Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide centralized support to Financial Advisors by organizing client documentation, developing comprehensive financial plans and analyses, summarizing benefits/taxes/estate documents, creating reports with Morningstar and BRT, maintaining CRM and account records, preparing client reviews, coordinating with investment and insurance teams, and supporting advisor research and plan delivery.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

Support Regional Vice Presidents by rapidly responding to referrals, processing leads, scheduling and preparing client meetings, gathering data, coordinating proposals and presentations, and helping onboard new clients while managing the sales pipeline and liaising with central support teams.

Drive new client acquisition and revenue growth by acquiring and closing high-net-worth clients (>$500k AUA) via direct marketing, presentations, and consultative sales. Support local advisory teams with complex financial planning, onboarding, and retention. Use CRM systems to track leads, travel up to 50% for prospecting, and collaborate with marketing to refine pitch materials.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Provide operational leadership and portfolio accounting expertise for ultra-high-net-worth (UHNW) clients. Design and deliver customized performance reporting, manage alternative and manual accounts in Orion/Addepar, troubleshoot complex discrepancies, build scalable UHNW reporting processes, and partner cross-functionally to support advisors and improve operations.

Identify and qualify prospective clients through high-volume outbound calls and email, set appointments for financial advisors, record interactions in Salesforce, partner with marketing to communicate value, and maintain financial industry knowledge and compliance.

Analyze, clean, and validate data from multiple sources; develop and run SQL queries; calculate KPIs and financial metrics; create visualizations and present insights to non-technical stakeholders; collaborate with business partners to translate requirements into data-driven recommendations.

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.