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Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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Comprehensive wealth management and financial planning on behalf of our employees includes, but is not limited to: retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs.
$68,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Qualifications for this role include: o CFP® designation required o Bachelor’s degree in a related discipline required o Life and Variable Insurance license o Series 7 preferred o 3-5 years as a Paraplanner; 5-7 years in the wealth planning industry o Tax return, trading and insurance experience; broad product knowledge and familiarity with estate planning.
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The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families, and institutions.
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Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products.
$26 an hourFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank.
$250,000 a yearExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/South California marketplace.
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Strong Wealth Management Product knowledge including Life Insurance and Alternative Investments and AnnuitiesFamiliarity with handling brokerage customer complaints and the regulatory reporting required in the same.
$120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
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Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.
$26 an hourFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Role Summary We are seeking an experienced and talented marketing professional to join our U.S. Global Wealth Management Marketing team as a Content Marketing Lead. This role is perfect for a marketing professional with a passion for content creation, writing, a deep understanding of investment products and financial markets, and knowledge of the U.S. retail and private wealth channels – an individual with the inspiring responsibility of creating the voice of our Financial Advisor experience.
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You reside in Orange County, California, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and actively engaged with the local Estate Planning Attorney’s and CPA firms.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises.
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Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company. Our independence means you answer to great ideas and client success, not short-term profits, while our ESOP program allows you to build long-term wealth and ownership in the company.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 13 days ago
wealth job Company: Wambolt Associates in Newport Beach, CA
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