UHNW Wealth Advisor & Strategic Legacy Planner
Corient Services LLC
Corient Services LLC in Newport Beach is seeking a Wealth Advisor to empower clients through comprehensive financial solutions. The successful candidate will proactively identify and acquire high-net-worth clients while developing tailored wealth management strategies. Ideal applicants have 8–10 years of experience in financial services, with strong interpersonal skills and a proven record in business development. The position offers competitive compensation and an extensive benefits package. #J-18808-Ljbffr Corient Services LLC
- A leading wealth management firm in Newport Beach is seeking an experienced Wealth Advisor to enhance client relationships and drive business growth. Responsibilities include identifying and acquiring high-net-worth clients, providing tailored wealth solutions, and conducting...Suggested
- A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver holistic wealth solutions. The ideal candidate has 8-10 years of experience with high-net-worth clients, strong analytical skills, and relevant...Suggested
$250k
...Banker Func Group Manager in Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate strong leadership...Suggested- Corient is seeking a results-driven Wealth Advisor to grow its client base and revenue by delivering holistic wealth solutions. You will... ...planning, investments, and wealth transfer. The role emphasizes strategic thinking, clear communication, and fiduciary responsibility...Suggested
$116.2k - $229.1k
...deliver trusted, efficient, and value-centric outcomes for global enterprises. Our services include strategy development, road mapping, strategic PMO, enterprise value creation, and finance automation and innovation.QualificationsRequired:Bachelor’s degree in Finance,...SuggestedLocal area- Mission Critical Electronics is seeking a Buyer/Planner to source and manage electronic components, build production schedules, and maintain strong supplier partnerships. The role focuses on strategic sourcing, cost control, and ensuring continuity of supply in a fast-...
- Anduril Industries seeks an Associate Director for their Corporate Finance team to drive financial insights and support strategic decision-making. The role demands a strong background in financial analysis and communication, along with creative problem-solving capabilities...
- A leading advisory firm located in Newport Beach, California is seeking a Senior Tax Planner to oversee tax planning technology tools and deliver strategic tax advice to clients. The ideal candidate has strong leadership skills, deep tax expertise, and a client-focused...
- A leading wealth management firm in California seeks a Wealth Advisor to build and maintain client relationships while providing personalized financial strategies. This role requires over 5 years of experience in wealth management and a strong knowledge of financial planning...
- ...enabling them to preserve their wealth for future generations, and... ...lives, and establishing legacies that last for generations. We... ...Our experienced team of wealth advisors has knowledge and access to the... ...market. The ideal candidate is a strategic thinker, a strong...Permanent employmentTemporary workWork at officeFlexible hours
- Bank of America is seeking a Financial Advisor in Fountain Valley, California, to provide comprehensive advice and customized solutions to clients aiming to achieve their financial goals. The role involves triaging client leads, making referrals, and meeting clients to...
- Anduril Industries, Inc. is seeking a Workforce Planning Analyst to take charge of staffing demand across critical programs. This role involves conducting gap analysis, tracking staffing processes from hiring to billing, and ensuring data integrity across systems. The ideal...
- ...leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their wealth and legacy through comprehensive... ...seeking a results‑driven Wealth Advisor to join our growing team. This... ...reviews, market updates, and strategic planning sessions to deepen relationships...Permanent employmentTemporary workWork at officeFlexible hours
- Layup is seeking a highly organized Production Planner in Huntington Beach, CA to own and optimize the factory schedule across multiple work centers. You will translate demand into executable plans and continuously improve capacity utilization, WIP, and on-time delivery...Work at office
$83k - $106k
BKF Engineers in Newport Beach seeks an Associate Planner to support public and agency-based planning efforts. Duties include managing projects, coordinating with agencies, and providing planning guidance. Ideal candidates will have a Bachelor's degree in Urban Planning...Flexible hours- Layup Parts is seeking a highly organized Production Planner in Huntington Beach, CA to own the production schedule across multiple work centers and translate demand into executable plans. You will optimize throughput by evaluating capacity, staffing, and bottlenecks, while...Work at office
- Mission Critical Electronics, LLC (MCE) is seeking a Buyer/Planner in Costa Mesa, CA to source electronic components and manage daily production planning. You will oversee MRP, manage the job board, and place POs while collaborating with engineering and manufacturing to...
$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows latest... ...’ businesses and sources of wealth generation. Anticipate... ...implications. Serve as a trusted advisor to clients who frequently seek... ...Banking having covered the UHNW market / Extensive experience...Full time- Mach Industries, located in Huntington Beach, California, is seeking a proactive Production & Materials Planner to translate demand into actionable plans. The successful candidate will be pivotal in ensuring alignment between planning outputs and production execution, managing...
$106.25k - $125k
Job TitleProject Controls Planner, Data Center, Project & Development ServicesJob Description... ...will support our clients by developing strategic plans and integrated schedules aligned... ...with project stakeholders as a trusted advisor to provide guidance and recommendations...Minimum wageFull timeFlexible hours- A growing Capital Acquisition firm in California seeks a financial analyst to build financial models and support asset management decisions. Candidates should have 4-6 years of experience in finance and proficiency in Excel. Responsibilities include preparing consolidated...
- California Pizza Kitchen is seeking a Financial Planning & Analysis Analyst to support monthly and weekly P&L reporting across all locations, with a focus on variance analysis, budgeting, and KPI dashboards. The role offers visibility into operations, marketing, and senior...
- 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...
$126k - $250k
...impact. Join us!Job Description:The Credit Advisor (CA) is a client-facing role responsible... ...new custom credit relationships with strategic wealth clients, driving funded loan balance and... ...Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize...Full timeWork at officeFlexible hoursDay shift- Anduril Industries is seeking a Program Financial Analyst for its Space business line. You will handle EAC budgeting, income statement and balance sheet forecasting, and internal reporting while collaborating with program management and leadership to ensure commitments ...Contract work
$128k - $252.5k
...digital and AI transformation.Our professionals serve as trusted advisors to our clients, working with them to make clear, data-driven... ...how to win to drive growth and unlock enterprise value. These strategic choices help inform the development of the appropriate...Contract workLocal areaVisa sponsorship$250k
...clients’ businesses and sources of wealth generation. Anticipate events... ...implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters... ...Banking having covered the UHNW market / Extensive experience in working...Full time$250k
...business. Requires thorough understanding of strategic direction of the function within the... ..., along with an acquisition strategy for UHNW target names. Thus thorough knowledge of... ...understanding of clients’ businesses and sources of wealth generation.* Anticipate events in a...Full time- ...Industries is seeking a Financial Analyst to join the Manufacturing Finance team. You will partner with senior leadership to drive strategic decisions, optimize financial performance, and build robust models that guide resource allocation and product profitability. The...
$98k - $120k
Anduril Industries, Inc. is seeking a Strategic Finance team member to conduct high-priority financial analyses, partner with leadership, and manage projects end-to-end. The role requires 2+ years in consulting or banking, strong financial insights, proficiency in Excel...
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