Senior Financial Planner - High-Net-Worth Focus & Growth
EP Wealth Advisors
EP Wealth Advisors (EPWA) is seeking an experienced financial planner in Valencia, CA. This role involves leading client financial planning, collaborating with advisors, and creating customized financial strategies. The ideal candidate will have a Certified Financial Planner designation, strong communication skills, and experience in financial services. EPWA offers competitive benefits including health plans, 401k matching, and generous PTO. #J-18808-Ljbffr EP Wealth Advisors
- EP Wealth Advisors (EPWA) in Valencia, CA, is seeking a Senior Financial Planner to lead client relationships and develop comprehensive, customized financial plans for high-net-worth clients with assets under management. You will collaborate with advisors, mentor junior...SeniorHigh net worthFlexible hours
$23.75 - $29 per hour
...proactive sales strategies. This role plays a crucial part in driving branch growth by acquiring new clients and expanding existing relationships. The ideal candidate has a background in banking or financial services with at least 2 years of experience. Strong communication...SeniorHourly pay- ...The role involves developing and managing client relationships, with a focus on Ultra-High-Net-Worth and High-Net-Worth clients. Key responsibilities include business development, implementing financial plans, and collaborating with internal teams to offer tailored...High net worth
- Randa Apparel & Accessories seeks a Senior Financial Analyst, FP&A - Accessories to support planning, forecasting, reporting, and financial analysis for the Accessories Division. This role collaborates with the Director, FP&A to provide insights across Sales, Merchandising...Senior
$177k - $220k
Slalom seeks a CX Senior Principal to join their Go-To-Market team, focusing on delivering exceptional customer experiences. This role involves not just selling,... ...overseeing complex engagements and driving strategic growth for major clients across sectors. You’ll need a...Senior- ...engagements, including high‑net‑worth individuals, multi‑... ...and mentor managers and senior associates through goal... ...reviews, with a focus on leadership development... ...strategic partner in their financial decision‑making and... .... Contribute to firm growth by participating in business...SeniorHigh net worthFull timeLocal area
$150k - $180k
...Opportunity Our client is a highly sophisticated CPA... ...serving high-net-worth individuals, real... .... This is a growth-driven opportunity... ...technically strong Senior Tax Accountant who... ...prepared accounting and financial data Collaborate... ...Technical Focus Areas 704(b), 704...SeniorHigh net worthWork at officeRemote workFlexible hours- American Riviera Bank is seeking a Senior Personal Banker to join our team in Paso Robles, CA. This role requires significant expertise in banking services, customer interactions, and product knowledge. As a Senior Personal Banker, you will interact directly with clients...Senior
- ...prestigious accounting firm is seeking a dynamic Tax Senior Manager to oversee tax planning and compliance for ultra-high net worth individuals. This role requires strong... ...development, and the ability to foster professional growth within the staff. The ideal candidate will...SeniorHigh net worthLocal area
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private... ...aptitude to foster professional growth within our staff. This... ...compliance functions for ultra-high net worth individuals and their... ...emphasis on clients in the financial services sector, such as hedge...SeniorHigh net worthPrivate practiceWork at officeLocal area
$80k - $120k
...Profitwise Accounting is hiring a Senior Tax Associate to join our Tax... ...strategies. Work with high-net-worth clients and identify opportunities... ...to the Tax Manager. Bring a growth mindset to continued learning... ...team Meaningful, client-focused work with real growth potential...SeniorHigh net worthRemote jobFull timeSeasonal work$128k - $161k
CalPrivate Bank is looking for a Relationship Manager to develop and manage relationships with high-net-worth clients. This role involves driving portfolio growth, overseeing risk management, and collaborating with internal teams to ensure excellent service delivery. The...SeniorHigh net worth- ...) is seeking an experienced Tax Manager/Senior Manager to lead our Middle Market Tax practice... ...held businesses, ownership groups, and high‑net‑worth individuals on sophisticated planning,... ...and collaborate with firm leadership on growth initiatives. The role offers visibility,...SeniorHigh net worthRemote job
- Alliance Resource Group is looking for a Senior Tax Accountant to join a reputable tax firm in California. This role focuses on partnership tax and provides services to closely held businesses and high-net-worth individuals. As a Senior Tax Accountant, you will handle...SeniorHigh net worth
- ...Recruiter with expertise in tax compliance and a strong client focus. The ideal candidate will have 2 to 6 years of experience in... ...making an impact in the community while managing tax compliance for high-net-worth individuals and businesses. #J-18808-Ljbffr DeWinter GroupSeniorHigh net worthFull time
- Dutchie is seeking a Senior FP&A Analyst to help drive the financial operating rhythm of the company. You’ll partner across Finance, Accounting, and business... ...role reports to the Senior Director of FP&A. You’ll focus on scalable planning, automation with AI, and executive...Senior
- Bank of America is seeking an energetic, client‑oriented associate to support customers at a Financial Center. The position is open for the entire market and may move between centers within commuting distance. You will help clients with everyday banking needs, manage cash...Shift workWeekend work
- Cephas Consultancy Services Private Limited seeks a Personal Financial Advisor to provide tailored financial guidance and... ...a CFP or CFA credential and several years of experience, focusing on high-net-worth clients. The position offers the flexibility to work remotely...High net worthRemote jobContract work
$106k - $146k
Senior Director, Development - Northern California Remote... ...'re ready to work in a high-performance, mission-... ...for cultivating high-net-worth individuals, corporate... ...donors and prospects with a focus on gifts of $25,000 and... ...development and career growth opportunities PCS...SeniorHigh net worthFull timeLocal areaImmediate startRemote workRelocationFlexible hoursNight shiftWeekend work$125k - $150k
...client is a well respected boutique tax firm in Orange County, CA looking to bring on a Senior Tax Accountant to focus on partnership tax, closely held businesses and high-net-worth individuals. Salary: $125,000 - $150,000 all in (bonus + base) Key Responsibilities Complex...SeniorHigh net worthRemote jobLocal area$157k - $235k
Slalom is seeking a Client Partner at the Senior Principal level to support growth in Southern California. You will manage client relations and drive business development across various industries, including Healthcare and Technology. Successful candidates will hold a...Senior- ...accountants with strong client focus and high levels of aptitude. If you... ...fx Tax and BNA Income Tax Planner software. Located in the heart... ...compliance work for high‑net‑worth individuals and closely held... ...administration Position Details Seniority level: Associate Employment...SeniorHigh net worthFull timeLocal area
$86k - $105k
...Glendale and Encino. The firm is focused on tax, assurance and... ...is to provide accounting and financial solutions with balance, objectivity... ..., non‑profits, and high‑net‑worth individuals. The successful... ...office. Title Both Associate and Senior Associate titles available...SeniorHigh net worthHourly payWork at officeWeekend work2 days per week3 days per week$171.7k - $260k
...capital that nurture progress and growth, helping to create a better... ...planet we all share. The Senior Credit Advisor will be the... ...facilities), art, financial sponsors, unlisted shares (privately... ...and dealing with Private Bank High Net Worth Clients Familiar with a...SeniorHigh net worthFull timeWork at officeFlexible hours$71k - $135k
A leading financial institution is seeking a Premier Relationship Manager to act as a trusted adviser to clients... ...over 5 years of experience in financial services, focusing on relationship management with high-net-worth clients. The base salary ranges from $71,000 to $13...High net worth- Crosscut is seeking a Senior ABM Manager to develop and execute strategic... ...ABM programs aimed at driving growth for Strategic and Enterprise... ...B2B marketing, with a strong focus on personalized ABM strategies... ...tools. This position involves high levels of collaboration and...Senior
- ...in the United States is seeking a senior tax professional to deliver high‑level consulting, compliance, and controversy... ...trust matters affecting ultra‑high‑net‑worth clients. You will manage multiple... ..., collaborative environment with a focus on client service and technical...High net worthWork at office
- A financial advisory firm in Los Angeles seeks a Senior Advisor to guide public sector leaders in financing strategies for infrastructure and economic development. Candidates must have a Bachelor's degree in Finance or related fields, along with 2-3 years of municipal finance...Senior
- Domestic & General is seeking a Senior Account Manager to join our US... ...the successful delivery and growth of assigned client accounts across... ...is hands-on and execution-focused, coordinating between clients... ...initiatives, and delivering timely, #J-18808-Ljbffr High Liner FoodsSeniorRemote job
- Sunrise Senior Living in California seeks an experienced Executive Director to lead community operations focused on enhancing resident and family experiences. In this pivotal role, you will drive growth through operational excellence, managing P&L and compliance to ensure...Senior
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