Current jobs related to Wealth Management Advisor - Los Angeles - U.S. Bank
-
Wealth Management Professional
1 month ago
Los Angeles, California, United States Mission Wealth Management LP Full timeAbout the RoleMission Wealth Management LP is seeking a seasoned Wealth Advisor to join our team in Santa Barbara, CA. As a key member of our high-performing team, you will provide technical financial support to clients and Lead Advisors, delivering a comprehensive family office/private client/integrated wealth/emerging wealth service model to up to 100...
-
Senior Wealth Management Advisor
3 days ago
Los Angeles, California, United States Advisor Business Solutions Full timeOur 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...
-
Wealth Management Professional
3 days ago
Los Angeles, California, United States Advisor Business Solutions Full timeAssociate Wealth Advisor RoleAt Advisor Business Solutions, we are seeking a highly skilled and motivated Associate Wealth Advisor to join our team. This role is a fantastic opportunity for an individual to develop their skills and expertise in financial advisory services.Key Responsibilities:Act as the primary point of contact for all client interactions,...
-
Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States U.S. Bank Full timeUnlock Your Potential as a Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Advisor, you'll play a vital role in delivering exceptional financial services and building lasting relationships with our affluent clients.Key Responsibilities:Meet with clients to understand their...
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States M&T Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesDevelop and implement...
-
Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timeJob Title: Wealth Planner/Certified Financial PlannerHarrison Gray Search and Consulting LLC is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships.Key Responsibilities:Manage client relationships with extensive...
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States M&T Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and driving revenue growth through the acquisition of new business and retention of existing...
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our Private Client Services team at Capital Group. As a key member of our team, you will be responsible for providing exceptional investment advice and wealth planning services to our high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Senior Wealth Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a meaningful impact on the lives of our clients, working as a fiduciary within a dedicated team to deliver an exceptional client experience.Our...
-
Senior Wealth Management Advisor
3 weeks ago
Los Angeles, California, United States M&T Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a team of relationship managers and coordinating activities to drive revenue growth and client satisfaction.Key ResponsibilitiesLead the development of sales strategies to grow client...
-
Wealth Management Advisor
1 month ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob OpportunityHarrison Gray Search & Consulting is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor/Certified Financial Planner.Key ResponsibilitiesThe successful candidate will be responsible for:Managing client relationships and providing exceptional service.Developing and implementing investment strategies...
-
Senior Wealth Management Advisor
3 days ago
Los Angeles, California, United States Tandym Group Full timeA leading financial services firm in California is seeking an experienced professional to join their team in Los Angeles as a Senior Wealth Management Advisor. In this role, the Senior Wealth Management Advisor is responsible for maintaining existing clients and helping to grow and expand the firm.Key Responsibilities:Manage client relationships with...
-
Senior Wealth Advisor
2 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a positive impact on the finance industry while developing your wealth management expertise.Key Responsibilities:Deliver exceptional client...
-
Private Wealth Advisor
4 weeks ago
Los Angeles, United States Capital Group Full timeAs a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and...
-
Senior Wealth Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a positive impact on the finance industry while developing your wealth management expertise.Key Responsibilities:Deliver exceptional client...
-
Wealth Management Advisor
4 days ago
Los Angeles, California, United States U.S. Bank Full timeJob SummaryU.S. Bank is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our Wealth Management Team, you will be responsible for providing exceptional financial planning and investment services to our affluent clients.Key ResponsibilitiesMeet with clients to understand their financial goals and objectivesDevelop and...
-
Senior Wealth Advisor
4 weeks ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth Advisor at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Senior Wealth...
-
Senior Wealth Advisor
1 month ago
Los Angeles, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleAs a Senior Wealth Advisor within...
-
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
3 months ago
Los Angeles, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
-
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
4 months ago
Los Angeles, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
Wealth Management Advisor
3 months ago
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs Determine which financial products are suitable for the client’s unique circumstances Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation Refer and partner with other financial services within other U.S. Bank channels, as appropriate Discover How You’ll Thrive An approachable and accessible leadership team that is dedicated to your success and career development A rich product portfolio and open architecture so you can do what is best for your clients A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently All the resources of a Fortune 150 company with the personal feel of a smaller company Marketing warm leads and qualified referrals from across the organization Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools Basic Qualifications Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably working with the affluent client segment FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications: Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding Extensive knowledge of the securities industry, including investment and insurance products and services Knowledge of private banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical and problem-solving skills Excellent interpersonal, verbal, and written communication skills Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law #J-18808-Ljbffr