Wealth Management Director, Strategic Planner & Mentor
$100k - $125kValid8 Financial, Inc.
Valid8 Financial, Inc. is searching for a Wealth Management Senior Analyst (Director) in Westlake Village, CA. This leadership role focuses on enhancing client relationships, managing wealth strategies, and delivering high-quality analytical output. The position demands strong analytical skills and the ability to communicate complex concepts to clients effectively. The role requires a Bachelor's degree, proficiency in financial software, and at least 3 years of relevant experience in wealth management. The company offers a competitive salary range from $100,000 to $125,000 with comprehensive benefits. #J-18808-Ljbffr Valid8 Financial, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Director, Strategic Planner & Mentor in Westlake Village, CA vacancy
- EY is seeking a Real Estate Tax Senior Manager to join their team in the United States, California. In this role, you will lead tax planning projects, provide strategic advice to a diverse client base and develop plans to enhance client tax activities. The ideal candidate...SuggestedFlexible hours
- ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it, we... ...Advance problem‑solving skills and improve ZS’s capabilities Mentor and support development of Associates on your projects and teams...SuggestedLocal areaRemote workWorldwideFlexible hours2 days per week3 days per week
$22 - $28 per hour
A compassionate care provider in Southern California is seeking a Case Supervisor to lead and mentor Behavior Technicians while developing and implementing behavior intervention plans. The ideal candidate will possess an MA/MS in ABA or Psychology, with at least two years...SuggestedHourly payFlexible hours$70k - $80k
Frontdoor, Inc. is looking for a Market Manager to develop relationships with real estate partners in California. The role involves ensuring timely service delivery and meeting sales objectives. Candidates should have at least 5 years of experience in a sales role, with...Suggested- Strategic Planning & Operations (SP&O) Director EVP Global Markets and Policy What will you do In this vital role you will partner with the Executive Vice... ...Strong critical thinking, analytical, and project management capabilities Results‑orientation with a strong sense...SuggestedFlexible hours
- A management consulting and technology firm in California seeks a Strategy Insights and Planning Associate Consultant who will develop innovative... ...for client business challenges, conduct market research, and mentor project teams. Candidates should hold a PhD or Master's degree...
- ## **Career Category**Project Management## ## **Job Description**Join Amgen’s Mission of Serving PatientsAt Amgen, if you feel like... ...lives of patients while transforming your career.## Associate Director Strategic Planning & Operations (SP&O) - Drug Substance Technologies...Flexible hours
$111k - $167k
A leading medical device company is seeking a Team Lead for RLA ProtoStudio in Calabasas, CA. The role requires overseeing lab safety, leading technical teams, and supporting the development of motorized blower systems. Ideal candidates will have strong hands-on experience...$400 per week
...Territory in Calabasas is seeking a Timothy Leader to oversee the Timothy Program. Responsibilities include leading Bible studies, mentoring minors, and coordinating daily activities. Applicants must be at least 21 years old, possess CPR and First Aid certifications, and...$375 per week
...Calabasas is seeking a Dining Room Supervisor to oversee dining hall services for campers and staff. In this role, you will supervise and mentor a team while ensuring high standards of cleanliness and a pleasant dining atmosphere. Candidates must be at least 18 years old and...Full time- Hyatt Westlake is seeking a Banquet Manager to oversee daily operations and ensure high-quality service in the Banquet area. Your leadership will directly impact guest experiences and operational efficiency. The ideal candidate has prior banquet management experience, strong...
- ...service organization in California seeks a Timothy Leader to oversee the Timothy Program. The role includes leading Bible studies and mentoring program members. Responsibilities encompass planning activities, ensuring camper supervision, and facilitating team-building...Summer work
$81k - $86k
...Come and redefine what it means to reinvigorate. About The Role Four Seasons Hotel Westlake Village is seeking a Banquet Assistant Manager who will support and elevate our Banquets team in delivering exceptional, personalized event experiences. This role partners...Full timeWorldwide$26 - $33.65 per hour
The Guitar Center Company seeks a Store Planner in Westlake Village, California, to manage the flow of products to stores aligned with assortment strategies. Responsibilities include initiating model stock quantities, monitoring inventory health, customizing allocations...Hourly pay$26 - $33.65 per hour
The Store Planner manages the flow of products to Guitar Center stores in line with assortment strategy and replenishes active assortment... ...regional, district, and store stocking strategies to assist in strategic allocation of products to drive sales. They will work with...Hourly payWork experience placementSeasonal workLocal areaRelocation$400 per week
...organization in Calabasas seeks a Timothy Leader. The role involves overseeing the Timothy Program, conducting Bible studies, and mentoring minors. Candidates must be at least 21 years old and have experience with children, as well as First Aid and CPR certification. The...- Trublueyorktown is seeking a Lead Home Service Technician in Calabasas, CA, who will lead a team in high-quality home repairs and maintenance. This role requires over 10 years of hands-on experience in home repair or construction, strong leadership and problem-solving skills...Flexible hours
$192.36k - $351.78k
...points in their careers. Summary: Lead strategy and portfolio management for radio frequency test and measurement business. Define... ...strategy into measurable outcomes. Success in this role requires strategic business insight, the capability to communicate effectively at...Flexible hours- A leading financial services firm in Thousand Oaks seeks a Tax & Insurance Manager to ensure compliance and accurate management of real estate taxes and insurance for their loan portfolio. This hybrid position requires a strong background in loan servicing, with responsibilities...
- Alsana, located in Westlake Village, California, is seeking a Program Coordinator to manage operations in their recovery programs. The role involves overseeing staffing, client scheduling, and ensuring safety and cleanliness for clients. Ideal candidates will have supervisory...
$109.13k - $150.04k
Overview The Program Manager serves as a leader for Aerospace new product development programs, responsible for ensuring products meet... ...within the defined scope, quality, time and cost constraints Strategize, implement, and maintain program initiatives that adhere to...Work experience placementWork at office$24 - $26 per hour
...respects each person\'s dignity. Basic Function Reporting to the Director of the Ronald E. McNair and Student Support Services Program,... ...of student profiles and outcomes, and provide reports. Manage report database records of student participation in scholarly activities...Summer internshipWork at officeWeekend workAfternoon shift- ...contractor Location: Newbury Park, CA Job Summary The Program Manager will oversee and manage projects within the Veeva Vault Platform... ...role involves a hybrid work model and day shifts, requiring a strategic approach to project execution to align with company goals. The...For contractorsShift workDay shift
- A global business process management partner in Thousand Oaks is seeking a Performance Manager to act as a liaison and drive the legal processes with vendor law firms. The ideal candidate will be responsible for assisting in litigation strategies, managing performance,...
- Associate Director, Business Performance - Attribute Sciences (AS) Join Amgen’s Mission of... ..., Business Performance—Chief of Staff & Strategic Planning Lead to partner directly with... ...organization’s strategic planning, business management, execution discipline, business...Flexible hours
$68.64k - $80k
...alert: Location: 555 St. Charles Drive, Thousand Oaks, CA About Firstsource Firstsource is a specialized global business process management partner. We provide transformational solutions and services spanning the customer lifecycle across Healthcare, Banking and...$33 - $38 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Property Manager-Commercial Regular Full-Time Newbury Park, CA, US 3 days ago Requisition ID: 3108 Salary Range: $33.00 to $38.00 Hourly At First...Hourly payExtra incomeFull timeRelocation packageFlexible hours- ...California. Enjoy a flexible 3-4 day work week and the opportunity to focus on warm leads without cold calling. Collaborate with mentors, manage inbound requests for insurance products, and engage prospects to present tailored solutions. This role offers daily commission...Daily paidRemote workFlexible hours3 days per week
Joseph and Young
Thousand Oaks, CA3 days ago - A leading construction company in Westlake Village is seeking a Corporate Controller to supervise accounting and administrative activities. The role requires a Bachelor’s degree in Accounting and CPA certification is a plus. Candidates should have extensive knowledge of...
$130k - $150k
A management services provider is seeking a Senior Manager, Solutions Architecture, located in California. This role involves partnering with various teams to develop client-facing solutions that are both operationally executable and financially sustainable. Candidates...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Director, Strategic Planner & Mentor. Be the first to apply!
Related searches
- wealth management advisor Westlake Village, CA
- wealth management consultant Westlake Village, CA
- wealth manager Westlake Village, CA
- director strategy and innovation Westlake Village, CA
- planning supervisor Westlake Village, CA
- senior manager financial planning & analysis Westlake Village, CA
- strategic planning manager Westlake Village, CA
- planning manager Westlake Village, CA
- director of strategy Westlake Village, CA
- planning director Westlake Village, CA