Financial Solutions Advisor - Beverly Hills Main Financial Center Bank of America CorpFinancial Solutions Advisor - Beverly Hills Main Financial CenterBeverly Hills, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key 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.
Financial Solutions Advisor - Grand and Diamond Bar Financial Center Bank of America CorpFinancial Solutions Advisor - Grand and Diamond Bar Financial CenterDiamond Bar, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key 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.
Sales Enablement Lead - Advisor Recruiting & Integration Wells Fargo & CoSales Enablement Lead - Advisor Recruiting & IntegrationLos Angeles, CA$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Wells Fargo is seeking a Sales Enablement Lead - Advisor Recruiting & Integration to play a pivotal role in advancing advisor recruiting and onboarding integration by delivering tools, insights, reporting, and content that improve execution across the full recruiting lifecycle.
NewClient Advisor, PT Seasonal BIOLOGIQUE RECHERCHEClient Advisor, PT SeasonalLos Angeles, CAProven track record working in a highly dynamic environment, with the capabilities to multi-task, remain calm and solution-oriented in a fast-paced and occasionally high pressure environment managing multiple priorities. Your role includes supporting inventory management through monitoring stock levels, receiving shipments, accurately recording product entries, and participating in monthly inventory counts.
Sr. Member Experience Advisor Southland Credit UnionSr. Member Experience AdvisorLos Alamitos, CaliforniaFull timeThis role offers the opportunity to expand your leadership skills, mentor teammates, and gain valuable experience supporting Financial Center operations—all while continuing to deliver exceptional service to our members. If you're an experienced universal banker looking to expand your leadership skills while continuing to make a meaningful impact on members and colleagues alike, this role offers an exciting next step in your career.
Junior Commercial Real Estate Advisor Sands Investment GroupJunior Commercial Real Estate AdvisorLos Angeles, CaliforniaResearch SIG's active inventory and contact/pitch properties to potential buyers.-Catalog relevant properties on the market by product type, CAP rate, and price.- Assist with Proposals or Broker Opinion of Value (BOVs) and pull comps on deals.- The Junior Advisor role is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role plays, meetings, and training.
Member Experience Advisor, Floater Southland Credit UnionMember Experience Advisor, FloaterLos Alamitos, CaliforniaFull timeAt Southland Credit Union, our Member Experience Advisor, Floater serves as a relationship-focused financial partner, delivering exceptional service while supporting multiple Financial Center locations throughout the Southland Credit Union branch network. As a universal banker, you'll confidently assist members with everything from everyday transactions to opening new accounts, supporting lending conversations, and connecting them with products and digital solutions that fit their needs.
Data Analytics Advisor Southern California EdisonData Analytics AdvisorIrwindale, CAGathers relevant data from various sources, including databases, spreadsheets, APIs, or data warehouses and ensures data integrity by cleaning and preprocessing it to remove errors, inconsistencies, or missing values that could affect the accuracy of the analysis. + Uses statistical and analytical techniques to explore and examine cleaned data; apply methods like descriptive statistics, data mining, predictive modeling, and machine learning algorithms to identify patterns, relationships, and trends within the data.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)Los Angeles, CAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
Service Advisor Airport Marina HondaService AdvisorLos Angeles, California$4,000–$7,000Currently we are seeking employment for Service Advisors positions and welcome all candidates with vehicle repair backgrounds and selling capabilities. Oversee technicians working on customers’ vehicles, including their time management/efficiency, parts ordering, job completion times.
Experienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office) Conrey Insurance Brokers & Risk ManagersExperienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office)Orange, CA$85,000–$145,000 / yearConstantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, and gain certifications like the CPCU, CIC, ARM, etc. Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively.
Technical Audits Advisor Southern California EdisonTechnical Audits AdvisorRosemead, CAAssists in identifying and assessing business risks, assess effectiveness of existing controls, recommending additional controls when necessary, and verifying accuracy of financial records and efficiency of operations. + Demonstrated experience using data analytics to support audit planning, testing, and reporting, including: + Extracting and analyzing data from large Enterprise Resource Planning (ERP) systems (e.g., SAP).
14677 - Talent Advisor | Culver City, CA (Onsite) | In-House Temp Kelly Services Inc14677 - Talent Advisor | Culver City, CA (Onsite) | In-House TempCulver City, CAEssential Skills, Knowledge & Experiences: Proficient understanding of HR/staffing practices such as on-boarding, off-boarding, talent management, employment law, and contract language. Kelly is a team of experts driven by our belief that the impact of the right person in the right job is limitless.
Tactical Grid Support (TGS) Advisor for Transmission & Telecom (T&T) Operations Southern California EdisonTactical Grid Support (TGS) Advisor for Transmission & Telecom (T&T) OperationsSanta Clarita, CAIn this job, you'll support Grid Performance Resource Supervisor's with analytics, querying, and tactical or ad-hoc reporting capabilities, while providing tangential support to the broader Grid Leadership Team to usher work through scheduling and execution, ultimately to completion. + Obtains management approval for on-going projects and conducts tracking, analysis and resolution of project cost, scope, resource and schedule issues, ensuring commitment on detailed work plans, including contingency and communication plans.
NewOutreach Advisor AMDA CollegeOutreach AdvisorLos Angeles, CAUnder the guidance of the Director of Outreach, the Outreach Advisor will conduct and schedule a variety of outreach initiatives including, but not limited to, college fairs, thespian festivals, dance competitions, AMDA auditions, school visits, and a variety of regional strategic initiatives for the purpose of promotional marketing, lead generation, and business development. AMDA offers various pathways for students to receive unparalleled performing arts education taught by world-class industry professionals, including Professional Conservatory Certificates as well as undergraduate and graduate degrees (Bachelor of Fine Arts, Bachelor of Arts, Associate of Occupational Studies, Master of Fine Arts and Master of Arts).
Customer Energy Programs Senior Advisor Southern California EdisonCustomer Energy Programs Senior AdvisorIrwindale, CAThis position leads complex program initiatives, drives digital transformation and operational excellence, oversees regulatory compliance and vendor performance, and partners across the enterprise to deliver measurable improvements in customer experience, program effectiveness, and operational efficiency. The Customer Energy Programs, Senior Advisor plays a critical leadership role in advancing customer assistance and energy affordability programs by translating regulatory requirements and business goals into effective, customer-focused solutions.
Financial Solutions Advisor - East San Gabriel Valley Region Bank of America CorpFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key 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.
Financial Solutions Advisor - West Hills Region Bank of America CorpFinancial Solutions Advisor - West Hills RegionRedondo Beach, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - West Hills Region Redondo Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Inglewood, California; San Pedro, California; Long Beach, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Wealth Management Advisor - Pasadena, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Pasadena, CAPasadena, CABusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Advisor Support Representative AltruistAdvisor Support RepresentativeLos Angeles, CA$57,000–$76,000 / yearAs the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients.