Top 1397 Member advisor Jobs in Montebello, 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
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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
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Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
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Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
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Associate General Counsel – Technology, Privacy & Commercial Contracts
Orion Placement —Los Angeles, CA
- $225,000 - $275,000 a year
- Full-time
- Hybrid work
- Office
- Contracts
- Senior level
- Paid parental leave
- Health insurance
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Director, Finance Business Partner (Customer Care & Ancillary Business)
Public Storage —Glendale, CA
- $160,000 - $200,000 a year
- Full-time
- 11+ years
- Analysis skills
- US work authorization
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Client Service Associate
Insperity —Beverly Hills, CA
- $75,000 - $85,000 a year
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Human Resources Manager
Lexor Manufacturing, LLC —Westminster, CA
- $70,000 - $85,000 a year
- Full-time
- Writing skills
- 11+ years
- English
- Paid holidays
- Health insurance
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Automotive Service Writer/Advisor
Shige's Premier Auto Service —Gardena, CA
- $20 - $30 an hour
- Full-time
- ASE Certification
- Clean driving record
- Mid-level
- Paid holidays
- Health insurance
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2d
Financial Advisor
New York Life —Beverly Hills, CA
- $65,358 - $150,685 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
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Financial Advisor
New York Life —Glendale, CA
- $65,358 - $150,685 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Career Services Coordinator
Smith Chason College | WCUI School of Medical Imaging | Smith Chason School of Nursing —Los Angeles, CA
- $19.23 - $24.03 an hour
- Sales
- Mid-level
- Administrative experience
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14d
6th grade Teacher ( Multiple Subject -Language Art/ Social Studies) School year 26-27
Los Angeles Leadership Academy —Los Angeles, CA
- $55,000 - $101,043 a year
- Full-time
- Classroom
- Current TB test
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Dealership Mechanic
California Motors Direct-Montclair —Montclair, CA
- $18 - $25 an hour
- Full-time
- ASE Certification
- Bilingual
- Background check
- AD&D insurance
- Health insurance
Quick Apply
Elementary Teacher Bilingual (Spanish) (K-5th) School year 26-27
Los Angeles Leadership Academy —Los Angeles, CA
- $55,000 - $101,043 a year
- Full-time
- School experience
- Classroom
- Spanish
- Health insurance
- Dental insurance
Quick Apply
3d
Senior Analyst - BCG Vantage, Organization Design & Operating Model
Boston Consulting Group —Los Angeles, CA
- $115,700 - $119,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Urgent Care
- Profit sharing
- Paid parental leave
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
7d
Private Jet Advisor - Bel Air, Beverly Hills, Malibu, & Hidden Hills, CA
silver Air —Los Angeles, CA
- $300,000 - $1,200,000 a year
- Full-time
- Remote
- Senior level
- Communication skills
- Health insurance
- Cell phone reimbursement
Private Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA)
silver Air —Los Angeles, CA
- $300,000 - $1,200,000 a year
- Full-time
- Remote
- Business development
- Senior level
- Communication skills
- Health insurance
- Cell phone reimbursement
6d
High School Advisor (LA)
The Academy Group, Inc. —Los Angeles, CA
- $93,000 - $108,000 a year
- Email
- Hybrid work
- School experience
- High school
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d

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member advisor jobs near montebello, ca

Wealth Manager

LourdMurray
Los Angeles, CA

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Job Details

Full-time
$85,000 - $145,000 a year

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

member advisor jobs in montebello, ca

Wealth Manager

Financial Professional/Fast Track to Management

Financial Professional

Financial Advisor

Associate General Counsel – Technology, Privacy & Commercial Contracts

Director, Finance Business Partner (Customer Care & Ancillary Business)

Client Service Associate

Human Resources Manager

Automotive Service Writer/Advisor

Financial Advisor

Financial Advisor

Career Services Coordinator

6th grade Teacher ( Multiple Subject -Language Art/ Social Studies) School year 26-27

Dealership Mechanic

Elementary Teacher Bilingual (Spanish) (K-5th) School year 26-27

Senior Analyst - BCG Vantage, Organization Design & Operating Model

Consulting Actuary

Private Jet Advisor - Bel Air, Beverly Hills, Malibu, & Hidden Hills, CA

Private Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA)

High School Advisor (LA)

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