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 4 days 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
    4 days 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
    2 days 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... 
    Suggested

    Anduril Industries

    Costa Mesa, CA
    4 days 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... 
    Suggested

    Beacon Pointe

    Newport Beach, CA
    5 days ago
  •  ...life while preserving their wealth for future generations and supporting...  ...lives, and establishing legacies that last for generations....  ...seeking a results‑driven Wealth Advisor to join our growing team....  ...market. The ideal candidate is a strategic thinker, a strong... 
    Suggested
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Newport Beach, CA
    1 day ago
  •  ...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... 

    Beacon Pointe Advisors

    Newport Beach, CA
    2 days ago
  • $65k - $75k

    Northern Trust Corp seeks a Wealth Strategist Sales Associate in Newport Beach. You'll assist in servicing clients, respond to inquiries, and prepare materials for meetings. The role requires 1-3 years of client servicing experience and knowledge of financial planning.... 
    Work at office

    Northern Trust Corp

    Newport Beach, CA
    4 days ago
  • $97.9k - $126.8k

    Irvine Company is seeking a skilled analyst for their Strategic Planning & Analysis group. In this role, you will prepare reports for the Board, handle enterprise-wide business plans, and develop financial models that inform executive decisions. The ideal candidate will... 

    Irvine Company

    Newport Beach, CA
    4 days ago
  • $80k - $90k

     ...developing reporting for Board meetings. Candidates with 1-3 years in FP&A or a related field are encouraged to apply. This position includes compensation of $80,000 - $90,000 and offers exposure to strategic functions in a rapid growth environment. #J-18808-Ljbffr NakedMD

    NakedMD

    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
    5 days ago
  • $59k - $80k

     ...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... 
    Rotational program
    Full time
    Work experience placement
    Internship
    Work at office
    Shift work

    Anduril Industries

    Costa Mesa, CA
    4 days ago
  • $51k - $320k

    Goldbook-Financial in Costa Mesa, CA is seeking candidates for a financial planning role aimed at cultivating client relationships and delivering comprehensive financial services. Ideal candidates should have a 4-year degree and experience in Financial Services or Insurance...

    Goldbook-Financial

    Costa Mesa, CA
    5 days ago
  • 24 Seven Talent is seeking a Senior Planner to develop monthly sales, margins, and inventory plans, while partnering with sales to forecast and budget. The role emphasizes forecasting accuracy, inventory control, and cross-functional collaboration in a fast-paced environment... 

    24 Seven Talent

    Costa Mesa, CA
    4 days ago
  • $112k - $149k

    Anduril Industries is seeking a workforce planning expert in Costa Mesa, California. You will own staffing demand models, validate finance forecasts, and produce executive-facing reports. Ideal candidates have 2+ years in operations and must be eligible for a US Top Secret...

    Slope

    Costa Mesa, 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
    3 days ago
  • $99k - $130k

    Anduril Industries is looking for an Occupancy Space Planner in Costa Mesa, California. This role focuses on managing office space usage and forecasting needs. Responsibilities include tracking occupancy data, developing forecasts, and collaborating with teams to implement... 
    Work at office

    jobr.pro

    Costa Mesa, CA
    5 days ago
  • Anduril Industries in Costa Mesa, California, is seeking a talented individual to manage staffing models across various programs. This role involves tracking staffing demand, producing gap analyses, and delivering data-driven insights to leadership, ensuring organizational...

    Anduril Industries

    Costa Mesa, CA
    1 day 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
    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
    5 days ago
  •  ...The Senior Planner is responsible for developing sales plans, managing inventory, submitting global buys, analyzing sales trends, identifying...  ...sales performance and partner with sales teams to develop strategic forecasts and business plans. Reforecast and report on sales,... 
    Work at office

    24 Seven Talent

    Costa Mesa, CA
    2 days 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
    4 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
    4 days ago
  • $98k - $130k

    Anduril Industries in Costa Mesa, California is seeking a Financial Analyst to join their Corporate FP&A team. The ideal candidate will have 1-4 years of experience in financial modeling and balance sheet analysis, assisting in financial planning and analysis functions....

    Anduril Industries

    Costa Mesa, CA
    5 days ago
  • Irvine Company is seeking a Financial Planning Analyst in Newport Beach, California, responsible for enterprise-level financial planning and analysis. The role includes preparing materials for the Board of Directors, creating financial models, and collaborating across divisions...

    Irvine Company

    Newport Beach, CA
    2 days ago
  • $77k - $102k

    Anduril Industries is seeking a Financial Analyst in Costa Mesa, California. This role involves developing financial models, analyzing performance, and preparing executive reports. Candidates should possess a Bachelor’s degree in Finance or a related field, with 1-4 years...

    Anduril Industries

    Costa Mesa, CA
    4 days ago
  • $36.73 - $45.38 per hour

     ...sponsor and management calls, capturing key performance updates, strategic developments, and emerging risks; proactively identify early...  ...Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona... 
    Hourly pay

    Western Alliance Bank

    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
    4 days ago
  • $75k - $160k

    Asset & Wealth Management, Goldman Sachs Ayco, Financial Planner Training and Development, Associate, Newport...  ...that empower our advisors and planners to excel,...  ...banking solutions, and strategic advice to a diverse clientele...  ...distinguished 50‑year legacy and the expansive... 
    Work at office

    Goldman Sachs Bank AG

    Newport Beach, CA
    1 day ago
  • Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their...  ...and must hold Series 7 & 66 licenses. This position involves strategic client meetings, comprehensive financial planning, and... 

    Bank of America

    Fountain Valley, CA
    2 days ago
  •  ...solutions that empower our advisors and planners to excel, ensuring they are...  ...OUR IMPACT At Goldman Sachs Wealth Management, we are dedicated...  ...comprehensive banking solutions, and strategic advice to a diverse...  ...Ayco's distinguished 50-year legacy and the expansive resources... 
    Work at office

    Goldman Sachs

    Newport Beach, CA
    4 days 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!