Senior Wealth Advisor

Wealth Management at Disability SolutionsMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor with Disability Solutions, you will help clients pursue the life they envision through a personal relationship...

Company Overview: International Search Consultants is partnering with a leading Multi-Family Office & Trust Company to find a highly skilled Senior Wealth Manager. This role offers a unique opportunity to grow and expand the firm's presence in the West Coast market. The ideal candidate will have extensive experience in trust and estate planning, as well as...

Compensation and BenefitsWe offer a competitive salary range of $90,000.00/Yr. - $158,000.00/Yr. for this role, with exact offers determined based on job-related knowledge, skills, experience, and location. In addition to your salary, you will also have access to a comprehensive benefits package, including health insurance, retirement plans, and paid time...

At International Search Consultants, we are seeking an experienced Client Advisor to join our team of Financial Services Recruiters. This is an exciting opportunity for a motivated professional to grow and expand our client relationships with Ultra-High Net Worth Individuals and Families.The successful candidate will be responsible for fostering a...

We are a dynamic law firm specializing in trusts, estate planning, real estate, business law, entity formation, and litigation. We are seeking a highly skilled Senior Estate Planning Attorney to join our team.A successful candidate should have 1-3 years of legal experience in our specific practice areas or related areas such as tax or litigation. A...

Job OverviewWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. This role offers an exciting opportunity to work with high-net-worth clients, collaborate with branch locations and financial advisors, and deliver exceptional experiences.The ideal candidate will have a deep understanding...

BMO Financial Group OverviewAt BMO, we're driven by a shared Purpose: Boldly Grow the Good in business and life. Our mission is to create lasting, positive change for our customers, communities, and people.The Premier Services team helps mass affluent clients make real financial progress by understanding and planning for what's next. As a Senior Premier...

Key ResponsibilitiesAs an associate, you will handle all aspects of cases, including research, drafting, and court appearances.You will work closely with senior attorneys to develop your skills and expertise.A successful candidate will be able to work independently and as part of a team.

About the RoleJobot, a dynamic law firm, is seeking an experienced Associate Attorney to join their trusts, estate planning, real estate, business law, entity formation, and litigation teams. The ideal candidate will possess 1-3 years of legal experience in these specific practice areas or related fields such as tax or litigation. A Bachelor's degree and...

We are seeking a seasoned Senior Private Wealth/T&E Attorney to join our team at D3 Search. This individual will have at least 7+ years of experience advising high net worth individuals and families in all aspects of their estate and tax planning.Responsibilities include designing, drafting, and implementing estate plans, as well as providing tax analysis...

About the RoleThis is an exciting opportunity to join BMO Financial Group as a Senior Premier Relationship Manager. As a key member of our team, you will be responsible for managing a portfolio of high-net-worth clients, collaborating with branch locations and financial advisors, and delivering exceptional experiences.You will serve as the primary client...

Litchfield Cavo LLP is a leading insurance coverage and litigation defense law firm founded on the core principle of exceptional client service.Established in 1998, our attorneys operate from 23 offices across the country, serving clients in over 35 states nationwide. Collectively, we offer a wealth of experienced trial attorneys providing creative and...

About UsThe Beer Financial Group is a FORTUNE 500 company that provides a wide range of financial services to over 5 million people. We're committed to making a meaningful impact in our clients' lives through our expertise and guidance.Our TeamMitchell Beer, Managing Partner, has been with Northwestern Mutual since 1989 and has a proven track record of...

About the Role:As a seasoned attorney at Kaiser Permanente, you will play a crucial part in providing expert counsel on medical malpractice claims. Your in-depth knowledge of legal principles, combined with your ability to assess and mitigate risks, will be instrumental in driving business strategy and facilitating cost efficiencies.Key Responsibilities:•...

Client AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CA ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client Advisor will be...

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,...

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 digital technology, you will be...

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,...

Located in Pasadena, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental, Vision)401K +...

Located in Pasadena, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running!We offer a comprehensive compensation package including but not limited to:A base salary ranging from 130K-160K with large bonus opportunitiesLarge bonusesHealth benefits (Medical, Dental, Vision)401K +...

JOB DESCRIPTIONWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working...

Operational Excellence AdvisorUnlock Your Potential as a Operational Excellence Advisor – Shape the Future of Manufacturing Excellence! At our company, we celebrate success and promote personal growth. Whether it’s brainstorming innovative solutions or analyzing market trends, your work will have a direct impact on our company’s performance and...

Operational Excellence AdvisorUnlock Your Potential as a Operational Excellence Advisor – Shape the Future of Manufacturing Excellence! At our company, we celebrate success and promote personal growth. Whether it’s brainstorming innovative solutions or analyzing market trends, your work will have a direct impact on our company’s performance and...

Operational Excellence AdvisorUnlock Your Potential as a Operational Excellence Advisor – Shape the Future of Manufacturing Excellence! At our company, we celebrate success and promote personal growth. Whether it’s brainstorming innovative solutions or analyzing market trends, your work will have a direct impact on our company’s performance and...

Contexte et environnement Challenge is to achieve an effective balance between supporting LMP activities (upstream) and sales activities (downstream) as both are vital to ensure business continuityOther internal and external constraints which make job challenging are evolving TotalEnergies safety requirements w.r.t. raw materials, uncertain SA regulatory...

About the Position: D3 Search is seeking an experienced Trust and Estate Administration Associate Attorney for a well-established boutique law practice in Pasadena, CA.Job Summary: The role requires direct file responsibility on trust/estate administration matters, including estate, gift, and property tax issues. The associate attorney will develop, draft...

About Eleven Recruiting We are a specialized technology staffing agency supporting professional and financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path for career advancement. We advocate for best pay, diversity in...

About Eleven Recruiting We are a specialized technology staffing agency supporting professional and financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path for career advancement. We advocate for best pay, diversity in...

About Eleven Recruiting We are a specialized technology staffing agency supporting professional and financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path for career advancement. We advocate for best pay, diversity in...

At Ascendion, we are a dynamic estate planning law firm located in Pasadena, California, seeking an exceptional Senior Estate Planning attorney to spearhead our team.We offer a comprehensive compensation package that includes:A highly competitive base salary ranging from 130K-160K per year with significant bonus opportunities.Luxurious bonuses.Top-notch...

Position can sit in either Fresno or Orange County. Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. Summary The Sr. Mortgage Loan Officer will primarily originate qualified and non-qualified residential real estate loan transactions that are referred from within the...

Temp Executive AssistantLocation: Pasadena, CA (On-site)Pay Rate: $25–$30/hourDuration: Temp-to-HireAbout the Role:Our client, a manufacturing company in the renewable energy transportation sector, is seeking a proactive and detail-oriented Administrative Assistant to support their growing Pasadena office. This company is at the forefront of producing...

Temp Executive AssistantLocation: Pasadena, CA (On-site)Pay Rate: $25–$30/hourDuration: Temp-to-HireAbout the Role:Our client, a manufacturing company in the renewable energy transportation sector, is seeking a proactive and detail-oriented Administrative Assistant to support their growing Pasadena office. This company is at the forefront of producing...

Please Read Before ApplyingOur client, a renewable energy start-up, is seeking an experienced Temp-Hire Administrative Assistant to join their dynamic team.Role: Temp Administrative AssistantCompany: ConfidentialLocation: 100% On-site | Pasadena, CAHours/Schedule: Monday - Friday | 8 AM - 5 PM or 9 AM - 6 PM (flexible hours)Pay Rate: $25–$30/hour,...