- Edward Jones (Seal Beach, 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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Long Beach, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Bank of America (Los Angeles, CA)
- Brokerage Services Financial Advisor Los Angeles, California **Job Description:** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth ... banking convenience of Bank of America. The Merrill Advisory Group (MAG) Financial Advisor (FA) is a fully licensed, non-commission based, retail broker position… 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; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- **Job Description** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will ... the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. *… more
- Bank of America (Woodland Hills, CA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (El Segundo, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Sun Valley, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- West Hills Market Sun Valley, California;Simi Valley, California; Tarzana, California; ... succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry… more
- Bank of America (Hermosa Beach, CA)
- Financial Solutions Advisor - Consumer Investments- Tri Valley Market Lancaster, California;Hermosa Beach, California; Granada Hills, California; Palmdale, ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Bank of America (Los Angeles, CA)
- Financial Solutions Advisor - Private Bank Office Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we… more
- BMO Financial Group (Santa Monica, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business development strategies to acquire new business… more
- JPMorgan Chase (Northridge, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Wells Fargo (Woodland Hills, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Bank of America (Beverly Hills, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's… more
- JPMorgan Chase (Los Angeles, CA)
- …reviews on a regular basis in conjunction with or by direction of the Financial Advisor + Market and implement complex investment solutions in accordance with ... suite. + Develops marketing strategy and builds presentations on behalf of the Financial Advisor (s) + Ad Hoc service requests as needed on behalf of the… more
- Wells Fargo (Beverly Hills, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… 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...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Edward Jones (Seal Beach, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Bank of America (Los Angeles, CA)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor (s) and AdvisorTeam(s) IfSeries7, 63/65 or 66 orequivalentarenot… more
- City National Bank (Los Angeles, CA)
- …Trust Administration as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor , Portfolio Manager, etc.) to ensure all closing ... accountants. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary discretion...or equivalent * 8 years of experience in a financial or legal services organization *Skills and Knowledge* *… more