Investment Advisory Consultant
6 days ago
Wealth Navigation Advisors is a leading financial services firm seeking a talented Investment Advisory Consultant to join our team. In this role, you will work closely with senior financial advisors to provide comprehensive financial planning and investment management services to our clients.
The estimated salary for this position is $100,000 - $130,000 per year, depending on experience and qualifications. To be considered, you must have a Bachelor's degree in Finance, Economics, Business Administration, or a related field, and relevant certifications such as Series 7 and Series 66. Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and proficiency in financial planning software and Microsoft Office Suite are also required.
This is an excellent opportunity to grow and develop within the financial services industry, with potential for career advancement. Key Responsibilities include:
• Assisting senior financial advisors in creating personalized financial plans and investment strategies for clients.
• Conducting financial analysis and preparing reports on clients' financial status, including income, expenses, investments, and debts.
• Participating in client meetings to gather information, present financial plans, and provide ongoing support.
• Researching and analyzing investment opportunities, market trends, and financial products.
• Preparing and maintaining client records, ensuring accuracy and confidentiality.
• Supporting the development and implementation of financial strategies to help clients achieve their financial goals.
• Providing exceptional customer service and responding to client inquiries in a timely manner.
• Assisting in the development of marketing and client outreach initiatives.
• Staying up-to-date with industry regulations, trends, and best practices.
Benefits include competitive salary, bonus based on performance, profit sharing, paid time off, and training & development opportunities. Flexible work from home options available.
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El Segundo, California, United States Apollo Inc Full timeRole OverviewApollo Inc invites applications for a Strategic Investment Associate role, part of our dynamic team. This position will provide invaluable experience in investment banking and corporate finance.ResponsibilitiesPerform thorough company and industry research, including risk assessment and quantitative & qualitative analysis of business and market...
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Insurance and Investment Support Specialist
2 weeks ago
El Segundo, California, United States Cetera Financial Group Full timeJob DescriptionWe are seeking a Client Services Representative who will cultivate meaningful connections with advisors, their teams, and clients to foster continuing relationships.Key responsibilities include establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming...
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Customer Experience Advocate
4 weeks ago
El Segundo, California, United States Cetera Financial Group Full timeCetera Financial Group prides itself on delivering exceptional service through its resource center team. This dedicated group of professionals is committed to providing outstanding support to customers, exceeding expectations to ensure satisfaction and connection.We're seeking individuals who thrive in challenging environments, demonstrate initiative, and...
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El Segundo, California, United States Avasant Full time**Job Summary:**Avasant, a leading management consulting firm, is seeking an experienced Transformation Expert to lead the delivery of complex consulting engagements and work streams for large enterprises. This role will focus on enterprise transformation and optimization strategies, with a strong emphasis on business, technical, organizational, operational,...
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Cybersecurity Information Assurance Engineer
5 days ago
El Segundo, California, United States Top Secret Clearance Jobs Full timeAbout this job: Cybersecurity Information Assurance Engineer -III We are seeking a highly skilled and experienced Cybersecurity System Security Specialist to join our team in El Segundo, CA.The primary function of the Cybersecurity System Security Specialist is working within Special Access Programs (SAPs) supporting SMC and AFSPC acquisition programs. The...
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El Segundo, California, United States Top Secret Clearance Jobs Full timeAbout this opportunity: Top Secret Clearance Cybersecurity Professional -III We are seeking a highly experienced and skilled Cybersecurity System Security Specialist to join our team in El Segundo, CA.The Cybersecurity System Security Specialist will work within Special Access Programs (SAPs) supporting SMC and AFSPC acquisition programs. The position will...
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IT Security Professional
1 week ago
El Segundo, California, United States AArete Full timeAarete is committed to delivering exceptional experiences to our clients every day.About UsWe are a global management and technology consulting firm specializing in strategic profitability improvement, digital transformation, and advisory services.Job Title: IT Security ProfessionalWe are seeking an experienced IT Security Professional to join our team in...
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Data Analytics Lead Developer
2 weeks ago
El Segundo, California, United States AArete Full timeJob Description:AArete is a global management and technology consulting firm specializing in strategic profitability improvement, digital transformation, and advisory services. Our cross-industry solutions are powered by modern technology, market intelligence, and big data to drive purposeful change and actionable outcomes.We are seeking a skilled and...
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Post-Acute Rehabilitation Specialist
1 month ago
El Centro, California, United States Comprehensive Rehab Consultants Full timeComprehensive Rehab ConsultantsWe are a physician-owned and operated group dedicated to providing high-quality patient care in the post-acute setting.About the RoleThis 16-hour to 30-hour position is for a skilled Physical Medicine and Rehabilitation (PM&R)/Physiatry specialist who will work exclusively at a designated skilled nursing facility (SNF) or...
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Sales and Marketing Professional
1 month ago
South El Monte, California, United States Bear Windows Full time**About the Role:**We are seeking a highly skilled Sales Representative to join our team at Bear Windows. As a Sales and Marketing Professional, you will be responsible for conducting in-home sales consultations and presentations to new and existing customers.**Responsibilities:**Sales Performance: Present and sell company products and services to new and...
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Safety Specialist
4 weeks ago
El Dorado Hills, California, United States Valmont Industries, Inc. Full timeValmont Industries, Inc. is a Fortune 1000 company that respects hard work, honors diversity and invests in our employees as we focus on creating the world of tomorrow, today.We are seeking an experienced Safety Specialist to join our team in El Dorado, Kansas. This role is responsible for providing environmental, health and safety support and ensuring that...
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Senior Investment Solutions Specialist
3 days ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM).This role is for those who thrive in a fast-paced environment...
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Senior Investment Analyst
3 days ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is seeking a highly motivated, detail-oriented Senior Investment Analyst. This is a unique opportunity to develop and hone skills, conduct retirement-oriented investment research and data analysis, and collaborate with peers and senior leadership to provide the best service to our institutional clients. The analyst will produce...
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Senior Investment Analyst
4 days ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is seeking a highly motivated, detail-oriented Senior Investment Analyst. This is a unique opportunity to develop and hone skills, conduct retirement-oriented investment research and data analysis, and collaborate with peers and senior leadership to provide the best service to our institutional clients. The analyst will produce...
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el segundo, United States Cetera Financial Group Full timeCetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM).This role is for those who thrive in a fast-paced environment...
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el segundo, United States Cetera Financial Group Full timeCetera Financial Group is seeking a highly motivated, detail-oriented Senior Investment Analyst. This is a unique opportunity to develop and hone skills, conduct retirement-oriented investment research and data analysis, and collaborate with peers and senior leadership to provide the best service to our institutional clients. The analyst will produce...
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el segundo, United States Cetera Financial Group Full timeCetera Financial Group is seeking a highly motivated, detail-oriented Senior Investment Analyst. This is a unique opportunity to develop and hone skills, conduct retirement-oriented investment research and data analysis, and collaborate with peers and senior leadership to provide the best service to our institutional clients. The analyst will produce...
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Managing Consultant
1 month ago
El Segundo, United States Avasant Full timeQualificationsBachelor’s degree from a top-rated school, with focus in Computer Sciences or related fields, required5-7 years of IT consulting, management consulting and/or operations management, in a consulting firm or professional services group in software/tools vendorExperience managing and developing client relationships with senior-level clients, and...
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Consulting Intelligence Experts
5 days ago
el Campell / Alcampell, Huesca, United States Consulting Services Group Full timeKey ResponsibilitiesThis role involves providing strategic advisory services to our clients. As a Consulting Intelligence Expert, you will work closely with our team to deliver comprehensive solutions for program management, growth, and transformation.Responsibilities include analyzing data, identifying targeting leads, and communicating with field offices.
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Supervisor, Specialty Operations
1 month ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to...
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Supervisor, Specialty Operations
2 months ago
el segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to...
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Supervisor, Specialty Operations
2 months ago
el segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to...
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Supervisor, Specialty Operations
2 months ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to...
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Supervisor, Specialty Operations
2 months ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for a Advisory Billing Supervisor supporting our Specialty Operations team in El Segundo, CA, who will be responsible for providing back office operational support to these Financial Professionals via our advisory platform systems. This is an exciting role to join our team to lead a team and provide solutions support to...
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Specialty Operations Supervisor
2 months ago
el segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and...
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Specialty Operations Supervisor
2 months ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and...
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Specialty Operations Supervisor
2 months ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and...
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Personal Trainer
5 days ago
El Cajon, United States 24 Hour Fitness Full timeFULL-TIME Part-time LOCATION 198 West Main Street El Cajon CA 92020 JOB SUMMARY The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality personal and small group training sessions leading to member retention and client acquisition. The Fitness Coach leverages experience and specialized...
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VP, Financial Consultant
2 days ago
El Cerrito, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures....
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Cetera Financial Group | Supervision Auditor
5 days ago
el segundo, United States Cetera Financial Group Full timeSecurities Compliance Auditors conduct audits of branch offices to determine compliance with FINRA, SEC and State requirements, and company policies and procedures.This is a hybrid role, 2 days weekly in the office.What you will do:Directly oversees advisors by conducting branch audits of brokerage and advisory branch officesProvide education and training to...
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Supervision Auditor
3 days ago
El Segundo, United States Cetera Financial Group Full timeSecurities Compliance Auditors conduct audits of branch offices to determine compliance with FINRA, SEC and State requirements, and company policies and procedures.This is a hybrid role, 2 days weekly in the office.What you will do:Directly oversees advisors by conducting branch audits of brokerage and advisory branch officesProvide education and training to...