VP, Regional Vice President - External Wholesaler - LA County, CA KKR & Co. Inc.VP, Regional Vice President - External Wholesaler - LA County, CALos Angeles, CAKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. POSITION SUMMARY: We have a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Los Angeles market.
Client Service Associate Raymond James Financial IncClient Service AssociateBrea, CA$60,000–$85,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Tax Senior - Credits & Incentives Deloitte Touche Tohmatsu LtdTax Senior - Credits & IncentivesLos Angeles, CA$78,675–$160,750 / yearDeloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.
VP, Regional Vice President - External Wholesaler KKR & Co IncVP, Regional Vice President - External WholesalerLos Angeles, CAKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. POSITION SUMMARY: We have a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Los Angeles market.
Associate - Monarch Group - Lakewood, CA Thrivent Financial for LutheransAssociate - Monarch Group - Lakewood, CALakewood, CA$80,000–$110,000 / yearThe Associate contributes to the firm's long‑term growth by delivering consistent, compliant, and detail‑oriented service and advice, and by independently executing client requests, transactions, and day‑to‑day practice operations within established firm processes and licensing guidelines. 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 Associate, Firm Operations Beacon Pointe AdvisorsSenior Associate, Firm OperationsNewport Beach, CALead cross-functional projects related to custodian onboarding, conversions, integrations, and platform changes, coordinating communication and execution across custodians, local offices, and internal teams. This role serves as operational liaison between the firm and its custodial partners, ensuring seamless onboarding of new custodians, accurate recordkeeping, efficient servicing processes, and strong relationship management.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
Onboarding Program Lead, Corporate RIA Altruist CorpOnboarding Program Lead, Corporate RIALos Angeles, CAWe''re looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist''s newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice - with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership - you''ll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that 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.
Senior Relationship Manager, Agribusiness KeyCorpSenior Relationship Manager, AgribusinessCA$128,000–$268,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesPasadena, CA$55,000–$115,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Compliance Manager Osaic IncCompliance ManagerCA$90,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Train new examiners on exam requirements through a variety of methods including in-person meetings, web- based training, and/or educational presentations.
NewEvent Marketing Manager Altruist CorpEvent Marketing ManagerLos Angeles, CA$96,000–$141,000 / yearReporting to the Senior Manager of Event Marketing, you'll own the planning and execution of Altruist's online and in-person events, delivering exceptional experiences that strengthen our brand, engage financial advisors, support key business priorities, and drive measurable results. Strong written and verbal communication skills, with the ability to work effectively with executives, internal teams, speakers, vendors, and external partners.
Senior Reporting Associate Beacon Pointe AdvisorsSenior Reporting AssociateNewport Beach, CABeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's growing user base.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantLos Angeles, CA$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Onboarding Specialist Edelman Financial Engines LLCOnboarding SpecialistCA$69,900–$93,300 / 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.
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.
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.
Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson RudnickSenior Financial Planner/Wealth Strategist - KARLos Angeles, California$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Strategic Sales Manager- West Coast Territory, Advisor Custody Betterment Holdings IncStrategic Sales Manager- West Coast Territory, Advisor CustodyCA$110,000–$130,000 / yearClient Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions custody solutions. What were looking for: Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions).