Property manager h1.location_city
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Property manager • ventura ca
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Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting r...[show_more][last_updated.last_updated_30]
Build a career that builds communities.At Mercy Housing, your work creates homes, hope, and opportunity.Join a mission-driven team where mercy, justice, and respect guide everything we do—from empo...[show_more][last_updated.last_updated_variable_days]
CSI seeks a Property Manager to join our client’s Apartment Community.Property Managers create the best experience for prospective and future residents, lead on-site teams to reach occupancy goals ...[show_more][last_updated.last_updated_30]
Agaso Outdoor is a bespoke vehicle restoration shop in Ventura, CA specializing in the early Ford Bronco.Our uncompromising commitment to build quality, with refined, timeless aesthetics, gives our...[show_more][last_updated.last_updated_30]
Great employees deserve great benefits!.Paid vacation 3 weeks per year.Medical, dental, vision, and life and disability plans.Sick time and company holidays.Leave programs for qualifying events.Eli...[show_more][last_updated.last_updated_30]
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities.Essential Duties an...[show_more][last_updated.last_updated_30]
Are You Craving A Career With An Industry Leader?.Panda Express is searching for experienced leaders to join our store management team.Panda is 100% committed to the professional and personal devel...[show_more][last_updated.last_updated_30]
This job posting is for a position in a restaurant owned and operated by an independent franchisee, not Del Taco LLC.This means the independent franchisee, and not Del Taco LLC will be your employe...[show_more][last_updated.last_updated_30]
Job Title: Club Manager.Reports to: District Manager.Status: Full Time/Supervisor/Exempt/Non-Exempt.Responsible for oversight of gym operations to ensure positive member experience and a financiall...[show_more][last_updated.last_updated_30]
Oversees and works with residents to ensure safety and security of clients.Manages chore and community service activities during shift.Phone interviews for potential residents.Monitors onsite visit...[show_more][last_updated.last_updated_30]
The Proposal Manager leads the end-to-end development of competitive, compliant, and compelling proposals that drive business growth and profitability.This role is responsible for managing all aspe...[show_more][last_updated.last_updated_1_day]
Our Shift Managers provide daily leadership to ensure the restaurant meets operational goals and mentoring to team members to delight every customer.On our team, you'll be invested in as you develo...[show_more][last_updated.last_updated_variable_days]
Join PTI Technologies as a Full-Time Program Manager for Enterprise Systems and NPI and elevate your career in the cutting-edge Aerospace sector.Located in Oxnard, CA, this onsite position offers y...[show_more][last_updated.last_updated_30]
Our mission is to enhance the lives of people by creating inspiring living environments.For over 35 years, Trumark has been a leading real estate development company with divisions in Colorado, Nor...[show_more][last_updated.last_updated_variable_days]
We are looking for an experienced assistant general manager to help the general manager in directing daily business operations.The assistant general manager should be experienced in a supervisory r...[show_more][last_updated.last_updated_30]
That’s why people come to Pizza Hut.It’s the calling of our Restaurant General Managers to make them feel like family with smiles, teamwork and dedication.If you’re an experienced restaurant or ret...[show_more][last_updated.last_updated_30]
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.As one of the worlds' largest insurance brokers, our focus is dedicated to providing our cus...[show_more][last_updated.last_updated_variable_days]
This sales position will provide various types of industrial hardware directly to customers within a defined geographic territory through cold-calling and prospecting activities.Essential Duties an...[show_more][last_updated.last_updated_variable_days]
You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities.You’re in the right place if you’re here for: .Best in Class Training & Conti...[show_more][last_updated.last_updated_30]
Wealth Manager
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[filters_job_card.quick_apply]
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Arby'sVentura, CA, US[job_card.full_time]
Wealth Manager
Mariner FinanceOxnard, California, United States[job_card.30_days_ago]
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- [job_card.full_time]
[job_card.job_description]
Job Description
Responsibilities
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
#LI-ML1
EOE M/F/D/V
Responsibilities
- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
- Effectively work with your team and available resources in support of our clients, executing client requests and updating information
- Active participant in obtaining new clients in partnership with strategic relationships and community networks
- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
- Bachelor's degree required
- 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Demonstrated talent development experience, training new staff, mentoring interns, etc.
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
- Strong attention to detail
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
#LI-ML1
EOE M/F/D/V