Head of Wealth Management - Los Angeles Metropolitan Area

The company is seeking a Market Leader to manage and mentor the local teams of Wealth Advisors in the Valencia/Thousand Oaks/West Los Angeles region. The ideal candidate will have a track record of providing successful leadership to Wealth Advisors in a growth-minded culture. · ...

Wealth Management Supervision Officer at Wedbush Securities provides operational and supervisory support to branches reviewing documents for compliance and managing queues of alert-based supervisory flags. · Provides operational and supervisory support to branches · Reviews all d ...

Job summaryBNY Mellon is seeking a Managing Director, Wealth Management Market Leadership for its Los Angeles location. The successful candidate will oversee all aspects of wealth management relationship management and business development families in a market. · ...

We are seeking a Senior Associate Portfolio Management to join our team The investment professional will play an integral role in supporting the growth of our US investment strategies and decision making in all aspects of private equity real estate including acquisitions asset ma ...

We are seeking a full-time Merchant Retention Manager to handle accounts that are considering leaving or have already left the company. · ...

We are seeking a highly motivated and client-focused Private Wealth Advisor to join our clients growing wealth management team. · Serve as the primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth clients. · Develop personalized wealth management str ...

++Our client is an established wealth management firm that provides a boutique, · high-touch experience for high-net-worth individuals and families.+Bachelor's degree required · Certified Financial Planner (CFP) designation strongly preferred · ...

The firm is seeking a Senior Vice President, Financial Advisor to join their Los Angeles market as a key partner in regional expansion. This opportunity is designed for an established advisor seeking to evolve from an employee structure to a true equity partnership model. · Demon ...

The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. · ...

You will own growth end to end from generating demand across referral sources and partners to running consultative discovery calls to closing new memberships. You will build and manage a high-quality pipeline in our CRM lead outreach across senior living physicians family offices ...

About the Company - At Capstone Partners Financial Services, we have a strong intrinsic need for safety, wealth and security in future generations. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. · ...

This is an exciting opportunity for a talented Financial Investment Sales Executive to join our team in the Los Angeles Metropolitan Area. As a key member of our sales team, you will be responsible for developing and maintaining relationships with affluent individual clients and ...

If you're a proven advisor who's built a book, serves clients well, and works hard—but feels like your income has hit an invisible ceiling—you're not alone. Many talented advisors plateau not because of effort or ability, but because they lack the right support, structure, and le ...

+This is a full-time on-site role for an Executive Assistant based in the Los Angeles Metropolitan Area. · ...

Drive new revenue from high-profile individuals in entertainment, sports and adjacent industries. Build and maintain trusted relationships with agents , managers , attorneys , business managers , wealth advisors and family offices. · 5–15+ years experience selling into entertainm ...

This underwriting-focused role supports production, marketing and portfolio management within the excess casualty line of business. · Responsibilities · • Underwrite and analyze new and renewal business within the excess casualty line... · ...

This role assists in providing customer service to our clients, as well as running day-to-day operations within the firm. · Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-p ...

Park Avenue Securities LLC empowers financial professionals with tools and products to help clients achieve financial success. · Proficiency in Financial Planning and Retirement Planning to develop customized strategies for clientsBachelor's degree in Finance, Accounting, Economi ...

You'll be part of a growing Private Wealth and Advisor Service team developing and maintaining relationships with financial advisors RIAs and some institutional consulting firms through discussion of and investment in the Payden U.S. mutual funds CITs 3(c)7 and separate account s ...

Serve as the primary point of contact for assigned clients building and maintaining strong relationships based on trust and integrity. · ...