Associate Director Influencer Management Media.MonksAssociate Director Influencer ManagementLos Angeles, CA$90,000–$100,000 / yearBeyond campaign leadership, you will play a critical role in growing the influencer marketing practice by identifying opportunities to expand existing client partnerships, developing innovative solutions, and supporting new business efforts through strategic proposals and client pitches. By deploying bespoke intelligent agents across disciplines and delivering culturally relevant, high-impact creative and digital solutions, Monks solves key critical business challenges across the entire brand enterprise to help brands sustain long-term impact.
Financial Advisor (Registered Investment Advisors) Right Hire ConsultingFinancial Advisor (Registered Investment Advisors)Los Angeles, CaliforniaWe are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning . We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals.
New["Wealth Advisor","Wealth Advisor"] MRINetwork["Wealth Advisor","Wealth Advisor"]EncinoAbout Client: Founded in 2006, Client is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers & entertainment professionals, athletes, and other extraordinary individuals and their families. As one of the nation's leading registered investment advisor firms, we support your growth with a collaborative client-first culture and expertise across financial disciplines such as financial planning, investment management, business planning, tax & estate planning.
New["Associate Wealth Advisor","Associate Wealth Advisor"] Orange County's Credit Union["Associate Wealth Advisor","Associate Wealth Advisor"]Santa AnaFor more than 85 years, we've helped our members achieve life's most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions. Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County's most respected financial institutions.
New["Associate Wealth Advisor","Associate Wealth Advisor"] OC Federal Credit Union["Associate Wealth Advisor","Associate Wealth Advisor"]Santa AnaFor more than 85 years, we've helped our members achieve life's most important milestones by building genuine relationships, providing trusted guidance, and putting people before transactions. Today, with more than $3 billion in assets and 145,000+ members, we continue to grow while staying true to the values that have made us one of Orange County's most respected financial institutions.
Investment Advisor MassMutual PacificInvestment AdvisorCity of Industry, CA$65,000–$250,000 / yearWe’re seeking seasoned professionals and entrepreneurs who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.
Credit Advisor, Global Wealth & Investment Management Bank of America CorpCredit Advisor, Global Wealth & Investment ManagementBeverly Hills, CA$126,000–$250,000 / yearResponsibilities:• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limitsRequired Qualifications:• 10 plus years of commercial credit or wealth management credit experience• Strong oral and written communication skills• Effectively present to Merrill leadership and advisors around Custom Credit• Strong credit skills (commercial / UHNW)• Organized and can handle/prioritize several transactions at the same time• Ability to work well with underwriting, risk, and other business partners• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures• Conduct preliminary analysis to determine viability of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.• Manage ongoing loan portfolio (reporting, covenants, etc.)Desired Qualifications:• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans• BS degree / MBASkills:• Business Development• Loan Structuring• Negotiation• Prospecting• Relationship Building• Active Listening• Business Acumen• Client Management• Customer and Client Focus• Profitability Analysis• Influence• Pipeline Management• Portfolio Management• Problem Solving• Sales StrategyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketWoodland Hills, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: West LA Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: West LA MarketLos Angeles, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Los Angeles MarketLos Angeles, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program- Financial Advisor: Pasadena Central Valley Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Pasadena Central Valley MarketPasadena, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior Mutual Fund/Investment Compliance Analyst II Pacific LifeCorpSenior Mutual Fund/Investment Compliance Analyst IINewport Beach, CAAs a Senior Mutual Fund/Investment Compliance Analyst II youll move Pacific Life, and your career, forward by providing expertise on a variety of compliance related functions/projects to ensure mutual fund, advisor, and insurance company separate account compliance with applicable Securities and Exchange Commission, National Futures Association, and Commodity Futures Trading Commission regulations. How youll help move us forward: Preparation and analysis of materials for regulatory filings, proactively and independently identifying, researching, and resolving complex compliance issues and exercising judgment in escalating matters to management when appropriate.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)California, CARemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
Investment Executive (Financial Advisor) Greater Los Angeles, CA Fifth Third BancorpInvestment 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.
New["Senior Wealth Advisor","Senior Wealth Advisor"] Harrison Gray Search and Consulting LLC["Senior Wealth Advisor","Senior Wealth Advisor"]Los AngelesThis is a unique opportunity to join a firm with substantial existing AUM and an established ultra-high-net-worth client base, positioning the right advisor for significant long-term growth alongside a defined path to inheriting major book relationships built over decades. Experience advising ultra-high-net-worth clients ($10MM+ households) on complex planning needs: multi-generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax-efficient portfolio construction.
Account Manager, Alternatives Investment Specialist (West Region) PIMCOAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CaliforniaAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO’s alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates—who own the advisor relationships—to help scale PIMCO’s alternatives distribution strategy in the West Region.
NewFiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based UpsideLos Angeles, CA$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).CA Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
J.P. Morgan Wealth Management - Private Client Investment Associate - Century City, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Century City, CALos Angeles, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewJ.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CANewport Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.