Leah Yosef International | Private Wealth Advisor

Director of Wealth ManagementIndependent RIA, Northern CaliforniaOverviewWell established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.Clear and well-trodden path to partnership as the firm continues to expand ownership within...

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

We're seeking a Wealth Partnership Associate to join our team at Abacus Wealth Partners. As a key member of our organization, you'll be responsible for building strong relationships with clients and ensuring a seamless client experience.This role offers an excellent salary range of $65k-$70k, as well as a comprehensive benefits package. In addition to your...

Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...

About the RoleWe're seeking a highly skilled Client Services Associate to join our team at Abacus Wealth Partners. This role involves working closely with financial advisors to ensure seamless client experiences. The ideal candidate will have passed the Series 65 exam and have experience in customer-facing roles. We offer a competitive salary of $82,000 -...

Gerber Kawasaki is one of the fastest growing and most influential Independent Wealth and Investment Management firms in the country. We are seeking a Wealth Planning Associate to join our growing team. This entry-level position is ideal for someone who is passionate about finance and looking to develop their skills in a dynamic and supportive environment....

Job DescriptionJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative...

Key Responsibilities:We are looking for a highly motivated Investment Advisor to join our team. In this role, you will serve as a trusted advisor to new clients acquired through proactive measures. You will create customized financial plans for each client based on their unique needs.You will support clients' progress toward their financial goals through...

Benefits: We offer a competitive compensation package that includes opportunities for commissions, profit sharing, and incentive travel. Additionally, we provide paid training, a firm-provided branch office in the community, and a support network that extends from your branch office to your region to the home office. Training Program: Our comprehensive...

At Abacus Wealth Partners, we're seeking a skilled Financial Services Professional to join our team. This role offers an estimated salary range of $65k - $70k. As a key member of our operations team, you will be responsible for ensuring the smooth delivery of client services. To excel in this position, you'll need excellent communication skills, attention to...

Support review and execution of private placement new issue transactions with a focus on fundamental credit and relative value analysis Provide support in secondary trading execution of private placement bonds and analysis related to market liquidity, pricing, and primary supply activity Maintain and develop surveillance materials related to originations,...

Support review and execution of private placement new issue transactions with a focus on fundamental credit and relative value analysis Provide support in secondary trading execution of private placement bonds and analysis related to market liquidity, pricing, and primary supply activity Maintain and develop surveillance materials related to originations,...

About UsAt Abacus Wealth Partners, we're committed to delivering innovative financial solutions that empower individuals to achieve their goals. As a Client Services Associate, you'll play a vital role in shaping our clients' financial futures.Compensation: $65,000 - $70,000 per yearJob SummaryThis position involves working closely with our financial...

About UsAt Abacus Wealth Partners, we're a progressive financial planning firm dedicated to helping individuals achieve their goals. Our team is passionate about providing exceptional client service and creating a supportive work environment. We offer a range of benefits, including unlimited vacation time, flexible work hours, and comprehensive health...

This role provides proactive, high-touch support in managing all aspects of client relationships, including lifestyle services, wealth strategy, and investment support, with minimal supervision. Responsibilities include assisting with legal and tax strategies, preparing documentation for wealth transfer, tax planning, asset protection, insurance, and...

Gerber Kawasaki is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We are searching for a Tax and Accounting Manager to be the Internal expert responsible for managing tax reporting, compliance, audits, optimization, and tax planning functions. We are seeking an experienced, detail-oriented...

Job SummaryWe are seeking an experienced Investment Services Professional to join our team. This role will be responsible for providing exceptional service and support to our advisors and clients using the World Managed Account Platform (WorldMAP).The ideal candidate will have a strong background in investment wealth management and experience working with...