Wealth and Estate Planning Strategist - Irvine, CA

The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship.The primary functions of this role include but are not limited to: advisor support; client proposals; plan implementation; ...

About Us: · Chamberlain Group is an independent financial services firm based in the Newport Beach/Irvine, CA area. For over 49 years, our boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their familie ...

+This Estate Planning Strategist will work with senior teams to provide clients and prospective clients objective information and analyses focusing on estate, gift and income tax planning. · +Working closely with senior estate planning strategists and financial advisors to build ...

This is a high-visibility rebrand with real ownership. · Results-obsessed creative agency works with highly regulated, reputation-sensitive clients. Strong healthcare footprint, including oncology. Strategy-led, not execution-heavy. ...

Ingram Micro is seeking a Marketing Strategist to drive marketing programs across lifecycle services: IT asset disposition, lifecycle services, configuration, deployment and managed services. · Own integrated campaigns for ITAD and Services – spanning digital, email, social conte ...

· Company Description · With revenues approaching $1B annually, office locations in 16 states, and over 2000 customers nationwide, This company is leading integrator of technology solutions that enables organizations to optimize their IT infrastructure and supply chain processe ...

Job Description Summary · The Associate Vice President of Strategic and Integrated Communications in Strategic Marketing and Communications ( SMC ) reports directly to the Senior Vice President of Marketing and Public Affairs. This role will serve as the deputy to the Senior Vice ...

We are seeking a Social Media Specialist with experience in social media management and strategy in the healthcare sector. · Plan, execute, and analyze paid social advertising campaigns in alignment with goals and compliance guidelines. · Support day-to-day social operations by m ...

We are seeking a Social Media Specialist with experience in social media management and strategy in the healthcare sector. · Bachelor's degree in Marketing, Communications, or related field5+ years of experience in social media strategy experience in healthcare or highly regulate ...

We are an established mortgage lender seeking a Marketing Strategist to lead and evolve our digital marketing strategy across SEO, Online Reputation Management (ORM), and marketing automation. · Own the strategic roadmap for SEO, ORM, and marketing automation · Develop and overse ...

· Marketing Strategist (SEO, ORM & Marketing Automation, Mortgage Industry) · Location: Hybrid - Irvine, CA · Job Type: Full-Time   · Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and carin ...

Turion Space is building the future of autonomous space operations by designing and flying spacecraft that make Earth orbit safer, smarter, and more sustainable. As · Proposal Strategist, · you'll play a pivotal role in helping Turion win new business across both government and c ...

Job Description Summary · The Marketing Strategist is a critical marketing planner, doer and partner relationship owner in Chapman University's Strategic Marketing and Communications ( SMC ) department. In collaboration with SMC's marketing team, SMC leaders and colleagues and de ...

"I can be myself at work." · You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we're committed to fostering a strong sense of belonging ...

"I can be myself at work." · You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we're committed to fostering a strong sense of belonging ...

Job Summary · The VP/Director of Capital Markets will be responsible for structuring, sourcing, and managing institutional capital across project finance, structured debt, equity placements, and investment vehicles. This role serves as a financial strategist, executing on both ta ...

Job Summary · The VP/Director of Capital Markets will be responsible for structuring, sourcing, and managing institutional capital across project finance, structured debt, equity placements, and investment vehicles. This role serves as a financial strategist, executing on both ta ...

The Planet Group is seeking a Social Media Specialist to join one of our well-known global pharmaceutical clients. · Plan, execute and analyze paid social advertising campaigns in alignment with goals and compliance guidelines. · Reconcile and submit monthly invoices and client b ...

Turion Space is building the future of autonomous space operations by designing and flying spacecraft that make Earth orbit safer, smarter, and more sustainable. Our team moves fast and executes with precision. As Proposal Strategist, you'll play a pivotal role in helping Turion ...

· Rocket trajectory opportunity · If you're eager to work side-by-side with serial entrepreneurs and gain real exposure to entrepreneurial decision-making, this is the opportunity to fast-track your growth. · Cie is a Venture Studio that specializes in accelerating growth and di ...