- Bank of America (Los Angeles, CA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses** + Two years' experience working in the financial service industry and/or a sales environment… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... Duties and Responsibilities:** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the… more
- Thrivent Financial (Glendale, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more.… more
- Edward Jones (Valencia, CA)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- Bank of America (Woodland Hills, CA)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Valley Coast...licenses. * Has two years' experience working in the financial service industry and/or a sales environment… more
- Atria Wealth Solutions (Pasadena, CA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the ... than $900 million in assets, more than 56,000 members, and is searching for a Financial Advisor to participate in their mission "To empower our members' … more
- Bank of America (Los Angeles, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional… more
- Atria Wealth Solutions (Los Angeles, CA)
- …need to reside in the Greater Los Angeles, CA area. Our In-House Financial Advisor is responsible for: + Focus on sales and service of existing house ... subsidiary of Atria Wealth Solutions is looking for a Financial Advisor to work remotely in an...an investment strategy to implement. + Utilizes the CFS/SPF sales process and financial planning tools to… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police ... $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- Bank of America (Buena Park, CA)
- Financial Solutions Advisor - Consumer Investments - Southern CA Region Buena Park, California;Yucaipa, California; Anaheim, California; Laguna Niguel, ... services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and… more
- BMO Financial Group (Gardena, CA)
- …and performance targets for new asset sales , joint appointments, fee-based sales , and financial planning. + Implements business development strategies to ... Provides financial and investment planning and advice in collaboration...customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds,… more
- TIAA (Los Angeles, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- US Bank (Los Angeles, CA)
- …or equivalent work experience + Three to five years of experience in a financial sales position, preferably working with the affluent client segment + FINRA ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- JPMorgan Chase (Playa Vista, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- Citigroup (Los Angeles, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth... advisory capacity . Experience in a proactive, successful sales and service role in the financial … more
- JPMorgan Chase (Santa Monica, CA)
- As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. ... will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. **Job responsibilities** + Coaches and mentors the… more
- M&T Bank (Los Angeles, CA)
- …None. **Education and Experience Required:** Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the … more
- Bank of America (Los Angeles, CA)
- …client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator ... Private Client Advisor II- Los Angeles, CA Los Angeles, California...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- H&R Block (Glendale, CA)
- **498816BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- US Bank (Thousand Oaks, CA)
- …or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment… more