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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.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - 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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Experience various financial platforms including: Fidelity Wealth Central, Schwab Institutional, SalesForce, Addepar, Black Diamond, Envestnet/Tamarac, Orion, eMoney, and MoneyGuidePro.
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As a community development finance institution (CDFI), we work with nonprofits, partners, and systems to build racial equity and community wealth and well-being. Our team consists of a diverse group of passionate professionals who care deeply about racial equity and community wealth and well-being.
$150ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents.
Starting at $250ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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.
$140,000 - $160,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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.
$95,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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Industries served by the Operational Partnership Services practice include private equity, real estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, and international outbound joint ventures.
$103,320 - $235,170 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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FUSE is an equal-opportunity employer with core values of diversity, equity, and inclusion. In addition to the research, in May 2023, the Los Angeles County Anti-Racism, Diversity, and Inclusion (ARDI) Initiative convened the Latinos Experiencing Homelessness Summit and began building a task force to liaise with County departments, the City of Los Angeles, the Los Angeles Homeless Services Agency, and the Los Angeles County Homeless Initiative to advance progress and make recommendations on reducing barriers for Latino residents.
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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.
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Collaborate with partners in Finance, Risk, Portfolio Management, Asset Management, Relationship Management, Loan Administration, and Community Development Banking management.
$80,000 - $141,700 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
$90,000 - $150,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Girl Scouts of Greater Los Angeles is committed to building a diverse staff that reflects the communities we work alongside, and we value equity and inclusion in our workplace.
$150ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way.
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wealth management financial advisor equity and inclusion jobs Company: Jobs Via Efinancialcareers in Los Angeles, CA
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