Top Tech Jobs & Startup Jobs in Los Angeles, CA

Partners with Wealth Management Advisors to support high-net-worth clients, manage assigned client relationships, implement financial planning recommendations, coordinate asset consolidation, provide client service, and help grow advisory practices through referrals. Requires financial services experience and completion of required FINRA registrations and life and health insurance licensing.

Provides in-person and virtual financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on pension plans, annuities, investments, IRAs, insurance, and other financial products; facilitates purchases and service transactions; applies tax and investment strategies; and maintains relationships with institutional plan sponsors. The role requires Series 7 and Series 63 registrations and a resident-state life and health insurance license.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment solutions, serving as primary client contact, collaborating with specialists, and proactively expanding relationships through tailored wealth management strategies and sales-oriented practice growth.

Provides in-house legal support for C-PACE financing transactions of $10 million or more, including drafting agreements, conducting legal diligence, reviewing closing and conveyancing documents, coordinating recordation, tracking post-closing matters, and supporting capital markets and new business initiatives. Requires experience representing commercial real estate lenders, with preferred expertise in C-PACE structures, securitization, secondary markets, workouts, and forbearance agreements.