Current jobs related to Financial Advisor - Los Angeles - Lenox Advisors

  • Financial Advisor

    4 months ago

    Los Angeles, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Southern Financial Group!You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client...

  • Financial Advisor

    2 weeks ago

    Los Angeles, California, United States BMO Financial Group Full time

    Job DescriptionBMO Financial Group is seeking a highly skilled Financial Advisor to join our team. As a key member of our client relationship team, you will work collaboratively with clients to provide personalized financial planning and investment advice.Key Responsibilities:Develop and implement comprehensive financial plans for clientsProvide expert...

  • Senior Wealth Management Advisor

    3 days ago

    Los Angeles, California, United States Advisor Business Solutions Full time

    Our boutique RIA in Pasadena seeks a seasoned Wealth Advisor to manage high net worth client relationships and provide comprehensive financial planning services.The ideal candidate will have a strong background in investments, financial planning, and client relationship management, with a proven track record of delivering exceptional results in a fast-paced...

  • Financial Advisor

    4 weeks ago

    Los Angeles, United States Thrivent Full time $150,000

    *Meaningful work. Rewarding career.*Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while...

  • Financial Planning and Investment Advisor

    1 week ago

    Los Angeles, California, United States BMO Financial Group Full time

    Job SummaryBMO Financial Group is seeking a highly skilled Financial Planning and Investment Advisor to join our team. As a key member of our banking solutions team, you will be responsible for providing expert financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...

  • Financial Advisor

    3 weeks ago

    Los Angeles, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping our clients achieve financial freedom and security. As a Financial Advisor, you'll play a critical role in delivering personalized financial solutions that meet the unique needs of our clients.Key Responsibilities:Build strong relationships with clients to...

  • Financial Advisor

    2 weeks ago

    Los Angeles, California, United States Northwestern Mutual Full time

    Unlock Your Potential with Northwestern MutualAs a Financial Advisor with Northwestern Mutual, you'll have the opportunity to empower individuals and families to achieve their financial goals. With a strong foundation of industry-leading products and a supportive network of specialists, you'll be equipped to build a rewarding practice and create unlimited...

  • Senior Financial Advisor

    3 days ago

    Los Angeles, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at City National Bank. As a Senior Financial Advisor, you will serve as the primary point of contact for assigned lines of business, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.Key...

  • Merrill Financial Solutions Advisor

    3 days ago

    Los Angeles, California, United States Bank of America Full time

    Job Summary:This role is responsible for working with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients.Key Responsibilities:Leverage technology to achieve business growth goals and profile activities to...

  • Financial Advisor

    4 weeks ago

    Los Angeles, United States Thrivent Full time

    About the RoleThrivent is seeking a highly motivated and results-driven Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and maintain relationships with clients to...

  • Financial Services Specialist

    4 weeks ago

    Los Angeles, California, United States 49 Financial Full time

    Financial Advisor RoleAt 49 Financial, we're dedicated to fostering the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates across nine offices nationwide, embodying our motto, "Two are Better than One," in every aspect of our work. We thrive in a collaborative, team-based environment that enables...

  • Financial Advisor

    4 weeks ago

    Los Angeles, United States Northwestern Mutual Full time

    Financial Representative/Wealth Management AdvisorFinancial Representatives at Northwestern Mutual Woodland Hills help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training,...

  • Merrill Team Financial Advisor

    1 month ago

    Los Angeles, United States The Bank of America Corporation Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Financial Advisor, Advisor, Financial Planning, Financial, Relationship Manager, Management, Banking

  • Merrill Financial Solutions Advisor

    1 week ago

    Los Angeles, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals work closely with clients to understand their unique financial goals and develop personalized...

  • Financial Aid Advisor

    4 weeks ago

    Los Angeles, California, United States California State University Full time

    Job Title: Financial Aid AdvisorCalifornia State University, Los Angeles is seeking a highly skilled and dedicated Financial Aid Advisor to join our team. As a key member of our Student Services department, you will play a critical role in ensuring the success of our students by providing expert guidance and support in all aspects of student financial aid...

  • Financial Services Professional

    2 weeks ago

    Los Angeles, California, United States 49 Financial Full time

    {"Overview":{"text":"At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We work...

  • Financial Advisor

    4 weeks ago

    Los Angeles, California, United States Northwestern Mutual Full time

    Unlock Your Earning PotentialAs a Financial Advisor at Northwestern Mutual, you'll have the opportunity to build a successful career in financial planning and wealth management. Our award-winning training program will equip you with the skills and knowledge you need to succeed in this field.Key Responsibilities:Build relationships with clients and develop a...

  • Senior Advisor for Financial Systems

    1 month ago

    Los Angeles, United States UCLA Full time

    The Senior Advisor to the Vice Chancellor/CFO for Financial Systems will serve as the Vice Chancellor's principal advisor regarding the selection, implementation and maintenance of financial systems, including budget, planning, reporting, and business information tools, enterprise resource planning systems and software, such as Oracle or PeopleSoft...

  • Financial Professional

    1 week ago

    Los Angeles, United States 49 Financial Full time

    Job DescriptionAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based...

  • Financial Professional

    4 weeks ago

    Los Angeles, United States 49 Financial Full time

    Job DescriptionAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based...

Financial Advisor

3 months ago

Los Angeles, United States Lenox Advisors Full time
Job DescriptionJob Description

Overview

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

 

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

  • Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
  • Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
  • Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
  • Network regularly with existing clients and referrals to build relationships and gain referral business.
  • Be your clients’ main point of contact and accountable for responding to their questions and concerns.
  • Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

  • The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
  • Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
  • A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
  • Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
  • Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
  • Sales, business development, or relationship management
  • Executive leadership
  • Former athletes
  • Military background
  • You’re results-driven, highly motivated, self-starter
  • Bachelor's degree and/or career changer
  • Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

 

Company DescriptionA small group with big plans started in 1999 has now become a premiere wealth advisory firm with a national presence. Lenox began with the unified vision of our managing partners, Michael Book, Greg Large and Rick Van Benschoten — to help our clients navigate the complexities of managing wealth.

By providing objective advice and creating comprehensive plans, Lenox has become a single-source wealth management firm.

The unprecedented success of Lenox Advisors caught the attention of NFP Corp., which acquired the firm in 2002. With the strength and resources of NFP, Lenox Advisors has experienced unprecedented growth and now includes offices in five locations (New York, Stamford, Chicago, Los Angeles and San Francisco) and continues to deliver the same customized solutions now as we have since our inception.

Driven by the notion of what is best for clients, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clientele. As their advocate, we take the time to deeply understand their goals and values and then develop strategies to help protect and preserve their wealth.

Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:

Financial Planning
Asset Management
Insurance & Risk Management
Employee Benefits
Executive Benefits

By building comprehensive plans where all the elements are working in unison, we can help them achieve what matters most — a strong financial future.Company DescriptionA small group with big plans started in 1999 has now become a premiere wealth advisory firm with a national presence. Lenox began with the unified vision of our managing partners, Michael Book, Greg Large and Rick Van Benschoten — to help our clients navigate the complexities of managing wealth.\r
\r
By providing objective advice and creating comprehensive plans, Lenox has become a single-source wealth management firm.\r
\r
The unprecedented success of Lenox Advisors caught the attention of NFP Corp., which acquired the firm in 2002. With the strength and resources of NFP, Lenox Advisors has experienced unprecedented growth and now includes offices in five locations (New York, Stamford, Chicago, Los Angeles and San Francisco) and continues to deliver the same customized solutions now as we have since our inception.\r
\r
Driven by the notion of what is best for clients, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clientele. As their advocate, we take the time to deeply understand their goals and values and then develop strategies to help protect and preserve their wealth.\r
\r
Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:\r
\r
Financial Planning\r
Asset Management\r
Insurance & Risk Management\r
Employee Benefits\r
Executive Benefits\r
\r
By building comprehensive plans where all the elements are working in unison, we can help them achieve what matters most — a strong financial future.