Senior Wealth Manager - California, United States - Leah Yosef International

Wealth Manager

1 week ago

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all ...

Wealth Management Advisor

2 weeks ago

Who We Are · A licensed Registered Investment Advisor dedicated to helping clients achieve their financial goals. · We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning "Fee for Service" and Transact ...

Wealth Management Professional

4 weeks ago

Equitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: · • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financi ...

Managing Director of Private Wealth

1 day ago

An Alternative Investment Management Firm with $30B+ AUM is looking to bring on a Private Wealth Fundraiser to cover private wealth relationships on the west coast. · Job Description: · The Managing Director of Private Wealth will be responsible for spearheading our fundraising i ...

Private Wealth Advisor

4 weeks ago

Position Overview · For an ambitious and experienced Investment Advisor, this is a unique and exciting opportunity to join a start-up that is part of an established financial services organization that is team-oriented and highly collaborative with a successful track record of cl ...

Director of Advisory Services

2 weeks ago

About the job · Are you ready to lead a team of dynamic advisors in shaping the financial futures of our clients? Willow Creek Wealth Management, nestled in the heart of Northern California, is seeking a visionary Director of Advisory Services to spearhead our mission of empoweri ...

High-Net-Worth Estate Planning Attorney

2 weeks ago

Job Description : · Since 1992, Tresp, Day, & Associates, Inc. has been the leader in domestic and international estate planning nationwide. Our Solana Beach, California office seeks to add an experienced Estate Planning Attorney with business formation experience to our growing ...

Client Services Associate

1 week ago

Our client is looking for a Client Service Associate. · Qualifications: · 2+ years of experience in investment management and/or financial advisory services required. · Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio account ...

Family Office Associate

3 weeks ago

Join a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the pe ...

Associate Director, Private Wealth Client Services

2 weeks ago

About Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...

Director of Capital Raising

2 weeks ago

Macdonald & Co. has been exclusively tasked with appointing a Director of Capital Raising for a leading investment manager and lending platform in Los Angeles, CA. · This dynamic organization already operates across the West and is now seeking a Director of Capital Raising for th ...

Jr. Executive Assistant

1 day ago

Do you have 2-3 years of recent experience working in the Venture Capital, Private Equity or Wealth Management industries (willing to consider recent experience working for a consulting or legal firm)? · Prestigious and well respected Private Equity firm located on the Peninsula ...

Associate, Private Wealth Client Services

1 day ago

About Cresset · Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of fam ...

Data & AI Engagement Lead

2 weeks ago

Data & AI Engagement Partner will also be responsible for partnering with India delivery leads, Data/Tech architects, and other Incedo practices to deliver high-impact solutions to the clients. The candidate is expected to bring strong domain expertise in Technology, Marketing, T ...

Associate, Client Services for a Prestigious Family Office

2 weeks ago

Our client is a very prestigious family office that is looking for an associate to join their growing team in San Francisco. · Opportunity · The Associate will work closely with the Senior Directors to handle all client advisory work. They will help manage day to day requests of ...

Client Advisory Associate

2 weeks ago

Client Advisory Associate · Newport Beach, CA · ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County of ...

Estate Planning Partner

6 days ago

Partner Position - Trusts and Estates Practice Leader · Location: San Francisco, California · Firm Overview: · Join a prestigious law firm in San Francisco to help expand their Trusts and Estates Practice. This law firm is renowned for its expertise in the legal industry and is n ...

Client Relationship Manager

2 weeks ago

MAJOR RESPONSIBLITIES: · Ultimate Client Experience: Actively manages memberships and ensures that clients receive all services and products to which they are entitled and that renewals are processed accurately and on time through daily review of benefits, room visits and proper ...

Personal Lines Insurance Producer/Business Development

3 weeks ago

Personal Lines Insurance Producer/Business Development (High Net Worth/Private Client) · Location: (REMOTE) · Salary: $100,000k - $150,000k (depending upon experience) + benefits · Summary: · Our client, a top 25 Property & Casualty Insurance Broker, is a seeking an experienced P ...

VP - Product Specialist (Private Equity)

4 weeks ago

Our client is a global Alternative Asset Manager/Private Equity Firm currently seeking to add a talented VP - Product Specialist to their Private Markets Team. The role offers an excellent opportunity to own all business development/product marketing & strategy efforts for newly ...