Senior Private Wealth Advisor & Practice Leader
Empower Retirement, LLC
Empower Retirement, LLC is seeking a Senior Private Wealth Advisor, Practice Lead (Personal Strategy) to guide high-net-worth clients toward long-term financial success. You will act as a trusted advisor and primary contact, delivering personalized strategy and holistic planning. You will lead a client team, oversee onboarding, and collaborate with advisers to grow assets while maintaining exemplary client service. This role requires a Bay Area presence and willingness to travel. #J-18808-Ljbffr Empower Retirement, LLC
$125.4k - $181.88k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) We are seeking an experienced Senior Private Wealth Advisor to serve as the primary point of contact for high-net-worth client households in the Santa Cruz area. The role focuses on retaining and growing net...SeniorPrivateRemote job16 hoursTemporary workCasual workPrivate practice$135k - $147.5k
...ONE (1) Financial Consultant (\"FC\") or Senior Financial Consultant (\"SFC\") to join our... ...team. Unlike typical financial advisors, the Partnership’s Financial Consulting staff... ...including, but not limited to: Tax-Exempt Private Activity Mortgage Revenue and 501(c)3 Bonds...SeniorPrivatePermanent employmentContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours$85k - $105k
...Juniper Square, situated in California, seeks a Senior Fund Accountant to enhance their Fund Administration service offering. This role... ...a high-quality accounting experience to clients in the private equity, venture capital, and real estate sectors. The ideal candidate...SeniorPrivateRemote work- Boulevard Pet Hospital in Castro Valley, California is seeking an experienced Practice Manager to lead our dedicated team. For more than 50 years, we have proudly served pets and their families with compassionate care and medical excellence. The Practice Manager oversees...Senior
- Pacific Cancer Care is seeking an experienced Practice Administrator to lead operations across Monterey, Los Gatos, and Gilroy. You will oversee multiple service lines, standardize workflows, and drive performance improvements while ensuring regulatory compliance. This...Senior
$171.7k - $260k
A global banking institution is seeking a Senior Credit Advisor in Los Angeles, responsible for identifying, structuring, negotiating, and underwriting credit opportunities. The role demands extensive experience with various credit products and client-facing skills, particularly...SeniorPrivateFull timePart time$76.52k - $163.9k
...Sr. Practice Solutions Relationship Manager page is loaded## Sr. Practice Solutions Relationship Managerremote type: Remotelocations:... ...Solutions team** is highly focused and specialized, working with private, owner-managed dental, optometry, veterinary and medical specialty...SeniorPrivateWork experience placementLocal areaFlexible hours$58k - $63k
...- $63,000 Join One of the Nation’s Top Private Lenders! American Heritage Lending (AHL)... ...results, American Heritage Lending is a leader in private lending solutions. Our mission... ...performance and values people — apply today! Seniority Level Associate Employment Type Full-...SeniorPrivateFull timeWork at office- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing...SeniorPrivatePrivate practiceWork at officeLocal area
- Private Wealth Advisor About Our Client Our client is a distinguished wealth management firm specializing in alternative investments for individuals and institutions. They offer exclusive opportunities across multiple asset classes, including Private Equity, Venture Capital...PrivateFull timeRemote work
$167.5k - $192k
...challenging projects in the collaborative team environment with leaders in the transportation field. Location: Sacramento, CA Job... ...an employee-owner of DKS. As a Transportation Design Practice Leader/Senior Project Manager you will be a member of the DKS leadership...SeniorTemporary workWork at officeLocal areaImmediate startFlexible hours- ONG HUMAN CAPITAL INC. is seeking a Senior Audit Manager in California, US, where you'll engage with mid-sized private companies across various sectors. You will work on audit services, maintain client relationships, and manage audit teams while leveraging your 5+ years...SeniorPrivate
- 3 Bridge Networks is seeking an experienced Fund Controller to lead fund accounting for multiple private equity funds. This senior position involves overseeing financial reporting, compliance, and internal controls, partnering closely with investment and operations teams...SeniorPrivate
- A prominent law firm in California is seeking a mid-senior level Corporate Associate Attorney to work on complex corporate matters, including M&A transactions and private equity deals. Candidates should have 2-6 years of relevant experience and admission to the California...SeniorPrivate
- A distinguished wealth management firm is seeking an experienced Private Wealth Advisor to join its team. 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...Private
$84.5k - $135k
The Private Client Senior Placement Lead is a senior‑level role within the Private Client Services... ...consistency and quality in marketing practices across the team. Collaborate with PCS... ...as consulting services and financial & wealth solutions. With over 200 offices and more...SeniorPrivateFull timeWork at office- ...diverse, and multicultural work environment Leaders with deep market knowledge and strategic... ...portfolios. Role Description As a Senior FP&A Analyst, you will play a pivotal role... ...culture within a globally renowned group. Private Health Insurance. Paid Time Off. Training...SeniorPrivateWork at officeLocal areaRemote workFlexible hours
- Empower is looking for a Senior Private Wealth Advisor, Practice Lead to drive exceptional client experience for high-net-worth households in Northern California. This role involves personal financial strategy, wealth management, and close collaboration within a dedicated...SeniorRemote jobPrivate practice
$69.92k - $109.46k
...understanding of corporate bank loans and experience with various structures of bank debt including CLOs, interval funds, ABLs, and private debt. Full trade cycle knowledge: settlements, closings, loan administration, and loan agency. Strong client‑relationship‑...SeniorPrivateWork experience placementWork at officeLocal areaFlexible hours$104.14k - $129.4k
...general direction of the Environmental Program Manager I, the Senior Environmental Planner (specialist) performs the most difficult... ...Department staff, Headquarters, local agencies, resource agencies, private stakeholders, and the public in the development of various...SeniorPrivateLocal area$31.25 - $38.46 per hour
...Funder to play a key role in the daily funding of loan originations in California. This position requires 2-5+ years of experience in private lending, with a strong focus on detail and communication skills. The Sr Funder will validate loan conditions, verify closing...SeniorPrivateHourly pay- Empower Retirement, LLC in the Bakersfield/Fresno area seeks a Senior Private Wealth Advisor, Practice Lead to retain and grow net assets by building lasting relationships with high-net-worth clients and leading a dedicated client practice team. The role requires in-person...PrivatePrivate practice
- Sensiba is seeking a Senior Audit Associate for its Venture Capital team. This individual will lead audit engagements for investment... ...background in auditing, particularly with venture capital and private equity funds. Responsibilities include leading audits, developing...SeniorPrivateRemote job
$171.7k - $260k
...people, our investors, our communities and the planet we all share. The Senior Credit Advisor will be the go-to expert on all credit and risk-based products with emphasis and support to Private Banking relationship managers and business heads. As our Senior Credit Advisor...SeniorPrivateFull timeWork at officeFlexible hours- Cephas Consultancy Services Private Limited seeks a Senior Software Engineer based in California, United States. In this remote position, you'll apply your expertise to help train next-generation AI systems. Your responsibilities include codebase refactoring, bug fixing...SeniorPrivateRemote job
$136.8k - $198.38k
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) Position Overview: Help high‑net‑worth clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact. Focus on retaining and growing net assets through proactive,...Senior16 hoursTemporary workCasual workPrivate practiceRemote work- ...permanent. Under the general direction of the Program Manager II, the Senior Environmental Planner (SEP) is responsible for the... ...programs. Maintains liaison with other governmental agencies and the private sector, evaluates program performance and outcomes, and represents...SeniorPrivatePermanent employmentLocal area
$136.8k - $198.38k
...financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping high-net-worth clients achieve long-term financial success...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from home$136.8k - $198.38k
...competitive bonus compensation on top of the base pay The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping... ..., and Enlightening. This role requires a natural leader, someone who can confidently serve as the lead advisor...SeniorTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...and tax firm specialized in business growth in the United States. Founded in 2019, Orbiss helps international small and medium-sized private companies successfully scale up in the United States. The firm offers a 360° and tailor‑made support to its clients' cross‑border...SeniorPrivateRemote work
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