Top 1270 Senior advisor Jobs in Los Angeles, Ca

Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
12d
Senior Tax Professional – In-Store
Intuit —Los Angeles, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Senior Care Physician, Encino
UCLA Health —Encino, CA
- $270,000 - $348,100 a year
- Medicine
- Adults
- Clinic
Senior Tax Professional – In-Store
Intuit —Long Beach, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
Senior Litigation Associate Attorney, (Employment Law) (Hybrid)
Abramson Labor Group —Burbank, CA
- $180,000 - $250,000 a year
- Full-time
- Hybrid work
- Writing skills
- Business development
- Mentoring
- Health insurance
- Paid time off
Quick Apply
Senior Tax Expert – Retail
Intuit —Pasadena, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Expert – Retail
Intuit —Torrance, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Professional – In-Store
Intuit —Brea, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Expert – Retail
Intuit —Brea, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Professional – In-Store
Intuit —Fullerton, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Senior Tax Expert – Retail
Intuit —Fullerton, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
9d
Vice President of Business Development
Confidential —Los Angeles, CA
- $190,000 - $200,000 a year
- Weekends as needed
- Clean driving record
- Up to 50% travel
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Senior Product Manager
CAI —Los Angeles, CA
- $110 - $120 an hour
- Full-time
- 7 years
- Computer Science
- Office
- Health insurance
- Dental insurance
3d
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Strategic Compensation Consultant [210452]
Aquent Talent —Los Angeles, CA
- $80 - $82 an hour
- Hybrid work
- Analysis skills
- Continuous improvement
- Training & development
- Health insurance
- Dental insurance
Senior Underwriter & Underwriter
EMET LENDING GROUP —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Preplanning Sales Advisor
Envision Strategic Partners —Montebello, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- Driver's License
- Criminal background check
- Flexible schedule
Quick Apply
12d
Senior Tax Analyst
Tutor Perini Corporation —Sylmar, CA
- $100,000 - $135,000 a year
- Full-time
- CPA
- Bachelor of Science
- Office
Auto General Liability Associate Counsel
Travelers —Diamond Bar, CA
- $85,600 - $141,200 a year
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid holidays
13d
Performance-based Bonus ($100K)** - Senior Precious Metals Broker (100% Commission | $100K–$500K+)
Confidential —Los Angeles, CA
- $100,000 - $500,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Sales
- English
Quick Apply

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senior advisor jobs near los angeles, ca

Wealth Manager

LourdMurray
Los Angeles, CA

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Job Details

Full-time
$85,000 - $145,000 a year
12 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

CFP
Bachelor's degree

Full Job Description

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.

COMPENSATION

$85,000 - $145,000 annually, + discretionary annual bonus

RESPONSIBILITIES

· Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.

· Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.

· Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.

· Works with the client services and portfolio operations team in supporting the client needs.

· Special projects as assigned.

SKILLS/EXPERIENCE

· 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.

· Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.

· Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.

· Familiarity with eMoney or similar portfolio accounting systems.

· Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.

QUALIFICATIONS

· CERTIFIED FINANCIAL PLANNER (CFP®) designation.

· Bachelor’s degree (MBA is a plus).

· A general understanding of personal tax issues.

· Thorough, attentive to the details, and accountable to deadlines and clients.

· Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

ABOUT LOURDMURRAY

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extra ordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Pay: $85,000.00 - $145,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Los Angeles, CA 90024

Quick Apply

Refine Your Search

senior advisor jobs in los angeles, ca

Wealth Manager

Senior Tax Professional – In-Store

Senior Care Physician, Encino

Senior Tax Professional – In-Store

Senior Litigation Associate Attorney, (Employment Law) (Hybrid)

Senior Tax Expert – Retail

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Vice President of Business Development

Senior Product Manager

Financial Professional/Fast Track to Management

Strategic Compensation Consultant [210452]

Senior Underwriter & Underwriter

Preplanning Sales Advisor

Senior Tax Analyst

Auto General Liability Associate Counsel

Performance-based Bonus ($100K)** - Senior Precious Metals Broker (100% Commission | $100K–$500K+)

I want to receive the latest job alert for senior advisor in los angeles, ca

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