Top 1482 Senior advisor Jobs in Whittier, 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
Senior Loan Advisor / Senior Loan Officer
OptionOne Financial —Irvine, CA
- $10,446 - $32,250 a month
- Urgently hiring
- Hybrid work
- Customer service
- Senior level
- Communication skills
Quick Apply
3d
Controller (Law Firm)
Adamson Ahdoot, LLP. —Los Angeles, CA
- From $180,000 a year
- Full-time
- 7 years
- CPA
- System design
- Health savings account
- Paid holidays
Quick Apply
Vice President Mortgage Collateral
Carrington Mortgage Services, LLC —Orange, CA
- $150,000 - $170,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
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
Senior Product Manager
CAI —Los Angeles, CA
- $110 - $120 an hour
- Full-time
- 7 years
- Computer Science
- Office
- Health insurance
- Dental insurance
5d
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
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
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 Vice President Finance
Delta Dental —California
- Full-time
- Remote
- Background check
- CPA
- 11+ years
- Paid holidays
- Health insurance
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
Quick Apply
13d
Senior Vice President Finance
Delta Dental —Los Angeles, CA
- Full-time
- Remote
- Background check
- CPA
- 11+ years
- Paid holidays
- Health insurance
Vice-President, Business Development - Ingredients USA
Quadra Group —Los Angeles, CA
- Full-time
- Remote
- 11+ years
- Finance
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Vice-President, Business Development - Ingredients USA
Quadra Group —Los Angeles, CA
- Full-time
- Remote
- 11+ years
- Finance
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Vice President, Internal Communications
Easter Seals Southern California, Inc. —Gardena, CA
- $190,000 - $240,000 a year
- Full-time
- Marketing
- Writing skills
- 11+ years
13d
Licensed Insurance agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Los Angeles, CA
- $30,000 - $100,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
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
Vice President Global Security Operations Center
Inter-Con Security Systems —Pasadena, CA
- $190,000 - $200,000 a year
- Full-time
- Background check
- Travel
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Senior Sales Account Executive
OEC Group —Cerritos, CA
- $80,000 - $120,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Experienced Diesel Technician - Ford Tustin
AutoNation —Tustin, CA
- $34 - $57 an hour
- Full-time
- Clean driving record
- Dealership
- Inventory management
- Paid training
- Dental insurance
Quick Apply
7d

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Wealth Manager

LourdMurray
Los Angeles, CA

Quick Apply

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

senior advisor jobs in whittier, ca

Wealth Manager

Senior Loan Advisor / Senior Loan Officer

Controller (Law Firm)

Vice President Mortgage Collateral

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

Senior Product Manager

Financial Professional/Fast Track to Management

Auto General Liability Associate Counsel

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

Senior Vice President Finance

Career Services Coordinator

Senior Vice President Finance

Vice-President, Business Development - Ingredients USA

Vice-President, Business Development - Ingredients USA

Vice President, Internal Communications

Licensed Insurance agents wanted for IMMEDIATE OPPORTUNITY

Preplanning Sales Advisor

Vice President Global Security Operations Center

Senior Sales Account Executive

Experienced Diesel Technician - Ford Tustin

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

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