Managing Wealth Advisory Director: Strategy and Operations - Irvine

Only for registered members Irvine, United States

1 day ago

Default job background
$225,000 - $400,000 (USD)

Job summary

CLA is seeking a Managing Wealth Advisory Director to shape the future of wealth at CLA.

This role oversees our Wealth Advisory operational infrastructure ensuring scalability efficiency in client service driving organizational growth operational discipline alignment with fiduciary mission.

The ideal candidate will have 10 years relevant financial services or wealth advisory experience required Financial Industry Regulatory Authority FINRA Series 7 24 and 65 licenses required Certified Financial Planner CFP designation preferred.
Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Irvine, CA

    As an Operations Strategy & Execution Manager you'll conduct detailed assessments of our current operation process on an ongoing and regular basis. · ...

  • Only for registered members Irvine, CA

    Continuously monitor the effectiveness of sales programs and gather feedback from sales leaders. · ...

  • Edwards Lifesciences LLC Irvine

    Edwards Lifesciences LLC seeks Sr. Analyst, Sales Strategy and Operation - Surgical Structural Heart in Irvine, CA. · Continuously monitor the effectiveness of sales programs,gather feedback from sales leaders,and identify opportunities to drive added sales field focus and motiva ...

  • Only for registered members Irvine

    Edwards Lifesciences LLC seeks Sr. Analyst, Sales Strategy and Operation - Surgical Structural Heart in Irvine, · C.A. · Continuously monitor the effectiveness of sales programs · Gather feedback from sales leaders · ...

  • Only for registered members Costa Mesa $113,000 - $194,000 (USD)

    The Strategy & Operations, Capital Projects team is responsible for establishing and maintaining a strategic approach to Anduril's real estate footprint. The Associate will build and execute foundational strategies and processes for real estate initiatives including the developme ...

  • Only for registered members Costa Mesa $159,840 - $199,800 (USD)

    Vans es la marca original arraigada en el auténtico estilo del skateboarding. Nos impulsamos por nuestra misión para inspirar y empoderar a todos para vivir "Off The Wall" – abrazando el espíritu juvenil de libertad, no conformidad e incesante progreso. · ...

  • Only for registered members Costa Mesa Full time $113,000 - $194,000 (USD)

    We are looking for an Associate to join our rapidly growing team in Costa Mesa. The specific accomplishments the person in this role should achieve within the first 12-18 months include developing strategic real estate plans and conducting thorough financial analyses for real est ...

  • Only for registered members Costa Mesa, CA

    The Strategy & Operations team is responsible for establishing a strategic approach to Anduril's real estate footprint. This role will build and execute foundational strategies for real estate initiatives including development acquisition operation and disposition. · Responsibili ...

  • Only for registered members Costa Mesa, CA

    The Strategy & Operations, Capital Projects team is responsible for establishing and maintaining a strategic approach to Anduril's real estate footprint. This role will build and execute foundational strategies and processes for real estate initiatives including the development, ...

  • Only for registered members Costa Mesa, CA

    Vans is the original brand rooted in the authentic lifestyle of skateboarding. We are driven by our mission to inspire and empower everyone to live Off The Wall – embracing the youthful spirit of freedom, non-conformity, and relentless progression. · ...

  • Only for registered members Anaheim

    The Operational Strategy & Leadership Program involves developing leadership skills in Operations by participating in on-the-job experiences and leading projects. · Design and implement process improvements. · Present results of projects with senior leadership team. · ...

  • Only for registered members Costa Mesa, California, United States

    We are looking for an Associate to join our rapidly growing team in Costa Mesa, CA. · This role will build and execute foundational strategies and processes for real estate initiatives including the development, acquisition, operation and disposition of assets. · Develop Strategi ...

  • Only for registered members Costa Mesa

    Vans is the original brand rooted in the authentic lifestyle of skateboarding. We are driven by our mission to inspire and empower everyone to live 'Off The Wall' – embracing the youthful spirit of freedom, non-conformity, and relentless progression. · ...

  • Only for registered members Costa Mesa Full time $166,000 - $220,000 (USD)

    We are looking for someone to lead our ever-growing real estate portfolio from finding new test sites and constructing new factories to designing laboratory space and utilizing our nation-wide footprint efficiently. · We're a small but mighty team of business generalists who enab ...

  • Only for registered members Costa Mesa, CA

    At Vans we know you expect as much from us as we do from you. That is why we make a commitment to support and grow our people. We offer extensive development and growth opportunities for your current and future positions, · a competitive compensation package, · and a strong benef ...

  • Only for registered members Irvine, CA

    The next era of wealth at CLA is being built right now—and this role is at the center of it. · We are seeking a Managing Wealth Advisory Director: Strategy and Operations. · This role will oversee our Wealth Advisory operational infrastructure, · ensuring scalability, efficiency, ...

  • Only for registered members Costa Mesa, California, United States

    We're looking for someone to lead our ever-growing real estate portfolio from finding new test sites and constructing new factories to designing laboratory space and utilizing our nation-wide footprint efficiently. · Own our division's nation-wide real estate portfolio across off ...

  • Only for registered members Costa Mesa, CA

    Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. · ...

  • Pacific Dental Services Irvine

    Optimize sales strategies for electric trucks & vehicles. · ...

  • The Malin Irvine

    The Malin delivers carefully crafted environments that empower members to achieve their best work. · The role of General Manager at The Malin encompasses overseeing all aspects of the business, with a keen focus on driving revenue and fostering community connections. · ...