Wealth Management Consultant Jobs in La Canada Flintridge, CA

The Registered Client Service Associate provides exceptional service to clients and supports Financial Advisors and Private Wealth Advisors in building and maintaining client relationships. This role...

The Underwriting Manager is responsible for overseeing the credit operations department and leading the underwriting team to ensure timely and accurate credit decisions. This role involves developing...

The Consulting Manager - Health and Benefits will provide strategic and technical employee benefit consulting services to plan sponsors, including employers and municipal governments. This role involv...

The Consulting Manager - Health and Benefits will provide strategic and technical employee benefit consulting services to plan sponsors, including employers and municipal governments. This role involv...

The Salesforce CPQ Senior Manager at PwC will provide consulting services to clients, focusing on optimizing operational efficiency through Salesforce applications. This role involves analyzing client...

The Salesforce CPQ Senior Manager at PwC is responsible for providing consulting services to clients, analyzing their needs, and implementing Salesforce software solutions. This role involves coaching...

The Manager in the CFO Advisory team will focus on improving financial reporting processes for CFOs, Controllers, and Finance Directors across various industries. This role involves supervising staff...

The Senior Manager in the SALT Income Franchise at KPMG will lead a team in providing state and local income tax compliance services to multi-state companies. This role involves building client relati...

The Senior Associate, OTC Valuations/Pricing is responsible for performing valuations control functions, including oversight of pricing procedures and conducting analytical reviews across various fina...

The Treasury Management Sales Officer III is responsible for enhancing the bank's profitability by promoting Treasury Management services to business customers and prospects. This role involves buildi...

The Business Service Officer (BSO) is responsible for enhancing client service experiences by managing and supervising Support Professionals within assigned branches. This role involves leading teams...

The Manager of Plan Onboarding/Legal will lead the Onboarding and Legal teams within Cetera's TPA group, focusing on enhancing the 401(k) plan onboarding experience. This role involves overseeing clie...

The Community Mortgage Consultant at HSBC is responsible for originating high-quality residential mortgage loans and counseling customers on suitable financing options. This role involves developing l...

The Community Mortgage Consultant at HSBC is responsible for originating high-quality residential mortgage loans and counseling customers on suitable financing options. This role involves developing l...

The Senior Security Services Analyst will be responsible for collecting and logging vulnerabilities from various sources, prioritizing them based on risk, and ensuring timely remediation. This role re...

The Marketing Director will develop and execute strategic marketing plans to support the growth of the Work & Rewards business globally, collaborating with business leaders and regional marketing team...

The Relationship Manager is responsible for developing and managing a portfolio of bank clients, identifying their banking needs, and providing tailored financial advice. This role involves growing re...

The Registered Operations Leader at Ameriprise Financial is responsible for managing operational processes that support business objectives and assist advisors in serving their clients. This role invo...

The Financial Services Tax - Real Estate Manager will advise clients on their local and overseas tax affairs, focusing on real estate investment structures and compliance. This role involves strategic...

The Consultant Relations Associate at PIMCO will support the relationship coverage team by managing interactions with global investment consultants and delivering timely information on investment prod...

The Financial Services Tax - Real Estate Manager will advise clients on their local and overseas tax affairs, focusing on real estate investment and partnership structures. This role involves helping...

The Manager, Financial Management (Oracle ERP) will lead digital finance transformation projects and serve as a delivery leader on complex engagements, directly communicating with c-level client spons...

The Manager, Financial Management (Oracle ERP) will lead digital finance transformation projects and serve as a delivery leader on complex engagements, directly communicating with c-level client spons...

The Senior Financial Advisor (SFA) is responsible for developing new business and maintaining relationships with affluent clients, providing asset management, financial planning, and brokerage service...

The Sr Learning Consultant collaborates with leaders and stakeholders to identify and address the learning needs of the Line of Business, aligning with strategic priorities and career development. Thi...