Financial Advisor Northwestern MutualFinancial AdvisorWoodland Hls, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Beverly Hills Main Financial Center Bank of AmericaFinancial Solutions Advisor - Beverly Hills Main Financial CenterBeverly Hills, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Culver Center Financial CenterCulver City, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial CenterWoodland Hills, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Experienced Financial Advisor SagientExperienced Financial AdvisorLos Angeles, CA$100,000–$200,000 / yearOur advisors maintain the entrepreneurial freedom to build their businesses their way while gaining access to the planning capabilities, investment resources, advanced-market expertise, technology, marketing support, and transition guidance needed to scale. Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing a sophisticated financial practice.
Wealth Management Financial Planner One Capital Management, LLCWealth Management Financial PlannerWestlake Village, CA$70,000–$90,000The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.
Financial Advisor with Marketing Experience Beer Financial GroupFinancial Advisor with Marketing ExperienceSanta Monica, California$80,000–$90,000 / yearBuild Authenticity: Long-Term Relationships: Just as you’ve built trust and loyalty through brand engagement, this role allows you to create lasting relationships with clients, helping them make confident, informed financial decisions at every stage of life. Leverage Your Marketing Strengths: Your experience analyzing data, identifying target audiences, and telling meaningful stories prepares you to educate clients, simplify complex concepts, and design personalized financial strategies that resonate.
Financial Advisor BMO (Bank of Montreal)Financial AdvisorManhattan Beach, CA$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Representative - Entry Level Salinas Financial GroupFinancial Representative - Entry LevelManhattan Beach, CaliforniaBeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
Financial Solutions Advisor Registration Candidate - Sherman Oaks Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Sherman Oaks Financial CenterSherman Oaks, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Solutions Advisor Registration Candidate- Devonshire - Reseda Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate- Devonshire - Reseda Financial CenterNorthridge, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Director, Financial Planning Financial EnginesDirector, Financial PlanningEl Segundo, CA$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Advisor with Strong Tax Background LMW FinancialFinancial Advisor with Strong Tax BackgroundStudio City, CaliforniaSome of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals.
Personal Financial Counselor; El Segundo, CA Magellan Health ServicesPersonal Financial Counselor; El Segundo, CAEl Segundo, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Center Supervisor Southland Credit UnionFinancial Center SupervisorSanta Monica, CaliforniaFull timeAs a Financial Center Supervisor, you'll have the opportunity to develop talented associates, strengthen member relationships, and help shape the success of your Financial Center while continuing to grow your own leadership career. As a Financial Center Supervisor, you'll play a key role in making that happen by leading from the floor, coaching a high-performing team, and creating exceptional member experiences every day.
Investment Executive (Financial Advisor) Greater Los Angeles, CA Fifth Third BankInvestment Executive (Financial Advisor) Greater Los Angeles, CALos Angeles, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Sales Manager II Target First Citizens BankFinancial Sales Manager II TargetRedondo Beach, California$100,000–$125,000 / yearFull timeAs a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. Qualifications: Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory.
Financial Representative Career Changer Opportunity Beer Financial GroupFinancial Representative Career Changer OpportunitySanta Monica, California$70,000–$80,000 / yearAs a valued member of our team, you’ll benefit from a top-tier support system with expert mentoring, advanced training, and cutting-edge technology—all supported by Northwestern Mutual, a Fortune 500-ranked company with an Aaa rating from Moody's and a leadership position in total dividend payouts in the billions of dollars paid annually. About the Financial Consultant/Representative Role: As a Financial Consultant/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaPort Hueneme, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningEl Segundo, California$125,000–$350,000 / yearRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.