Investment Services Advisor
6 days ago
We offer a competitive salary, as well as opportunities for commissions and profit sharing. Our compensation package includes medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage.
Job SummaryThis is an exciting opportunity to join a leading financial services firm and make a meaningful difference in the lives of our clients. As a financial advisor, you'll have the chance to develop and grow your own practice, working closely with clients to understand their financial goals and create personalized strategies to help them achieve them.
Key Responsibilities- Partner with clients to understand their financial goals and create personalized strategies to help them achieve them.
- Establish and maintain strong relationships with clients, prospects, and referral sources through face-to-face and virtual sourcing strategies.
- Oversee branch processes to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
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Investment Advisor Associate
4 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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Investment Research Associate
4 weeks ago
Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full timeJob OverviewSignature Estate & Investment Advisors, LLC seeks a highly skilled Investment Research Associate to support the daily operations of research and sales. This role is an excellent opportunity for individuals who are passionate about investment analysis and want to develop their skills in a dynamic environment.
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Investment Advisor Professional
6 days ago
Los Angeles, California, United States Edward Jones Full timeAbout UsAt Edward Jones, we're committed to helping our clients achieve their long-term financial goals through personalized investment strategies and exceptional service.We're a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the US and Canada.Job DescriptionIn this role, you'll work closely with clients to understand...
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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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Financial Services Executive
3 weeks ago
Los Angeles, California, United States Virtus Investment Partners Full timeExpert Financial Advisor OpportunityWe are seeking a skilled Senior Investment Advisor Associate to join our team in Century City. This role is perfect for an ambitious professional with strong communication skills and experience working with high-net-worth individuals.About the RoleAs a Senior Investment Advisor Associate, you will be responsible for...
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Service Advisor
3 days ago
Los Angeles, California, United States Westside Investments Inc Full timeJob OverviewWe are seeking a highly skilled Service Advisor to join our team at Westside Investments Inc in Marina del Rey, CA.The ideal candidate will have excellent communication skills, be able to work effectively in a fast-paced environment, and have a strong knowledge of vehicle repair procedures.Salary: $60,000 - $80,000 per year, depending on...
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Investment Solutions Specialist
2 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob 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...
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Elite Client Service Specialist
10 hours ago
Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full timeAbout the JobThe Elite Client Service Specialist role at Signature Estate & Investment Advisors, LLC involves providing exceptional service to high-net-worth clients. This position requires strong communication skills, empathy, and a deep understanding of client needs.Key Responsibilities:Develop and maintain strong relationships with high-net-worth...
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Investment Relationship Manager
6 days 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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Investment Research Expert
5 days ago
Los Angeles, California, United States Miracle Mile Advisors Full timeAbout Miracle Mile AdvisorsMiracle Mile Advisors is an award-winning, independent RIA with a unique culture and national footprint. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families.We have received numerous awards and are featured in top media outlets. Our firm has been named a Best Place to Work by...
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Senior Investment Banking Manager
1 month ago
Los Angeles, California, United States Intrepid Investment Bankers Full timeAre you a motivated professional looking for a challenging role in investment banking? Do you want to make meaningful contributions to client engagements and take on leadership initiatives within the firm? As a valued member of our team, you will have the opportunity to work on M&A, capital raising, and strategic advisory services for entrepreneurs,...
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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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Relationship Development Manager
4 weeks ago
Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time**Job Summary**Signature Estate & Investment Advisors, LLC is seeking an experienced Relationship Development Manager to join our team. In this role, you will be responsible for developing and maintaining relationships with advisors to drive sales and service of elite customized portfolios.**Key Responsibilities*** Develop and execute sales strategies to...
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Wealth Management Advisor
4 days ago
Los Angeles, California, United States Disability Solutions Full timeAbout the RoleThis position is an exciting opportunity for a skilled and motivated professional to join our team as a Wealth Management Advisor. In this role, you will work closely with high-net-worth clients to identify their financial goals and develop tailored investment strategies to help them achieve success.Key ResponsibilitiesProvide personalized...
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Investment Client Support Specialist
4 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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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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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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Senior Investment Consultant
4 weeks ago
Los Angeles, California, United States TIAA Full timeJob SummaryWe are seeking a highly skilled Senior Investment Consultant to join our team at Nuveen, the investment manager of TIAA. In this role, you will be responsible for directing the sales and distribution efforts for our Alternatives Investments products across wealth channels in a specific geographic region.About the RoleAs a Senior Investment...
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Service Advisor Lead
3 days ago
Los Angeles, California, United States Brakes Plus Full timeAbout the RoleThe Service Advisor Lead will play a crucial part in driving sales growth, improving customer satisfaction, and maintaining a safe working environment. As a leader in our service department, you will be responsible for coaching and developing your team members to achieve their full potential.
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Automotive Service Advisor Lead
3 days ago
Los Angeles, California, United States Car Pros Automotive Group Full timeJob Title: Automotive Service Advisor LeadThe estimated salary for this position is $60,000 - $75,000 per year.Company Overview:At Car Pros Automotive Group, we prioritize customer satisfaction and strive to deliver exceptional service experiences. As an Automotive Service Advisor Lead, you will play a key role in ensuring that our customers receive...