We have other current jobs related to this field that you can find below
-
Financial Advisor Associate
3 months ago
Los Angeles, United States Providence Financial and Insurance Services, Inc. Full timeJob DescriptionJob DescriptionFinancial Advisor AssociateFull-time, In person position, Woodland Hills, CAWe are:A family-owned financial services firm that deeply cares about our clients. We understand that the details make a difference. It is the small things we do that drive the success of our practice. We stick to our core values, and we always do what...
-
Financial Advisor
6 days ago
Los Angeles, United States Thrivent Financial Full time*Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as youll be paid through commissions and incentives based on your...
-
Financial Advisor
2 months ago
Los Angeles, United States Prudential Financial Full timeWe 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...
-
Associate Financial Advisor
4 weeks ago
Los Angeles, United States Northwestern Mutual Full timeDescription Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication,...
-
Associate Financial Advisor
4 weeks ago
Los Angeles, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in...
-
Financial Advisor
1 month ago
Los Angeles, United States Lenox Advisors Full timeJob DescriptionJob DescriptionOverviewWho 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...
-
Financial Advisor
4 weeks ago
Los Angeles, United States EFC Wealth Management Firm,LLC Full timeUnleash Your Potential as a Financial Advisor with EFC Wealth Management Firm!Are you ready to transform your career and make a profound impact on people's lives? Imagine joining a team where your growth is fueled by mentorship, where culture and work-life balance are the keys to your success. This is your opportunity to become part of an independent...
-
Financial Services Advisor
2 weeks ago
Los Angeles, United States Paul Mitchell Schools Full time $22Job DescriptionJob DescriptionJOIN OUR TEAM!PAUL MITCHELL THE SCHOOL NYC IS LOOKING FINANCIAL SERVICES ADVISOR/OPERATIONS ASSISTANTJOB SUMMARY AND OBJECTIVEThe Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The advisor is...
-
Financial Aid Advisor
2 weeks ago
Los Angeles, United States Gurnick Academy-Medical Arts Full timeJob Type: Financial Aid Date Posted: Aug 19, 2024 Location: Online Learning Start Date: TBD Duration: TBD Gurnick Academy of Medical Arts is a leading California private healthcare college offering an extensive variety of nursing and allied healthcare programs such as: Vocational Nurse, Psychiatric Technician and Bachelor of Science in Nursing (RN to BSN...
-
Student Financial Advisor
3 months ago
Los Angeles, United States Smith Chason College Full timeJob DescriptionJob DescriptionDescription:JOB TITLE: Student Financial AdvisorSTATUS: Hourly/Non-ExemptTYPE: On CampusREPORTS TO: Director of Financial Aid PURPOSEThe Student Financial Advisor is responsible for the administration and coordination of Federal, State, and Institutional Aid Programs and the management and services of the School’s Financial...
-
Corporate Financial Advisor and Acting CFO
1 month ago
Los Angeles, United States Arellano Associates Full timeJob DescriptionJob DescriptionDescriptionArellano Associates is seeking a Corporate Financial Advisor and Acting CFO on a contract/part-time basis to provide strategic financial leadership and oversight during a critical phase of company growth and expansion. Priorities for this role are to:1. Support and prepare the company for organizational...
-
Financial Aid Advisor
1 month ago
Los Angeles, United States Gurnick Academy-Medical Arts Full timeJob Type: Financial Aid Date Posted: Jul 23, 2024 Location: Van Nuys, CA College Campus Start Date: TBD Duration: TBD Gurnick Academy of Medical Arts is a leading California private healthcare college offering an extensive variety of nursing and allied healthcare programs. We are currently seeking a Financial Aid Advisor at our Van Nuys, CA area campus. This...
-
Financial Advisor
3 months ago
Los Angeles, United States Northwestern Mutual Full timeUnlimited 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
2 months ago
Los Angeles, United States Northwestern Mutual Full time***Must be based within commuting distance of 90071 to be considered***Considering a career in the financial services industry? At Northwestern Mutual Los Angeles, our team of financial advisors build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our comprehensive...
-
Financial Advisor
3 months ago
Los Angeles, United States Northwestern Mutual Full time***Must be based within commuting distance of 90071 to be considered***Considering a career in the financial services industry? At Northwestern Mutual Los Angeles, our team of financial advisors build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our comprehensive...
-
Los Angeles, United States Thrivent Financial Full timeOrganization/Business Overview: Legacy Wealth Group, an established financial services practice for Thrivent located in Las Vegas, Nevada and Los Angeles, California is looking to grow and support a full-time Financial Professional. By joining our existing team, you can leverage the diverse skill sets of seven veteran financial advisors to serve more...
-
Senior Financial Advisor
4 weeks ago
Los Angeles, United States Farther LLC Full timeFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We’re...
-
Financial Aid Advisor
1 week ago
Los Alamitos, United States Touro College & University System Full timeTouro University Worldwide (TUW) is seeking a full-time Financial Aid Advisor for the Financial Aid Department in the Los Alamitos, CA location. The Financial Aid Advisor will report to the Director of Financial Services and CFO. The Financial Aid Ad Financial, Advisor, Banking, Education
-
Client Relations Specialist
5 days ago
Los Angeles, California, United States Advisor Business Solutions Full timePosition Overview:Our client, a prominent Registered Investment Advisor (RIA) with a robust portfolio of $5 billion in assets under management, is seeking a dedicated and meticulous Client Relations Specialist to enhance their team.Key Responsibilities:Deliver exceptional client service with a focus on high-net-worth (HNW) and ultra-high-net-worth (UHNW)...
-
Financial Aid Advisor
3 days ago
Los Alamitos, United States Touro University Full timeOverview: Touro University Worldwide (TUW) is seeking a full-time Financial Aid Advisor for the Financial Aid Department in the Los Alamitos, CA location. The Financial Aid Advisor will report to the Director of Financial Services and CFO. The Financial Aid Advisor will develop and gather appropriate materials, organizes and helps present student financial...
Associate Financial Advisor
2 months ago
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 amazing team of five financial planners, three associate financial advisors, and four staff members
We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry. While a commitment to our clients’ best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters. Education and internal learning form the cornerstone for what makes us great. At the same time, our fun-spirited team approach creates an amazing office for both clients and team members.
Brio doesn't view financial planning as a one-time event, but rather a collaboration that takes place over a number of years, even decades, and is centered on unique ideas for each client’s personal and financial future. Our goal is to be both innovative and ethical in helping turn our clients’ dreams into a financial reality. People who place their trust in us can rely on our skills and confident guidance, as well as objective advice from their advisor who can help them make sense of today's complex financial options.
We are currently looking for financial planners with their own clients to join our firm and be part of Brio’s explosive growth. The degree of experience and current practice size will determine the level at which you would be joining. We have openings for advisors with small practices to transition or purchase, as well as for a large practice to merge.
If you are interested in growing and being challenged in a job you’ll love, please come talk to us.
Specific Job Skills
·
The ideal candidate must be extremely trustworthy and handle confidential information
·
This person should be very detail oriented, highly organized, a multi-tasker, have an assertive and energetic personality with a professional demeanor
·
Self-motivated and proactive with an entrepreneurial spirit
·
Superior people and communication skills
·
Ability to make each client feel a true affinity to Brio Financial Group
·
Must be team player willing to assist others at all levels of the organization
·
Ability to carry oneself well in COI interactions, business conferences and client meetings
·
Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology
Education and Experience
·
High School diploma or equivalent required; college preferred
·
Prefer 5+ years total work experience; experience in financial services and/or a client-facing role
·
All appropriate licenses as required by the SEC (Series 65)
·
Designations and/or board membership as appropriate and requested by the firm
·
CFP required OR a plan to sit for the exam within the first 2 years not required but recommended
#J-18808-Ljbffr
