Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Advisor & Strategic Legacy Planner in Newport Beach, CA vacancy
  • 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

    Corient

    Newport Beach, CA
    10 hours ago
  • 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

    Corient Private Wealth LLC.

    Newport Beach, CA
    3 days ago
  • $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

    Jobleads-US

    Costa Mesa, CA
    1 day ago
  • 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

    CI Financial

    Newport Beach, CA
    3 days ago
  • $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,... 
    Suggested
    Local area

    Deloitte

    Costa Mesa, CA
    1 day ago
  • 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-... 

    Mission Critical Electronics

    Costa Mesa, CA
    10 hours ago
  • 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... 

    Anduril Industries

    Costa Mesa, CA
    10 hours ago
  • 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... 

    Beacon Pointe

    Newport Beach, CA
    1 day ago
  • 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... 

    SteelPeak Wealth

    Newport Beach, CA
    3 days ago
  •  ...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 employment
    Temporary work
    Work at office
    Flexible hours

    CI Financial Careers

    Newport Beach, CA
    4 days ago
  • 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... 

    Bank of America

    Fountain Valley, CA
    1 day ago
  • 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...

    Anduril Industries, Inc.

    Costa Mesa, CA
    4 days ago
  •  ...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 employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    Newport Beach, CA
    20 hours ago
  • 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

    Layup

    Huntington Beach, CA
    4 days ago
  • $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

    BKF Engineers

    Newport Beach, CA
    1 day ago
  • 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

    Layup Parts

    Huntington Beach, CA
    4 days ago
  • 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... 

    Newmar-Power-LLC

    Costa Mesa, CA
    10 hours ago
  • $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

    Citi

    Costa Mesa, CA
    2 days ago
  • 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... 

    Mach Industries

    Huntington Beach, CA
    4 days ago
  • $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 wage
    Full time
    Flexible hours

    Cushman & Wakefield

    Costa Mesa, CA
    3 days ago
  • 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...

    Alliance Resource Group Inc

    Newport Beach, CA
    10 hours ago
  • 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...

    California Pizza Kitchen

    Costa Mesa, CA
    10 hours 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...

    Socket.dev

    Newport Beach, CA
    1 day ago
  • $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 time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Newport Beach, CA
    3 days ago
  • 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

    PVH (Tommy Hilfiger/Calvin Klein)

    Costa Mesa, CA
    2 days ago
  • $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 work
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    20 hours ago
  • $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

    Citigroup Inc.

    Costa Mesa, CA
    4 days ago
  • $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

    Citibank (Switzerland) AG

    Costa Mesa, CA
    3 days ago
  •  ...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... 

    Mosaic.tech

    Costa Mesa, CA
    3 days ago
  • $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... 

    Anduril Industries

    Costa Mesa, CA
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Wealth Advisor & Strategic Legacy Planner. Be the first to apply!