Senior Wealth Planner

Cerity Partners

Cerity Partners is seeking a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management strategies aligned with clients’ goals. The role involves developing individualized financial plans, presenting recommendations, and supporting client meetings. Responsibilities include onboarding, data input, and preparing client reports, with emphasis on client experience and accurate transaction processing. CFP pursuit and Series 65 are valued credentials. #J-18808-Ljbffr Cerity Partners

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Senior Wealth Planner in El Segundo, CA vacancy

Senior Wealth Relationship Strategist
...Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate...
Senior
Citibank (Switzerland) AG
West Hollywood, CA
5 days ago
Senior Community & Culture Strategist
$100k - $110k
A prominent advertising agency is seeking a Community Insights Strategist in El Segundo, California. The ideal candidate will have over 5 years of experience in advertising or marketing, coupled with strong qualitative and quantitative research skills. Responsibilities...
Senior
Work at office
Remote work
Publicis Groupe ANZ
El Segundo, CA
4 days ago
Senior Community & Culture Strategist
A leading advertising agency in California is seeking a skilled individual passionate about understanding communities and culture. The role requires expertise in research, social strategy, and collaboration. As part of a hybrid work policy, the candidate should be comfortable...
Senior
Saatchi & Sa
El Segundo, CA
4 days ago
Senior Community & Culture Strategist
$100k - $110k
A leading advertising firm is seeking a passionate individual to develop social strategies grounded in community and culture. The role involves conducting in-depth research and engaging with specific communities, tracking cultural trends, and collaborating with creative...
Senior
Publicis Groupe Holdings B.V
El Segundo, CA
3 days ago
Senior Urban Planner
$118.5k - $160.6k
...Description The Opportunity Ulteig is seeking a motivated Senior Urban Planner to join our Water & Environment group. This role is responsible for leading and supporting signature projects contributing to city/county and utility sustainability goals, increased...
Senior
Work at office
Local area
Remote work
Work from home
Flexible hours
Ulteig
Hawthorne, CA
18 hours ago
Senior Production Planner
...The Sr. Production Planner oversees product planning activities, including creating schedules, managing material flow, ensuring on-time delivery, and maintaining inventory levels. This role requires expertise in MRP/ERP systems, strong problem-solving skills, and the ability...
Senior
Trispoke Managed Services Pvt Ltd
Carson, CA
1 day ago
Senior Private Wealth Advisor - Practice Lead
$125.4k - $181.88k
...them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving...
Senior
16 hours
Temporary work
Work experience placement
Casual work
Private practice
Work at office
Local area
Remote work
Work from home
Work visa
Flexible hours
Empower Annuity Insurance Company of America
Hawthorne, CA
4 days ago
Senior Buyer/Planner
$115k - $150k
...to design what they want, when they want it and deliver harness builds at record-breaking speed. As a Sr. Supply Chain Buyer & Planner, you will play a critical role in ensuring material availability from supplier selection through production readiness. You will be...
Senior
Permanent employment
Work at office
Local area
Flexible hours
Senra Systems
Redondo Beach, CA
27 days ago
Sr Planner
...Senior Planner This is a direct placement position. As a Senior Planner, you will be responsible for production planning and control of models and parts, as well as special planning requirements such as raw materials, start up production programs, or interfacing with...
Senior
Contract work
Work at office
ClifyX
Torrance, CA
1 day ago
Sr. Supply Planner
$86.96k - $119.57k
A Brief Overview The Senior Supply Planner serves as the primary point of contact for all supply planning activities within the assigned production area. This role is accountable for ensuring the timely availability of inventory to meet demand through the development and...
Senior
Temporary work
Work at office
Flexible hours
Bachem
Torrance, CA
1 day ago
Strategic Planner
$66.12k - $97.44k
...Strategic Planner At Saatchi, we believe in creating ideas that can live anywhere. We believe each individual should have a voice. And, we believe that when we work as a team, nothing is impossible. We strive to bring out the best in each other and in ourselves and...
Temporary work
Freelance
Flexible hours
Prodigious Worldwide
El Segundo, CA
3 days ago
Senior Wholesale Planner - US
$100k - $115k
...Senior Wholesale Planner West Hollywood, California, United States THE ALLSAINTS TEAM At AllSaints we are in the business of feelings - making our customers feel cool and confident. If, like us, you believe in the power of a great outfit, we'd love...
Senior
Full time
Temporary work
Seasonal work
Work at office
Work from home
Flexible hours
ALLSAINTS
West Hollywood, CA
18 days ago
Senior Accountant
$90k
...The expansion of a Wealth Management Firm has created an opening for an Accountant. If you have experience maintaining financial records, preparing journal entries, reconciling accounts, and assisting with audits, Please Apply! Responsibilities Maintain accurate financial...
Senior
The Hiring Advisors LLC
Hawthorne, CA
3 days ago
Associate Planner
$71k
Provide critical sales and inventory insights using available reporting tools to support Executive leadership and cross‑functional teams. Strategically manage wholesale finished goods inventory to strengthen sales performance, improve profit margins, and mitigate financial...
Freelance
Seasonal work
Live in
Day shift
PAIGE
Culver City, CA
1 day ago
Security Technology Strategist
$115k - $185k
...and reconnaissance (ISR), or distributed systems. Experience engaging directly with military operators, acquisition stakeholders, or senior government leaders. Strong understanding of U.S. Government budgeting, defense acquisition processes, and emerging procurement...
Permanent employment
Work at office
Relocation package
Picogrid, Inc.
El Segundo, CA
3 days ago
Senior Principal Systems Engineer (Active Clearance)
Role Overview The Secure Subsystems Engineering team is looking for a Systems Integrated Product Team (IPT) Lead. The IPT Lead leads a Systems Engineering Scrum Team, ensuring delivery of secure, cross‑domain technologies and cryptographic products for mission‑critical...
Senior
Relocation package
Segment (Twilio)
El Segundo, CA
5 days ago
Exercise Planner
$86.8k - $198k
Exercise Planner Space has evolved from a peaceful environment into a contested and congested domain. The U.S. Space Force is rapidly expanding to address global threats. Booz Allen enables mission success through advanced technology and enabling services to deliver speed...
Full time
Local area
Phase2 Technology
El Segundo, CA
16 hours ago
Strategist (Full-Time
$59.85k - $82.74k
Paid Social Strategist The full time Paid Social Strategist is responsible for the day-to-day operational success of the paid social campaign activations, specifically dedicated to planning and activating paid social advertising strategies for our automotive client ...
Full time
Temporary work
Freelance
Work at office
Flexible hours
Publicis Groupe Holdings B.V
El Segundo, CA
1 day ago
International Project Planner, Real Estate
$80k - $95k
...actively developing the technologies to make this possible, with the ultimate goal of enabling human life on Mars. INTERNATIONAL PROJECT PLANNER, REAL ESTATE SpaceX is growing our Real Estate team with the addition of an International Project Planner. SpaceX’s corporate real...
Permanent employment
Temporary work
For contractors
Work at office
All shifts
Weekend work
SpaceX
Hawthorne, CA
2 days ago
Store Planner
$85k - $95k
...mobile, tablet or other device when you access a website..Store Planner page is loaded## Store Plannerlocations: Manhattan Beach,... ...performance as needed and communicates critical business insights to senior management.* Works closely with the supply chain team and store...
Temporary work
Seasonal work
Local area
SKECHERS USA, Inc.
Manhattan Beach, CA
1 day ago
Security Technology Strategist
$93k - $185k
...(RFP) responses. Engage with the DoW and commercial partners, tailoring your communication style to suit different audiences, from senior military leaders to end users. Gain thorough knowledge of Picogrid's products and effectively demonstrate their alignment with the...
Permanent employment
For contractors
Work at office
Relocation package
Picogrid
El Segundo, CA
5 days ago
PRODUCTION PLANNER I
...Production Planner I The Marvin Group is a Strategic Partner for Global Alternate Mission Equipment and Sustainment. The Marvin Group, a leading defense contractor, plays a crucial role in the development and manufacturing of various systems for military aerospace and...
For contractors
The Marvin Group
Inglewood, CA
2 days ago
Production Planner
Job Title Responsibilities Plans sequence of fabrication, assembly, installation, and other manufacturing operations Plans detail operations from blueprints, engineering orders, change notices, and other engineering releases. Prepares shop work orders for materials ...
Work at office
Advanced Technology Innovation
Hermosa Beach, CA
4 days ago
Wealth Planning Associate
$50k - $85k
...Summary Job Description What is the opportunity? As a Wealth Planning Associate with RBC Wealth Management, you will be part... ...and develop the skills necessary to become a successful wealth planner at RBC. In addition to training, you will successfully...
Full time
Local area
Work from home
Home office
Royal Bank of Canada
Beverly Hills, CA
more than 2 months ago
Senior Principal RF Engineer
$190k - $260k
CHAOS Industries is redefining modern defense with a multi-product portfolio that gives the ultimate advantage-domain dominance. The company's products are powered by Coherent Distributed Networks (CDN™), empowering warfighters, commercial air operators, and border protection...
Senior
Full time
Work experience placement
Casual work
Relocation package
CHAOS Industries
Hawthorne, CA
4 days ago
Planner, Ecommerce
$90k - $100k
...Job Description Job Description Description THE PURPOSE: The Ecomm Planner is responsible for driving the financial performance of True Religion’s ecommerce channel by developing and managing the Open-to-Buy, Seasonal Buys, and Assortment Plans for Men’s & Kids on...
Full time
Seasonal work
Work at office
Local area
True Religion
El Segundo, CA
1 day ago
Event Coordinator
$23.9 - $24.9 per hour
## Event CoordinatorApplylocations: Culver City, CAtime type: Full timeposted on: Posted Todayjob requisition id: JR104985# **Title:**Event Coordinator# **Job Description:****Job Overview**The Event Coordinator will be responsible for coordinating and performance of activities...
Hourly pay
Work at office
Monday to Friday
Shift work
SBM Management Services, LP
Culver City, CA
5 days ago
Planner, Wholesale
$80k - $100k
...Description Description THE PURPOSE: Planning at True Religion is where financial discipline meets product instinct. As a Wholesale Planner, you are responsible for supporting all aspects of the North America Wholesale business. The Planner will interface regularly with...
Full time
Seasonal work
Work at office
Local area
True Religion
El Segundo, CA
1 day ago
Events Coordinator
...up activations, experiential brand events, festival partnerships, conventions, and more across the United States. Reporting to the Senior Events Producer, this role will drive Pop Mart’s presence in the cultural and retail landscape, producing bold, immersive experiences...
Temporary work
Work at office
Local area
Worldwide
Weekend work
Afternoon shift
POP MART Americas Inc.
Culver City, CA
5 days ago
Event Coordinator (Part-Time Dinner Shift)
$22 - $25 per hour
We believe a workplace food program is something employees should love and look forward to every day. Powered by technology and a network of over 2,000 restaurants, Fooda feeds hungry people at work through our ongoing food programs located within companies and office ...
Full time
Part time
Work experience placement
Work at office
Local area
Monday to Friday
Afternoon shift
Fooda
Hawthorne, CA
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Planner. Be the first to apply!