Financial Advisor

Role : Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services....

Brio Financial Group (BrioFG.com) Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients’ interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect complement to our already...

Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for...

Company Description We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited partnerships, family offices, executives, entrepreneurs, and other private clients. Our comprehensive services include...

Full Service Multi-Family Office Overview Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership. Highlights High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax...

Job DescriptionJob DescriptionIf you would love to work in the fast-paced yet friendly environment of a small privately-owned corporation, we would like to talk to you about being a part of our team! We are a financial planning and insurance firm offering a full-time Executive Assistant position. This is a front-desk position which will require answering...

Job DescriptionJob DescriptionOur esteemed healthcare client is looking for a Local Remote Financial Analyst for a 12+ month Contract.Dept: I.S. FinanceSchedule: 100% Remote- Manager requesting local candidates within 2 hours of Los Angeles. Position is remote.*** Fully Covid Vaccinated + Booster ***Summary:Bachelor’s Degree in Accounting or Finance...

Unhappy with your current RIA?Interested in higher payouts?Want access to a best-in-class, turnkey asset management platform?That also provides private equity and alternative investment options?If so, GT Investment Management might be for you.Who We AreGT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve...

Unhappy with your current RIA?Interested in higher payouts?Want access to a best-in-class, turnkey asset management platform?That also provides private equity and alternative investment options?If so, GT Investment Management might be for you.Who We AreGT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve...

Client Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CA ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client Advisor will...

Job 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...

Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP . This individual will support the firms Managing Directors by actively participating in client meetings, assisting with the development of investment and financial planning strategies, performing research in regard to complex UHNW client issues, and...

Director, Financial Planning & AnalysisCompany Overview: Our client is a leading real estate investment trust (REIT) specializing in innovative office and life science properties in premier markets. With a commitment to sustainable development and tenant satisfaction, we are dedicated to creating dynamic workspaces that foster innovation and collaboration....

POSITION SUMMARY The Chief Financial Officer (CFO) is a key member of the Executive Team. In this capacity, the CFO is integrally involved in strategic planning and organization wide decision-making for Martin Luther King, Jr. Community Hospital (Hospital). The CFO reports directly to the Chief Executive Officer (CEO). The CFO will be a highly visible...

POSITION SUMMARYThe Chief Financial Officer (“CFO”) is a key member of the Executive Team. In this capacity, the CFO is integrally involved in strategic planning and organization wide decision-making for Martin Luther King, Jr. Community Hospital (“Hospital”). The CFO reports directly to the Chief Executive Officer (“CEO”).  The CFO will be a...

Chief Financial Officer The Position: The Chief Financial Officer (CFO) is a key member of the Executive Team. In this capacity, the CFO is integrally involved in strategic planning and organization wide decision-making for Martin Luther King, Jr. Community Hospital (Hospital). The CFO reports directly to the Chief Executive Officer (CEO).The CFO will be...

Chief Financial Officer The Chief Financial Officer (CFO) is a key member of the Executive Team. In this capacity, the CFO is integrally involved in strategic planning and organization wide decision-making for Martin Luther King, Jr. Community Hospital (Hospital). The CFO reports directly to the Chief Executive Officer (CEO).The CFO will be in a highly...

Job Description Job Description This Forbes Top 100 nationally ranked investment advisory firm with over $4.7B in AUM is growing! As the firm rapidly expands, they have some amazing career opportunities for self-motivated, team-oriented professionals. They are currently searching for a qualified candidate to join their large team as a Client Relationship...

We are partnered with a well known entertainment company in the Beverly Hills area that is looking for Senior Finance Systems Lead. The position is hybrid with 3-4 days in office. The position will focus on analyzing finance system business problems and implementing solutions. Responsibilities: Lead requirements, product configuration and user acceptance...

Overview: The Los Angeles office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking a class action litigation attorney to join its Financial Services Practice.   The ideal candidate will be admitted to practice in California and have at least four (4) years of experience defending claims related to financial products and services in...