OTHER

FEED

UNKNOWN

Duties and responsibilities include, but are not limited to: Support to CEOs and Partners by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation. Interact with clients, supporting all aspects of their servicing needs: Researching client inquiries, managing follow up communication and conducting quarterly performance reviews.

YEAR

IEQ Capital

Associate Director, Wealth Management

greenhouse_via_bold

Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .

Director, Wealth Management

ea_via_bold

As we move upmarket, the registered investment advisor (RIA) firms we work with are larger and more complex, with multiple offices, dedicated operations and compliance teams, and many advisors serving thousands of clients. Superb communication- You create clarity across teams, influence without formal authority, and explain complex tradeoffs in plain language to firms and internal partners alike.

Altruist

Senior Product Manager, Enterprise

FULL_TIME

Tech fluency: Comfortable on a Mac and in Google Workspace (Docs, Sheets, Slides, Forms), and easily pick up new tools like Trello, Zoom, Absorb, and JazzHR. Own the full hiring cycle, partnering with hiring managers to define role needs, screening applications, scheduling interviews, coordinating background checks, and keeping everyone informed from first hello to offer accepted.

Abacus Wealth Partners

Human Resources Generalist

partner JazzHR

You'll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.

<p>Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.</p>

<p>Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing.</p>

The Capital Group Companies, Inc.

Retirement Plan Counselor - Northern California, Oregon, Idaho

linkup_via_bold

Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.

Aldrich CPAs + Advisors LLP

Financial Planner

You will leverage your Salesforce knowledge and industry expertise to identify opportunities and client needs, develop strategic account relationships, craft tailored proposals, and win high-value advisory and consulting engagements. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients.

Sikich LLP

Salesforce Account Executive

Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

NetSuite Consultant (Financials)

Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients. If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you.

Senior Associate, Wealth Management

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.

Clients Blackbox, Inc.

Lead Media Buyer

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.

Team Lead, Wealth Management

Senior Growth Marketing Strategist

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.

Investment Advisor Jobs in Los Angeles, CA

Associate Director, Wealth Management IEQ Capital

Director, Wealth Management IEQ Capital

Senior Product Manager, Enterprise Altruist

Human Resources Generalist Abacus Wealth Partners

Retirement Plan Counselor - Northern California, Oregon, Idaho The Capital Group Companies, Inc.

Financial Planner Aldrich CPAs + Advisors LLP

Salesforce Account Executive Sikich LLP

NetSuite Consultant (Financials) Sikich LLP

Senior Associate, Wealth Management IEQ Capital

Lead Media Buyer Clients Blackbox, Inc.

Team Lead, Wealth Management IEQ Capital

Senior Growth Marketing Strategist Clients Blackbox, Inc.

Paid Social Manager Clients Blackbox, Inc.

Senior Paid Social Manager Clients Blackbox, Inc.

Paid Acquisition Lead Clients Blackbox, Inc.

Paid Media Lead Clients Blackbox, Inc.

Senior Paid Media Strategist Clients Blackbox, Inc.

Senior Paid Acquisition Manager Clients Blackbox, Inc.

Meta Media Buyer Clients Blackbox, Inc.

Performance Marketing Specialist Clients Blackbox, Inc.

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