Wealth Management Specialist

About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving over 10,000 clients and managing more than $100 billion of assets across the country. Our boutique's personal service, creativity, and objective advice are combined with the extensive resources and intellectual capital of an...

We are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors in Newport Beach. This role offers a competitive salary of $55,000 - $65,000 per annum, depending on experience.About the RoleProvide exceptional client service via phone, email, and other contact methodsMonitor daily custodial alerts and resolve issues...

About Corient Private Wealth LLCWe are one of the fastest-growing wealth management platforms in the United States, dedicated to providing exceptional service to high- and ultra-high-net-worth individuals and families. Our goal is to simplify lives while preserving wealth for future generations and supporting the causes and communities our clients care...

Job DescriptionThe Financial Partners Credit Union is seeking an experienced Wealth Management Advisor to join our team. In this role, you will be responsible for providing comprehensive wealth management services to our members.We offer a salary range of $95,000 - $135,000 per year, depending on experience and qualifications.Responsibilities:Financial...

Key ResponsibilitiesAs a Licensed Client Service Associate at Citigroup Inc., you will be responsible for:Delivering wealth management services to clients with guidance from Banker teams.Assessing risk when business decisions are made and demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and...

About the Job FamilyThe Client Solutions Expert plays a crucial role in supporting Citigroup Inc's Private Client Coverage division. This dynamic professional works closely with Banker teams to deliver exceptional wealth management services to clients, leveraging industry expertise and analytical skills.Key Responsibilities:Demonstrate a solid understanding...

Dynamic Estate Planning Attorney OpportunitySouthern California is home to a thriving legal community, and our firm is seeking an experienced Estate Planning Attorney Specialist to join our team. As a seasoned professional with a strong background in estate planning, trusts, wills, probate, and asset protection, you will play a key role in delivering...

Job Title: Cosmetic Patient Care SpecialistCosmetic Patient Care Job DescriptionWe are seeking a highly skilled Cosmetic Patient Care Specialist to join our esteemed team at the Appearance Center of Newport Beach.The ideal candidate will serve as the primary point of contact for cosmetic patients, ensuring a seamless and positive experience from initial...

Aristotle Capital Management is seeking a skilled Investment Portfolio Specialist to join our team. As an integral part of our institutional business development team, you will be responsible for RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests...

Job SummaryPacific Investment Management Co is seeking a highly motivated and organized Financial Services Specialist to join our CM Americas Team. As a key member of the team, you will be responsible for creating customized presentation materials that meet regulatory and brand compliance standards. This role requires strong communication and collaboration...

Tax and Financial Services ExpertiseThis Jobot Job is hosted by Josh Forth.A leading financial services firm is seeking a tax professional with expertise in financial planning, wealth management, business planning, insurance planning, and tax planning. The ideal candidate will have a strong background in accounting and public accounting experience....

Job OverviewThe Junior Invoicing Specialist will play a vital role in Kareem Gobran Sports Management Llc's financial operations. Primary responsibilities include generating and sending invoices, managing client accounts, and performing administrative tasks. We offer a dynamic work environment with opportunities for professional growth and development. The...

We are looking for a self-motivated individual to join our team as an Inventory Management Specialist.Estimated salary: $45,000 - $60,000 per year.Job Description:The successful candidate will be responsible for maintaining accurate and up-to-date inventory records, conducting regular inventory audits, and collaborating with management to identify and...

Job Title:Vocational Nurse SpecialistPosition OverviewSCARS Management Services is seeking a skilled and compassionate Licensed Vocational Nurse to join our team in a Dermatology Facial Plastics Clinic setting.In this role, you will provide expert patient care, working closely with physicians and other healthcare professionals to deliver high-quality...

About the RoleKareem Gobran Sports Management Llc is seeking an experienced Billing Operations Specialist to assist with day-to-day billing operations. The successful candidate will be responsible for managing client communications, processing payments, and maintaining accurate financial records.The ideal candidate possesses strong organizational skills,...

At L'AGENCE, we are seeking a highly organized and detail-oriented Inventory Management Specialist to join our team.Job SummaryThe successful candidate will be responsible for maintaining accurate and up-to-date inventory records, conducting regular audits, and collaborating with management to address discrepancies.Key Responsibilities:Maintain accurate...

About Us:We are a leading financial services firm committed to helping our clients achieve their goals of long-term financial security. With a strong foundation of expertise in Financial Planning, Wealth Management, Business Planning, Insurance Planning, and Tax Planning, we deliver exceptional personalized service and support to our clients.Salary: $100,000...

Job Title: Strategic Financial Relationship Builder Location: Newport Beach, CAAbout the Role: We are seeking a highly skilled Strategic Financial Relationship Builder to join our team at Bank of America. As a key member of our Global Commercial Banking division, you will be responsible for providing expert financial solutions to complex clients and...

Job DescriptionThis role provides administrative and operational support to the delivery of financial and investment planning advice to clients. The ideal candidate will have excellent communication and problem-solving skills, as well as experience in the investment industry. Responsibilities include building and maintaining client relationships, identifying...

About UsWe are a comprehensive financial services firm with over 55 years of experience, dedicated to helping our clients achieve long-term financial security. Our customized approach focuses on delivering exceptional personalized service and expertise to grow, protect, and conserve our clients' wealth.