Investment Solutions Specialist
5 days ago
Job Requirements
">We are seeking a highly motivated and results-driven Financial Advisor Associate to join our team. As a key member of our team, you will be responsible for developing and implementing investment strategies and recommendations for our clients. You will work closely with our experienced team to educate and support clients throughout their investment journey.
">Benefits and Compensation
">We offer a competitive compensation package, including a base salary of $85,000 per year, plus commission from the sale of new investment products or services. Our comprehensive benefits package includes company-paid health insurance, paid vacation, sick leave, paid holidays, matching 401K plan, and commissions.
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Investment Operations Specialist
4 weeks ago
Los Angeles, California, United States Virtus Investment Partners Full timeJob DescriptionKayane Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, and committed individual with strong initiative and excellent communication skills for the role of Operations Associate.The company's Investment Operations Department is responsible for overseeing middle and back-office processing...
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Investment Client Support Specialist
7 days ago
Los Angeles, California, United States Disability Solutions Full timeClient Service AssociateWe are looking for a highly skilled and customer-focused Investment Client Support Specialist to join our team at Disability Solutions in Los Angeles, CA. As a key member of our Wealth Management department, you will play a vital role in delivering exceptional client experiences and supporting our Financial Advisors and clients.About...
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Investment Solutions Specialist CSG Team
2 days ago
Los Angeles, California, United States Capital Group Full timeWe are seeking a talented Solutions Analyst to join our Capital Solutions Group (CSG) team at Capital Group. As a member of our team, you will contribute to the development and implementation of multi-asset portfolio solutions.About Our Team:We are a collaborative and dynamic team of professionals.We strive to deliver high-quality results and exceed client...
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Investment Property Specialist
5 days ago
Los Angeles, California, United States Lyon Stahl Investment Real Estate Full timeReal Estate Sales OpportunityLyon Stahl Investment Real Estate is seeking a highly motivated sales representative to join our team. As a commercial real estate agent, you will focus on multi-family investment properties in the Beach Cities, South Bay, Westside, and Harbor areas. About UsWe are a growing commercial real estate brokerage located in El Segundo,...
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Investment Research Specialist
2 days ago
Los Angeles, California, United States LOS ANGELES CAPITAL MANAGEMENT LLC Full timeAbout the Position">We are seeking a highly skilled Investment Research Specialist to join our team at Los Angeles Capital Management LLC. As a member of our research group, you will play a key role in supporting the development of our firm's investment strategies.">Responsibilities">Assist in the design and implementation of predictive modelsCollaborate...
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Investment Portfolio Solutions Professional
4 weeks ago
Los Angeles, California, United States Capital Group Full timeCapital Group OverviewWe are an investment management company with over nine decades of experience in improving people's lives through successful investing. Our goal is to provide a culture, compensation, and opportunities that empower our associates to build successful and prosperous careers.About the RoleWe are seeking an Investment Portfolio Solutions...
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Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full timeJob Title: Portfolio Associate: Investment Research Professional">About Us:At Signature Estate & Investment Advisors, LLC, we are committed to providing exceptional investment research and analysis services to our clients. Our team of experienced professionals is dedicated to delivering high-quality results and exceeding client expectations.">Job...
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Alternative Investment Fund Specialist
1 week ago
Los Angeles, California, United States Association TRENDS Full timeAt Association TRENDS, we are seeking an experienced Alternative Investment Fund Specialist to join our Corporate and Private Equity Department in Los Angeles.Job Summary:We offer a competitive salary of $275,000 per annum for this exciting opportunity. As an Alternative Investment Fund Specialist, you will be involved in the formation, structuring, capital...
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Merrill Financial Solutions Specialist
7 days ago
Los Angeles, California, United States Disability Solutions Full timeJob Overview:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Merrill Financial Solutions Advisor, you will help clients pursue their financial goals through personalized advice and guidance. Our trusted advisory teams are equipped with access to the investment insights of Merrill...
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Enterprise Solutions Consultant
4 weeks ago
Los Angeles, California, United States SS&C Full timeAs a leading global provider of investment and financial services, SS&C is shaping the future of the financial industry. Our commitment to excellence has earned us a spot on the Fortune 1000 list as one of the top U.S. companies based on revenue.About UsWe are headquartered in Windsor, Connecticut, with over 20,000 employees across 90 offices in 35...
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Investment Accountant Specialist
5 days ago
Los Angeles, California, United States Kastel Staffing Full timeWe are seeking an Investment Accountant Specialist to join our team at Kastel Staffing. In this role, you will be responsible for applying accounting principles and procedures to analyze investments and related financial information, preparing accurate and timely financial and investment reports, and ensuring compliance with accounting principles and...
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Wealth Management Solutions Specialist
1 week ago
Los Angeles, California, United States Bank of America Full timeJob Title: Private Wealth Relationship ManagerAbout the Role:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Private Wealth Relationship Manager, you will be part of a team that specializes in goals-based wealth management, including planning for retirement, education, legacy, and...
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Multi-Family Investment Sales Professional
5 days ago
Los Angeles, California, United States Lyon Stahl Investment Real Estate Full timeJob RequirementsExpected Skills and Qualifications:Licensed real estate agent with strong interpersonal skillsEntrepreneurial mindset with ability to multi-task and prioritizeExcellent communication and customer service skillsAbility to work in a fast-paced, high-pressure sales environmentStrong networking skills and ability to build relationshipsBenefits...
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Financial Solutions Specialist
7 days ago
Los Angeles, California, United States Disability Solutions Full timeAbout UsWe are a leading provider of wealth management services, dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional service and creating long-term relationships with our clients.Job DescriptionIn this role, you will be responsible for working with high-net-worth clients...
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Investment Accounting Specialist
1 week ago
Los Angeles, California, United States https:wayup.comsitemap Full timeAt our global investment management firm, we are seeking a highly skilled Associate Director to join our Los Angeles-based headquarters. This key position will focus on facilitating the structuring of private credit deals and assisting upstream and downstream functional teams with onboarding private credit deals. The successful candidate will work closely...
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Customer Solutions Specialist
2 days ago
Los Angeles, California, United States CCG Business Solutions, LLC Full timeJob Description:The Customer Solutions Specialist is a key member of our team, responsible for providing ongoing training on core processing systems, appeals and grievances processing procedures, and regulatory changes. This role involves working with the quality team to ensure consistency, efficiency, and productivity among staff.This position requires a...
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Los Angeles, California, United States PCORE Group Full timeJob Title: Southern California Investment Sales Specialist">The PCORE Group is seeking an ambitious and driven professional to join its team in Southern California as an investment sales specialist.Key Responsibilities:Develop and execute a sales strategy to drive revenue growth and achieve sales targets.Analyze market trends and client needs to identify new...
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Investment Relationship Manager
1 week ago
Los Angeles, California, United States Bank of America Full time**About the Role**We are seeking an experienced Investment Relationship Manager to support our Financial Advisor team in developing and enhancing existing client relationships.As a key member of our team, you will provide specialized support in areas such as Business Development, Wealth Planning, Investment Management, or Business Management.You will spend...
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Los Angeles, California, United States CCG Business Solutions, LLC Full timeAbout the Role:We are seeking a highly skilled Training Specialist to join our team at CCG Business Solutions, LLC. As a Customer Solutions Center Appeals and Grievances Training Specialist II, you will be responsible for designing, developing, and delivering training programs that meet the needs of our staff.Your primary responsibilities will include...
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Los Angeles, California, United States Mufgamericas Full timeWe are proud to offer a unique opportunity for a Strategic Talent Acquisition Specialist at Mufgamericas, an investment banking arm of MUFG Union Bank, N.A. This role plays a strategically important part in our firm's growth plans.About UsMufgamericas provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies...