Vice President of Wealth Management
Confidential
Vice President of Wealth Management
About the Company
Respected investment advisory firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a VP of Wealth Management to join their team. The successful candidate will be part of a boutique, mission-driven, fee-based SEC-registered investment advisory firm that is dedicated to a fiduciary approach and the delivery of transparent, professionally tailored wealth and financial planning services. The role involves nurturing existing client relationships, as well as identifying and pursuing new business opportunities. The VP will be expected to deliver comprehensive wealth management advice and planning solutions, develop expertise in the firm's investment philosophy, and provide exceptional client service. This includes proactive communication, regular meetings, and timely reporting and analysis. The ideal candidate will have a Bachelor’s degree, at least 7 years of experience as a client-facing advisor, and a strong background in investment management or portfolio construction. A CFP or CFA designation is preferred, and a Series 65 or Series 66 license is required. Applicants for the VP of Wealth Management position at the company should possess exceptional communication and interpersonal skills, excellent attention to detail, and strong organizational abilities. The role also requires the ability to grow and retain client relationships, lead the prospect presentation process, and ensure consistent, high-quality client support and service delivery. The firm values a collaborative culture that empowers both clients and team members and is particularly supportive of women advisors and professionals. The VP will be expected to actively contribute to the firm's overall goals and strategic objectives and to exceed client expectations with personalized insights and recommendations. The position is well-suited for a candidate who is passionate about making wealth and financial planning services more accessible and is committed to the values of the firm.
Travel Percent
Less than 10%
Functions
- Finance
$102k - $200k
...an impact in the following ways: ~ Amplify Global Head of Wealth's leadership capacity by translating vision into disciplined execution... ...engagement across BNY platforms, practices, and hubs. ~ Manage confidential and sensitive topics with discretion and executive...SuggestedTemporary workWork experience placementBNY
Newport Coast, CA4 days ago- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner... ...clients with Wealth Management. As a Vice President, Private Wealth Planner within J.P. Morgan...SuggestedWork at office
Chase
Irvine, CA19 hours ago - ...implementation across seven key financial disciplines, including employee benefit planning. Goldman Sachs Ayco's Wealth Strategies group provides risk management solutions in support of advisors and clients across all segments of Goldman's Wealth Management business. We...SuggestedWork at office
$181.73k - $213.8k
...excel at-all from Day One. Job Description The Private Wealth Management Managing Director reports directly to the Private Wealth... ...committees, and partners closely with the local Bank Market President Leads the business development efforts for the Advisory teams...SuggestedTemporary workLocal areaU.S. Bank
Irvine, CA4 days ago$165k
...driving operational excellence across programs and enrollment. This role leads program development, enrollment strategy, and talent management while ensuring strong cross-functional execution. The VP partners closely with senior leadership to scale admissions services,...SuggestedFull timeFlexible hoursFLEX College Prep
Tustin, CA3 days ago$190k - $265k
...talented, service-oriented people to join our exceptional team. Vice President, Shares & Deposits Scheduled Weekly Hours: 40 Pay... ...value. Additional Job Functions Develop and coach managers and team by establishing annual performance goals, allocating...SchoolsFirst Federal Credit Union
Tustin, CA4 days ago- ...and effective for the clients and consumers it serves. The Vice President, Product - Clarity Services is responsible for defining and... ...and market differentiation Product Innovation & Lifecycle Management Lead the full product lifecycle-from ideation through delivery...Work at officeLocal areaFlexible hoursShift work
Experian
Costa Mesa, CA14 hours ago $130k - $161.08k
...Job Title: Vice President, Portfolio Management, Innovation/Tech ABL Location: Denver, CO What you'll do: As Portfolio Manager III - Mid Market you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...Western Alliance Bank
Costa Mesa, CA21 hours ago- ...Vice President of Finance About the Company Popular restaurant & brewery chain Industry Restaurants Type Public Company... ...functions, and overseeing budgeting, forecasting, and cash flow management. The role also involves partnering with operations to enhance...
Confidential
Costa Mesa, CA3 days ago - ...Vice President, Healthcare Compliance UCI Health is the clinical enterprise of the University... ...privacy compliance oversight. Assists management with the operational application of... ...preferred Total Rewards: We offer a wealth of benefits to make working at UCI even...Monday to Friday
UC Irvine
Irvine, CA18 hours ago $250k - $325k
...service-oriented people to join our exceptional team. Senior Vice President, Member Contact Centers Scheduled Weekly Hours: 40... ...highest level of service is provided to Members. Oversee the management of databases and other tracking for analyses of teammember...SchoolsFirst Federal Credit Union
Tustin, CA3 days ago$236.7k - $315.5k
...Vice President Of Engineering For Data And Analytics Join a team that puts its People First! As a member of First American's family of... ...national provider of property-centric information, analytics, risk management and valuation solutions. First American maintains and curates...Local areaFirst American
Santa Ana, CA19 hours ago- ...Irvine School of Medicine and the President and Chief Executive Officer of UCI Health, the Vice President, partners with... ...compliance oversight. Assists management with the operational application... ...Total Rewards We offer a wealth of benefits to make working at...Monday to Friday
University Of California Irvine
Irvine, CA5 days ago $119k - $140k
...Regional Vice President, Community (Orange County, CA) California Why Work at Mercer Advisors... ...financial planning, investment management, business management, tax, estate, insurance... ...with clients and help them find a wealth management solution for their needs, driving...Temporary workWork at officeHome officeMonday to FridayFlexible hoursMercer Advisors
Orange, CA3 days ago$225k - $250k
...Vice President, Development The Vice President, Development is a strategic leader responsible for designing, executing, and scaling a multi... ...materials that inspire investment and deepen commitment. Manage and mentor a fundraising team, ensuring excellence in donor stewardship...Work experience placementWork at officeWeekend workAfternoon shiftTHINK Together
Santa Ana, CA4 days ago$245.61k - $346.93k
...an environment of respect, innovation, and teamwork. Position Summary : The VP Real Estate and Facilities is to lead the management of MemorialCare's centralized non-acute and outpatient real estate assets and acute hospital development and construction.The position...Full timeWork at officeLocal areaShift workMemorialCare Health System
Fountain Valley, CA22 hours ago$211.62k - $283.59k
...Location : 1530 W. 17th Street, Santa Ana, CA Job Type: Full-Time Management - Classified Administrative Job Number: CL26-01395 Division: SAC Executive Division Department: Presidents Office Opening Date: 05/08/2026 Closing Date: 6/5/2026 5:00 PM...Full timeWork experience placementWork at officeMonday to FridayRancho Santiago Community College District
Santa Ana, CA1 day ago- ...Vice President of Sales About the Company Globally renowned beverage alcohol company Industry Food & Beverages Type Privately... ...revenue, depletion, and profit targets. This role involves managing and growing senior distributor and key retail account...
$211.39k - $414.95k
...the housing supply shortage. Job Description The Vice President, Cyber and Security Services leads and oversees Tricon's... ...party relationships, and business processes. They balance risk management with business enablement, supporting innovation and growth without...Local areaTricon Residential
Tustin, CA2 days ago- ...Dublin, Ireland. Learn more at experianplc.com The Senior Vice President, Data Science & Analytics (North America) will have holistic... ...architecture. Partner consultatively with leaders in product management, sales, marketing, technology, and delivery to provide...Work at officeLocal areaRemote workFlexible hours
Experian
Costa Mesa, CA14 hours ago - ...Vice President of Sales About the Company Industry-leading supplier of optical communication components, modules & subsystems Industry... ...and develop key account relationships, coordinate sales team management, and stay abreast of industry trends to ensure the company's...Remote work
- ...data-scroll-anchor="false" data-turn="assistant" Regional Vice President of Service Operations | HVAC, Mechanical & Industrial Systems... ...Field Service Operations Lead regional service managers, field supervisors, dispatch teams, and technicians Drive...For contractors
Aquafinity
Santa Ana, CA3 days ago $150k
..., identify and implement process improvement initiatives aligned to our key values. ttract and motivate the team to achieve management business objectives while maintaining accountability and staffing to capacity. Quickly and effectively respond to all market...Work experience placementWork at officeRemote work2 days per week3 days per week1 day per weekMacpower Digital Assets Edge
Santa Ana, CA4 days ago$169.41k - $209.27k
...Job Title: Senior Vice President- Commercial Banking Location: Carmel Valley What you'll do: As a Senior Vice President... ...necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers...Western Alliance Bank
Costa Mesa, CA4 days ago$180k - $234k
...of the company in 1980 in the PCB Business. Job Summary The Vice President of PCB Sales, Aerospace & Defense will be a dynamic and strategic... ...planning. Business Development and Customer Relationship Management: Identify, pursue, and secure new business opportunities with...Permanent employmentContract workWork experience placement- ...Information Security Officer – Vice President The Information Security Officer – Vice President is a senior level professional responsible... ...items are resolved through coordination with Business Manager and business staff Support the Global Information Security...
Citi
Costa Mesa, CA1 day ago $170k - $225k
...level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all...Temporary workWork experience placementLocal areaJPMorgan Chase Bank, N.A.
Irvine, CA14 hours ago$80k - $140k
...middle office services and platforms to manage extensive customer interaction and internal... ...for: As Alpha Services - Assistant Vice President you will Collaborate with and... ...Programs to help you match your needs. And our wealth of development programs and educational...Temporary workWork at officeFlexible hoursState Street Corporation
Irvine, CA4 days ago- ...coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as... ...Services industry Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial...
- ...Job Description Job Summary And Responsibilities Our Impact Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President of Wealth Management. Be the first to apply!
- vice president research and development Santa Ana, CA
- vp customer experience Santa Ana, CA
- vice president nursing Santa Ana, CA
- vp customer success Santa Ana, CA
- vp internal audit Santa Ana, CA
- vp support Santa Ana, CA
- vice president support services Santa Ana, CA
- vice president quality assurance Santa Ana, CA
- vice president supply chain Santa Ana, CA
- vp technology Santa Ana, CA