Current jobs related to Wealth Management Specialist - Walnut, California - Leah Yosef International

  • Wealth Management Professional

    3 weeks ago

    Walnut, California, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Professional. The Wealth Management Professional will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a...

  • Senior Financial Planning Specialist

    3 weeks ago

    Walnut, California, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing wealth management firm seeking a Senior Internal Financial Planner to join its team. This role focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure.This position is ideal for someone who enjoys working in a team...

  • Wealth Management Specialist

    3 weeks ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job Title: Wealth Advisor IIMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families.We are seeking a highly skilled and experienced Wealth Advisor II to join our team. As a Wealth Advisor II, you will work closely with our clients to understand their...

  • Wealth Strategist

    4 weeks ago

    Walnut Creek, California, United States Fidelity Investments Full time

    Job Title: Vice President, Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a key member of our wealth management team, you will be responsible for providing personalized and dedicated financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive...

  • Wealth Management Strategist

    4 weeks ago

    Walnut Creek, California, United States Fidelity Investments Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans for clients, taking into...

  • Wealth Strategist

    4 weeks ago

    Walnut Creek, California, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients. Your passion, expertise, and commitment to building long-standing relationships will be essential in...

  • Wealth Management Professional

    3 weeks ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job SummaryThe Wealth Advisor and Senior Wealth Advisor roles at Mercer Advisors focus on deepening relationships with high net worth clients and growing their practice through referrals. Our team of experts provides a unified approach to managing clients' financial lives, including planning, investing, taxes, estate, insurance, and more.Key...

  • Wealth Planning Expert

    4 weeks ago

    Walnut Creek, California, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients. You will work closely with clients to understand their financial goals and develop comprehensive wealth...

  • Senior Financial Consultant

    3 weeks ago

    Walnut Creek, California, United States Rival Sourcing LLC Full time

    Job SummaryRival Sourcing LLC is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Private Wealth Management group, you will be responsible for managing and maintaining relationships with clients, driving business results, and advising clients on their overall balance sheet.Key ResponsibilitiesClient Relationship...

  • Maintenance Specialist

    4 weeks ago

    Walnut, California, United States Hotel Management Full time

    Job OverviewHotel Management is seeking a skilled Maintenance Technician to join our team. As a key member of our facilities team, you will be responsible for ensuring the smooth operation of our properties by performing routine maintenance tasks, inspecting equipment, and conducting repairs.Key ResponsibilitiesConduct regular maintenance on HVAC systems,...

  • Senior Financial Consultant

    4 weeks ago

    Walnut Creek, California, United States Rival Sourcing LLC Full time

    {"Job Title": "Senior Financial Advisor", "Job Description": "Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for managing and maintaining relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...

  • Behavioral Management Specialist

    4 weeks ago

    Walnut Creek, California, United States Spread Your Wings Inc Full time

    Job Title: Behavioral Management SpecialistAt Spread Your Wings Inc, we are seeking a highly skilled Behavioral Management Specialist to join our team.The successful candidate will be responsible for planning, developing, and managing behavioral management services/programs, as well as guiding intervention plans for consumers and their caregivers assigned to...

  • Behavioral Management Specialist

    3 weeks ago

    Walnut Creek, California, United States Spread Your Wings Inc Full time

    Job Title: Behavioral Management SpecialistAt Spread Your Wings Inc, we are seeking a highly skilled Behavioral Management Specialist to join our team. As a key member of our behavioral management services team, you will be responsible for planning, developing, and managing behavioral management services/programs. Your expertise will guide the intervention...

  • Risk Management Specialist

    4 weeks ago

    Walnut Creek, California, United States Factory Mutual Insurance Company Full time

    Job SummaryWe are seeking a highly skilled Risk Management Specialist to join our team at Factory Mutual Insurance Company. As a Risk Management Specialist, you will be responsible for providing business risk consulting services to current and potential clients.Key ResponsibilitiesMeet and present to senior client management to develop a sound understanding...

  • Behavioral Management Specialist

    3 weeks ago

    Walnut Creek, California, United States Spread Your Wings Inc Full time

    Job SummarySpread Your Wings Inc is seeking a highly skilled Behavioral Management Specialist to join our team. The ideal candidate will have a strong background in behavioral analysis and management, with experience in designing and implementing behavior modification intervention services.Key Responsibilities:Develop and implement functional behavioral...

  • Behavioral Management Specialist

    4 weeks ago

    Walnut Creek, California, United States Spread Your Wings, LLC. Full time

    Job SummarySpread Your Wings, LLC. is seeking a highly skilled Behavioral Management Specialist to join our team. In this role, you will be responsible for planning, developing, and implementing behavioral management services and programs for consumers and their caregivers.Key Responsibilities:Develop and implement functional behavioral assessments and...

  • Senior Watershed Management Planning Specialist

    4 weeks ago

    Walnut Creek, California, United States Contra Costa County (CA) Full time

    Job SummaryWe are seeking a highly skilled Senior Watershed Management Planning Specialist to join our team at Contra Costa County Public Works Department. The ideal candidate will have a strong background in environmental compliance, urban planning, and project management.The successful candidate will be responsible for synthesizing their understanding of...

  • Fund Administration Specialist

    4 weeks ago

    Walnut Creek, California, United States Standish Management Full time

    Job Title: ManagerWe are a leading provider of specialized fund administration services for private equity managers and general partners. Our team offers a unique blend of expertise and technology to help our clients navigate the complexities of fund administration.Key Responsibilities:Manage the setup of wires for investments and distributionsMonitor cash...

  • Strategic Financial Consultant

    3 weeks ago

    Walnut Creek, California, United States Rival Sourcing LLC Full time

    Rival Sourcing LLC is seeking a Strategic Financial Consultant to join our team. As a Private Wealth Management Expert, you will be responsible for managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client...

  • Merrill Financial Solutions Advisor

    3 weeks ago

    Walnut Creek, California, United States Bank of America Full time

    Job Description:Merrill 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, you will help clients pursue their life goals through a personal relationship with your advisory team committed to their needs.We...

Wealth Management Specialist

2 months ago

Walnut, California, United States Leah Yosef International Full time

Opportunity Overview

Leah Yosef International, a top-tier national registered investment advisor, is seeking a seasoned Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from custodial referral channels.

This role offers a unique opportunity to join the fastest-growing region of a rapidly expanding RIA in the country.

This is not a commissioned sales role, and no portable book of business is required.

Key Responsibilities

  • Provide comprehensive wealth management services, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management.
  • Drive consistent, year-over-year AUM growth of over 30%.
  • Benefit from a collegial culture, extensive operational, investment, financial planning, and relationship management support.
  • Enjoy a hybrid schedule with one day per week in the office.
  • Have a clear path towards partnership and equity.

Requirements

  • Hold a CFP certification and possess 7+ years of wealth management experience, including managing relationships with high-net-worth individuals and families.