Investment Advisor Professional

3 days ago


Los Angeles, California, United States Edward Jones Full time

About Us

At 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 Description

In this role, you'll work closely with clients to understand their financial goals and develop customized investment plans to help them achieve those goals.

You'll also have the opportunity to build strong relationships with your clients and provide ongoing support and guidance to help them stay on track.

Key Responsibilities

  • Develop and implement personalized investment strategies for clients
  • Build strong relationships with clients and provide ongoing support and guidance
  • Identify new client opportunities and deepen relationships with existing clients

Requirements

  • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
  • Financial services registration, licensing, or certification (if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period)
  • FINRA registrations required within three months

Compensation

  • An estimated salary of $70,000 - $120,000 per year, depending on your level of experience and performance
  • Commissions and bonuses based on your sales performance


  • Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job 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...


  • Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job 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.


  • Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full time

    About 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...


  • Los Angeles, California, United States Miracle Mile Advisors Full time

    About 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...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Expert 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...


  • Los Angeles, California, United States Intrepid Investment Bankers Full time

    Are 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,...


  • 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...


  • Los Angeles, California, United States Edward Jones Full time

    Compensation and BenefitsWe 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...


  • 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...


  • Los Angeles, California, United States Disability Solutions Full time

    About 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...


  • Los Angeles, California, United States Bank of America Full time

    Job 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...


  • Los Angeles, California, United States Disability Solutions Full time

    Client 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...


  • Los Angeles, California, United States TIAA Full time

    Job 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...

  • Service Advisor

    8 hours ago


    Los Angeles, California, United States Westside Investments Inc Full time

    Job 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...


  • Los Angeles, California, United States The Association of Asian American Investment Managers Full time

    Senior Investment Officer - Private Equity OpportunityThe Senior Investment Officer is responsible for overseeing the management of a primary asset class or cross-asset category initiative, encompassing risk management, asset allocation, performance reporting, and corporate governance.This leadership role provides strategic direction to staff members...


  • Los Angeles, California, United States Recruiting Resources, Inc. Full time

    We are Recruiting Resources, Inc., a global investment management firm seeking a talented Investment Portfolio Management Professional to join our team in Los Angeles, CA.Salary:The estimated annual salary for this position is $85,000-$110,000 based on industry standards and market conditions.About the Role:This role reports to the Director of Portfolio...


  • Los Angeles, California, United States Capital Group Full time

    Capital 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...


  • Los Angeles, California, United States Wedbush Securities Full time

    We are seeking an Investment Research Professional to join our Equity Research team at Wedbush Securities.Company OverviewWedbush Securities is a leading financial services firm providing innovative solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Our commitment to delivering exceptional...


  • Los Angeles, California, United States PIMCO Ltd. - Pacific Investment Management Company Full time

    PIMCO Ltd. - Pacific Investment Management Company is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Our flexible capital base and deep relationships with...


  • Los Angeles, California, United States Quinlan District - Northwestern Mutual Full time

    Key ResponsibilitiesAs a Financial Advisor, you will engage with clients to understand their financial goals and aspirations. You will develop comprehensive financial plans that include investments, insurance, and retirement strategies. Ongoing support is provided to monitor clients' plans and adjust strategies as needed to meet changing circumstances.