Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

VP Wealth Advisor: Strategic Planning Leader

$164k - $250k

Wealth Enhancement

Wealth Enhancement in Southern California is seeking a VP Financial Advisor to aid clients in achieving their financial goals while providing exceptional service. This key advisory team member is tasked with managing existing clients, leading the financial planning process, and mentoring colleagues. The role offers a competitive annual salary ranging from $164,000 to $250,000 along with a comprehensive benefits package including health insurance, 401(k) matching, paid time off, and more. #J-18808-Ljbffr Wealth Enhancement

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the VP Wealth Advisor: Strategic Planning Leader in San Marino, CA vacancy
  • $150k - $175k

     ...is seeking a Vice President (“VP”) to join the Los Angeles, California...  ...’s investment and financial plans; Prepare client meeting...  ...and communicate sophisticated wealth management topics in a concise...  ...clients; Think creatively and strategically about client needs; Capitalize... 
    Suggested
    Work at office
    Local area

    Reporter Newspapers

    Los Angeles, CA
    4 days ago
  • A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships, sourcing and closing new clients, and mentoring team members. Ideal candidates will possess strong analytical and communication... 
    Suggested

    Wealth Enhancement Group

    Los Angeles, CA
    22 hours ago
  • $268.4k

     ...financial analytics, and enhance enterprise performance. Responsibilities include collaborating with executive leadership on strategic planning, improving financial outcomes, and leading financial teams. The salary range for this position is $268,400 to $566,400 annually... 
    Suggested

    UCLA Outpatient Clinics

    Los Angeles, CA
    22 hours ago
  •  ...transportation and protects our planet. As a leader in clean transportation, EVgo sits at...  ...our national footprint through strategic partnerships with retailers, automakers,...  ...presentations, board‑level materials, and strategic planning initiatives related to partnerships and... 
    Suggested
    Home office
    Flexible hours

    EVgo Services LLC

    Los Angeles, CA
    3 days ago
  • $104.9k - $177.2k

    Cathay Bank in El Monte is seeking a VP/FVP, Manager of Sourcing and Procurement. This role is responsible for building and leading a new Strategic Sourcing function. Key duties include developing procurement strategies, managing contract negotiations, and ensuring alignment... 
    Suggested
    Contract work

    Cathay Bank

    El Monte, CA
    2 days ago
  • $164k - $250k

     ...About Wealth Enhancement Wealth Enhancement is an independent wealth management...  ...our craft of personalized financial planning with our team-based Roundtable and UniFi...  ...has an exciting opportunity for a VP Financial Advisor to join our team in Southern California... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement Group

    San Marino, CA
    22 hours ago
  • $150k - $200k

     ...Description Job Description Vice President - Strategic Finance Consulting About Palm Tree...  ...execution and engagement management leader within Palm Tree’s Strategic Finance Consulting...  ...centers on forward-looking financial planning, liquidity management, budgeting,... 
    Immediate start

    Palm Tree

    Los Angeles, CA
    27 days ago
  • $210k - $250k

    A major entertainment company in Los Angeles is seeking a Vice President of Industrial Relations. This role involves supporting labor relations strategies, managing grievance processes, and guiding leadership on labor matters. The ideal candidate has over 12 years of experience...

    Paramount Pictures

    Los Angeles, CA
    4 days ago
  • $164k - $250k

    Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This role is a key member of the advisory team and...  ...health and dental insurance, a 401(k) retirement plan, paid time off and other benefits.... 
    Full time
    Temporary work
    Flexible hours

    Wealth Enhancement

    San Marino, CA
    2 days ago
  • A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,... 

    Ground Control Business Management

    Los Angeles, CA
    3 days ago
  •  ...President/Superintendent, this position serves as a senior strategic advisor and executive liaison responsible for coordinating, overseeing...  ...of advanced, specialized, and sensitive administrative planning, organization, and direction of duties in support of the President... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area
    Visa sponsorship
    Monday to Friday
    Flexible hours
    Shift work

    Pasadena Area Community College District

    Pasadena, CA
    22 hours ago
  •  ...team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates should... 

    Aumni

    Los Angeles, CA
    1 day ago
  • J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los Angeles...  ...) available to Private Client Advisors in order to help identify...  ...can work closely with market leaders & practice partners without daily... 
    Work at office

    Itlearn360

    Los Angeles, CA
    1 day ago
  • $110k - $135k

     ...Strategic Finance Associate Strategic Finance Associate Freeform builds AI-native manufacturing systems that unify software, hardware...  .... You will support the financial models that power our planning cycles, assist with M&A and partnership activity, and work alongside... 
    Full time
    Casual work
    Flexible hours

    FreeForm

    Los Angeles, CA
    11 days ago
  • $152.4k - $249.5k

    Zurich North America is currently looking for a Strategic Relationship Leader to serve our Specialty Business Unit. The position is open for hybrid...  ...relationship management experience with strong strategic planning and execution capabilities. Demonstrated expertise in... 
    Full time
    Temporary work
    For contractors
    For subcontractor
    Local area
    Remote work
    Worldwide
    Visa sponsorship

    Zurich North America

    Los Angeles, CA
    1 day ago
  • $50k - $245k

     ...for a Program Manager to support content from pitch to play with innovative technology solutions. This role involves leading strategic planning, overseeing production operations, and directly managing multiple projects across cross-functional teams. Candidates should have... 

    Netflix Global, LLC

    Los Angeles, CA
    1 day ago
  • Lemonaid Health in Los Angeles is seeking a Director of Strategic Partnerships to design and lead their partnership ecosystem. You will...  .... The ideal candidate will have strong skills in strategic planning and negotiations, with a Bachelor's degree in a related field.... 
    Remote job
    Full time

    Lemonaid Health

    Los Angeles, CA
    2 days ago
  •  ...of Job Description:The Executive Director, Strategic Sourcing is responsible for overseeing and...  ...in support of its business strategy and plan. Identifies suppliers and arranges optimal...  ...costs are within budget.Supports SVP and VP of Supply Chain to develop and execute the... 
    Permanent employment
    Full time
    Contract work
    Local area

    Hunter Super Techs - TurnPoint

    Rosemead, CA
    2 days ago
  • $150k - $200k

    Vice President - Strategic Finance Consulting Palm Tree is a modern M&A value creation firm...  ...execution and engagement management leader within Palm Tree’s Strategic Finance Consulting...  ...centers on forward-looking financial planning, liquidity management, budgeting,... 
    Immediate start

    Palm Tree LLC

    Los Angeles, CA
    2 days ago
  •  ...seeking an HQA Operations Executive Assistant to support executive leaders from the Vice President's office, ensuring the seamless...  ...in healthcare. This role involves managing complex calendars, planning corporate events, and adapting to a hybrid work model. The ideal... 
    Work at office

    Blue Shield of CA

    Los Angeles, CA
    4 days ago
  • $120k - $145k

    Zócalo Health in Los Angeles is seeking a Senior Associate of Strategic Finance to drive financial planning and operational rigor. This role supports executive leadership and requires over 5 years of experience in relevant fields, including healthcare startups. The position... 
    Remote job
    Flexible hours

    Zócalo Health

    Los Angeles, CA
    1 day ago
  • Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service...  ...retention. Candidates should have a strong background in financial planning, with a minimum of 4 years of relevant experience and necessary... 

    Brighton Jones

    Los Angeles, CA
    4 days ago
  • $110k - $130k

     ...and support organizational growth. This full-time position requires oversight of accounting functions, annual audits, and strategic financial planning. The Controller will work closely with the COO, CEO, and Board Finance Committee. The ideal candidate has 8-12+ years of... 
    Full time

    The-Ebell-of-Los-Angeles

    Los Angeles, CA
    1 day ago
  • $113k - $161k

     ...industry, the advertising measurement and planning space. Ability to balance multiple high...  ...and internal teams. About the Job As a Strategic Partner Development Manager, you'll open...  ...cross-functional executives and key leaders, both internally and with partners, on critical... 
    Full time

    Google

    Los Angeles, CA
    4 days ago
  • $75k - $80k

     ...Description Salary: $75k - $80K Job Title: Executive Coordinator, Strategic Partnerships & Communication About Us: At Ideal Living,...  ...materials to support decision-making and organizational planning. Represent the SVP in meetings and follow-up discussions as... 
    Work at office
    Remote work

    Ideal Living

    Los Angeles, CA
    4 days ago
  • $120k - $200k

    A well-established masonry and concrete company in Los Angeles is searching for a Chief Operating Officer (COO) to lead strategic planning, enhance operational effectiveness, and maintain quality control. The ideal candidate will have over 10 years of experience in the... 

    Acquire Connect

    Los Angeles, CA
    22 hours ago
  • Job Description The Strategic Financial Analyst will partner closely with senior leaders and cross‑functional stakeholders to support strategic decision‑making across...  ...evaluate business performance, inform long‑term planning, and develop data‑driven recommendations that... 

    Insight Global

    Los Angeles, CA
    4 days ago
  •  ...VP, Team Leader, Client & Treasury Management The position of VP, Team Leader, Client & Treasury Management is responsible for the...  ...client team approaches for all products and services and strategic planning. Recommends improvements to existing products or product... 
    Work at office
    Local area
    Work from home

    Beneficial State Bank

    Los Angeles, CA
    3 days ago
  • $100 per hour

     ...solutions for individuals, financial advisors, and institutions. We believe...  ...Management is looking for a Wealth Advisor, Vice President to...  ...proposals, and input portfolio planning information to Money Guide Pro...  ...The Wealth Advisor, VP is a exempt position. The annualized... 
    Work at office
    Local area

    Focus Financial Partners Inc.

    Los Angeles, CA
    22 hours ago
  •  ...financial health, operational efficiency, and high-quality resident care at Hollenbeck Palms. Key responsibilities include: Strategic Planning: Developing and implementing long-term strategies aligned with the organization's mission. Financial Management: Overseeing budgeting... 
    Relocation package

    LM HURLEY & ASSOC

    Los Angeles, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to VP Wealth Advisor: Strategic Planning Leader. Be the first to apply!