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About Sohnen Enterprises: For over 50 years, Sohnen Enterprises has been redefining the refurbished consumer electronics and appliance industry. As the world’s largest independent refurbisher, we partner with major retailers and brands to give products new life offering both sustainably and profitably. Why this role matters: This isn’t a call-center or order-taker position. You’ll be on the front lines — managing key customer accounts, building new relationships, and driving real revenue. You’ll have direct access to our business unit leaders, and the ability to make deals that move the company forward. What you’ll do: • Focus on selling refurbished appliances such as refrigerators, TV's, blenders, etc., • Prospecting and finding new business opportunities., • Collaborate with the sales, warehouse and logistics teams, to execute high-margin sales strategies., • Oversee the full order process — from quote to delivery — ensuring smooth fulfillment., • Ensure customers are receiving adequate support during the order fulfilment process and provide assistance as needed., • Become a trusted advisor to clients by understanding their business goals. What you bring: • 3+ years of experience in B2B sales or account management (consumer electronics/appliances a plus)., • Excel skills (v-lookup, pivot tables) and comfort managing data and pricing., • Bilingual English/Spanish preferred., • Entrepreneurial mindset — competitive, organized, and relentless about results., • Ability to travel to Tijuana quarterly. What’s in it for you: • Competitive base + commission tied to revenue and new business wins., • Employee Stock Ownership Plan (ESOP) — build long-term wealth as the company grows., • 401(k), health/dental/vision/life insurance, and paid time off., • Monday–Friday schedule, day shift., • Catered lunches. "Sohnen Enterprises, Inc. is an Equal Opportunity Employer. We celebrate diversity and are committed to providing an inclusive workplace for all employees regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status."

Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Private Wealth Paralegal The Private Wealth Paralegal is responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This position requires appropriate client and advisor contact. Maintains professionalism and strict confidentiality in all client and firm matters. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). The Private Wealth Paralegal can sit in our Charlotte, Chicago, Dallas, Los Angeles, New York or Washington D.C. office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). Client billable hour requirement: 1,550 hours annually Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Oversee all aspects of trusts and estates in probate., • Prepare and file probate documents in order to open and/or close estates, as well as prepare all requisite documents relative to trusts and estates in probate., • Collect and distribute estate/decedent’s assets by contacting banks, brokerage houses, and appraisers.Prepare receipts and releases.Open, establish, and maintain estate checking accounts., • Compile all information required to prepare gift and estate tax returns.Prepare and file Illinois state and federal estate tax returns including the court inventory.Review completed tax returns, prepare checks, obtain necessary signatures, and forward to the IRS.Forward executed tax returns to accountants; maintain archival files., • Coordinate asset transfers and funding of trusts.If necessary, communicate with necessary parties relative to appropriate funding., • Prepare for federal audit or state gift/estate tax audits., • Research and investigate any requests, problems or issues, and resolve with appropriate parties., • Prepare initial drafts of client correspondence and memos., • Responsible for client contact and communication to clients., • Perform file organization and maintenance., • Maintain up-to-date time reports to ensure accurate client billing. Supervisory Responsibilities • On a case-by-case basis, may supervise the work performed by Project Assistant and/or Paralegal I and II staff. Carries out supervisory responsibilities in accordance with the firm’s policies and applicable laws. Responsibilities include interviewing, training, and providing input into the performance appraisal process. Knowledge, Skills And Abilities • Bachelor’s degree and five or more years progressive trust administration experience managing all aspects of trust accounts are required, preferably in a law firm environment; or equivalent combination of education and experience.Legal research knowledge and ability to use law library are required.Paralegal certificate from an ABA accredited paralegal program a plus., • Computer proficient with experience and working knowledge of Westlaw and other trust-related databases , Internet research, due diligence, Excel, Access, Outlook, and MS Word preferred. Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West’s Federal Estate Tax program and fiduciary income tax forms and extensions.Ability to prepare federal and state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable., • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, conduct legal research, and perform essential duties., • Excellent organizational skills including record keeping, data collection, and system information.Ability to compile and analyze complex data and furnish concise, detailed information in report format, written correspondence, e‑mail, or verbally., • Excellent interpersonal, verbal, and written communication skills.Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information and training, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts., • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment.Ability to act independently and make decisions within scope of the position’s responsibilities., • Ability to identify and analyze probate trust/estate issues and inquiries and to recommend and implement solutions., • Ability to organize, prioritize, and oversee numerous tasks from inception to completion, and ensure work is completed within strict deadlines., • Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment, and adapt to changes in workflow.Proactive with excellent troubleshooting, problem resolution, and follow-through skills., • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare probate and trust/estate-related documents and forms, proofread material for grammatical, typographical, and spelling errors, and perform file maintenance., • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, and verifying numerical data on forms and documents., • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, scanner, facsimile, etc., • Ability to occasionally retrieve and distribute files, written documentation and copies, or office supplies weighing up to 20 pounds., • Work occasionally requires more than 37.5 hours to perform the essential duties of the position., • Ability and availability to travel to other firm locations when required. For our Los Angeles and Washington D.C. Offices, the annualized salary range for this position is $110,000 to $140,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. Katten will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of Article 9 to Chapter XVII of the Los Angeles Municipal Code. Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Top full-service boutique firm looking for a mid/senior level Private Client Services Associate to join their LA office! This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $215,000 - $290,000 per year A bit about us: Full-service, top firm in southern California, serving clients from around the globe for more than 60 years. Dedicated to employee and client success. Why join us? • Fantastic firm with great reputation - industry recognized thought leaders, • Strong comprehensive benefits and compensation package, • Commitment to a strong culture - consistently ranking in the top for culture, wellbeing, hours, etc., • Standards of a top-tier national firm, but prioritize personalized attention typically associated with smaller firms Job Details Seeking a Private Client Services Associate to join our team with 3-9 years of experience. Must have a strong interest in servicing high net worth clients. This is a full time in-office role, so please only apply if that's okay for you. The PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Responsibilities: This role involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by the firm. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Clear path to Partner and incredible earning potential with Sacramento based firm! This Jobot Job is hosted by: Stephen Brainerd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $275,000 per year A bit about us: Located in Sacramento, CA, we are a growing, full spectrum firm that focuses on complex business tax. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable companies and individuals who have chosen to use us as their top tier partner! If you are a Senior Tax Manager looking for a clear path to Partner with significant earning potential, then please apply today! Why join us? • Strong Base Salary & Profit Sharing Package - expected total compensation can be as high as $275k or more!, • Competitive Benefits Package! • 90% covered for employee, 80% for dependents! • Clear path to Partner (top Partners at the firm are making 7 figures)!, • Relocation to Sacramento provided (if needed)!, • 401k Matching - 100% on the first 4% contributed!, • Generous PTO!, • Company Paid Continued Education! Job Details The Opportunity: We're seeking a Senior Tax Manager to lead and expand our flow-through tax practice, working primarily with complex partnerships, LLCs, and S-corporations. This is a true career-defining role for a tax professional who wants more than a title—someone motivated by ownership, influence, and significant long-term earning potential. This position comes with a clear, achievable path to Partner, including meaningful profit sharing. You will inherit an existing book of business while being expected—and supported—to grow your own client base. This role is ideal for a current or former Big 4 tax leader who wants to apply their technical depth in a more entrepreneurial, client-centric environment. Responsibilities: 1. Serve as a trusted advisor to owners of complex flow-through entities across industries such as manufacturing, distribution, real estate, construction, agriculture, and professional services., 2. Lead tax planning and compliance for partnerships, multi-entity structures, and high-income pass-through businesses., 3. Manage and grow an existing portfolio of clients while actively developing new client relationships., 4. Support a wide variety of clients in industries such as: Real Estate, Construction, Tech, Manufacturing, Retail, Professional Services, and more., 5. Play a key role in firm leadership, mentoring managers and senior staff, and shaping the future of the tax practice., 6. Collaborate closely with audit, consulting, and transaction teams to deliver integrated client solutions. Qualifications: 1. Eight or more years of progressive tax experience, with deep expertise in flow-through entities., 2. Current or prior Big 4 experience strongly preferred., 3. Proven ability to manage client relationships and generate new business., 4. Experience advising privately held businesses and their owners., 5. Entrepreneurial mindset with a long-term vision toward partnership and firm leadership., 6. CPA license required, 7. Master's degree in Taxation strongly preferred Why Sacramento? This role is designed for someone ready to trade the high cost of living and stress of a major market for a smarter lifestyle—without sacrificing earning potential. Sacramento offers: • A family-friendly environment with excellent neighborhoods, schools, and quality of life, • Significantly lower cost of living compared to larger, coastal cities, • Short commutes, access to outdoor recreation, and proximity to Napa, Tahoe, and the coast, • The ability to maintain big-city compensation and upside while building real wealth faster Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Clear path to Partner and incredible earning potential with Sacramento based firm! This Jobot Job is hosted by: Stephen Brainerd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $225,000 - $300,000 per year A bit about us: Located in Sacramento, CA, we are a growing, full spectrum firm that focuses on complex business tax. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable companies and individuals who have chosen to use us as their top tier partner! If you are a Tax Director looking for clear path to Partner with significant earning potential, then please apply today! Why join us? • Strong Base Salary & Profit Sharing Package - expected total compensation can be as high as $300k or more!, • Competitive Benefits Package! • 90% covered for employee, 80% for dependents! • Clear path to Partner (top Partners at the firm are making 7 figures)!, • Accelerated Career Growth!, • Relocation to Sacramento provided (if needed)!, • 401k Matching - 100% on the first 4% contributed!, • Generous PTO!, • Company Paid Continued Education! Job Details The Opportunity: We're seeking a Tax Director to lead and expand our flow-through tax practice, working primarily with complex partnerships, LLCs, and S-corporations. This is a true career-defining role for a tax professional who wants more than a title—someone motivated by ownership, influence, and significant long-term earning potential. This position comes with a clear, achievable path to Partner, including meaningful profit sharing. You will inherit an existing book of business while being expected—and supported—to grow your own client base. This role is ideal for a current or former Big 4 tax leader who wants to apply their technical depth in a more entrepreneurial, client-centric environment. Responsibilities: 1. Serve as a trusted advisor to owners of complex flow-through entities across industries such as manufacturing, distribution, real estate, construction, agriculture, and professional services., 2. Lead tax planning and compliance for partnerships, multi-entity structures, and high-income pass-through businesses., 3. Manage and grow an existing portfolio of clients while actively developing new client relationships., 4. Support a wide variety of clients in industries such as: Real Estate, Construction, Tech, Manufacturing, Retail, Professional Services, and more., 5. Play a key role in firm leadership, mentoring managers and senior staff, and shaping the future of the tax practice., 6. Collaborate closely with audit, consulting, and transaction teams to deliver integrated client solutions. Qualifications: 1. Eight or more years of progressive tax experience, with deep expertise in flow-through entities., 2. Current or prior Big 4 experience strongly preferred., 3. Proven ability to manage client relationships and generate new business., 4. Experience advising privately held businesses and their owners., 5. Entrepreneurial mindset with a long-term vision toward partnership and firm leadership., 6. CPA license required, 7. Master's degree in Taxation strongly preferred Why Sacramento? This role is designed for someone ready to trade the high cost of living and stress of a major market for a smarter lifestyle—without sacrificing earning potential. Sacramento offers: • A family-friendly environment with excellent neighborhoods, schools, and quality of life, • Significantly lower cost of living compared to larger, coastal cities, • Short commutes, access to outdoor recreation, and proximity to Napa, Tahoe, and the coast, • The ability to maintain big-city compensation and upside while building real wealth faster Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an advisor to provide

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

The Senior Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater Los Angeles area. This role requires a natural leadersomeon

Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. Provide Financial Planning: Offer ongoing financial planning and investment management services. Join Our Team as a Fin

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager Safe Act. Proactively source, acquire and expand high value customer relationship by max

The Associate Wealth Advisor / Paraplanner will work closely with senior leadership to deliver the exceptional client service, Gerber Kawasaki is known forhelping clients make informed financial decisions and reach their goals. Support senior advisors in all aspects of client relationship management

JPMS, CIA and JPMorgan Chase Bank, N. 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. As such, an employment offer for th

The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Adviso

We are seeking a dynamic Wealth Advisor to join our team.

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Collaborate with a wealth advisor team to prepare and provide comprehensive wealth mana

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Senior Wealth Advisor Safe Act. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, appl

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. The expected pay range

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Senior Wealth Advisor SAFE Act. The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

At least 2 years in a Financial Advisor role or equivalent financial services experience.

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients. Note: All Wealth Advisors must have a clean U4 with no disclosures. Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth ad

The Wealth Advisor is an essential member of a dedicated client practice team servicing Empower clients who reside in the Greater Los Angeles area. Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Experience managing a book

This role at CU SoCal in Financial Services would allow you to join the Wealth Management team as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are NOT employees of LPL Financial. Financial Advisor will service any current clients and simultaneously expand th

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. Eight or more years of experience in high and ultra-high net worth client wealth management activitie

Private Client Advisor In Chase Wealth Management. As a private client advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. As the manager for a book of client relationships, the Wealth Advisor is

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. The Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures

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. As such, an employment offer for this position is contingent on JPMorganC

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business

Develops ability to perceive client or prospect needs and converse confidently, reflecting back what client or prospect has conveyed and how Blue Trust can help them, while communicating a passion for what we do and looking for ways to enhance service to existing clients and bring Blue Trust counsel

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application within the business.

Senior Wealth Advisor SAFE Act. The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct i

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a dire

Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Job Description Vista, CA | Onsite | Full Time | Salary: 60,000 - $125,000 | Schedule: Monday - Saturday with a day off in the middle of the week. As a Service Advisor, you’re one of the most important team members at Norm Reeves Honda Vista. You’re responsible for creating a super Norm Reeves location service experience for our guests and using your communication skills to build the bridge between guests and technicians. Your work will ensure our guests leave 100% satisfied with their Norm Reeves location experience. This role is a great way to kick start your career with us! What You’ll Do: • Greet guests as they arrive in the Service drive, • Communicate empathetically with guests about their vehicle, • Offer solutions and added services to guests, • Prepare detailed repair orders after initial inspection with exact instructions, making special note of primary concern(s) from the guest, • Provide timely follow-up progress of each repair order and contact guests with repair changes, • Analyze quality control reports and maintain a high Customer Service Index Score, • Full time availability. You’ll also need to be at least 18 years old., • A valid driver’s license and acceptable driving record, • Creative, positive, team player attitude, • Ability to analyze situations and make win-win business decisions, • Honesty, empathy, and exceptional communication skills, • Unlock Your Potential – Free Training & Limitless Advancement Opportunities to Skyrocket Your Career Growth., • Invest in Yourself – Tuition Reimbursement, • Health and Wellness First – Comprehensive Medical, Dental, and Vision Plans to Keep You and Your Family Thriving., • Enjoy Complimentary Group Life Insurance for Added Peace of Mind., • Your Network, Your Success – Employee Referral Bonus Program - Earn While Building a Stronger Team., • Shop and Save with our generous discounts on Sales, Service, and Parts at Any Norm Reeves Location., • Secure Your Future - Build Wealth with 401k Matching, • Smart Savings, Smart Choices – Section 125 Cafeteria Plan & Flexible Spending Account - Save on Taxes for Qualified Expenses.

This will be done with a consistent focus on relationship management, not portfolio management. Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Job Description About the Role Are you a seasoned advisor who loves the "client" part of the business but hates the "prospecting" part? We are an established Torrance-based CPA firm and have robust, diverse base of tax clients who trust us with their financial lives. We need a dedicated Financial Advisor to manage and grow these relationships. There is absolutely no cold calling required. You will step into an active book of business within a pleasant, collaborative, and professional office environment. What You’ll Do As a key member of our team, you will assist in ensuring our clients’ portfolios align with their life goals. • Client Management: Assist with existing clients to assess financial goals, risk profiles, and investment objectives., • Portfolio Oversight: Review and analyze portfolios, including equities, fixed income, and some variable/indexed annuities., • Execution: Handle trading and re-balancing of client accounts as needed., • Advisory: Provide personalized product recommendations that prioritize the client’s best interests., • Relationship Support: Provide technical support, account management, and proactive problem-solving., • Compliance: Ensure all activities and documentation meet industry regulatory standards. The Ideal Candidate We value enthusiasm and a genuine desire to help people. We are looking for a team player who enjoys a steady 9-to-5 schedule and a focused work environment. • Experience: Proven track record managing investment clients and analyzing diverse portfolios., • Product Knowledge: Working knowledge of annuities (fixed, variable, indexed) and standard investment vehicles., • Communication: Ability to explain financial concepts to a diverse clientele in a clear, empathetic manner., • Compliance-Minded: Disciplined approach to maintaining records and following industry authorities' guidelines. Why Join Us? • Warm Leads Only: Manage an existing, loyal client base from our CPA practice., • Work-Life Balance: Standard 9-to-5 office hours in a supportive, professional atmosphere., • Stability: Join a well-established firm with a strong reputation in the South Bay. How to Apply Please submit your resume and a brief cover letter highlighting your experience with portfolio re-balancing and client retention. Company DescriptionYou will be part of a flexible and collaborative work culture with a strong history of financial strength and stability. We are committed to creating an environment where our colleagues feel welcomed, valued, and supported with mentoring and career development opportunities to help them thrive. You can take pride in working for a company that is committed to strengthening the communities we serve.You will be part of a flexible and collaborative work culture with a strong history of financial strength and stability. We are committed to creating an environment where our colleagues feel welcomed, valued, and supported with mentoring and career development opportunities to help them thrive. You can take pride in working for a company that is committed to strengthening the communities we serve.