Wealth Strategist/ Client Development Sales Director Northern TrustWealth Strategist/ Client Development Sales DirectorLos Angeles, CA$200,000–$225,000 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Client Relationship Manager Castlewatch WealthClient Relationship ManagerGlendale, California$33.65–$52.88 / hourAt Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.
Wealth Advisor - California Zions Bancorporation NAWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Client Relationship Manager Jambalaya GroupClient Relationship ManagerGlendale, CA$33.65–$52.88 / hourAt Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.
Senior Wealth Planning Associate Gerber Kawasaki Wealth & Investment Management IncSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients financial lives.
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
NewManager Culinary Services Full Time Knight Health Holdings LLCManager Culinary Services Full TimeBaldwin Park, CA$71,140–$106,710 / yearResponsible for organizing and directing the overall operation of the Nutrition & Culinary Services food service function in accordance with applicable federal, state, and local guidelines and regulations, company policies and procedures, and in coordination with the Registered Dietitian / Nutrition & Culinary Services Director, to ensure that quality food service and nutrition care is provided to the patients, employees, and guests. Directs diet clerk or designated employee in the menu management process (preparing menus for distribution to patients, checking electronic medical record prior to each meal for diet order changes, room changes, new admits and discharges, updating patient cardex, printing tray tickets, inputting patient menu selections, etc).
Divisional Sales Manager, Intermediary Northern Trust CorpDivisional Sales Manager, IntermediaryLos Angeles, CAAs the Divisional Sales Manager (Intermediary) - Wealth Client Group (WCG), you will you will lead all aspects of the Senior Market Leaders (SMLs) within your division of the Intermediary sales effort including, but not limited to: supervision, recruitment, and training in an effort to drive net organic revenue growth in the Intermediary channel. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Wealth Planning Attorney The Northwestern Mutual Life Insurance CoWealth Planning AttorneyCA$176,000–$264,000 / yearWhat You'll Do: Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans, deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients, with emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies. About the Job: This client-facing role is part of a dynamic, growing team that designs and delivers comprehensive estate and business plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients with complex planning needs.
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 (Los Angeles) EP Wealth Advisors LLCWealth Advisor (Los Angeles)Los Angeles, 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.
Senior Family Advisor International Search ConsultantsSenior Family AdvisorLos Angeles, CaliforniaThey are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a trusted advisor to sophisticated clients with complex financial, fiduciary, estate planning, tax, and investment needs. Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning .
Senior Tax Accountant Cerity Partners LLCSenior Tax AccountantIrvine, CA$100,000–$150,000 / yearProvide financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements. Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ensuring regulatory compliance.
Wealth Advisor - California California Bank & TrustWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
NewGreater Los Angeles Regional Director, Wealth and Asset Management The Charles Schwab CorpGreater Los Angeles Regional Director, Wealth and Asset ManagementEncino, CAThe following are helpful, but not required: Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions or related wealth management offerings. The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels.
Business Development Officer, Schwab Wealth Advisory The Charles Schwab CorpBusiness Development Officer, Schwab Wealth AdvisoryCARemoteMost of the Business Development Officer''s time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor's needs with the best-in-class services of Charles Schwab. What you are good at: The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA).
Vice President, Regional Advisory Consultant South Osaic IncVice President, Regional Advisory Consultant SouthCAWe 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. Responsibilities: Educating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses.
Vice President, Regional Advisory Consultant West Osaic IncVice President, Regional Advisory Consultant WestCAWe 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. Responsibilities: Educating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses.
Program Director, Practice Management Consultant SEI Investments CoProgram Director, Practice Management ConsultantCA$150,000–$250,000 / yearWhat we need from you: A minimum of 7 years of experience helping financial advisors and/or professional service firms grow, scale, and strengthen their businesses through roles in talent management, human resources, organizational development, coaching, consulting, practice management, or leadership within advisory firms. An ideal candidate possesses a background as a Chief People Officer, Head of Talent, HR leader, COO, business owner, coach, or consultant with substantial real-world experience helping service businesses build and scale high-performing teams, and is experienced and networked in the wealth management industry.
Sr. Manager, Tax Advisory & Planning Edelman Financial Engines LLCSr. Manager, Tax Advisory & PlanningCA$167,000–$175,000 / yearBuilding an increasingly robust tax practice, including growing the consulting team and instilling best practices across tax professionals, keeping abreast of new trends and best practices in the tax landscape and taking the initiative in thought leadership, innovation, and creativity. As a Senior Manager, Tax Advisory & Planning on the Advanced Planning Strategies team, you''ll play a pivotal role by helping clients with strategies that will help them reduce the impact of taxes so they can save more and accomplish their long-term financial goals.