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.
Customer Success Advocate Planful Inc.Customer Success AdvocateCA$60,000–$70,000 / yearAs the Customer Success Advocate, you will be responsible for maintaining ongoing business objectives, helping your clients maximize value realization from their Planful solution, giving support for a successful onboarding experience, and ultimately ensuring the renewal of key accounts. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm.
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 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.
Wealth Relationship Manager SAFE Act, Mandarin/English Speaking Preferred Citigroup IncWealth Relationship Manager SAFE Act, Mandarin/English Speaking PreferredArcadia, 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 Financial Clearance Representative - Admitting - Full Time 8 Hour Variable Shift (Non Union) University of Southern CaliforniaSenior Financial Clearance Representative - Admitting - Full Time 8 Hour Variable Shift (Non Union)Glendale, California$25–$39.69 / 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. The Senior Financial Counselor Representative (VHH) provides daily leadership support, including monitoring work quality, assisting with workflow questions, and assisting management with department schedule and coverage as needed in assigned area(s).
Fp&A Manager Hyundai Capital AmericaFp&A ManagerIrvine, CAThe FP&A Manager is responsible for assisting business planning, forecasting, analyzing financial results, investment decisions, KPI Monitoring, performance review, cross-functional cost management, and strategic initiatives development. Minimum 5-7 years of experience in budgeting, planning and financial modeling / analysis including product pricing and profitability, program or business unit profitability.
Financial Solutions Advisor - Beverly Hills Main Financial Center Bank of AmericaFinancial Solutions Advisor - Beverly Hills Main Financial CenterBeverly Hills, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Sr. Financial Analyst Ledgent Finance & AccountingSr. Financial AnalystWoodland Hills, California$38–$58 / hourBachelor's degree required (Finance or Accounting preferred; related healthcare degrees acceptable). These roles support senior leadership and require strong healthcare financial experience.
Accounting/Finance - Senior Finance Manager (Mid-Level) LancesoftAccounting/Finance - Senior Finance Manager (Mid-Level)Torrance, CA$85.71Manager, Operations Finance is a strategic finance leader responsible for partnering with Operations, Supply Chain, and Executive Leadership to drive financial performance, cost optimization, and operational efficiency across manufacturing sites. This role leads all aspects of cost accounting, forecasting, and financial planning for operations, while ensuring accurate inventory valuation, strong internal controls, and insightful decision support.
NewPlanning, Senior Support Southern California EdisonPlanning, Senior SupportSanta Monica, CAServes as Single Point of Contact for Planning; manages inboxes, mail, task logs, SharePoint updates, Teams messages, incoming calls, customer walk-ins, front gate/door access, project tracker entries, system notes and documentation links. + Facilitates communication between customers, planners, project managers, leadership and cross-functional partners; supports intake for new customer requests and assign Service Requests.
Financial Advisor - First City Credit Union LPL Financial ServicesFinancial Advisor - First City Credit UnionPasadena, CAThis employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at First City Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankManhattan Beach, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Manhattan Beach, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Centralized Financial Advisor - Orange County's Credit Union LPL Financial ServicesCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CAThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.
Financial Advisor - Logix Federal Credit Union LPL Financial ServicesFinancial Advisor - Logix Federal Credit UnionBurbank, CAThis employment opportunity at Logix Federal credit Union in Burbank, CA would allow you to join the Investment Program at Logix Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Logix Federal Credit Union for financial solutions.
Retirement Consultant - The Baldwin Group Financial Services BRP Group, Inc.Retirement Consultant - The Baldwin Group Financial ServicesIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Planning Specialist Edison InternationalPlanning SpecialistWestlake Village, CADevelops and prepares construction plans, drawings, and/or circuit maps; develops and designs electrical distribution plans, identifying necessary resources and providing cost estimates and follow through on policies, procedures, rules, rates, completion dates, and ensuring compliance of electrical designs. Interacts with a diverse customer base on meeting electrical design needs and is responsible for providing successful outcomes for the customer and SCE on assigned or requested projects.
Senior FP&A Manager BetterUp IncSenior FP&A ManagerCA$144,000–$178,000 / yearYou get a personal BetterUp Coach, a development plan, a trained and coached manager, the most amazing team you've ever met (yes, each with their own personal BetterUp Coach), and most importantly, work that matters. Benefits: At BetterUp, we are committed to living out our mission every day and that starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community.
NewManager, Tax Planning HerbalifeManager, Tax PlanningTorrance, CaliforniaFull timeThe Manager will partner closely with Tax, Finance, Legal, Treasury, Accounting, FP&A, HR, Supply Chain, and business leaders, as well as external advisors, to identify tax risks and opportunities, develop planning alternatives, and support implementation. TEAM DYNAMICS: • Herbalife's Global Tax team is a dynamic, cross-functional group within the Finance and Accounting organization, dedicated to managing and optimizing the company's tax position across its multinational operations.
Senior Finance Manager, FP&A Guess IncSenior Finance Manager, FP&ALos Angeles, CAPrepare monthly reporting on key financials for senior leadership and collaborate with business partners including regional finance teams and department owners- Work closely with the accounting team to ensure accurate financial reporting Manage and develop one financial analyst Take complete ownership (build, maintain, and streamline) of complex financial models (including enterprise 3-statement model) to drive results Continuously improve and automate forecasting and reporting processes Analyze and work with large volumes of data from a variety of sources to provide business insights and guidance to senior management. POSITION PURPOSE: The Senior Finance Manager - FP&A is a key contributor to the Company''s monthly close and forecast processes, management reporting, annual and long-range plan, variance analysis and ad-hoc corporate finance projects.