Wealth Advisor - Santa Clarita

Wealth Advisor: Join our award-winning team as a growth-minded Wealth Advisor with a CFP or CFA designation. Provide technical financial support to clients and Lead Advisors. Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 househo ...

Position Summary: · The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a se ...

· Wealth Advisor | $3B+ Independent RIA (CA-Based) · Presented by Roklyn Consulting · At Roklyn we specialize exclusively in the California wealth management market. We don't just "post jobs" we build deep, multi-year partnerships with the most elite firms. · A Note from the Rec ...

· As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team  If you're r ...

Position Summary: · The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a sec ...

· Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position. We are an RIA that manages roughly $3 billion in assets across 1,200+ families.  Our investment approach is distinctly not "Wall Street" as we ...

Description · Responsibilities · Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients · Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutio ...

The Wealth Advisor is responsible for managing existing client relationships, formulating and implementing advice, and will begin to develop new client relationships. This position will often work with, train and lead other team members in client service delivery. · This role inv ...

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize t ...

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize t ...

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Los Angeles, CA office. · The ideal candidate will assist in client advisory, investment management, and administrative aspects of client service. · This individual ...

Position Type: · Regular · Your opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As a Wealth Advisor within Sch ...

Join a rapidly expanding independent wealth management firm. · You will work directly alongside senior leadership to provide bespoke financial strategies. · ...

What You'll Do:  · The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Adviso ...

We are seeking an Associate Advisor to support our Senior and Lead Advisors in the preparation, documentation, and implementation of comprehensive financial advice. · Assisting with client meetings · ...

We are seeking a highly motivated and client-focused Private Wealth Advisor to join our clients growing wealth management team. · ...

Wealth Advisor | $3B+ Independent RIA · Presented by Roklyn Consulting · A Note from the Recruiter: · I have worked closely with this RIA for over seven years. Having personally placed three professionals there, I can attest to the strength of their leadership and the authenticit ...

Private Wealth Advisor · About Our Client · Our client is a distinguished wealth management firm specializing in alternative investments for individuals and institutions. They offer exclusive opportunities across multiple asset classes, including Private Equity, Venture Capital, ...

· Join a rapidly expanding independent wealth management firm. Known for its innovative approach and influential market presence, our client is seeking a motivated Associate Wealth Advisor to join their high-performing team. · This role is designed for a finance professional who ...

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking an Associate Wealth Advisor to join our expanding team. This position is ideal for a motivated professional who is passionate about ...