Top Tech Jobs & Startup Jobs in Los Angeles, CA

Manage client relationships and provide investment strategy solutions, convert clients to full wealth management, and collaborate with team members for successful client outcomes.

The Financial Advisor manages client relationships, facilitates financial planning, sources new clients, conducts reviews, and uses advisor technology. Must have advanced designations and strong 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.

The Regional Vice President will manage custodial client relationships, educate on financial solutions, and close new business opportunities. This role involves extensive travel and coordination with WEG advisors.

The Senior Client Advisor manages strategy-only client relationships, providing personalized investment recommendations, converting clients to full wealth management, and enhancing client experiences.

The Workday Functional Lead will manage Workday configuration, support Finance and Accounting needs, and improve system functionality. They will also provide training, handle data management, and assist in various business processes.

The Advisor Marketing Specialist collaborates with advisor teams to create and execute marketing strategies aimed at driving growth, conducting campaign planning, and managing marketing initiatives across various channels including email, social media, and events.

The Equity Program Specialist manages equity transactions, documentation, and compliance while coordinating with internal teams and external vendors, providing support and communication to employees regarding equity plans.

The Anti-Money Laundering Associate ensures compliance with AML regulations, coordinates activities to improve AML policies, and utilizes AI tools for financial crime detection.

The Sr. Tax Advisor delivers high-quality tax advice, conducts planning, prepares returns, and maintains client relationships within Wealth Enhancement's Tax & Consulting Services team.