Wealth advisor jobs in Los Angeles, CACreate job alerts

Job DescriptionTop 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 Now" buttonand 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 Now" 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.

Park Wealth Management – Redondo Beach, CA Investment Analyst & Operations I am seeking a motivated and energetic professional to assume the role of Investment Analyst & Operations that is comfortable with working 100% remote. Very big plus to have experience working with LPL Financial and/or Charles Schwab. We custody client accounts at both custodians. I have been a Financial Advisor for over 35 years and currently rank in the top 15% of all producers at LPL Financial. Job Purpose: Provide Advisor with support in managing almost $100 million in client assets and assist with growing the assets under management to $250 million in the next 10 years. Essential Functions: 35% - Investment Analyst - Assist with researching and monitoring investments, comparing portfolios and running analysis on prospective client portfolios. 60% - Investment Operations – Create new accounts and move assets from other investment firms. Provide client service for existing accounts. Assist with investment trading and record keeping. 5% - Marketing - Plan client appreciation events and compliance reporting. Investment Analyst - 35%: Research stocks, mutual funds, ETF's and assist with monitoring portfolio's. Investment Operations - 60%: Create new account applications and account disclosure paperwork and work with clients to open accounts – (Brokerage & Advisory, Individual, Joint, IRA, 401(k), etc.) Work with the client to move assets from other institutions to LPL Financial or Schwab via rollover or ACAT transfer Communicate with clients Update Beneficiary Designations Update and network new accounts to client groups, performance report, and Salesforce CRM system Work with clients on moving money in and out of their accounts Run investment performance reports Coordinate annual client reporting with Third Party Administrator (TPA) on retirement plans – 401(k), Profit Sharing, and Defined Benefit Plans Use CRM to document every client interaction and follow up until completion Manage all compliance required items – incoming/outgoing correspondence, RIA compliance for Park Capital Group, Inc., Check Logs, Marketing and Advertising Review, etc. Assist with investment trading and recordkeeping. Marketing - 5%: Plan client appreciation events Work with vendors for event sponsorship and reimbursement Plan dinner event presentations – location, etc. Work with Compliance Department to get approval on relevant items Future Potential: As we continue to grow the business, you can have more and more contact working with our existing clients. Qualifications: Bachelor’s degree required Series 7 License - optional Series 65/66 License - optional Microsoft Office – Excellent – Especially PowerPoint and Excel Excellent verbal and written personal communication skills Strong attention to detail – Must be very meticulous Extremely organized to handle many different transactions with extensive experience using a Client Relationship Management System (CRM) – Use of Salesforce CRM is a plus Minimum of 3 years of experience in the brokerage, and/or financial services industry Be comfortable with working remote. Desire to continually learn new technology to increase efficiency Salary & Benefits: I will offer salary, bonus and 401(k) Plan. Park Wealth Management Information: I am looking to add a third person to complement our team of two people currently. If you are hired, you will be working closely with Sean. Thus, this is a small office environment. You will eventually be communicating with every client (verbally and email) to assist them with their wealth management needs. Park Wealth Management provides the following services to approximately 100 families: Financial Planning Investment Management Retirement and College Education Planning Risk Management – Life & Disability Insurance Products Estate Planning Please review my website or social media for additional information.

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.

Job Description Job Function This role is a behind the scenes rockstar, serving as a wealth technology subject matter expert for financial advisors, assisting clients with technology onboarding, analyzing financial planning data and coordinating client service needs with team members. This position bridges the operational and planning sides of the client experience, ensuring high-quality support in the financial planning process. This job is remote within driving distance of the Santa Monica, CA area for periodic in-office occasions. The starting salary range is $70,000 - $75,000. Primary Responsibilities • Works with clients to collect financial data, • Performs financial planning data analysis, • Enters synthesized data into eMoney for advisors to create a financial plan, • Prepares plan deliverables and reports, • Conducts research on investment, tax, insurance, and estate planning topics as needed, • Assists clients with technology onboarding, • Develops mastery of our wealth technologies and serves as a subject matter expert for advisors who use this technology, • Assists with other client service, planning, and advisory tasks as assigned, • Alignment with our Core Values – not just on your resume, but in your daily actions and decisions, • Prior experience with:, • Paraplanner or Client Services responsibilities, • Planning software (eMoney, MoneyGuidePro, Holistiplan, SS Analyzer), • Fundamental understanding of financial planning and how investments work, • Self-motivated, strong analytical skills, organized and detail oriented, • Ability to problem solve, with an aptitude for resourcefulness, • Excellent time management skills, • Outstanding communication and facilitation skills, • Strong initiative, anticipating client and advisor needs, • Great collaboration skills and teamwork mindset, • FPQP (Financial Paraplanner Qualified Professional) designation is desirable, but not required., • Appreciation for our B Corp certification – we're committed to people and planet, not just profits (revolutionary, we know). If these things are priorities for you too, you belong with us!We care about your privacy and do not sell any information you share with us during the application process. Click here if you would like more information about our privacy policy. Powered by JazzHR GCuIw8eZeA

Job Description Location: Cerritos, CA (On-site) | Full-Time |Salary Range: $65,000-$150,000 As our Service Advisor, you’re one of the most important team members at Norm Reeves Hyundai. You’re responsible for creating a super Norm Reeves Hyundai 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 Hyundai 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, • Process monetary transactions What You’ll Need: • Full time availability, • You’ll also need to be at least 18 years old., • Must have 2-3 years experience, • 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, • Leadership skills in team-based and independent settings What We Offer: • 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.

Job Description Who we are The Academy Group (AG) is a unique social enterprise that leverages earned revenue from financial investments to create world-class opportunities for young people from the nation’s most resilient communities. The Academy Group demonstrates the promise of a new model for identifying, developing, and sustaining a diverse national pipeline of future leaders, employers, and change agents. We were founded based on a unique model. One that creates pathways for black and brown students, if they demonstrate relentless pertinacity, to build wealth and become socially just change agents, ideally through careers and leadership positions in our portfolio companies. No other organization in the world is built to do this. The Role The part-time high school advisor is an instrumental member of the Academy team. The advisor provides highly individualized, small, and large group support to Academy members as they progress from 9th through 12th grade. The advisor engages with members, families, higher education partners, the Academy team, and others to ensure every member experiences exceptional social, emotional, and academic support. The aim is to build their pertinacity, agency, and belief to excel in school, work, and life. The part-time high school advisor is also responsible for executing the Academy advising curriculum and working closely with members to develop personal goals, academic plans, and other key attributes necessary for admissions to competitive and highly competitive colleges and universities. In addition, the high school advisor collaborates with the advising team and families to manage the summer pathways program model and other enrichment services available to members. The part-time role will occur during the school year. The advisor will join a team of other professionals to provide programming during scheduled Saturday sessions (bi-weekly). In addition, the role requires the advisor to manage a small caseload of high school students by delivering monthly virtual advising sessions. Finally, the advisor will collaborate with parents regarding their child’s progress and support the parents’ understanding of the college selection process. Knowledge, Skills, Abilities and Personal Characteristics Primary Responsibilities • Assist members with developing personal, academic, and career goals;, • Guide members with academic planning specific to the selection of high school courses, summer pathways, and other enrichment programs;, • Build strong relationships with the assigned caseload of members and families;, • Facilitate one-to-one and small-group advisory lessons;, • Design and facilitate college awareness modules for members and parents;, • If available, join visits to college campuses (not required);, • Monitors student progress, maintain student records, and develop applicable academic intervention plans; and Minimum Qualifications • Bachelor’s or Master’s degree in professional school counseling or related field (postsecondary or college coach);, • Minimum of three years of successful high school-based or related experience (including student-facing nonprofits or higher education;, • Background in academic, high school, or college advising;, • Experience with designing and facilitating advisory lessons; and, • Passion or experience with organizing and facilitating college tours. Location This position will be based in Boston or LA. Compensation The hourly pay rate ranges from $95 to $115. To Apply Please send your resume to .

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description We're hiring on behalf of a rapidly growing real estate investment firm managing $6B+ in assets across necessity-based retail and healthcare. This firm is scaling aggressively and expanding its distribution team to support a diverse portfolio of DSTs and non-traded REIT offerings. What You’ll Do: * Build and grow advisor relationships across RIA and IBD channels. * Drive capital raise efforts for DSTs, 1031 exchanges, and non-traded REITs. * Conduct in-person and virtual sales meetings across your assigned territory. * Travel regionally 3–5 days per week to meet with advisors and attend events. * Partner with an internal wholesaler to execute regional strategies. * Track activities in Salesforce and align with National Accounts on key accounts. What We’re Looking For: * FINRA Series 7 license (Required) * Proven success raising capital as an external wholesaler * Deep understanding of DSTs, 1031 exchanges, and REITs * Strong communicator and presenter * Based in the territory or willing to relocate Why Apply: * Stable, high-growth environment with career progression * Direct access to executive leadership * Generous PTO + medical coverage + 100% employer-funded profit-sharing plan 🎯 If you're passionate about helping advisors offer recession-resilient real estate investments—and want to join a firm on a mission to build long-term wealth—this is your seat at the table. Powered by JazzHR Km81naHuAz

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Development Advisor to join our award-winning team and expand our national footprint! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! In this newly created role, you’ll be the first point of contact for qualified digital leads, educating prospects, uncovering their needs, and helping them take the next step in their financial journey. You’ll work closely with our marketing team and wealth advisors, but your primary focus is on client acquisition, rather than ongoing advisory work. We want to hear from you if you thrive in a high-touch, high-conversion environment and enjoy helping people take action. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. What you’ll do as a Business Development Advisor: Lead Engagement & Sales Strategy • Respond quickly and professionally to inbound leads from digital channels (website, webinars, paid ads, SEO, referrals, etc.), • Conduct warm discovery calls to qualify prospects, identify needs, and determine fit for the firm, • Clearly communicate Mission Wealth’s value proposition and how our services align with their goals, • Partner with servicing teams and internal resources to develop, present, and close planning-based financial plans, • Become a high-level expert on Mission Wealth’s suite of investment solutions and niche-based strategies to diagnose and target prospects' need(s) quickly., • Development of value-based needs and solutions that can be communicated to prospects, • Transition converted leads to servicing advisors and stay involved through implementation conversations when needed to support conversion, • Help generate new client relationships by serving as a knowledgeable resource for information and advice, • Proactively follow up with cold, warm, and stale leads via phone, text, email, and marketing automation workflows, • Track and manage pipeline activity in Salesforce and Pardot, maintaining excellent data hygiene, • Schedule consultations, presentations, and implementations using tools like Calendly and monitor no-shows, reschedules, and re-engagement workflows, • Partner with Marketing to test messaging, refine nurture campaigns, and improve conversion rates, • Provide feedback on lead source partners and track ROI from different marketing funnels, • Contribute to internal discussions on sales scripts, SOPs, and performance metrics, • Assist with CRM reporting, lead assignment tracking, and operational follow-through, • Support proposal meeting prep and post-call summaries when involved in ongoing prospect conversations, • Sales-Oriented Communicator. You’re energized by speaking with people, uncovering needs, and motivating them to act., • Financial Planning Problem Solver. You love using your financial planning knowledge to help prospects become happy clients for life., • Client-Centered. You love guiding people toward better outcomes and see value in financial planning—even if you don’t deliver the plan yourself., • Detail-Oriented & Process-Driven. You understand the importance of timely follow-up, accurate data entry, and CRM consistency., • Tech-Savvy. You can learn platforms like Salesforce, Pardot, Calendly, and AI tools quickly., • 2–10 years of experience in sales, business development, or advising roles; financial services experience preferred, • Proven ability to manage outbound and inbound lead flows and convert to booked meetings and closed clients, • CFP®, S65, or a firm grasp of planning concepts preferred (or willingness to attain designation within 12 months), • Familiarity with Salesforce or similar CRM systems; strong organization and pipeline management skills, • Excellent written and verbal communication skills, with a consultative and empathetic approach, • Experience with high-volume calling, prospect qualification, and structured conversion processes, • Ability to thrive in a fast-paced environment while maintaining a high-touch, white-glove experience Location: This position is based out of our 34 locations. This is an in-office position. Salary: $120,000, plus annual bonus paid in quarterly increments. Bonuses include supplemental, sales-based, and performance (hurdle) bonuses. Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

Job Description RCLCO Fund Advisors ("RFA"), a division of RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional investors. Providing tailored investment solutions by leveraging its deep understanding of market dynamics, RFA assists its clients in the implementation of their real estate strategy through the allocation and management of real estate capital across all real estate strategies and property types. RFA currently has approximately $88 billion of assets under advisement and has advised on over $11 billion of equity investments for its clients. RFA builds upon our decades of experience and renowned expertise in applied real estate analysis to address the important and unique issues regarding real estate investing faced by institutional investors, including: • Developing strategies that maximize value throughout the cycle through the development and implementation of investment ideas, pacing plans, policies, and risk management systems;, • Providing high quality and forward-looking investment analyses, including review of buildings, separate accounts, and funds and programmatic joint ventures that will provide superior risk- adjusted investment returns;, • Developing and implementing asset monitoring systems that identify and manage risk in existing portfolios on a timely basis to maximize value; and RFA seeks qualified and experienced Analysts and Associates for our Investments & Portfolio Management team. The position will be based in Los Angeles or Denver. Key Job Responsibilities: • Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;, • Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;, • Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;, • Research and develop knowledge of industry trends and participants;, • Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and, • Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;, • Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;, • Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;, • Excellent written and verbal communication skills;, • Demonstrated knowledge of commercial real estate underwriting and valuation, and, • Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy, • Hybrid schedule flexibility, with team members in the office three days per week and the option to work fully remote 4 weeks each year, • 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense), • Competitive vacation and wellness/sick time provided annually, • Family planning and fertility benefits, • Employer-paid family leave after one year of employment, • Employee stipend for continuing education and professional development, • Commuting stipend for team members not driving to work, • Cell phone stipend, • Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, and healthy snacks supplied in each office location, • Annual employer contribution to 401(k), • Option to participate in FSA or HSA Compensation: Depending on title/experience, estimated base salary range: $70-115K, plus annual bonus. Equal Opportunity Employer - Drug-Free Workplace RCLCO is committed to cultivating a working environment that respects and values individuals from a broad range of backgrounds and experiences.

Job Description Location: Cerritos, CA | Type: Full Time | Salary: 60,000 - $125,000 Norm Reeves Automotive Group is a nationally-recognized group of privately-owned retail automotive dealerships located in Southern California, Texas, and Florida. With a history dating back to 1963, our group has established a reputation for innovation, integrity, and customer-centric services. We are expanding rapidly and are looking for talented individuals that are eager to grow their careers while the company continues to expand! As a Service Advisor, you’re one of the most important team members at Norm Reeves Ford. 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. 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, • Previous experience as a Service Advisor in a dealership setting, • 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.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerin

Private Client Advisor In Chase Wealth Management.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.Using a broad investment

Wealth Relationship Manager- La Canada Flintridge, CA. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental

As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor's practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. I can succeed as a Private Client Relationship Manager. Proact

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationshi

Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools. The above represents BMO Financial Group's pay range and type. For commission roles, the salary listed above represents BMO Financial Group's expected target for the f

Job Description We're hiring on behalf of a rapidly growing real estate investment firm managing $6B+ in assets across necessity-based retail and healthcare. This firm is scaling aggressively and expanding its distribution team to support a diverse portfolio of DSTs and non-traded REIT offerings. What You’ll Do: * Build and grow advisor relationships across RIA and IBD channels. * Drive capital raise efforts for DSTs, 1031 exchanges, and non-traded REITs. * Conduct in-person and virtual sales meetings across your assigned territory. * Travel regionally 3–5 days per week to meet with advisors and attend events. * Partner with an internal wholesaler to execute regional strategies. * Track activities in Salesforce and align with National Accounts on key accounts. What We’re Looking For: * FINRA Series 7 license (Required) * Proven success raising capital as an external wholesaler * Deep understanding of DSTs, 1031 exchanges, and REITs * Strong communicator and presenter * Based in the territory or willing to relocate Why Apply: * Stable, high-growth environment with career progression * Direct access to executive leadership * Generous PTO + medical coverage + 100% employer-funded profit-sharing plan 🎯 If you're passionate about helping advisors offer recession-resilient real estate investments—and want to join a firm on a mission to build long-term wealth—this is your seat at the table. Powered by JazzHR s3eLP93i5J

Job Description Location: Cerritos, CA (On site) | Type: Full Time | Hourly Rate: $17.50 an hour We are seeking a customer-oriented and friendly individual to join our team as an Automotive Service Drive Greeter. In this role, you will be the first point of contact for customers visiting our automotive service department. Your primary responsibility will be to warmly greet customers, provide exceptional customer service, and ensure a smooth transition between the customers and the service drive. Responsibilities: • Greet customers in a friendly and professional manner as they arrive at the service department., • Provide a warm and welcoming environment, ensuring customers feel valued and comfortable., • Direct customers to the appropriate service advisor or department based on their needs., • Act as a liaison between the customers and service advisors, facilitating effective communication and ensuring a seamless customer experience., • Assist in gathering necessary customer information and updating the service advisor accordingly., • Answer customer inquiries and provide accurate information regarding service offerings, wait times, and service procedures., • Maintain a neat and organized service drive area, ensuring it is clean and presentable at all times., • Collaborate with the service team to manage customer flow and optimize service department efficiency., • Identify opportunities to enhance the customer experience and suggest improvements to the management team., • High school diploma or equivalent., • Excellent customer service skills., • Strong communication and interpersonal skills to effectively interact with customers and team members., • Ability to remain calm and composed in a fast-paced environment., • Professional demeanor and appearance., • Flexibility to work Saturdays., • 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

Job Description Location: Cerritos, CA (On site) | Type: Part Time | Hourly Rate: $17.50 an hour | Sched: Tuesday, Wednesday, Thursday from 7am-12pm and Saturday from 7am-4pm We are seeking a customer-oriented and friendly individual to join our team as an Automotive Service Drive Greeter. In this role, you will be the first point of contact for customers visiting our automotive service department. Your primary responsibility will be to warmly greet customers, provide exceptional customer service, and ensure a smooth transition between the customers and the service drive. Responsibilities: • Greet customers in a friendly and professional manner as they arrive at the service department., • Provide a warm and welcoming environment, ensuring customers feel valued and comfortable., • Direct customers to the appropriate service advisor or department based on their needs., • Act as a liaison between the customers and service advisors, facilitating effective communication and ensuring a seamless customer experience., • Assist in gathering necessary customer information and updating the service advisor accordingly., • Answer customer inquiries and provide accurate information regarding service offerings, wait times, and service procedures., • Maintain a neat and organized service drive area, ensuring it is clean and presentable at all times., • Collaborate with the service team to manage customer flow and optimize service department efficiency., • Identify opportunities to enhance the customer experience and suggest improvements to the management team., • High school diploma or equivalent., • Excellent customer service skills., • Strong communication and interpersonal skills to effectively interact with customers and team members., • Ability to remain calm and composed in a fast-paced environment., • Professional demeanor and appearance., • Flexibility to work Saturdays., • 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

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR AfpzejOGUf

Job Description Location: Cerritos, CA (On site) | Type: Full Time | Hourly Rate: $17hr We are seeking a customer-oriented and friendly individual to join our team as an Automotive Service Drive Greeter. In this role, you will be the first point of contact for customers visiting our automotive service department. Your primary responsibility will be to warmly greet customers, provide exceptional customer service, and ensure a smooth transition between the customers and the service drive. Responsibilities: • Greet customers in a friendly and professional manner as they arrive at the service department., • Provide a warm and welcoming environment, ensuring customers feel valued and comfortable., • Direct customers to the appropriate service advisor or department based on their needs., • Act as a liaison between the customers and service advisors, facilitating effective communication and ensuring a seamless customer experience., • Assist in gathering necessary customer information and updating the service advisor accordingly., • Answer customer inquiries and provide accurate information regarding service offerings, wait times, and service procedures., • Maintain a neat and organized service drive area, ensuring it is clean and presentable at all times., • Collaborate with the service team to manage customer flow and optimize service department efficiency., • Identify opportunities to enhance the customer experience and suggest improvements to the management team., • High school diploma or equivalent., • Excellent customer service skills., • Strong communication and interpersonal skills to effectively interact with customers and team members., • Ability to remain calm and composed in a fast-paced environment., • Professional demeanor and appearance., • Flexibility to work Saturdays., • 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

Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy. The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are “Table Stakes” for this career. We deliver a forum for advisors to launch themselves into the financial services industry. We are offering the most elite candidates an opportunity to build a significant and sustainable financial services practice. We provide resources, training, financing, facilities, and support staff. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Meet Strategic Fortune Wealth Management Strategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for many years. Our highly trained advisors and professional staff are creative, caring, and competent. With an extensive list of professional designations, educational credentials, and adherence to a strict code of ethics, our team possesses experience and expertise. Become a part of this dynamic team. Responsibilities • Develop your client base by building lasting, meaningful relationships., • Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals., • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives., • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives., • Master the fundamentals of financial planning, risk management, and investment management services., • Utilize your firm’s team of specialists to successfully run your practice. Desired Characteristics, Skills, & Experience · Bachelor’s degree · Licensure & Registrations (Life, Accident & Health, Series 7 & 66) · Leadership and demonstrated track record of success · Great communication skills (verbal, written, body language/empathy) · Team player (inter-dependent) · Strong market/well connected · Very high ego drive and confidence · Service orientation and strong code of personal ethics · Committed to and appreciation for improving technical skills · Stable financial background

Job Description Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU? · Do you enjoy helping people? · Are you goal oriented and independent? · Are you competitive and leadership driven? · Would your peers say you are coachable? · Can you build trusting relationships with clients? · Are you tired of Corporate America? If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you. As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Through the Cetera and Strategic Fortune Wealth Management relationship you’ll receive outstanding support and training provided by our Advisor Development Program. This four and one half year paid training program aims to provide you with the skills and support and necessary to build a thriving book of business, which you will personally own. As a Financial Advisor at Strategic Fortune Wealth Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can: · Help people and businesses become financially secure. Make an impact by inspiring others to take action. · Earn unlimited income. There are no caps on how much you can make at Strategic Fortune Wealth Management. · Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule. · Be a lifelong learner. Financial services are constantly changing and you can be part of a dynamic, always evolving industry. · Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss. Strategic Fortune Wealth Management advisers have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP®). Who we are seeking: · Someone with excellent interpersonal skills and sales abilities · Someone who believes in financial products and services · Someone who demonstrates determination and commitment · An entrepreneur who takes pride in his or her work Preferred: (but not required) · Prior sales success · Leadership experience · Solid understanding of the financial planning process and needs analysis · FINRA Series 7 & 66 registrations · State Insurance License – Life and Health · We cater to each individual and will customize a package based on experience. FOR EXPERIENCED ADVISORS: · Competitive payouts · Dedicated transition support · Vast array of products & investment advisory platforms · Succession planning FOR INEXPERIENCED ADVISORS: · Training which includes: · Subsidized training period · Mentor relationships · Product specialist support Strategic Fortune Wealth Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice and develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today or contact our leadership team at 626-514-9944, to learn more. Becoming a Financial Advisor at Strategic Fortune Wealth Management is not just another job; it’s a rewarding, lifelong career. COMPANY DESCRIPTION: Under the leadership of Shaquawn D. Schasa, Strategic Fortune Wealth Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in West Covina, CA and services all of the Southern CA area. We’re everything you want your financial services company to be. As an independent firm, we provide you with sound, comprehensive financial solutions for your unique situation. Our firm has over a combined 30+ years servicing our client, so you can rest assured knowing that you are receiving quality financial advice and services from our group of experts. · Our mission is to build relationships that last a lifetime · Our vision is to be recognized and respected as a premier financial planning firm by providing professional advice, quality products and excellent service · Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company. Securities and investment advisor services offered through Cetera Financial Services, Inc. Member FINRA/SIPC. Strategic Fortune Wealth Management is independently owned and operated. 1000 Lakes Drive, Ste 340, West Covina, CA 91790. 3480878 DOFU 03/2021

Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career Description: Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: * Performance-based compensation, unlimited earning potential * Residual income * Subsidized health benefits * Customized personal business planning * Full marketing, prospecting, and technical support * Robust technology platform, including customizable CRM software * Customized training and mentorship program with established advisors and leadership * Ongoing resources and support, with autonomy to run your own practice * Opportunity to qualify for trips to world class destinations * In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts * Transitional income possible for qualified candidates Responsibilities: * Work closely with clients to identify and achieve their financial goals through personalized investment strategies. * Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. * Cultivate lasting client relationships built on genuine interest, empathy, and solutions. * Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: * Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. * Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. * Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. * Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: * Bachelor's degree * Excellent interpersonal skills * Securities Licenses (Preferred) * Life, Health & Accident Insurance Licenses (Preferred) *Hybrid role for local candidates

Job DescriptionDescription: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Client Associate will be a key member of our team and will be integrally involved in all aspects of the company’s Wealth Management business by providing administrative and operational support to Financial Advisors, onboarding new clients, and managing day-to-day client requests. About this Position: • This position may provide a path to becoming a Financial Advisor if desired, • Located at Manhattan West’s office in Century City, Los Angeles, CA, • Full-time, exempt, • Reports to the Chief Administrative Officer Responsibilities: • Opening new accounts, • Managing money movements (transfers, trades, wires/ACH, etc.), • Communicating daily with prospective and existing clients, • Documenting client communications in Salesforce, • Reviewing documents for accuracy and properly maintaining accounts, • Preparing spreadsheets, reports, and other material for client meetings, • Performing other duties and responsibilities as assigned Skills: • Excellent organizational skills, • Skilled in communicating with clients via phone, email, and letters, • Ability to work in a team environment, • Problem solving - the ability to successfully resolve inquiries professionally and to prioritize issues Requirements: • At least one years’ experience as a Client Associate within financial services, • Bachelor’s degree from an accredited 4-year institution, • Detailed oriented, • Proficient with the day-to-day tasks of a Client Associate, • Strong customer service background, • Proficient in Microsoft Office and DocuSign, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Compensation: • Salary range $80,000 - $110,000 based on qualifications and experience, • Discretionary bonus Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan, • Stock market holidays + Paid time off (PTO), • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. Requirements: Requirements: • At least one years’ experience as a Client Associate within financial services, • Bachelor’s degree from an accredited 4-year institution, • Detailed oriented, • Proficient with the day-to-day tasks of a Client Associate, • Strong customer service background, • Proficient in Microsoft Office and DocuSign, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation

Job DescriptionWEST REGION PROGRAM MANAGER Partners for Justice (PFJ) was founded to transform public defense locally and across the United States, diminishing the effect of race and wealth on legal outcomes. This means ensuring that public defenders are equipped to assist clients with the underlying drivers of legal system involvement, to address the civil and family enmeshed penalties of arrest, to secure better legal outcomes both inside and outside the courtroom, and to help more clients emerge from prosecution with their rights, life, and future protected. Since our launch in 2018, PFJ has grown rapidly and we now support public defender agencies across the country through embedded collaborative defense teams and capacity building support. Overview: PFJ works closely with public defender offices to help them adopt more collaborative and holistic defense practice. Our flagship program embeds trained Client Advocates in a host public defender, immediately expanding their ability to provide clients with wraparound support and navigate the enmeshed civil penalties of arrest. The Program Manager will have responsibility for a selection of public defender partnerships in the West Region. The Program Manager will help recruit and train Client Advocates, build relationships within the respective site offices, provide resources and support to the Advocates’ on-site supervisors, build a network of local partner organizations (including civil legal providers), and provide coaching and support to Advocates. This work is critical to ensure that these offices are equipped with the knowledge, capacity, and resources to implement holistic practices in the offices that work with PFJ. We are specifically looking for candidates with civil legal experience who can serve as a resource on civil, immigration, or family law matters. The West Region Program Manager will report to Yonina Alexander, PFJ’s West Region Program Director. Program Manager Responsibilities • Program management: The Program Manager will have shared responsibility for the success of PFJ programs in the West Region and direct responsibility for one or more PFJ programs at specific partner offices. This includes ensuring that PFJ meets all programmatic objectives and goals, including recruitment, training delivery, and service provision (with support from the PFJ national team)., • Technical assistance to West Region offices: Serve as primary point of contact with designated public defender partners, building meaningful, credible relationships with Advocate supervisors. Offer advice and best practices on integrating holistic defense generally and the PFJ program specifically into office practice., • Coach, empower and supervise PFJ Advocates: Provide one-on-one support to Advocates on personal and professional development. Ensure PFJ’s Advocate performance expectations are consistently met. Work with teams to identify and integrate best practices for the PFJ program in their office. Organize regular trainings or workshops to deliver local learning experiences that meet Advocate needs (in partnership with office supervisors)., • Partnership development: Working with Advocates and office supervisors, identify and build relationships with legal aid providers, community-based organizations, and government agencies providing services that benefit clients., • Community awareness: Maintain knowledge of local dynamics and context that affect clients, including developments in the criminal and civil legal systems or related to poverty alleviation. Help Advocates understand the communities in which they are working. Desired skills or experience: • Commitment to PFJ’s mission and to our vision of collaborative, client-centered representation for low-income people involved in the criminal legal system, • Dedication to serving racially or socioeconomically marginalized communities, • JD and minimum of two years’ experience providing legal services to low-income people. Applicants with civil, immigration, or family law experience are strongly encouraged to apply, • Prior work within a public defender’s office or a civil legal aid provider is a strong plus, especially an office with holistic or client-centered practices, • Supervising or coaching others; while direct line supervision responsibilities are preferred, this could include serving as a teaching assistant or faculty member, a resident advisor, overseeing interns, or similar, • While we primarily work remotely, candidates should live within California or be willing to relocate. Deep familiarity with California is a requirement, including knowledge of the legal system, government agencies, and other institutions that low-income people regularly interact with, • Ability to travel for two to three days approximately once per month to visit PFJ programs and to participate in team meetings (25-30%)., • Working remotely with distributed teams and/or working in a start-up environmentThe Program Manager should also model the characteristics we look for in outstanding Client Advocates:, • Creative problem-solving, with the ability to find innovative and efficient solutions to unusual obstacles, • Proactive and takes the initiative, • Able to handle ambiguity and thrives on working independently, with limited oversight Equal Employment Opportunity Policy & Fair Chance Hiring PFJ provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Furthermore, qualified applicants with arrest or conviction records will be considered for employment in accordance with the fair chance ordinances of the jurisdictions we work within, including but not limited to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. To apply: Please send a cover letter, resume, and two references to with “West Region Program Manager” in the subject line. Be advised that if you do not include this subject line, we may not receive your application. Interviews for this role begin in May 2025, with a target start date of June 2025 for the successful candidate. Powered by JazzHR soQFg3nMyn

Job Description As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. You will also: -Develop and implement business and marketing plans -Prospect for potential clients to discuss their financial needs and concerns -Present potential solutions using our competitive suite of products and services -Develop your professional skills and knowledge through the New York Life training curriculum -Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning *Management opportunities *Position is a W2 and includes full benefits *Position includes both fixed and variable compensation *Optional licenses are sponsored and paid for by the company *Variable products can only be sold by registered representatives holding appropriate securities licenses First Year Compensation: Average first year agent/advisor in this branch earns $76,000 to $80,000/year Third Year Compensation: Average 3 year agent/advisor in this branch earns $151,733/year Job Type: Full-time Pay: $85,000.00 - $260,000.00 per year Benefits: • 401(k), • AD&D insurance, • Dental insurance, • Disability insurance, • Employee assistance program, • Employee discount, • Financial planning services, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Opportunities for advancement, • Paid sick time, • Paid time off, • Paid training, • Parental leave, • Prescription drug insurance, • Professional development assistance, • Profit sharing, • Retirement plan, • Tuition reimbursement, • Monday to Friday

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Los Angeles market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the L.A. market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $100,000 yearly Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Valid FINRA Series 6, 7 & 63/66 preferred but not required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Requires a Bachelor’s degree, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers About Company For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Job DescriptionDescription: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Wealth Management Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Management Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, exempt position, • Reports to the CEO, • Position can be on-site or remote Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Must carry over a minimum $20 million transferrable book of business, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, the pay scale for this position will vary depending on employee performance. However, the anticipated pay scale is $120,000 - $300,000+, comprised of a draw and incentive compensation. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Paid time off (PTO), • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. Requirements:

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $123,000 at plan earnings Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Serve as a collaborative team player willing to further development through continued training opportunities, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations., • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals., • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products., • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs., • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. Qualifications: • Requires a Bachelor’s degree in business administration, finance, or other related field, • Valid FINRA Series 7 & 63/66 preferred but not required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity., • Strong relationship management skills and/or experience., • Ability to successfully network to prospect new potential clients., • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required., • Ability to work a hybrid schedule.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT2 year after year

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 at plan earnings Responsibilities: • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Qualifications:, • Relationship management skills are required, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Required to effectively network to identify potential new clientsAbout Company New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Los Angeles metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Los Angeles metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products, • Compensation will be tailored to the individual

Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation: $123,000 at plan earnings Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a collaborative team player willing to further development through continued training opportunities, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not requiredAbout Company New York Life Insurance Company is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Job Description Are you seeking a career that allows you to make a meaningful impact in the lives of others? As a Financial Advisor, you will support clients in working toward long-term financial stability—whether that means planning for their children’s education, managing mortgage and healthcare expenses, or preparing for retirement. Whether you're considering a new career path, expanding your current practice, or starting from the ground up, we provide comprehensive training, robust resources, and a diverse product portfolio to help you succeed. This role offers the opportunity to build lasting client relationships, enjoy the autonomy of managing your own career, and benefit from significant income potential—all while guiding individuals and families through both expected and unforeseen financial milestones. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs., • Excellent compensation and benefits. Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Referral program, • Retirement plan, • Vision insurance Compensation Package: • Commission pay Ability to Commute: • Los Angeles, CA Ability to Relocate: • Los Angeles, CA, • Los Angeles, CA: Relocate before starting work Work Location: Hybrid remote in Los Angeles, CA About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description JOB DESCRIPTION JOB TITLE: Associate Advisor / Wealth Planner EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 8/7/2025 SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients. DUTIES AND RESPONSIBILITIES: • Oversees client planning, implementation, and service details., • Conducts investment reviews., • Responds to service issues., • Maintains client and practice management data., • Independently serves and grows existing investment clients. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience., • Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP), • Computer skills required: Spreadsheet Software (Excel); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software., • Familiarity with E-Money or similar preferred, • Some tax background a plus COMPETENCIES: • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce., • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values., • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events., • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures., • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals., • Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources., • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments., • Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention., • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions., • Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals., • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings., • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics., • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others., • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description What You'll Do • Develop new client relationships and support Business Development efforts., • Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives., • Review and analyze a client’s current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more., • Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans., • Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations., • Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time., • Advise the Product Development team on your or your clients’ pain points in effectively getting things done in order to build the best technology platform tailored to your needs., • 10+ years of investment advisory experience, • An existing client book of business that you actively advise today, • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Excited by more ownership and the opportunity to have a meaningful impact, • Excited to work in the Fintech industry, • Past professional experience at a technology company, • BS or MS in an analytical or technical degree, • Experience working with clients whose assets are in excess of $1 million, • Depth of knowledge in at least one key area of financial planning, • Experience working with financial planning software, • Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast.

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