Top Tech Jobs & Startup Jobs in Los Angeles, CA

20 Days AgoSaved
Remote
USA
65K-150K Annually
Senior level
65K-150K Annually
Senior level
Fintech • Financial Services
Partner with the BDO to develop and manage high-net-worth client relationships. Prepare customized investment proposals, deliver financial planning using eMoney, provide investment advisory and asset allocation recommendations, conduct regular portfolio reviews, support business development with custodial partners, and travel approximately 50% to meet clients and attend events.
Top Skills: EmoneyMicrosoftSalesforce CRM
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