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
$30 per hour
...seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... ...of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located...SuggestedWork at officeRemote work- 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...Suggested
- Beacon Pointe in Newport Beach is looking for a Senior Family Wealth Strategist who will provide expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal candidate will have a J.D. and a minimum of 10 years' experience in tax and estate planning...SuggestedRemote job
- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most... ...institutional quality investments, life and legacy planning, and impact initiatives for...Suggested
- ...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
$98k - $130k
...requires 1-4 years of experience and focuses on developing financial models, collaborating on budgets, and analyzing financial data for strategic decision-making. Ideal candidates will possess a Bachelor’s degree in Finance or Accounting, and advanced Excel skills are...$70.4k - $125k
Goldman Sachs Group, Inc. is looking for motivated financial professionals in Newport Beach, CA, to provide comprehensive financial planning and client advisory services. Responsibilities include personalized tax services, preparing financial analyses, and cultivating client...- Corient Capital Partners in Newport Beach seeks a Wealth Advisor to join their expanding team. The role involves nurturing client relationships, driving revenue growth, and offering comprehensive wealth management solutions. The ideal candidate will possess 8-10 years...
- ...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
- A leading ecommerce fashion company in California is seeking an Assistant Planner to support inventory and sales planning efforts. The ideal candidate will possess advanced Excel skills, experience with ecommerce platforms, and strong analytical abilities to drive business...
- ...Job Description Job Description About the Job The Senior Planner is responsible for developing sales plans, managing inventory,... ...historical sales performance and partner with sales teams to develop strategic forecasts and business plans. Reforecast and report on sales...Contract workTemporary workWork at officeFlexible hours
$87k - $93k
LGBT Great is seeking a Finance Associate in Newport Beach to support compensation planning and workforce analytics within PIMCO's Finance division. The role involves maintaining data accuracy, supporting budgeting processes, and preparing management reports. The ideal ...- Anduril Industries in Costa Mesa seeks a Financial Analyst with 1-4 years of experience to support financial planning and analysis. This role involves developing complex financial models, collaborating with teams on budgets, and analyzing financial performance. Candidates...
- ...Job Description The Senior Tax Planner is responsible for implementing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. The ideal candidate possesses strong...Work at office
$129k - $171k
..., 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy... ...team is seeking a world-class Senior Field Service Parts Planner to join our team. The Senior Field Service Material Planner has...Full timeContract workWork experience placementLocal areaImmediate startRelocationFlexible hours$65k - $105k
...(United States of America) A BRIEF OVERVIEW The Senior Planner/Buyer is responsible for developing and executing complex production... ...Experience ~- Extensive Experience Inventory Management ~ Strategic Planning - Extensive Experience ~ Negotiating - Working...Contract workWork experience placementWork visaShift work$70k - $80k
Bank of America is seeking a dedicated professional to advise clients and help them achieve their financial goals. The role involves building comprehensive financial plans and recommending investment strategies tailored to client needs. A successful candidate will hold ...$54.36k - $80.19k
Mobis Parts America, LLC. is seeking an experienced Accessory Product Planner to develop and present product plans at their Fountain Valley headquarters. This role involves creating product strategies based on market trends and historical data, requiring strong analytical...$95.89k - $157.54k
...Senior Brand Strategist McAfee is seeking a world-class Senior Brand Strategist to serve as the strategic engine powering our brand, creative, and marketing communications. Reporting to the Director of Brand Marketing, this senior individual contributor will shape how...Temporary workWork at officeWork from homeHome officeRelocation packageFlexible hours$120k - $150k
...OF EXCELLENCE You inspire others with your expertise and strategic thinking. You proactively share insights with your team and... ...financial modeling. ~ High EQ and communication skills: trusted advisor, clear storyteller, resilient problem solver. ~ Curiosity and...Permanent employmentFull timeFor contractorsWork at officeFlexible hours- ...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...
$129k - $171k
...Senior Field Service Parts Planner Anduril Industries is a defense technology company with a mission to transform U.S. and allied... ..., 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy...Full timeContract workWork experience placementLocal areaImmediate startRelocationFlexible hours- ...Phocas Ltd in Costa Mesa seeks an Events Marketing Manager to oversee its global events program, driving engagement through strategic event execution. The ideal candidate has proven experience in managing events within a SaaS or B2B environment, balancing creativity with...Work from home
$98k - $130k
...line leadership to perform financial analyses and prepare complex cost proposals for federal and commercial scenarios. You will lead strategic proposals, develop pricing models, and ensure compliance with regulations. Ideal candidates will have a degree in Business or...$99k - $130k
...operating system that turns thousands of data streams into a realtime, 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology...Full timeWork experience placementWork at officeImmediate startShift work$165k - $210k
Anduril Industries, Inc. is seeking a Strategic Real Estate Operator in Costa Mesa, California to lead enterprise-wide real estate strategies. The candidate will oversee a diverse portfolio exceeding 5 million square feet, focusing on strategic expansions, stakeholder engagements...Full time$103.33k
...frontier of paid media strategy and technology across both search and social. You combine data analysis and client feedback to develop strategic plans spanning Google Ads and Meta. You make tactical recommendations for targeting, messaging, and campaign optimization across...Flexible hours- JOB SUMMARY The Assistant Planner role at Beachriot is responsible for supporting the team in analyzing, forecasting and buying for the... .... This role is responsible for supporting the reporting and strategic direction of inventory and sales planning. To excel in the position...Seasonal workWork at officeFlexible hours
$126.4k - $267.5k
...developing new custom credit relationships with strategic wealth clients, driving funded loan balance... ...credit relationships, and educating Advisors on our credit solutions and risk... ...Credit Strong credit skills (commercial / UHNW) Organized and can handle/prioritize several...Work at officeShift workDay shift
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