Wealth Development Specialist

Are you an organized and proactive professional looking to make a difference in the world of wealth management?Wealth Management is seeking a highly skilled Executive Assistant/Office Administrator to join our team. This role is responsible for providing exceptional administrative support, managing daily office operations, and collaborating with colleagues...

Job Title: Private Wealth Relationship ManagerAbout the Role:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Private Wealth Relationship Manager, you will be part of a team that specializes in goals-based wealth management, including planning for retirement, education, legacy, and...

Job Title: Senior Wealth Management SpecialistLocation: San Francisco, CA & Los Angeles, CAOverview:Wealth management specialists at Deutsche Bank focus on developing, managing, and retaining high-value client relationships. They are responsible for acquiring assets through expanding existing relationships and cultivating new ones for the bank. Their primary...

Job Title:We are seeking a highly skilled and experienced Executive Administrator to join our dynamic team at Wealth Management. As the key support person for our Senior Management team, you will play a vital role in ensuring the smooth operation of our business.Your responsibilities will include coordinating meetings, appointments, and travel arrangements,...

Job Overview:We are seeking an experienced Chief Compliance Officer to join our wealth management team in Los Angeles. As a key member of our leadership team, you will be responsible for designing and implementing a best-in-class compliance program that aligns with the Investment Advisers Act of 1940 and other applicable laws.Key Responsibilities:Compliance...

Private Wealth and Fiduciary Litigation SpecialistMontezuma Winery seeks a litigation associate to join its Private Wealth and Fiduciary Litigation Group in California. As a key member of our team, you will represent clients in complex disputes involving private wealth, trusts, and estates.Key ResponsibilitiesRepresent clients in breach of fiduciary duty,...

We are seeking an experienced Private Wealth Relationship Manager to join our team at Bank of America!About the Job:This role involves supporting the Financial Advisor team to further develop and enhance existing client relationships. As a Private Wealth Relationship Manager, you will provide specialized support as a Specialist/Manager in various roles,...

About the Role We are seeking a skilled Prospect Development Specialist to join our team at the California Science Center Foundation. As a key member of our fund development team, you will play a vital role in identifying and qualifying prospective individual, corporate, and foundation donors. About You To be successful in this position, you will need to...

Job OverviewWe are seeking a highly motivated Wealth Management Advisor to join our team in San Francisco, CA and Los Angeles, CA. As a Private Banker at Deutsche Bank, you will play a key role in developing, managing, and retaining client relationships. Your primary focus will be on growth, increasing wallet share through cross-selling and attracting new...

Company Overview  At CGV Wealth Enterprises, we are pioneering the development of a blockchain optimized for real-world assets. Our modular and integrated platform offers an end-to-end onboarding experience for asset issuers to deploy their assets onchain.  Our rapidly growing network includes numerous companies building dapps and tokenizing assets on...

Job Overview: We are seeking a results-driven Wealth Management Executive to join our team at Deutsche Bank. This is an excellent opportunity for individuals with a passion for building strong relationships and driving business growth.About the Role: As a Private Banker, you will be responsible for developing and managing client relationships, expanding...

**About the Role:**We are seeking a highly skilled Data Analyst/Data Modelling Specialist to join our team at Orion Innovation. The successful candidate will have a strong background in data analysis and modeling, with a focus on wealth management.**Key Responsibilities:**Collaborate with stakeholders to gather and analyze requirements for data analysis and...

Company OverviewTalentvolt Recruitment Search & Solutions is a leading search firm operating across the globe with a strong focus on wealth management, private equity, and insurance.Salary and BenefitsWe are offering a highly competitive salary in excess of $150,000 per annum, with a generous commission structure that provides significant earning potential....

Job Title: Employment Support SpecialistWe are seeking a skilled and compassionate Employment Support Specialist to join our team at the Workforce Development Center Inc.Job OverviewThis is a dynamic role that requires strong interpersonal and problem-solving skills, as well as the ability to work effectively with individuals with developmental, learning,...

About the RoleThis Data Analyst position plays a critical role in supporting our wealth management initiatives by analyzing and modeling data. If you have a strong background in data analysis, data modeling, and financial services, we encourage you to apply.ResponsibilitiesAnalyze and model data to support business goals and objectives.Collaborate with...

Company OverviewEquitable Advisors LLC is a leading wealth management firm with a strong reputation in the industry. We are driven by our mission to help clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.We have a passion for making a positive impact on the futures of individuals and businesses...

About Our CompanyFortify Capital is a member of the Northwestern Mutual Private Client Group, a boutique firm affiliated with one of the nation's most respected financial institutions. We are recognized for our expertise in serving high net worth clients and are committed to fostering an exceptional workplace culture. Our growing office is located in the...

At Venable LLP, we are looking for a highly skilled and organized professional to join our Tax and Wealth Planning practice group as a Practice Group Assistant.SalaryThe estimated annual salary for this position in Los Angeles is between $50,000 and $68,000 per year, depending on qualifications and experience.About the RoleThis role involves providing...

About the RoleThis position is an exciting opportunity for a skilled and motivated professional to join our team as a Wealth Management Advisor. In this role, you will work closely with high-net-worth clients to identify their financial goals and develop tailored investment strategies to help them achieve success.Key ResponsibilitiesProvide personalized...

Join our team at Wealth Management as an Executive Assistant/Office Administrator and contribute to the success of our organization.This role will be responsible for facilitating the completion of administrative and organizational tasks, primarily including managing the Company's general administrative activities, providing support functions to management,...