunities that improve profitability and operational efficiency. This is a high-impact leadership role responsible for driving financial performance, supporting operational decision-making, and leading strategic analysis across the West Coast Maritime division.
Experienced Business Development Professional The Fadil GroupExperienced Business Development ProfessionalIrvine, CAFull timePrevious experience: Began his Northwestern Mutual career as an intern and has grown within the organization for 16 years, advancing into leadership through hands-on development, mentorship, and a deep understanding of the firm’s culture and growth model. We are a cohesive group of determined, ambitious professionals dedicated to making a meaningful impact in our clients' lives as we continue to grow across our network of thriving offices.
New Business Planning, Senior Specialist Edison InternationalNew Business Planning, Senior SpecialistFullerton, CAIn this job, you'll support the regulatory requirements of Southern California Edison's electrical distribution system by developing and designing plans, identifying necessary resources, providing cost estimates and options for the construction of distribution facilities. Supports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities.
Controller Heluna HealthControllerCity of Industry, CaliforniaThe Controller will assist in leading all day-to-day accounting and finance operations of a $200+ million non-profit organization, ensuring that Heluna Health has the systems and procedures in place to support effective program implementation and to be compliant with regulatory and GAAP requirements. Reporting to the CFO, the Controller will be responsible for oversight of all general ledger accounting, financial reporting, compliance, core FP&A functions (inclusive of budgeting, forecasting and strategic planning), accounting receivables and cash collections, and accounts payable.
Director, Asset Management Marriott Vacations Worldwide CorpDirector, Asset ManagementCA$143,000–$158,000 / yearThis position is expected to work with Director, Assistant Vice President, and Vice President of Asset Management to manage large transactions (e.g., mixed-use development projects, multi-branded projects) as well as smaller projects (e.g., management transitions, new ancillary businesses, developer-owned asset use changes, leasing, etc.) with limited supervision. Scope ranges from: 1) new acquisitions and resort openings to sold-out resorts, 2) small single-phase to large multi-phase projects, 3) single product to complex mixed-used developments, and 4) wholly owned to joint ventures and other types of development partnerships.
Senior Cost Accountant Semtech CorpSenior Cost AccountantAlhambra, CA$165,000–$180,000 / yearStrategic financial decisions and senior stakeholder engagement are led by the SR Controller SIP; the Plant Controller ensures the accuracy, timeliness, and integrity of financial data that informs those decisions and supports the smooth running of the site. Job Summary: The Plant Controller is an individual contributor embedded within the Alhambra Business Unit, providing day-to-day financial support to the General Manager and plant operations team.
Plant Controller SemtechPlant ControllerAlhambra, CaliforniaStrategic financial decisions and senior stakeholder engagement are led by the SR Controller SIP; the Plant Controller ensures the accuracy, timeliness, and integrity of financial data that informs those decisions and supports the smooth running of the site. Analyze variances arising from production and purchasing activities, including production order variances and purchase price variances (PPV).
Fp&A Manager Flourish ResearchFp&A ManagerLos Angeles, CA$160,000–$190,000 / yearThe FP&A Manager serves as the dedicated financial partner to Valkyrie Clinical Trials’ oncology sites in Greater Los Angeles, leading budgeting, forecasting, cash flow reporting, and financial analysis to support growth, performance, and expansion across the network. This role streamlines month-end and private equity reporting, supports revenue cycle analytics and capital investment decisions, optimizes the NetSuite Planning & Budgeting tool, and models new site P&Ls and integrations, while reporting to the Sr.
FP&A Manager Flourish ResearchFP&A ManagerLos Angeles, California$160,000–$190,000 / yearThe FP&A Manager serves as the dedicated financial partner to Valkyrie Clinical Trials’ oncology sites in Greater Los Angeles, leading budgeting, forecasting, cash flow reporting, and financial analysis to support growth, performance, and expansion across the network. This role streamlines month-end and private equity reporting, supports revenue cycle analytics and capital investment decisions, optimizes the NetSuite Planning & Budgeting tool, and models new site P&Ls and integrations, while reporting to the Sr.
Sr. Director – FP&A Systems The Employee ConnectSr. Director – FP&A SystemsIrvine, CaliforniaThe ideal candidate is a seasoned finance technology leader who bridges deep FP&A domain expertise with hands-on systems experience to drive enterprise-wide planning capability. A leading global semiconductor company is seeking a Senior Director of FP&A Systems to own the strategy, implementation, and continuous improvement of financial planning and analytics technology platforms.
Senior Tax Associate (Encino, CA) Mercer AdvisorsSenior Tax Associate (Encino, CA)Woodland Hills, CaliforniaToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Tax Manager (Encino, CA) Mercer AdvisorsTax Manager (Encino, CA)Woodland Hills, CaliforniaToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Vice President of Finance EscalonVice President of FinanceLos Angeles, CA$225,000–$250,000Reporting directly to the CEO and working closely with the leadership team and investor group, this person will own the financial planning and analysis function, set the strategic direction for financial operations, and serve as a critical business partner as the brand scales. With a recent Series A close and strong investor backing, the company is well-funded for the next several years and is now building the financial infrastructure to support its next phase of growth — including expansion into major prestige retail channels.
Financial Counselor University of CaliforniaFinancial CounselorLos Angeles, CA$33.27–$47.77 / hourAs a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer. Working closely with Patient Placement, Care Coordination, Social Services, and Patient Business Services to ensure accurate and timely reimbursement.
Chief Financial Officer Scratch Financial IncChief Financial OfficerPasadena, CA$300,000–$400,000 / yearWork alongside the SVP of Product to build rigorous ROI frameworks for new product line development and technology investments - ensuring capital is allocated to the highest-value opportunities. The final salary offered to a successful candidate will be dependent on several factors that may include, but are not limited to; the type and length of experience within the job, type and length of experience within the industry, the type and length of knowledge and skills for the position, education, training, etc.
Wealth Strategies Advisor- Private Bank Bank of America CorpWealth Strategies Advisor- Private BankLos Angeles, CA$180,000–$254,800 / yearResponsibilities:Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency servicesDevelops holistic, integrated planning strategies implemented in concert with the clients' advisors, where appropriateExpands existing client relationships and acquires new assets to achieve assigned goals for Merrill Lynch Wealth Management, Trust Services referrals and New Trust Sales assetsDemonstrates advanced technical knowledge across a broad range of wealth planning topics, such as trust and estate, income and wealth transfer tax, investments, retirement and cash flow modeling, sale of business entities, and philanthropic planningFollows major developments in trust, estate/wealth transfer and financial planning, current and proposed tax legislation and understands the impact on clientsEngages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needsDesired Skills:Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration. Desired Qualifications:5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.