Firm Overview
Founded in 1988, WESCAP Group is a fee-only Registered Investment Advisor headquartered in Glendale, CA. The firm manages approximately $850 million of assets and provides financial planning and advice to high-net-worth and ultra-high-net-worth individuals, families, and institu...
Experienced Financial Advisor - San Diego, CA
North Star Resource Group is looking to find a candidate for a financial advising position in San Diego, CA We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. By joining an organization wh...
Financial Advisor
Our esteemed client, a nationally renowned RIA overseeing approximately $10 billion in assets, is seeking a dynamic Associate Advisor to join their team in the vibrant landscape of San Francisco. Provide financial planning support to clients. Prepare periodic spreadsheet analyses for complex financi...
Tax Experienced Senior, Private Client Services
A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting servi...
Private Client Manager II
Partners with and mentors Private Client Managers on more complex products and client relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners a...
J.P. Morgan Wealth Management – Private Client Advisor - Whittier and Los Angles, CA Markets
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Using a broad investment product and thought leadership platform a...
J.P. Morgan Wealth Management - Private Client Advisor - Glendale, AZ ( Union Hills and 59th Ave)
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Using a broad investment product and thought leadership platform a...
Financial Advisor
Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment. As a Financial Advi...
J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Using a broad investment product and thought leadership platform a...
Tax Senior Manager | Private Client
Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth. The Tax Leader serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation complia...