Wealth Management Professional
3 weeks ago
In addition to working with clients, you will also have the opportunity to collaborate with other members of our team, sharing knowledge and best practices to drive business growth. Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role, from investment product knowledge to sales techniques.
We value diversity and believe that our differences make us stronger. Our team represents a wide range of backgrounds and experiences, bringing unique perspectives and ideas to the table. As a Merrill Financial Solutions Advisor, you will be part of a dynamic and supportive team environment, where everyone has the opportunity to grow and succeed.
Key Requirements
To be considered for this role, you must hold Series 7 & 66 (63 & 65 in lieu of 66) licenses, have at least two years' experience in the financial service industry, and possess a bachelor's degree preferably in a business-related field. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are also desirable.
-
Wealth Management Consultant
6 days ago
Westlake Village, California, United States Disability Solutions Full timeJob DescriptionWe are seeking a highly skilled and motivated Wealth Management Consultant to join our team at Disability Solutions. As a consultant, you will work closely with high-net-worth clients to understand their financial goals and develop tailored investment strategies to help them achieve those goals.The ideal candidate will have a strong background...
-
Facilities Maintenance Professional
3 weeks ago
Westlake Village, California, United States LOT Management Full timeAbout the JobPart-time Facilities Maintenance professional responsible for maintaining the cleanliness and appearance of commercial properties. Schedule: Sunday, Monday, Tuesday, Wednesday & Thursday 6:00 am - 12:30 pm. Estimated Salary: $17.28 per hour.Company OverviewLOT Management is a fast-growing maintenance company specializing in residential,...
-
Care Management Professional
3 weeks ago
Westlake Village, California, United States Vigilance Health Full timeAbout the OpportunityVigilance Health is committed to providing high-quality patient care, and we are seeking a dedicated Care Management Professional to join our team. This role offers a unique opportunity to make a meaningful impact on patients' lives by developing and implementing personalized care plans.The successful candidate will have a valid LVN...
-
Accelerated Career Advancement Opportunity
3 weeks ago
Westlake Village, California, United States New York Life Insurance Company Full timeCompany OverviewNew York Life Insurance Company is a leading provider of financial products and services, dedicated to helping clients achieve their long-term financial goals. Our comprehensive array of financial solutions includes:Financial planning and advisory servicesInvestment products and portfolio managementRetirement planning and wealth managementWe...
-
Medication Management Professional
6 days ago
Westlake Village, California, United States Sunrise Senior Living Full timeWe are committed to providing a safe and supportive environment for our residents, and we need a skilled Medication Management Professional to help us achieve this goal. As a member of our team, you will be responsible for reviewing, reading, and notating Daily Logs, receiving medication updates from the Resident Care Director or Wellness Nurse, and...
-
Business Operations Assistant
4 days ago
Westlake Village, California, United States People Architects Full timeWe are looking for a highly skilled and experienced Business Operations Assistant to join our team. As the Office/Finance Assistant, you will be responsible for performing a wide range of administrative tasks, including scheduling meetings, managing calendars, and preparing meeting rooms.Key Responsibilities:Scheduling: Schedule meetings and appointments...
-
Insurance Account Management Professional
3 weeks ago
Westlake Village, California, United States World Insurance Associates, LLC. Full timeAbout the RoleWe are looking for an experienced Commercial Lines Account Manager to join our team at World Insurance Associates, LLC.The successful candidate will be responsible for managing a high-volume book of insurance business, ensuring all tasks are completed accurately and on-time, and growing client loyalty through positive relationships and...
-
Senior Care Professional
3 days ago
Westlake Village, California, United States Sunrise Senior Living Full timeAbout This OpportunitySunrise Senior Living, a leading provider of senior living services, is seeking a skilled LPN/LVN Med Care Manager to join our team. As a Medication Manager, you will play a critical role in ensuring the highest quality of care for our residents.Job OverviewThe LPN Medication Care Manager is responsible for administering medication and...
-
Trust and Estate Law Specialist
3 weeks ago
Westlake Village, California, United States Career Consulting Partners Full timeAbout the Opportunity">Career Consulting Partners is proud to partner with a leading law firm to bring this exciting opportunity to a skilled Attorney. This respected firm has been a trusted provider of legal services in California for over seven decades, boasting a wealth of experience and expertise in various areas of law.The ideal candidate will possess a...
-
Sales Professional
3 weeks ago
Westlake Village, California, United States Integrated Telemanagement Services Full timeJob OverviewWe are seeking a highly motivated and results-driven Sales Professional to join our team at Integrated Telemanagement Services. As a key member of our sales team, you will be responsible for identifying new business opportunities and driving growth through the sale of our telecommunication and managed IT solutions.Your primary focus will be on...
-
Portfolio Manager
2 days ago
Westlake Village, California, United States TalentZok Full timeJob OverviewTalentZok is seeking a highly skilled Property Manager to join our team. As a key member of our operations department, you will be responsible for managing the day-to-day activities of our commercial properties.In this role, you will oversee all aspects of property management, including tenant relations, maintenance, and budgeting. You will work...
-
Telecommunication Sales Professional
3 weeks ago
Westlake Village, California, United States Integrated Telemanagement Services Full timeCompany OverviewWe at Integrated Telemanagement Services aim to empower small to medium businesses by providing cutting-edge telecommunication and managed IT solutions.Our team of 20 seasoned professionals is dedicated to delivering exceptional services and support to our clients.
-
Customer Service Representative
2 days ago
Westlake Village, California, United States Regus Management Group, LLC Full timeOverviewWe are seeking a highly skilled Customer Service Representative to join our team at Regus Management Group, LLC. As a Community Associate, you will be responsible for providing exceptional customer service to our clients and ensuring their needs are met.Key Responsibilities:Manage multiple tasks while providing customers with the best possible...
-
Business Support Professional
3 weeks ago
Westlake Village, California, United States SotomayorCPA Full timeCompany DescriptionSotomayor & Associates, LLP is a certified public accounting firm with offices in Westlake Village, California, and representative international offices in the Dominican Republic, Colombia, Mexico, and Peru. Our firm provides high-quality accounting services by offering clients our expertise, experience, and knowledgeable staff.About the...
-
Sales Professional
3 weeks ago
Westlake Village, California, United States Integrated Telemanagement Services Full timeJob SummaryWe are seeking a seasoned sales professional to join our team as an Enterprise Account Manager. In this role, you will be responsible for building and maintaining relationships with existing clients, identifying new business opportunities, and developing and delivering customized solutions that meet client needs.Key Responsibilities* Manage and...
-
Care Professional
2 days ago
Westlake Village, California, United States Sunrise Senior Living Full timeAt Sunrise Senior Living, we prioritize providing the highest quality care and services to seniors. Our team of dedicated professionals works tirelessly to deliver exceptional support to our residents in a safe, welcoming environment.About the Role:BUILD LASTING RELATIONSHIPS WITH RESIDENTS AND THEIR FAMILIESASSIST WITH ACTIVITIES OF DAILY LIVING AND PROVIDE...
-
Business Development Professional
2 days ago
Westlake Village, California, United States Integrated Telemanagement Services Full timeCompany OverviewWe envision a world where technology empowers small to medium-sized businesses to thrive. As Integrated Telemanagement Services, Inc. (ITS), we've been a trusted partner for over 30 years, providing innovative telecommunication and managed IT solutions to over 400 companies in Southern California.Our dynamic team of experienced professionals...
-
Financial Auditor Professional
5 days ago
Westlake Village, California, United States CyberCoders Full timeCompany OverviewCyberCoders is a full-service accounting firm that specializes in a broad range of services for business owners, executives, and independent professionals.Job DescriptionWe are seeking an experienced Audit CPA to join our team. As a detail-oriented professional, you will be responsible for conducting thorough audits for our clients, ensuring...
-
Operations Manager
4 weeks ago
Westlake Village, California, United States Eleven Recruiting Full timeAbout Eleven RecruitingWe are a specialist technology staffing agency supporting professional and financial services companies.We listen to our candidates and act as advisors to help them add value, find interesting projects, and advance in their careers.Job Opportunity:Our client, a financial services firm in Westlake, CA, is seeking a skilled Contracts...
-
Loan Quality Assurance Professional
3 weeks ago
Westlake Village, California, United States Disability Solutions Full timeAbout the Opportunity:AmeriHome Mortgage is a Western Alliance Bank company seeking a dedicated Loan Quality Assurance Professional to join their team. This role involves performing thorough reviews of Conventional and Government loans, identifying potential issues, and ensuring compliance with current guidelines and overlays. The successful candidate will...