Lead Private Wealth Advisor — Personal Strategy
Empower Retirement, LLC
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 client meetings, travel as needed, and collaboration across Wealth Planning. Advanced wealth-management knowledge and CFP preference are desired for success. #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...PersonalPrivateRemote job16 hoursTemporary workCasual workPrivate practice$136.8k - $198.38k
.... Empower Yourself. This position offers competitive bonus compensation on top of the base pay The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long‑term financial success by serving as a trusted advisor...PersonalTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$84.5k - $135k
The Private Client Senior Placement Lead is a senior‑level role within the Private Client... ...submissions. Maintain a personal book of quoting responsibilities... ...selection and placement strategy. Cultivate and maintain... ...services and financial & wealth solutions. With over 200 offices...PersonalPrivateFull timeWork at office- 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...PersonalRemote jobPrivate practice
$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...Personal16 hoursTemporary workCasual workPrivate practiceRemote work$136.8k - $198.38k
...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 by serving as a...Personal16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from home- Empower Personal Wealth seeks a Senior Private Wealth Advisor, Practice Lead, to serve as the primary contact for high-net-worth client households and lead a dedicated client team. You will deliver proactive, tailored financial advice and oversee retention and growth of...PersonalPrivate practice
$175k - $225k
Mahler Private Staffing is seeking an organized Executive Assistant for a role based in Century City, California. This position involves extensive calendar management, personal appointments, travel logistics, and coordination with household and security teams. The ideal...PersonalPrivate$110.89k - $170.04k
...memorabilia. We’re looking for a Treasury Lead to operate the treasury function as... ...Accounting and external auditors. Experience in a private‑equity‑backed or sponsor‑backed... ...to be from Collectors. We never ask for personal information or payments. If you suspect fraud...PersonalPrivateTemporary workWorldwideFlexible hours$135k - $147.5k
...team. Unlike typical financial advisors, the Partnership’s Financial... ...clients on financial strategies to structure and maximize equity... ...not limited to: Tax-Exempt Private Activity Mortgage Revenue and... ...(EAP) for mental health and personal support EQUAL OPPORTUNITY EMPLOYER...PersonalPrivatePermanent employmentContract workWork experience placementWork at officeLocal areaImmediate startRemote workHome officeFlexible hours- ...Managing Attorney in California who will own the outcomes of personal injury cases from signing to resolution. This role... ...experience, active California bar admission, and the ability to lead complex litigation strategies. In this ownership-focused position, you will drive case...Personal
$131.1k - $196.7k
## Lead Compensation Program Manager - Market Strategy & InfrastructureApplylocations: Remote, California, USA: Remote... ...partner to Recruiting and a trusted advisor to Compensation leadership,... ...pension plans | Generous vacation and personal days | Support for new parents...PersonalRemote jobWork at officeImmediate startWorldwideRelocation packageShift work- Cephas Consultancy Services Private Limited is looking for Financial Services Experts to contribute to an AI project in personal finance. You will use your expertise to help train AI... ...in personal finance, tax planning, or wealth management is essential, and strong communication...PersonalPrivateRemote jobContract work
- Cephas Consultancy Services Private Limited seeks a Personal Financial Advisor to provide tailored financial guidance and contribute to AI-assisted financial planning tools. This role requires hands-on experience in personal financial advisory and a strong ability to communicate...PersonalPrivateRemote jobContract work
- Private Wealth Advisor About Our Client Our client is a distinguished wealth management firm specializing... ..., expert guidance, and exceptional personalized service. Their services also include business management, tax strategy, insurance, and financial planning . About...PrivateFull timeRemote work
$17 - $27.75 per hour
## Lead Supervisor IApplylocations: Cabazon, California, USA (Cabazon - Coach)time type... ...a growth mindset for business and personal development initiatives Create Winning Teams... ...business acumen and executes forward-planned strategies to achieve leaderships initiatives...PersonalMinimum wageShift work- SchoolsFirst Federal Credit Union in California seeks a dedicated member service professional to provide exceptional service at branch locations. This role requires 5-7 years of related experience and a High School Diploma or GED. The ideal candidate will assist with transactions...Personal
- CivicMinds, Inc is looking for accomplished Executive Wealth Advisors in California. The role includes managing high-value clients and focusing... ...overseeing advisor reviews, and collaborating on marketing strategies. Candidates should have a bachelor's degree in finance or...
- ...organization is seeking a skilled volunteer as a US Fundraising Strategy & Donor Outreach Lead. The role focuses on designing a fundraising and donor... .... Responsibilities include structuring strategies for private donors, developing engagement messaging, and identifying...PrivateImmediate start
- 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...PersonalPrivate practice
- ...the 2026-2027 school year at private and independent schools in... ...getting to know each candidate personally, we match them with the... ...develop effective skills and strategies including, but not limited to... ...members may serve as student advisors, club mentors, and contribute...PersonalPrivateFull time
- ...nationally recognized private lender specializing in... ...generate and convert leads, both inbound and prospected... ...deals; maintain personal production goals in monthly... .... Serve as a trusted advisor by educating real... ...tracking, and marketing strategies. Expand market...PersonalPrivateRemote jobTemporary workLocal areaFlexible hours
$29.79 - $44.68 per hour
...loans, real estate loans and auxiliary credit union services. Handles most complex situations in specialty area of expertise. Acts as lead to assist branch management in the functioning of the branch. Provides suggestions for streamlining department and credit union...Personal$75k
Anchor Loans, established in 1998, is a leading private, direct lender focused on bridge loans,... ...with existing and new borrowers via in‑person meetings, calls and emails; act as the... ...posts, online posts, reposts and marketing strategies to stay in front of current and future...PersonalPrivateTemporary workWork at officeRemote work$50 per hour
...Business for the 2025 Season! Are you a private swimming pool owner with an entrepreneurial... ...Airbnb for pools - and transform your personal paradise into a thriving local business!... ...support, including expert marketing strategies and AI tools. What We're Looking For: Private...PersonalPrivateHourly payExtra incomeLocal area$255k - $317k
...PACKARD FNDTN is seeking a California Communities Initiative Director to lead a team focused on effective grantmaking. This role involves providing strategic direction on California's public and private sectors, managing a professional team, and ensuring collaborative...Private- ...Are LBC Mortgage is a direct private lender specializing in Hard Money... ...know how to move files from lead → approval → funding without... ...finish line Build a strong personal pipeline while growing LBC's... ...rehab budgets, and investor strategies Confidence handling objections...PersonalPrivateRemote work
$150k - $180k
...political news and opinion, business news and personal finance, golf, and sports and genre... ...is seeking an experienced Integrations Lead to plan, coordinate, and execute enterprise... ...-party vendors to define integration strategies, establish scalable integration frameworks...PersonalWork at officeLocal area$22.59 - $29.8 per hour
...need to maintain confidentiality for private and sensitive information. Perseverance... ...organizations' short- and long-term business strategy. On a personal level has independently developed a... ...responsibility for his/her actions. Leads by example through positive influence...PersonalPrivateHourly payTemporary workWork experience placementWork at officeLocal areaMonday to Friday$114.59k - $212.81k
Arcadis is the world's leading company delivering sustainable design... ...services to public and private sector mobility clients. The... ...sales targets, as well as a personal growth targetLead by example... ...AdvisoryAdvise teams on funding strategies, including government programs...PersonalLocal area
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