- Edward Jones (Los Angeles, CA)
- …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 ... may calculate a preliminary total compensation with this calculator (https://careers.edwardjones.com/career-areas/ experienced - financial - advisor /compensation-and-benefits/) Hiring Minimum $50,000 Hiring… more
- 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...Safe Act; Loan Originators; and FINRA. **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- Bank of America (Pasadena, 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...Referral Identification + Sales Performance Management **Shift:** 1st shift ( United States of America) **Hours Per Week:**… 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 ... Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding… more
- Southern California Edison (Rosemead, CA)
- …the Clean Energy Revolution** Become a **Modeling, Forecasting & Economic Analysis, Advisor ** at Southern California Edison (SCE) and build a better tomorrow. In ... Southern California. As our Modeling, Forecasting & Economic Analysis, Advisor , your work will help power our planet, reduce...you ready to take on the challenge to help us build the future? **Responsibilities** + Analyzes forecasting errors… more
- City National Bank (Los Angeles, CA)
- …financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds. The role ... *BIS - FINANCIAL SERVICES OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY?...escalation, High Profile and High Net Worth Client and Advisor service, Data driven approach to safety, soundness, planning,… more
- WSP USA (Los Angeles, CA)
- …can get things done efficiently + Authorization to immediately work in the United States + Exercise responsible and ethical decision-making regarding company ... their challenges. Your Impact + Expanding WSP in the US Advisory & Planning Services to include Civil Rights...selected candidate must be authorized to work in the United States . **NOTICE TO THIRD PARTY AGENCIES:**… more
- Citigroup (Beverly Hills, CA)
- …Real Estate **Time Type:** Full time **Primary Location:** Beverly Hills California United States **Primary Location Full Time Salary Range:** $170,000.00 - ... the team/project. **Responsibilities:** + The CRE Product Specialist is an experienced lending product specialist and Credit Officer within the Investment Finance… more
- Deloitte (Los Angeles, CA)
- …and other federal credits. These benefits are offered for activities conducted in the United States , as well as research performed in over 30 other countries ... to file a claim. You will work with an experienced and passionate team in a growing area, proactively...Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred:… more
- Deloitte (Los Angeles, CA)
- …and other federal credits. These benefits are offered for activities conducted in the United States , as well as research performed in over 30 other countries ... from these government incentives. You will work with a highly- experienced team that knows the industry well and has...Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred:… more
- Anywhere Real Estate (Los Angeles, CA)
- … us is our scale, expertise, network - and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. ... the tax service providers + Guide and train less experienced or new team members on Cartus protocol and...billing when necessary and understand the impact of the financial impact of client's service level agreements + Serve… more
- Wells Fargo (Los Angeles, CA)
- …Bankers at all levels and across client segments **Job Expectations:** + US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory ... Lead will serve as a direct report and strategic advisor to the Division Executive and is responsible for...an expert and act as a mentor for less experienced colleagues. + Review, understand and offer the full… more
- Edward Jones (Glendora, CA)
- …Office Support 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 ... identify 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… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. What you will do * Perform ... and risk. * Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more
- City National Bank (Los Angeles, CA)
- …for this role is identifying, assessing, monitoring, and reporting on all key non- financial risks related to CNB's Mortgage business, which is part of the Consumer ... Controls Team, this individual will act as a trusted advisor to Mortgage and Controls Team leadership through monitoring...equivalent * Minimum 6-8 years of experience working in financial Industry, preferably in a regulatory-facing role * Minimum… more
- Deloitte (Los Angeles, CA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... the organization + Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors + Taking on...technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than… more
- Deloitte (Los Angeles, CA)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... Are you an experienced advocate with an interest in resolving federal...job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days… more
- Deloitte (Los Angeles, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... energy clients and projects. You will work with an experienced and passionate team in a growing area focused...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Dudek (Los Angeles, CA)
- …in 1980, Dudek has grown steadily to more than 800 professionals across the US and received the Top Workplace Award for 2024. As a 100% employee-owned company, ... rewards smart, productive team members with ownership, professional development, and financial benefits. We seek creative, pragmatic problem-solvers working at the… more