Wealth Client Advisor - Investments & Planning
JPMorganChase
JPMorganChase in Huntington Beach is seeking a qualified professional to support financial advisors by handling operational requests and maintaining strong client relationships. The role includes managing account reviews, engaging in risk management, and ensuring compliance with business unit procedures. Applicants must have a Series 7 license, and may need to acquire additional licenses promptly. The company offers a competitive rewards package with comprehensive benefits and emphasizes a commitment to diversity and inclusion. #J-18808-Ljbffr JPMorganChase
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Advisor - Investments & Planning in Huntington Beach, CA vacancy
- ...Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service... ...administrative assistance to Private Client Advisors. This role involves handling... .... You will assist in wealth planning, relationship management, and referral...Suggested
$85k - $150k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors... ...by integrating financial planning, investment management, business management... ...legally bound to act in our clients’ best interests — always.*... ...methodology here.Job Summary:The Wealth Path Wealth Advisor works in...SuggestedTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...enabling them to preserve their wealth for future generations, and... ...experienced team of wealth advisors has knowledge and access to... ...class offerings including planning, investing, lending and money management... ...to deliver a differentiated client experience. If you want to...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
CI Financial Careers
Newport Beach, CA1 day ago - Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting region... ...new clients, and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors...Suggested
- ...leading financial services company is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role requires at least two years... ...a book of business and delivering personalized investment solutions, while also embracing digital...Suggested
- Mercer Advisors seeks a Wealth Path Wealth Advisor to support region-wide business development and client service. You will work under Wealth Path leadership alongside Managing... ...base and coordinate financial planning, tax, and investment guidance. The role requires 5-25...Local area
- ...global ultra‑high‑net‑worth wealth manager that empowers clients to secure their wealth and... ...a results‑driven Wealth Advisor to join our growing team.... ...class offering across wealth planning, wealth transfer, traditional and alternative investments. Key Responsibilities...Permanent employmentTemporary workWork at officeFlexible hours
- TwinThread is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and advice to clients, emphasizing relationship management and client acquisition. Successful candidates will demonstrate integrity...
$116.2k - $229.1k
...you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can... ...decisions • Collaborating with actuarial, investments, underwriting, claims, and other client stakeholders to assess current-state finance processes...Local areaVisa sponsorship- ...thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based,... ...our clients. As a Wealth Advisor, you’ll manage ongoing... ...deliver holistic financial planning, and provide tailored investment...Full timeWork at office
$110.7k - $218.3k
...Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions... ...components and prototypesDrive test planning, execution, and optimization supportTroubleshoot... ...next stage of growth. We’re just as invested in our own team’s growth, with hands-on...Local areaVisa sponsorship$82.6k - $162.8k
...implementation of NetSuite solutions that help clients meet their business goals, working... ...components and prototypesDrive test planning, execution, and optimization supportTroubleshoot... ...next stage of growth. We’re just as invested in our own team’s growth, with hands-on...Local areaVisa sponsorship$116.2k - $229.1k
...enabled solutions. Join a team that helps clients strengthen finance operations and... ...client delivery, supporting engagement planning, and contributing to proposals and recruiting... ...Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (...Local areaVisa sponsorship- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support region-wide business development... ...collaborating with senior leaders on investments, tax, and estate planning. The role requires travel up to 50% and...
- ...thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based,... ...clients. As a Wealth Advisor , you’ll manage ongoing... ...deliver holistic financial planning, and provide tailored investment...Work at office
Charles Schwab
Irvine, CA3 days ago - ...managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC.... ...program has a financial planning team that is integrated in... ...About the Role: A Senior Wealth Advisor is an experienced... ...planning and investment strategies consistent with...Immediate start
Columbia Banking System, Inc.
Irvine, CA19 hours ago - ...Planner within the Financial Planning Department in our Newport Beach... ...will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated... ...nation’s largest Registered Investment Advisor firms with headquarters...Work at office
Beacon Pointe Advisors
Newport Beach, CA1 day ago $116.2k - $229.1k
...’s Finance Transformation team and help clients modernize the future of finance. In this... ...solutions, including enterprise resource planning, enterprise performance management,... ...organizations, as well as through our own investments, commitments, and actions across areas that...Local area$51k - $320k
...paths as a Financial Advisor? Can you be motivated... ...contribute to a clients' financial future that... ...diversified suite of investment and insurance products... ...build your financial planning practice or develop a... ...including estate planning, wealth management, and insurance...InternshipLocal areaFlexible hoursGoldBook Financial
Costa Mesa, CA19 hours ago$110.7k - $218.3k
...Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and... ..., training, and post-go-live support planning.Assist with current-state and future-... ...organizations, as well as through our own investments, commitments, and actions across areas that...Local areaVisa sponsorship- ...point in every successful advisor's career when you ask... ...with?" At Integrity Wealth Management, we believe... ...building meaningful client relationships, earning... ...conversations extend far beyond investments. We help clients... ...financial planning rather than product sales...
Integrity Wealth Management
Newport Beach, CA3 days ago - ...Job Description: Our client is a growing independent wealth management firm dedicated to delivering comprehensive financial planning and investment management services to affluent individuals... ...an experienced Private Wealth Advisor who is ready to immediately...Immediate start
Financial Planner Recruiting, LLC
Irvine, CA4 days ago $48k - $100k
...Job Description: Merrill Wealth Management is a leading provider... ...wealth management and investment products and services for... ...management, including planning for retirement, education... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Work at officeShift workDay shiftBank of America
Newport Beach, CA19 hours ago- ...path forward. This opportunity is for advisors at any stage of their careers- from those... ...‑first approach, delivering financial planning, investment management, business planning, and... ...you will: Build and manage long‑term client relationships through personalized financial...Local areaHome office
Tax & Financial Group
Newport Beach, CA2 days ago - Irvine Company, a privately held real estate investment company, is seeking a Financial Planning & Analysis professional to drive enterprise-level budgeting, forecasting, and reporting. The role partners with real estate divisions and corporate teams to deliver insights...
$116.2k - $229.1k
...best in the business to solve the toughest client problems. From learning to leadership,... ...layers for finance use cases such as planning, budgeting, forecasting, profitability,... ...organizations, as well as through our own investments, commitments, and actions across areas that...Local areaVisa sponsorship- ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...advance personalized financial plans aligned with client goals... ..., and helping align investments to client goals, life events... ..., investment advisory or wealth management ~ CFP® (Certified...Full timeTemporary workFlexible hours
Edward Jones
Newport Beach, CA3 days ago - Capstone Partners Financial is a financial planning firm based in Newport Beach that is built... ...developing people as much as serving clients. We specialize in helping clients achieve... ...our clients, but just as importantly, we invest in our team through education, coaching,...
$76.5k - $90k
...Beach Job Summary Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a... ...comprehensive financial plans for clients. This position is best for... ...groups within Family Wealth Services and Investments to...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$80k - $90k
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...by integrating financial planning, investment management, business... ...legally bound to act in our clients’ best interests — always. Mercer... ...paraplanners that supports Wealth Management Teams nationwide...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Advisor - Investments & Planning. Be the first to apply!
Related searches
- financial planning assistant Huntington Beach, CA
- estate planning consultant Huntington Beach, CA
- financial advisor development program Huntington Beach, CA
- wealth advisor Huntington Beach, CA
- financial consultant Huntington Beach, CA
- financial counselor Huntington Beach, CA
- associate corporate finance Huntington Beach, CA
- finance associate Huntington Beach, CA
- jde finance consultant Huntington Beach, CA
- financial planning administrator Huntington Beach, CA