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We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry.
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Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
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Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting.
$225,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
$145,000 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Become aFinancial IT Operations, Senior Advisorat Southern California Edison (SCE) and build a better tomorrow in the Corporate Accounting group within the Finance organization.
$138,000 - $217,900 depends on experienceExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Liaisons with the PCR Vice President/Program Manager weekly to ensure the smooth operation of identifying small business applicants, intake process, collection of financial documentation, Grant Approval Committee Meeting recommendations, referral to technical assistance and business support services, general troubleshooting and/or issues with the process or in the public.
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Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.
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The Chief of Staff plays a critical role in enhancing the client experience for their Financial Advisor/Private Wealth Advisor team by creating, developing, and executing on strategic plans to ensure the alignment of team priorities and business goals.
$150Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
$151,722.55 - $252,870.91 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Maintain close communication and strong working relationship with school personnel, parents, and students,Work closely with Student Outreach and Recruitment (SOAR) and other departments on campus (ie., Educational Opportunity Program, Upward Bound Programs, Student Support Services, Admissions, Financial Aid, Housing, Career Services, and Academic Departments) to implement programs services for project participants.
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Job Description: Position reports to the Chief Operating Officer (COO) and closely works with the Managing Partner, Executive Committee, practice group leaders, and administrative management team to advance financial goals with an eye toward increasing efficiency, cost savings, and overall profitability.
$265,000 - $305,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
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Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated Today
financial services advisor jobs Title: financial assistance in Los Angeles, CA
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