Top Tech Jobs & Startup Jobs in Los Angeles, CA

The Operations Specialist supports operational excellence, resolves client issues, manages departmental tasks, and assists with data analysis and reporting.

The Portfolio Consultant will support advisors with investment solutions, drive business growth, and collaborate on strategic initiatives to enhance client experience and company offerings.

The Sr. Portfolio Consultant focuses on driving success for advisors and clients, providing tailored investment guidance and support to enhance advisor practices and business growth. Responsibilities include managing relationships, creating investment proposals, and collaborating on strategic business initiatives.

The Advisor Team Operational Consultant improves productivity and efficiency by optimizing workflows, training advisor teams, and ensuring high-quality client service. Responsibilities include conducting assessments, developing standardized procedures, mentoring team members, and collaborating on strategic projects.

The Advisor Team Operations Specialist is responsible for supporting wealth management operations, ensuring effective client service, and assisting with team-based financial planning processes.

The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.

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 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.

This role involves full life cycle recruitment for financial advisors, building pipelines, managing relationships, and collaborating with leadership on hiring processes.

The Seasonal Tax Operations Administrator will support tax operations by engaging with clients, managing workflows, and improving processes while ensuring high satisfaction levels for all stakeholders.