Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Financial Advisor manages client relationships, facilitates financial planning, and sources new clients while providing high-level service and education.

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

The role involves driving revenue growth through strategic partner referral programs, establishing client relationships, and managing complex financial planning processes for high net worth clients.

As Regional Vice President, New Client Development, acquire clients with assets over $500,000, support advisory teams, and drive revenue in a remote role.

The Director of Advisor Services leads advisor teams, enhancing engagement, driving organic growth, optimizing practices, and facilitating training and development to improve client experiences and business operations.

Manage M&A marketing onboarding from Letter of Intent through post-close, leading a team and ensuring integration success and client engagement.

The Client Pricing Director will lead pricing strategy, oversee pricing governance, conduct market analysis, and develop pricing innovation while collaborating across teams to optimize organizational pricing capability.

Prepare and review tax returns, assist in tax planning, research tax issues, maintain compliance, and support tax operations.

The Tax Operations Administrator manages client engagement, data setup, workflow processes, and operational improvements within the tax services, ensuring efficient tax operations and client satisfaction.

The Tax Advisor prepares tax returns, provides tax planning advice, conducts research, fosters teamwork, and maintains tax expertise while collaborating with clients and internal teams.