Financial Services Advisor
6 days ago
Singer Burke is committed to delivering exceptional financial services to our clients. As a Tax Accountant, you will play a vital role in helping us achieve this goal by providing top-notch support to our clients and team members.
About the Position- Prepare complex tax returns, financial statements, and other documents.
- Develop and maintain relationships with clients, understanding their unique needs and goals.
- Stay organized and focused under pressure, meeting deadlines and delivering high-quality results.
- Minimum 3-5 years of experience in tax accounting and preparation.
- Prior work experience in a CPA firm or business management firm.
- Bachelor's Degree in Accounting or related field.
Estimated Salary Range: $60,000 - $80,000 per year based on industry standards and location.
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Financial Advisor Opportunity
2 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...
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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...
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Financial Advisor Opportunity with Growth
3 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...
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Senior Client Advisor
12 hours ago
Los Angeles, California, United States PNC Financial Services Group Full time**PNC Financial Services Group Overview**PNC is a leading financial services organization that prides itself on its inclusive and accessible workplace culture. We value our employees' contributions and provide opportunities for growth and development.This role offers a unique opportunity to join our Commercial Banking organization as a Relationship Manager...
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Financial Services Professional
3 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are a family-owned financial services firm deeply committed to our clients' success. Our team values education, learning, and long-term relationships.This role is perfect for a licensed financial advisor seeking a challenging opportunity with a strong compensation package.The ideal candidate will have 3+ years of client-facing experience in...
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Financial Services Professional
3 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob Overview">As a Financial Advisor Associate with Providence Financial and Insurance Services, Inc., you will play a vital role in helping clients achieve their financial goals. We are seeking a motivated and results-driven professional to join our team.">Salary and Benefits">We offer a competitive base salary of $80,000 per year, plus commission from the...
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Investment Advisor Associate
6 days 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...
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Financial Services Associate
15 hours ago
Los Angeles, California, United States Edelman Financial Engines Full timeOverviewThe role of a Financial Services Associate at Edelman Financial Engines is to provide exceptional customer service and support the financial planning process. With a strong focus on building relationships with clients, this position requires excellent communication and problem-solving skills.SalaryThe estimated salary for this role is $55,000 -...
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Financial Services Assistant
2 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAbout the Job:Providence Financial and Insurance Services, Inc. is seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will be responsible for providing administrative support to our advisors, maintaining a well-organized office environment, and supporting seminar and webinar setup.Key...
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Los Angeles, California, United States Beer Financial Group Full timeSalary and BenefitsThe estimated salary for this role is $120,000-$150,000 per year, based on performance and experience. Our benefits package includes comprehensive training, ongoing support, and a competitive bonus structure.As a Northwestern Mutual advisor, you'll have access to advanced technology, expert mentoring, and a wide range of resources to help...
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Senior Financial Advisor
4 weeks ago
Los Angeles, California, United States Bank of America Full timeJob DescriptionWe are seeking a Senior Financial Advisor to join our team in the Los Angeles Market. As a Senior Financial Advisor, you will be responsible for working with high-net worth clients, identifying their financial goals and developing tailored investment strategies to help them achieve their objectives.The ideal candidate will have a strong...
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Professional Advisor
3 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...
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Financial Services Representative
1 day ago
Los Angeles, California, United States Northwestern Mutual Full timeJob OverviewWe are seeking a talented individual to join our team as an Entry-Level Financial Advisor. As a trusted advisor, you will work closely with clients to understand their unique financial needs and develop tailored plans to suit their goals.The ideal candidate will possess excellent communication skills, a passion for developing long-term...
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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...
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Citi Financial Advisor Position
5 days 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...
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Insurance and Financial Advisor
1 day 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...
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Financial Services Compliance Specialist
9 hours ago
Los Angeles, California, United States Pls Financial Services, Inc. Full timeCompany OverviewPLS Financial Services, Inc. is a leading retail provider of alternative financial services. The company is headquartered in Chicago and operates over 200 financial service centers across 12 states. PLS provides consumers with convenient financial products and services to manage their day-to-day financial needs.Salary and BenefitsThe...
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Top Producing Financial Advisor Wanted
2 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...
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Financial Services Team Lead
7 days ago
Los Angeles, California, United States Bank of America Full timeTransforming Wealth Management: A Career Opportunity at Bank of America!About the Role:We are seeking an experienced Private Wealth Relationship Manager to join our team at Bank of America! As a key member of our Wealth Management division, you will play a vital role in helping our clients achieve their financial goals. In this role, you will support the...
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Financial Services Relationship Executive
20 hours ago
Los Angeles, California, United States PNC Financial Services Group Full timeAbout PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our team members are united in their passion for helping customers achieve their financial goals. We're seeking a highly skilled professional to join our Corporate Banking...