OPUS Bank-Irvine, CAEstimated: $83,000 - $120,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Serve as an advisor to the Committees of the Board of Directors. Responsible for planning, organizing and directing the legal resources and legal support...

CallMD-Irvine, CA $85,000 - $100,000 a year

Working with management team and outside advisors. Our Company Healthcare Ultimate Corporation (“HUC” or “Company”) operates in the telemedicine industry,...

New York Life-San Dimas, CAEstimated: $63,000 - $87,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Financial Advisor / Registered Representative / Agent. _Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered...

TAX & FINANCIAL GROUP-Newport Beach, CA $50,000 - $75,000 a year

As a *Financial Advisor*. Securities dealer and registered investment advisor. As a Financial Advisor with Tax & Financial Group, you will be part of a stable...

Citizens Business Bank-Orange, CAEstimated: $38,000 - $53,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Demonstrable network of high net worth individuals and the advisors who serve them. Essential Duties and Responsibilities....

CallMD-Irvine, CA $85,000 - $100,000 a year

Working with management team and outside advisors. Our Company Healthcare Ultimate Corporation (“HUC” or “Company”) operates in the telemedicine industry,...

GMP LABORATORIES OF AMERICA, INC-Anaheim, CA $130,000 - $140,000 a year

Must be an active member in good standing with the State Bar of California.• Excellent teaming and collaboration skills and ability to work cross functionally...

Talley & Company-Orange, CAEstimated: $69,000 - $88,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

We are currently seeking a tax attorney to help our firm and our clients grow. No book of business is required, and where appropriate, candidates will work...

Trilogy Financial Services Inc.-Irvine, CAEstimated: $42,000 - $57,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Advisors who quickly master this training are meeting with clients, working face-to-face. For new advisors, this is done under the guidance of one of our...

Northern Trust Corp.-Newport Beach, CAEstimated: $64,000 - $89,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Attorney, CPA, etc.). Consults with clients, their attorneys, and other financial advisors to determine the appropriate plan for estate taxes....

Kinecta Federal Credit Union-Tustin, CAEstimated: $34,000 - $50,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Personal Financial Advisor. Performs a variety of activities on behalf of the members such as processing wire transfers Refund/waive fees, accept Power of...

Mattson Resources, LLC-Irvine, CA $65,000 a year

Assists advisor in maintaining a compliant practice. With advisor, creates and implements an annual marketing plan....

TAG-Newport Beach, CAEstimated: $67,000 - $91,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Coordinates advisor activities by providing information to CPA, Bankers and Attorneys, regarding taxes, legal issues and insurance. TAG - Newport Beach, CA....

Trilogy Financial Services Inc.-Irvine, CAEstimated: $45,000 - $58,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Advisors who quickly master this training are meeting with clients, working face-to-face. Trilogy Financial Services is seeking enthusiastic, career-minded,...

Trilogy Financial Services Inc.-Corona, CAEstimated: $44,000 - $57,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Advisors who quickly master this training are meeting with clients, working face-to-face. For new advisors, this is done under the guidance of one of our...

TAG-Newport Beach, CAEstimated: $51,000 - $69,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Circulate information to advisors (i.e. Provides full-cycle accounting services for a number of clients in different industries on an ongoing basis....

Chatterton & Associates - The Wealth Management Team, Inc. – Anaheim, CA-Anaheim, CAEstimated: $53,000 - $71,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Monitor Continuing Education requirements for Advisors and staff. About our Company*....

Talley & Company-Orange, CAEstimated: $95,000 - $130,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

No book of business is required, and where appropriate, candidates will work directly with an experienced tax attorney....

Goldhirsh & Goldhirsh-Irvine, CAEstimated: $79,000 - $110,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor....

Trilogy Financial Services Inc.-Corona, CAEstimated: $42,000 - $60,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Advisors who quickly master this training are meeting with clients, working face-to-face. Trilogy Financial Services is seeking enthusiastic, career-minded,...

M&T Bank-Costa Mesa, CAEstimated: $54,000 - $69,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Provide support for Fiduciary Advisors or Relationship Managers by greeting clients, managing telephone calls, sorting and delivering mail, maintaining supplies...

Wells Fargo-Long Beach, CAEstimated: $74,000 - $100,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

SEI Trust 3000 and TRMS (Trust Money Movement Systems) Other Desired Qualifications Certified Trust and Financial Advisor (CTFA) or Chartered Financial Analyst...

RSM US LLP-Irvine, CAEstimated: $79,000 - $110,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Interact closely with client's other advisors, such as attorneys and financial asset managers. Oversee the efforts of multiple teams on client engagements;...

Goldhirsh & Goldhirsh-Irvine, CAEstimated: $79,000 - $110,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Coordinates communication/meetings with attorneys, CPAs and other advisors. Securities and investment advisory services offered through Lincoln Financial...

Spectrum Capital Investment Group, Inc.-Irvine, CAEstimated: $43,000 - $62,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Following-up with clients and other advisors as needed (CPAs, attorneys, etc.). Facilitating client and advisor team communications....

Apex Advisors-Los Angeles, CAEstimated: $42,000 - $56,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Consultants at Apex include engineers, accountants, attorneys, and CPAs from various fields. Apex Advisors specializes in various federal and state tax credits...


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