UNKNOWN

FEED

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Growth Marketing Manager

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Performance Marketing Strategist

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Paid Media Lead

Senior Acquisition Marketing Manager

RIA Marketing Manager

Financial Services Marketing Manager

Senior Paid Social Manager

High-Ticket Marketing Lead

Acquisition Marketing Manager

Paid Social Manager

Interacting with Associates and Senior Associates to support all aspects of client servicing needs: Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews. The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities.

YEAR

IEQ Capital

Team Lead, Wealth Management

A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA). Client (Advisor) Development and Servicing Develops a deep understanding of RIA’s investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects.

Regal Executive Search

Portfolio Manager

HaleyMarketing

The FSA will build and maintain effective partnerships with internal business partners including other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, in Consumer Banking Services (CBS) and Merrill Edge Advisory Center (MEAC). Customer reviews/presentations will include a review of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, annuities, banking, and managed money solutions.

Financial Solutions Advisor

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Financial Advisor - PNC Wealth Management

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The key responsibilities of the role include: Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input. The successful candidate will benefit from having: Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.

Northern Trust

Associate Portfolio Advisor

Represent Social Finance credibly and compellingly across all fundraising priorities - including impact investment and philanthropic funds (e.g., the Impact First Fund, ReNEW), customized donor investment vehicles (e.g., Custom Portfolios), research and field-building work (e.g., the Institute), unrestricted general operating support, and other emerging priorities - translating complex investment structures and programmatic work into resonant narratives for sophisticated philanthropic and investment audiences. Demonstrated ability to represent a complex, multi-priority organization to sophisticated philanthropic and investment audiences, translating impact investing frameworks, fund structures, and programmatic strategies into compelling narratives; genuinely energized by Social Finance''s field-building mission and the opportunity to engage funders at the frontier of philanthropy and impact-first investing.

Social Finance, Inc

Vice President, Partnerships & Philanthropy

This individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire''s presence throughout the West Coast.

Wilshire Advisors, LLC

Vice President, Wealth Business Development (West Coast)

In this high-profile business development role, you will be the most prominent client- and prospective-client-facing individual-responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management-to drive the continued growth of assets and relationships for the Registered Investment Adviser (RIA) channel of SEI's Wealth and Advisor business. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

SEI Investments Co

Business Development Director

The Model Consultant serves as the regional ambassador for Invesco's model business, combining sales acumen, investment expertise, and practice management insights to deliver a differentiated client experience and help advisors achieve better outcomes for their clients and practices. This highly consultative, external-facing role partners with financial advisors, RIAs, broker-dealers, home offices, and platform partners to position Invesco's model portfolio solutions as a core component of advisor practice growth.

Telepathy

Model Consultant

IRecruitee

Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.

Investment Advisor Jobs in California

Growth Marketing Manager Clients Blackbox, Inc.

Performance Marketing Strategist Clients Blackbox, Inc.

Paid Media Lead Clients Blackbox, Inc.

Senior Acquisition Marketing Manager Clients Blackbox, Inc.

RIA Marketing Manager Clients Blackbox, Inc.

Financial Services Marketing Manager Clients Blackbox, Inc.

Senior Paid Social Manager Clients Blackbox, Inc.

High-Ticket Marketing Lead Clients Blackbox, Inc.

Acquisition Marketing Manager Clients Blackbox, Inc.

Paid Social Manager Clients Blackbox, Inc.

Team Lead, Wealth Management IEQ Capital

Portfolio Manager Regal Executive Search

Financial Solutions Advisor Regal Executive Search

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Associate Portfolio Advisor Northern Trust

Vice President, Partnerships & Philanthropy Social Finance, Inc

Vice President, Wealth Business Development (West Coast) Wilshire Advisors, LLC

Business Development Director SEI Investments Co

Model Consultant Telepathy

Senior Wealth Advisor, Los Angeles, CA M&T Bank

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