Top 1198 Senior advisor Jobs in Santa Monica 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
11d
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 —Santa Monica, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
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 Tax Professional – In-Store
Intuit —Santa Monica, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
Senior Tax Expert – Retail
Intuit —Culver City, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
Senior Tax Professional – In-Store
Intuit —Culver City, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
Senior Tax Expert – Retail
Intuit —Thousand Oaks, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
Senior Tax Professional – In-Store
Intuit —Thousand Oaks, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
Senior Tax Expert – Retail
Intuit —Simi Valley, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
Senior Tax Professional – In-Store
Intuit —Simi Valley, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
8d
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
Director of Clinic & Intended Parent Relations
Donate or Surrogate —Beverly Hills, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Senior level
Quick Apply
Senior Tax Analyst
Tutor Perini Corporation —Sylmar, CA
- $100,000 - $135,000 a year
- Full-time
- CPA
- Bachelor of Science
- Office
Sr Client Advisor - Commercial Lines
Trucordia —Los Angeles, CA
- Full-time
- Remote
- Senior level
- Communication skills
- Commercial
- Health savings account
- AD&D insurance
Quick Apply
Senior Precious Metals Broker (100% Commission | $100K–$500K+)
Confidential —Los Angeles, CA
- $100,000 - $500,000 a year
- Full-time
- 18 years or older
- Sales
- English
Quick Apply
VP, Sr. Loan Review Officer / VP, Loan Review Officer
Cathay Bank —El Monte, CA
- $114,800 - $177,500 a year
- Full-time
- Microsoft Excel
- 5 years
- Office
- Health savings account
- Disability insurance
Quick Apply
Executive Management Fast Track- Financial Services
New York Life & NYLIFE Securities LLC —Glendale, CA
- $75,000 - $300,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
VP, Sr. Loan Review Officer / VP, Loan Review Officer
Cathay Bank —El Monte, CA
- $114,800 - $177,500 a year
- Full-time
- Microsoft Excel
- 5 years
- Office
- Health savings account
- Disability insurance
Quick Apply
Lead Automotive Technician
SMOG Check —Hermosa Beach, CA
- $36 - $48 an hour
- Overtime
- 5 years
- Mentoring
- In-person
- Continuing education credits
Quick Apply

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senior advisor jobs near santa monica ca

Wealth Manager

LourdMurray
Los Angeles, CA

Quick Apply

Job Details

Full-time
$85,000 - $145,000 a year
11 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 santa monica ca

Wealth Manager

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

Senior Tax Expert – Retail

Vice President of Business Development

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

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

Director of Clinic & Intended Parent Relations

Senior Tax Analyst

Sr Client Advisor - Commercial Lines

Senior Precious Metals Broker (100% Commission | $100K–$500K+)

VP, Sr. Loan Review Officer / VP, Loan Review Officer

Executive Management Fast Track- Financial Services

VP, Sr. Loan Review Officer / VP, Loan Review Officer

Lead Automotive Technician

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