- Fidelity TalentSource LLC (Los Angeles, CA)
- …66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other ... Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and most valued...the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business.… more
- Thrivent Financial (Glendale, CA)
- …Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by ... Thrivent Financial Advisor Meaningful work. Rewarding career....in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary… more
- Edward Jones (Valencia, CA)
- …make you a successful financial advisor ?** + An interest in financial services /markets and how they work + Love of learning and challenges, including ... yourself at a professional crossroads, a career as a financial advisor may be the right change...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … 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...licenses. * Has two years' experience working in the financial service industry and/or a sales environment… more
- Atria Wealth Solutions (Los Angeles, CA)
- … Insurance licenses + Clean U-4 + Two years sales experience in the financial services industry + Customer service , communication, and presentation skills ... CUSO Financial Services , LP (CFS) and Sorrento...subsidiary of Atria Wealth Solutions is looking for a Financial Advisor to work remotely in an… more
- Bank of America (Los Angeles, CA)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... Financial Solutions Advisor - Consumer Investments- Central...+ At least three years' experience working in the financial service industry and/or a sales environment… more
- JPMorgan Chase (Los Angeles, CA)
- …capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...not available in all states Chase is a leading financial services firm, helping nearly half of… more
- JPMorgan Chase (Azusa, CA)
- …capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...licensed insurance agency, doing business as Chase Insurance Agency Services , Inc. in Florida. JPMS,… more
- US Bank (Los Angeles, CA)
- …and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation + Refer and ... Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In...partner with other financial services within other US Bank channels,… more
- TIAA (Los Angeles, CA)
- …non-annual incentive plans). **Company Overview** TIAA is the leading provider of financial services in the academic, research, medical, cultural and government ... Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and...Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required +… more
- Citigroup (Los Angeles, CA)
- …a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and… more
- H&R Block (Los Angeles, CA)
- **498808BR** **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 ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an… more
- Elevance Health (Los Angeles, CA)
- …a broad set of technologies, including cloud technology, container based micro services for sub-UI testing, RESTful service testing, thin-client testing ... as part of consideration for employment. **IT Quality Control Advisor ** + Job Family: IFT > IT Test/QA &...term disability benefits, 401(k) +match, stock purchase plan, life insurance , wellness programs and financial education resources,… more
- US Bank (Thousand Oaks, CA)
- …due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic ... state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset… more
- BMO Financial Group (City Of Industry, CA)
- Provides exceptional, daily operational service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem ... that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled… more
- PNC (Los Angeles, CA)
- …diverse situations. Products and Services - Knowledge of major products and services and product and service groups; ability to apply this knowledge ... contribute to the company's success. As a Senior Banking Advisor within the PNC Private Bank organization, you will...Description** + Identifies and sells AMG banking products and services to internal and external clients. Ensures compliance with… more
- Sedgwick (Los Angeles, CA)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Professional Liability Claims Advisor | Remote (Must be in California) **Experience** **Juris Doctorate… more
- BMO Financial Group (Los Angeles, CA)
- …of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to ... Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team members… more
- US Bank (Woodland Hills, CA)
- …postings in areas with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open for approximately ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...of US Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify… more
- EFI Global (Los Angeles, CA)
- …YOU CARE, THERE'S A PLACE FOR YOU HERE EFI Global is a full- service engineering, fire investigation, environmental, health and safety, and specialty consulting ... services firm serving a variety of industries in both...have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness… more
