Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage client relationships through personalized financial planning, investment reviews, ongoing support, and annual consultations. Source and convert prospects, close referrals and company-provided leads, and drive sales growth. Mentor team members on financial planning and client service while adhering to corporate communication and compliance standards. Participate in training and use advisor-facing technology to deliver high-level wealth management services.

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.

Develop and qualify prospective clients for financial advisors through high-volume outbound calls and emails. Screen prospects, set advisor appointments, communicate the firm's wealth management services, and maintain accurate opportunity data in Salesforce. The role also requires compliance with securities regulations, ongoing financial industry knowledge, collaboration with Marketing, and effective use of AI and digital tools.

Prepares and reviews individual, trust, estate, partnership, S corporation, and C corporation tax returns; supports amended returns, tax notices, projections, planning, research, and quality assurance. Organizes client documents, analyzes financial and tax information, applies tax laws, uses tax software and digital tools, and collaborates with advisors, clients, and tax professionals. The role emphasizes professional development toward CPA or EA certification and future full-cycle tax service responsibilities.

Manages tax operations workflows, including client documentation, engagement letters, organizers, tax forms, e-filing, system data setup, workflow tracking, reporting, invoicing, and record keeping. Engages with clients, financial advisors, and tax advisors to resolve issues and maintain accurate information. Supports process improvement, team collaboration, and use of AI and digital tools. This is a remote role requiring peak-season flexibility and strong organizational, communication, and tax operations experience.

Independently manages high-net-worth client portfolios and provides complex tax preparation, planning, projections, advisory, research, and notice resolution. Prepares and signs individual, business, trust, and estate returns; represents clients before taxing authorities; leads client meetings; collaborates with financial advisors; delegates work; and uses tax software, automation, and AI while maintaining accountability for quality and deadlines.

Provides employment-law counsel on employee relations, investigations, agreements, restrictive covenants, litigation, policies, and acquisitions. Partners with HR, recruiting, business leaders, and Legal to manage risk and support business objectives. Conducts legal research, drafts documents, supports due diligence and disputes, and uses legal technology and AI tools to improve efficiency. Requires a J.D., active U.S. bar license, and at least two years of employment law experience. This is a fully remote role.

Leads full-cycle recruitment for financial advisors and teams, including sourcing, pipeline development, candidate relationship management, vetting, onboarding coordination, recruitment campaigns, and performance reporting. Partners with leadership, marketing, and cross-functional teams to attract qualified and diverse talent. Requires strong networking, employment-law knowledge, recruiting technology expertise, communication, judgment, and AI literacy.

Owns and governs the enterprise Design System, including components, tokens, patterns, documentation, accessibility, and adoption. Designs responsive interfaces and prototypes, validates implementation quality, and partners with UX, product, engineering, architecture, and business teams. The role also establishes AI-ready design standards, reviews AI-assisted outputs, manages design-system priorities, and coaches teams on consistent application across enterprise products.