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.

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.

Leads regional new-client development for a wealth management firm, acquiring and closing high-net-worth clients with over $500,000 in investable assets. Builds revenue through consultative sales, financial planning presentations, and investment recommendations while supporting advisory teams, client transitions, and retention. Requires strong wealth management expertise, relationship-building, strategic selling, CRM experience, FINRA Series 65 or 66, and willingness to travel up to 50%.

Supports internal sales and partner programs by generating opportunities through custodial partner outreach, managing referrals, coordinating communications, scheduling client meetings, gathering case information, supporting proposals and presentations, and overseeing onboarding. Partners with Regional Vice Presidents and sales leadership to manage pipelines and coordinate sales activities. The role is remote for candidates in Mountain or Pacific time zones.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

Lead regional new-client acquisition for high-net-worth investors (> $500k), drive revenue and AUM via direct marketing, support advisory teams on complex financial plans, deliver client presentations, qualify prospects, close cases, and ensure smooth transition and ongoing client service.

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.

Support regional marketing VPs by processing and qualifying leads, scheduling and coordinating client meetings, assisting throughout the sales cycle, preparing proposals, and handling post-close onboarding. Partner with sales leadership and central teams to manage pipeline and deliverables. Use CRM and financial planning tools and apply AI tools to improve productivity.