- Fidelity TalentSource LLC (Los Angeles, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Working in our Investor Center, you will develop customized financial plans through a wide range of products and...your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …ownership and accountability. Acting as the client s \u201Ctrusted advisor .\u201DIdentifying and maintaining consistent formal/informal contact with key client ... book of business.Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.Makes decisions based on long-term view… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You BringExtraordinary ... estate planning, as well as income and retirement planningPartnering with the Advisor and implementing a structured client contact strategy and encouraging annual… more
- Edward Jones (Los Angeles, CA)
- …fee was required for consideration. + Edward Jones ranked Highest in Employee Advisor Satisfaction among Financial Investment Firms. + **2022 Highest ... in Employee Advisor Satisfaction among Financial Investment Firms in the JD Power US Financial Advisor Satisfaction Study** , published by JD Power… more
- Bank of America (El Monte, CA)
- …about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one of over ... Financial Solutions Advisor Development Program- Consumer...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… 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 ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and… more
- Bank of America (Simi Valley, CA)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Bank of America (Pasadena, 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 - Pasadena Central...advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies… 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; ... for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors...have at least 5+ years of experience as a Financial Advisor with a transportable practice, a… 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 ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment… 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...investment firm, serving over eight million clients.** **Our financial advisors are valued partners, and we credit much… more
- Atria Wealth Solutions (Pasadena, CA)
- …part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and ... more than 56,000 members, and is searching for a Financial Advisor to participate in their mission...market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market… 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
- Atria Wealth Solutions (Los Angeles, CA)
- … Financial , LLC. (SPF), a subsidiary of Atria Wealth Solutions is looking for a Financial Advisor to work remotely in an in-house capacity and serve as a ... in the Greater Los Angeles, CA area. Our In-House Financial Advisor is responsible for: + Focus...objectives and goals of the individual, then develops a financial plan which may include an investment … more
- TIAA (Los Angeles, CA)
- … investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of ... The Advisor Consultant will manage a defined territory (set...**Key Responsibilities and Duties** + Develop consultative relationships with financial advisors across the wire, independent and RIA distribution… more
- Bank of America (Los Angeles, CA)
- Financial Solutions Advisor - Consumer Investments- Central LA Market Los Angeles, California;Hollywood, California; West Hollywood, California; Los Angeles, ... on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- JPMorgan Chase (Azusa, CA)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC.… more
- JPMorgan Chase (Los Angeles, CA)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC.… more
- US Bank (Los Angeles, CA)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... Team. In This Role You Will: + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...financial planning software preferred . Basic understanding of investment and financial planning strategies preferred .… more
