Current jobs related to Financial Advisor - Los Angeles - Cetera Investment Services LLC
-
Financial Advisor Opportunity
5 days ago
Los Angeles, California, United States Beer Financial Group Full timeBuild a Fulfilling Career with Beer Financial GroupWe are seeking a highly motivated and ambitious individual to join our team as a Financial Advisor. As a valued member of our organization, you will have the opportunity to work closely with clients, helping them achieve their financial goals through personalized insurance solutions and financial planning.In...
-
Financial Advisor Opportunity with Growth
6 days ago
Los Angeles, California, United States Beer Financial Group Full timeAbout the RoleWe are seeking an ambitious Financial Advisor to join our team at Beer Financial Group (BFG). As a valued member of our team, you will benefit from expert mentoring, advanced training, and cutting-edge technology provided by Northwestern Mutual. Our advisors play a vital role in helping clients achieve financial security through personalized...
-
Financial Advisor
2 weeks ago
Los Angeles, United States W3Global Inc. Full timeJob DescriptionJob DescriptionRole - Financial Advisor Location: Century City (100% On-Site)Salary Range: Competitive salary - base, plus commission, and an annual bonusAbout Us:Our client is a leading wealth management firm with a unique, client-focused approach rooted in our origins as a successful CPA firm. Our team of dedicated professionals-including...
-
Financial Advisor
3 weeks ago
Los Angeles, CA, United States Corebridge Financial, Inc. Full timeFinancial Advisor - Los Angeles, CA Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of...
-
Financial Professional
2 months ago
los angeles, United States 49 Financial Full timeJob 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
3 months ago
Los Angeles, United States 49 Financial Full timeJob 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
3 months ago
Los Angeles, United States 49 Financial Full timeJob 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
3 months ago
los angeles, United States 49 Financial Full timeJob 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...
-
Professional Advisor
6 days ago
Los Angeles, California, United States Quinlan District - Northwestern Mutual Full timeAre you passionate about helping others achieve financial stability and success? Look no further than the Quinlan District of Northwestern Mutual! As a Professional Advisor - Financial Empowerment, you'll be part of a dynamic team dedicated to making a positive impact in the lives of our clients and the community.We're recognized as the #1 District Network...
-
Investment Advisor Associate
1 week ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAbout UsProvidence Financial and Insurance Services, Inc. is a small privately-owned firm offering a fast-paced yet friendly work environment.We value education, learning, and long-term relationships with our clients and team members.This role is an excellent opportunity for a licensed financial advisor to join our team and contribute to our...
-
Insurance and Financial Advisor
4 days ago
Los Angeles, California, United States The Fadil Group Full timeAbout the Position:The Fadil Group is seeking an experienced financial advisor to join our Irvine office. As a key member of our team, you will be responsible for developing and implementing comprehensive financial plans for clients, recommending insurance strategies to protect their assets and income, and monitoring their financial plans to ensure they are...
-
Financial Planning Strategist
2 days ago
Los Angeles, United States Pure Financial Advisors, LLC Full timeResponsibilities: This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies. This position covers a wide range of responsibilities including, but not limited to:Supporting Advisors in processing financial data to develop accurate, attractive, and professional reports.Assisting...
-
Financial Planning Advisor
4 days ago
Los Angeles, United States Modern Woodmen Fraternal Financial Full timeAt Modern Woodmen, we are seeking a highly motivated and skilled Financial Representative to join our team. As a Financial Representative, you will play a vital role in helping clients achieve their financial goals by creating personalized financial plans that include protection, insurance, investments, retirement planning, estate planning, business...
-
Real Estate to Financial Advisor Role
1 week ago
Los Angeles, California, United States Quinlan District - Northwestern Mutual Full timeKey ResponsibilitiesAs a Financial Advisor, you will engage with clients to understand their financial goals and aspirations. You will develop comprehensive financial plans that include investments, insurance, and retirement strategies. Ongoing support is provided to monitor clients' plans and adjust strategies as needed to meet changing circumstances.
-
Citi Financial Advisor Position
1 week ago
Los Angeles, California, United States Citi Full timeCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the...
-
Corporate Financial Advisor
5 days ago
Los Angeles, California, United States Intuit Full time**Job Description**As a Corporate Financial Advisor at Intuit, you will work towards advancing our goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers.**Key Responsibilities:**Manage complex business tax returns for Partnerships and S Corporations.Utilize...
-
Financial Services Professional
4 weeks ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAbout the RoleWe are seeking a highly motivated and licensed financial advisor to join our team as a Financial Advisor Associate.This is an excellent opportunity for someone who is passionate about providing exceptional client service and wants to grow their career in a fast-paced and dynamic environment.The successful candidate will be responsible for...
-
Los Angeles, California, United States Beer Financial Group Full timeJob DescriptionWe're seeking an experienced professional to join our team as a Northwestern Mutual advisor. As a key member of our business development team, you'll be responsible for building relationships with clients, identifying their financial needs, and developing personalized solutions.You'll work closely with our dedicated planning team to provide...
-
Top Producing Financial Advisor Wanted
5 days ago
Los Angeles, California, United States Quinlan District - Northwestern Mutual Full timeCompany OverviewThe Quinlan District of Northwestern Mutual is a leading provider of financial services in the Los Angeles area. We are dedicated to creating a legacy of financial empowerment and community impact, and we are committed to developing professionals who are driven to make a difference.As a Financial Advisor on our team, you will benefit from an...
-
Senior Financial Advisor for Asset Management
4 weeks ago
Los Angeles, California, United States Beacon Talent Full timeJob OverviewBeacon Talent is seeking an experienced Senior Financial Advisor to join our team in asset management. This role offers a unique opportunity to cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices.
Financial Advisor
2 months ago
Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the banks consumer and business customers. The Financial Advisor assesses the customers investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
Job Responsibilities
The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:
Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances
Advising the customer regarding the advantages, risks, and disadvantages of different products
Developing internal referral resources to identify existing customers
Identifying external prospects and building up new client relationships
Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales
Maintaining all necessary licenses and registrations as required
Successfully completing all mandatory training in a timely manner
Maintaining superior and courteous service to promote products and expand customer relationships
Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism
Job Requirements
With a strong focus on sales and customer service, the Financial Advisor should be a true people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include:
FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)
Life & Health Insurance license (Required)
Strong sales, marketing and business development skills
2+ years of experience as producing advisor
Bachelors degree preferred
Education and Training
Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, were committed to helping you reach your goals both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, youll have access to:
A clear transition plan and timeline so you know what to expect, and when
Our orientation course to give you an overview of all the tools and services available to you
Assistance with account transfers and paperwork, and frequent updates on their status
Help with communications to your current clients about your transition
In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform
New business cards, stationery, and email address
An introduction to our vast marketing resources, so you can start using them with current and prospective clients
- If you are interested in this position, please attach a copy of your resume with your application.
