Financial Advisor

Found in: Careerbuilder One Red US C2 - 2 weeks ago

Los Angeles CA United States The Job Connections Project Full time

At the hiring company, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Financial Solutions Advisor (FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The FSA role provides experienced advisors the opportunity to pursue a career within Wealth Management. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you’ll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

  • Financial Advisor

    1 week ago

    Los Angeles, United States Priority Financial Group Full time

    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....

  • Associate Financial Advisor

    1 week ago

    Los Angeles, United States Brio Financial Group Full time

    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...

  • Financial Advisor

    3 days ago

    Los Angeles, United States Northwestern Mutual Full time

    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...

  • Financial Advisor

    2 weeks ago

    Los Angeles, United States Northwestern Mutual Full time

    Unlimited Impact, Uncapped Income, and IndependenceYOUR CAREER WITH NORTHWESTERN MUTUALAt Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and...

  • Financial Advisor | Investment Advisory Firm

    5 days ago

    Los Angeles, United States Mission Creek Capital Partners Inc Full time

    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...

  • Financial Advisor

    1 week ago

    Los Angeles, United States Leah Yosef International Full time

    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...

  • Associate Financial Advisor

    2 weeks ago

    Greenville, SC, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Associate Financial Advisor

    1 week ago

    Hixson, TN, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Associate Financial Advisor

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Asheville, NC, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Associate Financial Advisor

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Manhattan, KS, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Associate Financial Advisor

    Found in: Careerbuilder One Red US C2 - 2 days ago

    Northfield, MN, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Associate Financial Advisor

    Found in: Careerbuilder One Red US C2 - 15 hours ago

    Shawano, WI, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Associate Financial Advisor

    Found in: Adzuna US C2 - 2 days ago

    Healdsburg, CA, 95448, Sonoma County, CA, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Executive Assistant

    2 weeks ago

    Los Angeles, United States Providence Financial and Insurance Services, Inc. Full time

    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...

  • Financial Analyst

    1 week ago

    Los Angeles, United States Global IT Resources Inc. Full time

    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...

  • Private Wealth Advisor

    2 weeks ago

    Los Angeles, United States GT Investment Management Full time

    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...

  • Private Wealth Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Los Angeles, United States GT Investment Management Full time

    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

    11 hours ago

    Los Angeles, United States International Search Consultants Full time

    Client Advisor South Pasadena, CA ISCs 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 be responsible for growing and...

  • Client Advisor

    1 week ago

    Los Angeles, United States International Search Consultants Full time

    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...

  • J.P. MORGAN ADVISORS

    Found in: Careerbuilder One Red US C2 - 17 hours ago

    , CA, United States JPMorgan Chase & Co. Full time

    JobID: 210512220Category: Client AdvisoryJobSchedule: Full timePosted Date: 2024-04-23T16:57:14+00:00JobShift:Base Pay/Salary: Los Angeles,CA $66,560.00-$90,000.00J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management...