Investment Advisor Associate:

4 weeks ago


Torrance, United States Regal Executive Search Full time

Job Description Investment Advisor Associate:

We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients and make product recommendations that best suit risk profile and investment objective. The advisor may also assist with general office operations.

Responsibilities You will meet with new clients and existing clients to handle and manage their investment accounts. Review and analyze investment portfolios, variable, fixed and indexed annuities, and insurance policies, making suitable product recommendations for clients Trading and re-balancing of client portfolios as needed Create and and monitor investment portfolio models and update as needed Communicate with clients, providing services in account management, technical support, and problem solving Prepare reports and other materials for client and/or prospect meetings using the latest investment softwares Implementation of securities trading Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning Carry out and provide research and analysis in detailed, consistent, and timely fashion, consistently verifying accuracy and quality of work Prepare correspondence, spreadsheets, and presentation materials for client meetings and communication Prepare client meetings for lead advisors and anticipate needs in advance of meetings Attend training and demonstrate knowledge and skills to identify current trends that enhance team members and the organization Training and/or delegating tasks to other support positions May also assist during tax season by preparing returns and/or perform special project as assigned

Desired Skills and Experience:

College degree in Business, Finance, or related field

5 years of experience in similar position

Job Types: Full-time, Part-time

Education: Bachelor's (Preferred)

Related Jobs:

Client Outsourced Accounting Manager Manhattan Beach,, CA Senior Internal Auditor - Hedge Fund/Alternative Investment Los Angeles, CA Audit Staff - Audit Senior Accountant - (Japanese Bilingual) - Remote Torrance, CA Login

to save this search and get notified of similar positions.

#J-18808-Ljbffr



  • Torrance, United States Beach Cities Cryo & Wellness Full time

    Benefits: Bonus based on performance Competitive salary Wellness resources Position: CryoSkin/Wellness Advisor / Front Desk Sales Associate (Part-Time) Revised: March 21, 2024 WHO WE ARE: We are a Torrance-based Health & Wellness studio committed to helping individuals lead healthier, stronger & more fulfilling lives through the latest recovery methods,...

  • Service Advisor

    5 days ago


    Torrance, United States AutoNation Full time

    Mercedes-Benz of South Bay At AutoNation, doing what’s right by the customer comes standard at 300 locations coast to coast, so it’s no wonder we have served over 10 million happy customers. As a Service Advisor, you’ll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your...

  • Service Advisor

    4 days ago


    Torrance, United States AutoNation, Inc. Full time

    Mercedes-Benz of South Bay At AutoNation, doing what's right by the customer comes standard at 300 locations coast to coast, so it's no wonder we have served over 10 million happy customers. As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your...


  • Torrance, United States Beach Cities Cryo & Wellness Full time

    Job DescriptionJob DescriptionPosition: CryoSkin/Wellness Advisor / Front Desk Sales Associate (Part-Time)Revised: March  21, 2024WHO WE ARE:  We are a Torrance-based Health & Wellness studio committed to helping individuals lead healthier, stronger & more fulfilling lives through the latest recovery methods, including cryotherapy, infrared sauna,...


  • Torrance, United States Beach Cities Cryo & Wellness Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryWellness resourcesPosition: CryoSkin/Wellness Advisor / Front Desk Sales Associate (Part-Time)Revised: March 21, 2024WHO WE ARE: We are a Torrance-based Health & Wellness studio committed to helping individuals lead healthier, stronger & more fulfilling lives through the...


  • Torrance, United States H&R Block Full time

    **510352BR** **Title:** Accelerated Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel...


  • Torrance, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...


  • Torrance, United States LH Global Consulting Full time

    Job DescriptionJob DescriptionWe are seeking an Entry Level Financial Associate! If you're looking to break into the financial sector with a fortune 500 company, this opportunity is for you.  Responsibilities:Coordinate the approval process for all loans and lines of creditOversee the flow of cash and financial investmentsAnalyze information to assess...

  • Service-Advisor

    4 weeks ago


    Torrance, United States South Bay Hyundai Full time

    RESPONSIBILITIES * Maintain Customer Service Index (CSI) rating as set by dealership service manager * Responsible for the entire customer service experience from the service drive until vehicle is turned back over to the customer * Schedule appointments and generate estimates * Advise customers on the care of their vehicles and the value of maintenance in...

  • Service-Advisor

    1 week ago


    Torrance, United States South Bay Hyundai Full time

    RESPONSIBILITIES Maintain Customer Service Index (CSI) rating as set by dealership service manager Responsible for the entire customer service experience from the service drive until vehicle is turned back over to the customer Schedule appointments and generate estimates Advise customers on the care of their vehicles and the value of maintenance in...


  • Torrance, United States Bixby Animal Hospital Full time

    New Urgent Care Hospital Opening Summer 2024- Associate Veterinarian Wanted! Bixby Animal Hospital and Urgent Care will be opening a brand new, state-of-the-art animal hospital and urgent care in Summer 2024. This is the 4th location of a private practice that has been a part of the South Bay community since 2005. As a committed private practice hospital, we...

  • Sales Associate

    5 days ago


    Torrance, United States Allen-Edmonds Full time

    Overview: Some things remain timeless. That's how we feel about our traditional 212-step manufacturing process that has been our basis for handcrafting premium mens footwear & accessories in the U.S. since 1922. We feel a sense of pride that comes with making our shoes in the same way for nearly 100 years. At Allen Edmonds, our Sales Associates/Key Holders...


  • Torrance, United States Macy’s Full time

    **Bring Your Amazing Self to Work** At Macy's, Inc. we're on a mission to create a brighter future with bold representation for all. This is our Mission Every One. We know that each person here is unique. So we respect and invest in each individual to create growth, pride, and satisfaction. If we are able to bring our whole selves to work, it translates...

  • Sales Associate, CA

    3 weeks ago


    Torrance, United States Dunn-Edwards Full time

    ** Sales Associate, CA Job 281.21** **Job Category****:** Store **Requisition Number****:** SALES06458 Showing 1 location **Job Details** **Description** There are many paint brands in North America, but only one is the best choice. Dunn-Edwards Paints prides itself on superior-performing products; first-class service from hard-working, knowledgeable...

  • Sales Associate II

    5 days ago


    Torrance, California, United States Tapestry Full time

    Sales Associate II (Torrance, CA.)CoachTorrance. Ca. Sales AssociateJob DescriptionThe Sales Associate role is an integral part of the store's overall success and efficiency: demanding direct attention to our brand commitment when servicing our customers and driving results. Responsible for upholding Coach's Service and Selling Models, creating a positive...

  • PT Sales Associate

    4 days ago


    Torrance, United States Groupe Dynamite Full time

    We are a global fashion digital retailer with the Garage and Dynamite brands at the heart of our success. With over to 300 stores in Canada and the U.S., and more than 4,000 people, we have been making our mark on fashion retail since 1975. Our core strengths are rooted in our team, our innovation and our customers. We are proud to hire and retain...

  • PT Sales Associate

    4 days ago


    Torrance, United States The Lovesac Company Full time

    Job Details Job Location Del Amo Fashion Center - Torrance, CA Position Type Part Time Education Level High School   Salary Range $18.59 - $19.52 Hourly Travel Percentage Negligible Job Shift Any Job Category Sales Description We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our...

  • PT Sales Associate

    3 days ago


    Torrance, United States Lovesac Full time

    Job DetailsJob Location Del Amo Fashion Center - Torrance, CA Position Type Part Time Education Level High School Salary Range $18.59 - $19.52 Hourly Travel Percentage Negligible Job Shift Any Job Category Sales DescriptionWe LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac...


  • Torrance, United States LA BioMed Full time

    The Lundquist Institute is looking for Full-time Clinical Research Associate II join our team in our Torrance, CA location Hourly Rate $30.00-40.00 Required Skills & Qualifications: * Bachelor's -life science-based degree or equivalent work experience * 3yrs clinical trail work experience * Previous work experience as a study coordinator working on a...


  • Torrance, United States Lundquist Institute Full time

    The Lundquist Institute is looking for Full-time Clinical Research Associate II join our team in our Torrance, CA location Hourly Rate $30.00-40.00 Required Skills & Qualifications: * Bachelor's -life science-based degree or equivalent work experience * 3yrs clinical trail work experience * Previous work experience as a study coordinator working on a...