Los Angeles - Associate Advisor/Planner
Robert Half Los Angeles
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Our client is a thriving RIA. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor.Enjoy bonuses and a lucrative Profit Sharing program.
Some Responsibilities:
- Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.
- Collect and analyze client financial information.
- Develop financial plans, investment policies, and portfolio reports.
- Implement and monitor plans, coordinating with external advisors.
- Prepare client communications and presentations.
- Maintain client and prospect databases.
- Assist with technology integration and document management.
- 2+ years of financial planning experience in a RIA
- Must be at least already in the CFP program if currently not a CFP
- Must have strong communication and relationship building skills
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
B. Braun Medical IncIrvine, 32 mi from Los Angeles
B. Braun Medical, Inc.
Strategic Planner (Purchasing)
US-CA-Irvine
Job ID: 2024-24997
Type: Regular Full-Time
# of Openings: 1
Category: Supply Chain
Irvine Facility
Overview
About B. Braun
B. Braun Medical Inc., a leader in infusion therapy...
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