Wealth Manager
Creative Planning
The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. Job Duties Serves as the primary point of contact for wealth management clients Assist in the creation, delivery, execution and management of complex financial plans Increases market share in their local market Maintains a positive attitude and willingness to adapt in a rapidly changing environment All other duties as assigned Required Experience / Qualifications 7 years financial services experience including direct sales with investment clients • Solid knowledge and ability to present complex financial topics to clients Ability to handle highly detailed work with a great degree of accuracy Bachelor’s degree, preferably in a related field such as finance, business or marketing Preferred Experience / Qualifications 10 or more years financial services experience to including direct sales with investment clients Graduate degree consisting of JD, MBA or CPA Technical Skills Proficiency in MS Word, Excel and PowerPoint Understanding of mobile operating systems such as Android or IOS Ability to adapt and integrate new technology quickly #J-18808-Ljbffr Creative Planning
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Manager in Los Angeles, CA vacancy
- ...guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships offers concierge level service to premier wealth managers looking to grow their book of business. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic...Suggested
Sagient
Beverly Hills, CA2 days ago - U.S. Bank in Beverly Hills is seeking a Private Wealth Management expert to manage trust account assets and develop client relationships. This role emphasizes client account retention and offers opportunities for growth within a collaborative team. Candidates should possess...SuggestedWork at office
- A leading wealth management firm in Los Angeles is seeking a Wealth Management Associate. This role involves client engagement, educating clients on financial products, and maintaining confidentiality while managing client data. Successful candidates will have a Bachelor...SuggestedFlexible hours
$30 - $38 per hour
...Title: National Asset Manager Salary Range: $30-$38/Hour Job Summary Manages local assets and oversees national CT asset teams, develops reports and processes to improve operations. Handles all asset orders and determines if sub-rental is needed. Flows equipment...SuggestedLocal areaWeekend workCreative Technology Group
Los Angeles, CA5 days ago$120k - $140k
...investors. With 112 offices around the globe, Turner & Townsend is an independent professional services company specializing in program management, project management, cost management and consulting across the real estate, infrastructure, and natural resources sectors. In...SuggestedFull timeAMCL
Los Angeles, CA6 days ago$60k - $80k
...Company Description Founded in 1985, Kape Property Management is an established, successful and stable real estate management firm in Southern California. KPM has an established reputation for exceptional communication, attention to detail, asset value enhancement...Work at officeKAPE Property Management
Los Angeles, CA3 days ago$75.3k - $94.1k
...About Community Corporation of Santa Monica - Community Corp is a mission-driven nonprofit dedicated to restoring, building, and managing affordable housing. Since 1982, we have developed and preserved over 2,000 homes throughout Santa Monica and the Westside. Our...Work at officeLocal areaCommunity Corporation of Santa Monica
Los Angeles, CAa month ago$154.56k - $190.11k
...0 - $190,112.00 Annually ***POSITION OPEN UNTIL FILLED*** DEFINITION: Under the general direction of the Director of Asset Management, this position performs a wide variety of tasks related to the planning, development, and preservation of affordable housing with...Daily paidContract workTemporary workFor contractorsCasual workLocal areaRemote workFlexible hoursHousing Authority of the City of Los Angeles, CA
Los Angeles, CA4 days ago- ...Asset Manager - Los Angeles, CA & Dallas, TX Responsible for maximizing the value and performance of a diverse real estate portfolio. Provide proactive financial oversight, operational optimization, and strategic execution from acquisition through disposition...
Career Strategies
Beverly Hills, CA18 days ago $25 - $26.18 per hour
...401k. About BCforward : Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing...Daily paidTemporary workImmediate startBCForward
Pasadena, CA23 days ago$41.6k
...and driven by performance-based income. You will be responsible for selling our suite of digital marketing services to new clients, managing your pipeline, and contributing to overall company growth. This position offers a base salary plus a highly competitive,...Work at officeCOLAB Marketing Inc
Los Angeles, CA19 days ago- ...including merchandise, money, equipment, and people at the Beverly Hills flagship store. This role reports to the Asset Protection Manager and focuses on loss prevention, safety, investigations, and training of asset protection associates. The supervisor maintains security...Local area
$35 - $37 per hour
...responsible for the safety and security of all Hermès employees, premises, and product. This position will report to the Asset Protection Manager and strive to mitigate risk of loss, safety and security through consistent training and valued partnerships that are both internal...Local area$113.8k - $154k
...role in their Capital Markets - Industry Advisory Group. The ideal applicant will have over 10 years of experience in the Asset Management industry, with strong domain consulting skills and knowledge of various Asset Management firms. Responsibilities include playing...- City National Bank is looking for a Specialty Wealth Asset Officer Senior in Los Angeles, California. The role involves providing investment and asset management services for Specialty Wealth Assets, managing portfolios and ensuring compliance with regulations. Qualified...
- ...About the Job TELACU Property Management, Inc. (TPM) manages these third-party properties. TPM's partners provide affordable housing to the elderly, the disabled, families, and those with special needs. These partners enjoy the security and peace of mind that comes...Work at officeLocal areaFlexible hoursWeekend workAfternoon shift
TELACU Industries.
Los Angeles, CA2 days ago - ...Property Manager (Community Manager) Our client is currently seeking a Property Manager to lead the day-to-day operations, financial management, and tenant relations for one of their flagship multifamily communities. The ideal candidate will have a proven track record...
Blue Castle Agency
Pasadena, CA4 days ago $27.71 - $31.31 per hour
...WinnCompanies is searching for a Property Manager I to join our team at Baldwin Hills, a 59-unit affordable housing community located in Los Angeles, CA. In this role, you will effectively manage, market, and maintain the apartment community, meet the financial...Hourly payFull timeTemporary workWork experience placementLive inWork at officeLocal areaMonday to FridayFlexible hoursWinnCompanies
Los Angeles, CA3 days ago- ...is seeking an Associate Director, Investments in Los Angeles. This role involves leading investment analysis, executing deals, and managing a team in the Real Estate sector. The ideal candidate will leverage their expertise in financial analysis and client management...Full time
- A property management company is seeking an experienced Portfolio Manager in California. The role involves overseeing asset performance, ensuring tenant satisfaction, and managing resident relationships. Candidates should have over 3 years in property management and leadership...Flexible hours
$140k - $180k
A social impact investment company in Los Angeles is seeking a Senior Associate in Asset Management to enhance asset performance across a multifamily portfolio. This role involves leading cross-functional teams and executing strategies to maximize value and cash flow....Work at office- MetLife seeks a skilled professional in Los Angeles for loan asset management within its Global Real Estate and Agricultural Investments team. You'll handle loan servicing and asset evaluations across a diverse portfolio including commercial and agricultural properties...Work at office3 days per week
$115k - $135k
Fifteen Group Capital LLC in Los Angeles is seeking a Senior Associate in Multifamily Asset Management. This role offers direct exposure to business leadership and significant responsibilities in managing a diverse multifamily portfolio across California and other states...$30 - $33 per hour
...Job Title: Property Manager Salary: $30 to $33 per hour Schedule: Monday-Friday | 9:00am-6:00pm Explore Summit at La Crescenta Unlock your potential with Avenue5 Residential. Your ideas. Your development. Your experience. We take care of you, so you can take...Hourly payWork at officeMonday to FridayAvenue 5
Glendale, CA5 days ago$28 - $30.5 per hour
...Position Summary WSH Management is currently recruiting for a Property Manager for two small properties located in Arlington Heights, Los Angeles, CA. Property Manager - Job Duties The Property Manager is responsible for the daily management and...Hourly payPermanent employmentFull timeContract workFor contractorsWork at officeLocal areaMonday to FridayWeekend workAfternoon shiftWSH Management
Los Angeles, CA4 days ago$16.9 - $19 per hour
...Thank You for your interest in Anza Management, we are looking for a Part-time onsite Community Manager. Job Summary: The Community Manager directs the operations of the apartment community in a manner that will meet the goals of Anza Management Company. They...Part timeLive inLocal areaWeekend workAnza Management
North Hollywood, CA1 day ago- ...Job Description Job Description We are seeking a highly analytical and strategic Asset Manager to help oversee our commercial real estate portfolio of 18 million square feet of Class A office space. The ideal candidate will partner with Property Management leadership...Extra incomeContract workWork at office
Douglas Emmett
Santa Monica, CA12 days ago $60k - $66.56k
...Our Story Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to best serve our clients by enhancing collaboration across our organization...Full timeTemporary workWork experience placementLocal areaImmediate startAvison Young
Santa Monica, CA2 days ago$85k - $100k
...At The Maimon Group, we specialize in luxury vacation rentals, curated travel experiences, and full-scale property and event management throughout Los Angeles. Our mission is to consistently deliver experiences that go beyond five-star service, with a portfolio of...Work at officeRemote workWork from homeWeekend workAfternoon shiftBetter Talent
Los Angeles, CA4 days ago$42k - $45k
.... VCH is a community-based nonprofit organization engaged in a variety of housing and community development programs. VCH owns and manages 346 units of affordable and supportive housing, and is in a period of growth with an additional 400 units in predevelopment and/or...Permanent employmentFull timeInterim roleWork at officeVenice Community Housing
Inglewood, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Manager. Be the first to apply!
