NewEstate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
NewSenior Tax Manager (Partnership Track) JobotSenior Tax Manager (Partnership Track)San Dimas, CARemote$150,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Unlike larger firms, we offer a clear and achievable path to partnership—giving experienced tax professionals the opportunity to take ownership of their career and directly influence the firm’s future.
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionRemote Bay & LA County, CARemote$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CALakewood, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CANewport Beach, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CAOrange, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Los Alamitos, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Los Alamitos, CALos Alamitos, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CASeal Beach, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding AreasWhittier, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CAIrvine, CAFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
J.P. Morgan Wealth Management - Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surrounding AreasBrea, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CAWestminster, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding AreasGardena, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach)Westminster, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Alhambra, CA (Atlantic and Valley Branch JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Alhambra, CA (Atlantic and Valley BranchSan Gabriel, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Cypress, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Cypress, CACypress, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (Including Apply Valley, Hesperia area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (Including Apply Valley, Hesperia area)Rancho Cucamonga, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding AreasLong Beach, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding AreasIrvine, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CALynwood, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)Ontario, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - East Inland Empire, CA (Area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - East Inland Empire, CA (Area)CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert)Ontario, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area)South Pasadena, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)Walnut, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
NewAssociate Wealth Advisor TryApplyNowAssociate Wealth AdvisorIrvine, CA$85,000–$95,000 / yearMastery of technology stack offered, including CRM system and custodian websitesResource and collaboration with other Associate Wealth Advisors (AWAs)Ability to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesThe ability to meet with clients in person. Some travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment2+ years of financial service experienceStrong interpersonal skills; team‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExcellent analytical skills and attention to detailClean U4The Associate Wealth Advisor is an exempt position.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorIrvine, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorIrvine, CaliforniaWith over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorOntario, CA$133,365–$156,900 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Vice President - Wealth Advisor Focus Financial PartnersVice President - Wealth AdvisorLake Forest, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This is an ideal opportunity for a business development focused advisor who thrives on building relationships, developing referral networks, and generating new client opportunities while gaining exposure to investment management and client service opportunities.
Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Group Wealth AdvisorsIrvine, CAAny unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations.
Director, Wealth Advisor The Bank of New York Mellon CorpDirector, Wealth AdvisorNewport Beach, CA$130,000–$300,000 / year10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Investment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
NewPrivate Wealth Advisor: Grow Relationships & Planning Financial Planner Recruiting, LLCPrivate Wealth Advisor: Grow Relationships & PlanningIrvine, CAThis role involves managing high-net-worth client relationships while developing comprehensive financial plans tailored to client needs. Financial Planner Recruiting, LLC is looking for an experienced Private Wealth Advisor in Irvine, California.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorRancho Cucamonga, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
NewWealth Advisor - Irvine (Bilingual Mandarin) Citibank (Switzerland) AGWealth Advisor - Irvine (Bilingual Mandarin)Irvine, CAYou will conduct face-to-face meetings, provide holistic financial planning, and coordinate with product specialists to deliver tailored banking, investment, and credit solutions. Citibank (Switzerland) AG in Irvine seeks a Wealth Relationship Manager to deepen client relationships in the affluent and High Net Worth segments.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryIrvine, CAWhat You HaveRequired QualificationsClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Additional RequirementsBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120‑day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
Tax Manager (Private Wealth Management) The Bahnsen Group LLCTax Manager (Private Wealth Management)Newport Beach, CAFull timeThe Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 95 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewSr. Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab CareersSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryIrvine, CACoachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.* Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. What you haveAdditional Requirements* CFP® designation or CFA® designation* Bachelor's degree* Active FINRA Series 7 license* May be obtained with a 120-day condition of employment* Active FINRA Series 66 license (or equivalent)* May be obtained within the first 120 daysIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
NewJunior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Asset & Wealth Management, Wealth Strategies Group, Vice President - Newport Beach, CA (SWR) The Goldman Sachs Group IncAsset & Wealth Management, Wealth Strategies Group, Vice President - Newport Beach, CA (SWR)Newport Beach, CAGoldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. This will include knowledge of diverse insurance policy structures, trust structures such as Revocable Living Trusts, Irrevocable Life Insurance Trusts (ILITs), Intentionally Defective Grantor Trusts (IDGTs) and funding strategies including gifting and loans, both intra-family and third party.
Associate Director Product Management (Wealth Management) Publicis Groupe SAAssociate Director Product Management (Wealth Management)Irvine, CA$164,000–$245,000 / yearUnited by our core values and our purpose of helping people thrive in the brave pursuit of next, our 20,000+ people in 53 offices around the world combine experience across technology, data sciences, consulting, and customer obsession to accelerate our clients' businesses through designing the products and services their customers truly value. Company description Publicis Sapient is a digital transformation partner helping established organizations get to their future, digitally enabled state, both in the way they work and the way they serve their customers.
Recruiting Manager - Wealth & Asset Management Northern Trust CorpRecruiting Manager - Wealth & Asset ManagementCA$137,400–$240,400 / yearWe're looking for a people leader who can deliver strong recruiting results, strengthen stakeholder partnerships, and run a disciplined, risk-aware hiring operation-while building a team culture grounded in openness, inclusion, and shared accountability. Build strong partnerships with hiring leaders and HR Business Partners by ensuring recruiters develop deep understanding of their supported businesses, talent markets, and competitive landscape.
Wealth Advisor CorientWealth AdvisorNewport Beach, CaliforniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments.
Advanced Wealth Strategist - Wealth Management EP Wealth Advisors LLCAdvanced Wealth Strategist - Wealth ManagementIrvine, CARemoteThe role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity across advanced estate planning, tax, business, real estate, and family governance matters. The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings.