We have other current jobs related to this field that you can find below
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Financial Planner
2 weeks ago
Los Angeles, United States Kayne Anderson Rudnick Full timeKayne Anderson Rudnick Investment Management, a Registered Investment Advisor is currently seeking a financial planner to be based in our Los Angeles office. The successful candidate will work primarily with the firm’s Senior Financial Planner and secondarily to the firms Wealth Advisors to help design personalized financial plans, estate reviews and tax...
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Financial Planner
2 months ago
Los Angeles, United States Kayne Anderson Rudnick Full timeKayne Anderson Rudnick Investment Management, a Registered Investment Advisor is currently seeking a financial planner to be based in our Los Angeles office.The successful candidate will work primarily with the firm’s Senior Financial Planner and secondarily to the firms Wealth Advisors to help design personalized financial plans, estate reviews and tax...
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Financial Planner
3 months ago
Los Angeles, United States Kayne Anderson Rudnick Full timeKayne Anderson Rudnick Investment Management, a Registered Investment Advisor is currently seeking a financial planner to be based in our Los Angeles office.The successful candidate will work primarily with the firm’s Senior Financial Planner and secondarily to the firms Wealth Advisors to help design personalized financial plans, estate reviews and tax...
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Financial Planner
3 weeks ago
Los Angeles, United States Capstone Partners Full timeDescription We are seeking an experienced financial advisor to fill a position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin elevating your skills related to risk management,...
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Wealth Planner/Certified Financial Planner
2 months ago
Los Angeles, United States Harrison Gray Search and Consulting LLC Full timeHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm. Responsibilities The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas: Manage client relationships with...
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Wealth Planner/Certified Financial Planner
1 week ago
Los Angeles, United States Harrison Gray Search and Consulting LLC Full timeHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for helping to grow and expand the firm while servicing client relationships. Responsibilities The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas: Manage client relationships...
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Wealth Planner/Certified Financial Planner
2 weeks ago
Los Angeles, United States Harrison Gray Search & Consulting Full time $125,000 - $150,000Job DescriptionJob DescriptionHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for helping to grow and expand the firm while servicing client relationships.ResponsibilitiesThe Wealth Advisor/Certified Financial Planner can expect to focus on the following...
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Wealth Planner/Certified Financial Planner
3 months ago
Los Angeles, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.ResponsibilitiesThe Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:Manage...
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Certified Financial Wealth Planner
2 months ago
Los Angeles, United States Tandym Group Full timeA financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their new Certified Financial Wealth Planner. In this role, the Certified Financial Wealth Planner is responsible for maintaining existing clients and helping to grow and expand the firm. Responsibilities: The Certified Financial...
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Mortgage Loan Officer
2 weeks ago
Los Angeles, United States CMG Financial Full time**EXPERIENCE REQUIRED - Must have: A current NMLS and Previous mortgage lending experience WITH an active pipeline PLEASE DO NOT APPLY if you do not have these two requirements. Description POSITION OVERVIEW The Loan Officer is responsible for originating mortgage loans by meeting with potential borrowers to determine appropriate product, obtain proper...
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Financial Planner
1 day ago
Los Angeles, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...
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Asset-Based Lending Client Manager
5 days ago
Los Angeles, California, United States UMB Financial Corporation Full timePosition Overview:As a pivotal member of UMB Financial Corporation's commercial lending division, you will be instrumental in expanding the Asset Based Lending (ABL) portfolio while promoting ancillary revenue-generating services to our clientele.The ABL team consists of various professionals, including Business Development Officers, Underwriters, Client...
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Asset-Based Lending Client Manager
5 days ago
Los Angeles, California, United States UMB Financial Corporation Full timePosition Overview:As a pivotal member of UMB Financial Corporation's commercial lending division, the Client Manager plays a crucial role in expanding the Asset Based Lending (ABL) portfolio while offering additional revenue-generating services to clients. This team is composed of various professionals including Business Development Officers, Underwriters,...
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Asset-Based Lending Client Manager
5 days ago
Los Angeles, California, United States UMB Financial Corporation Full timePosition Overview:As a pivotal member of UMB Financial Corporation's commercial lending division, the focus of this role is to enhance the Asset Based Lending (ABL) loan portfolio while promoting ancillary revenue-generating services to our clientele. This dedicated team consists of professionals including Business Development Officers, Underwriters, Client...
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National Sales Planner
4 days ago
Los Angeles, United States OUTFRONT Media Full timeAbout OUTFRONT We are one of North America's most innovative media companies. We leverage the power of creative excellence, unbeatable locations and smart audience data to change the game for advertisers. Our purpose as a company is to help people, places and businesses grow stronger. To do this, we make meaningful connections between brands and people when...
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Digital Marketing Coordinator and Events Planner
3 months ago
Los Angeles, United States Providence Financial and Insurance Services, Inc. Full timeJob DescriptionJob DescriptionCompany Description: Join a family-friendly financial planning firm committed to enriching client lives through meticulous financial management and personalized planning. We pride ourselves on our welcoming culture, team collaboration, and a firm-wide dedication to professional excellence and client satisfaction.Job Summary: We...
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Digital Marketing Coordinator and Events Planner
3 months ago
Los Angeles, United States Providence Financial and Insurance Services, Inc. Full timeJob DescriptionJob DescriptionCompany Description: Join a family-friendly financial planning firm committed to enriching client lives through meticulous financial management and personalized planning. We pride ourselves on our welcoming culture, team collaboration, and a firm-wide dedication to professional excellence and client satisfaction.Job Summary: We...
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Los Angeles, United States Providence Financial and Insurance Services, Inc. Full timeJob Description Job Description Company Description: Join a family-friendly financial planning firm committed to enriching client lives through meticulous financial management and personalized planning. We pride ourselves on our welcoming culture, team collaboration, and a firm-wide dedication to professional excellence and client satisfaction. Job Summary:...
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Asset-Based Lending Client Manager
5 days ago
Los Angeles, California, United States UMB Financial Corporation Full timeOverview:As a pivotal member of UMB Financial Corporation's commercial lending division, you will be integral in expanding the Asset Based Lending (ABL) portfolio while promoting additional revenue-generating services to our clientele. This dynamic team consists of Business Development Officers, Underwriters, Client Managers, Collateral Analysts, and Field...
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Financial Advisor
6 days ago
Los Angeles, United States Thrivent Financial Full time*Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as youll be paid through commissions and incentives based on your...
Fee-Based Financial Planner
2 months ago
About Us
At Capstone Partners, you will serve the needs of individuals, families and businesses and provide your clients with financial planning advice throughout every phase of their life. We are known in the community for being honest and transparent with our clients, a reputation we've built through listening and understanding what matters most when it comes to our clients' goals and aspirations.
About The Opportunity
Make an impact – starting with your own life. This is a career move that could redefine everything. You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you’ve considered business ownership, then start your business with us as a Financial Planner. You will work directly with individuals, entrepreneurs, and families to help them navigate their financial future.
The work you do is valuable, and aligns with the values we share:
- Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
- Follow a well-defined career path that integrates education with mentorship and teaming opportunities
- Benefit from a culture of innovation that embraces growth and the changes that come with it
- Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
- Have a voice – your contributions and input matter
- Experience the power of flexibility – and the freedom to design your work and your life the way you envision
How will you build your business? You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
- A strong relationship-builder who takes a client-first approach
- A connector with people, a connector of people
- A dedicated worker: independent, self-motivated and goal oriented
Contact us today to discuss a change to work that can have great impact
Compensation will be illustrated during interview process and includes full benefits. Average estimated salary for a Financial Services Representative in the United States varies widely and on many factors. National annual average is $44,800 to $167,395.
