Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and 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 Regional Vice President will lead client acquisition efforts, support financial advisory teams, and drive revenue through strategic client relationships.

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 Marketing Automation Manager drives marketing automation strategies using Salesforce Marketing Cloud, optimizing campaigns through data analytics and cross-functional collaboration while ensuring compliance with best practices.

The Prospect Acquisition Associate will confirm and qualify prospective clients, schedule meetings with advisors, and facilitate an exceptional client experience, primarily through outbound calls and managing CRM documentation.

The Tax Director leads a team of tax professionals, providing tax advisory, planning, and preparation services while focusing on team management and client satisfaction.

The Vice President of Tax will develop a comprehensive tax strategy, lead a tax team, drive operational excellence, and ensure compliance and efficiency in tax operations.

As a Seasonal Tax Preparer, you will prepare individual and small business tax returns, review documentation, consult on tax issues, and ensure compliance with laws.

The Paralegal will support the legal team with drafting contracts, legal research, compliance, and merger & acquisition activities, while collaborating with various departments.