Financial Advisor - BMO Bank LPL FinancialFinancial Advisor - BMO BankManhattan Beach, California$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Manhattan Beach, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Pay Range:100,000 - 140,000The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
Financial Advisor – First City Credit Union LPL FinancialFinancial Advisor – First City Credit UnionPasadena, CaliforniaThis employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at First City Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - First City Credit Union LPL Financial Holdings IncFinancial Advisor - First City Credit UnionPasadena, CAThis employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at First City Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability Markel Group IncSenior Claims Examiner, Lawyers and Financial Advisors Professional LiabilityWoodland Hills, CA$78,000–$134,090 / yearThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
Financial Advisor Global Credit Union Home Loans LLCFinancial AdvisorGlendale, CA$60,000–$80,000 / yearStarting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
Financial Advisor Senior City National BankFinancial Advisor SeniorWest Hollywood, CaliforniaRemoteFull timeThe SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with City National Bank colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
NewFinancial Solutions Advisor - West San Gabriel Valley Bank of America CorpFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, 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 San Gabriel Valley Alhambra, California; South Pasadena, California; El Monte, California; El Monte, California; Altadena, California; San Marino, California; Pasadena, California; San Gabriel, California; Monterey Park, California; Pasadena, California; Temple City, California; Arcadia, California; Monterey Park, California; Alhambra, California; Rosemead, California; Pasadena, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Investment Executive (Financial Advisor) Greater Los Angeles, CA Fifth Third BankInvestment Executive (Financial Advisor) Greater Los Angeles, CALos Angeles, CaliforniaInvestment Executive (Financial Advisor) Greater Los Angeles, CA At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct 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.
Financial Planner with Athletic Background Beer Financial GroupFinancial Planner with Athletic BackgroundSanta Monica, CaliforniaWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Financial Planner Seeking former Athletes Beer Financial GroupFinancial Planner Seeking former AthletesWoodland Hills, CaliforniaWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Senior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group)Santa Monica, CA$95,000–$140,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $95,000 - $140,000. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the west coast.
Wealth Advisor Cerity Partners LLCWealth AdvisorPasadena, CA$110,000–$165,000 / yearThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Senior Wealth Advisor M&T Bank CorpSenior Wealth AdvisorLos Angeles, CA$162,100–$270,100 / yearEducation and Experience Required: Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Member Services Advisor II SkyOne Federal Credit UnionMember Services Advisor IIHawthorne, CAFull timeYour day as a Member Services Advisor IIAs a Full Time Member Services Advisor II at SkyOne Federal Credit Union, you will play a pivotal role in developing and nurturing member relationships through high-quality consultative service. Additionally, you will support business development efforts by conducting outbound sales and service calls, while providing frontline coverage at our branches and call center, ensuring a seamless experience for our members.
Member Services Advisor I SkyOne Federal Credit UnionMember Services Advisor IHawthorne, CAFull timeKey responsibilities include handling member inquiries by phone and in person; processing transactions and account maintenance; opening and closing memberships; establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay); supporting consumer loan applications and payoff requests; coordinating with internal partners for mortgages, IRAs, investments, and consumer loans; and following all policies, security requirements, and BSA/OFAC compliance. Your day as a Member Services Advisor IYou start by reviewing priorities and getting set for a steady flow of calls, walk-ins, and follow-ups.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)Los Angeles, CARemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
Entry Level Financial Specialist Beer Financial GroupEntry Level Financial SpecialistWoodland Hills, CaliforniaAs 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. Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
SVP, Advisor NFP CorpSVP, AdvisorLos Angeles, California$170,000–$200,000 / yearFull timeExecute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. As part of Wealthspire’s infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.
Salinas Financial Group ProducifyXSalinas Financial GroupManhattan 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.
NewFinancial Solutions Advisor - CA Coastal Region Bank of America CorpFinancial Solutions Advisor - CA Coastal 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. Back to search results Financial Solutions Advisor - CA Coastal Region Agoura, California; Ojai, California; Simi Valley, California; Camarillo, California; Santa Paula, California; Santa Maria, California; Newbury Park, California; Oxnard, California; Ventura, California; Arroyo Grande, California; Westlake Village, California; Santa Maria, California; Thousand Oaks, California; San Luis Obispo, California; Simi Valley, California; Santa Barbara, California; Oxnard, California; Westlake Village, California; Santa Barbara, California; Moorpark, California; Oxnard, California; Goleta, California; Ventura, California; Thousand Oaks, California; Santa Barbara, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.