218 Results for

Financial Advisor Jobs in Eagle Rock, CA

Jobs

New!

Los Angeles, CA2 days ago

$130,000–$155,000 Per Year

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Los Angeles, California21 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Garden Grove, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Irvine, CA21 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

South Bay, CA7 days ago

Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Finance Lead – FP&A Lead – Financial Planning & Analysis Lead – Finance Manager – FP&A Manager – Financial Planning & Analysis Manager – Investment Banking – Strategic Finance – Financial Modeling – Advanced Excel.

Pasadena, CA9 days ago

$85,000–$350,000 Per Year

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.

Encino, CA15 days ago

You will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.

New!

Los Angeles, CA1 day ago

$100,000–$1,000,000 Per Year

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.

El Segundo, CA8 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Studio City, CA30+ days ago

Some 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.

Torrance, CA20 days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.

Irvine, California14 days ago

$85,000–$100,000 Per Year

Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

Los Angeles, California7 days ago

Remote

$90,000–$100,000 Per Year

The 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 CNB 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.

Los Angeles, California30+ days ago

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

Long Beach, California13 days ago

Future Advisors work closely with Admissions Representative and students to fully understand each student’s situation and indicators to determine the student’s likelihood of starting school and to develop an accurate projection of the upcoming starts. Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.

Pasadena, CA30+ days ago

$22–$25 Per Hour

You will demonstrate ethical behavior and confidentiality while working with sensitive information, and you will lead by example-focusing on a variety of tasks, managing multiple projects, and setting priorities in a lively, collaborative office. Step into the heart of the beauty industry at Paul Mitchell The School in Pasadena, CA, where your passion for helping others and your commitment to excellence will thrive as our next full-time Financial Aid Services Advisor.

Rosemead, CA30+ days ago

Visit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! Reviews and identifies impact to SCE from new regulations, guidance, and other publications issued by governmental bodies such as the SEC on critical matters impacting SCE.

Los Angeles, California30+ days ago

$28.53–$38.51 Per Hour

Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.

North Hollywood, California30+ days ago

$28.53–$38.51 Per Year

New!

Rosemead, CA3 days ago

You will also develop models to forecast business conditions, to support Corporate and departmental decision-making, review and assess impacts of changing regulations, develop and analyze data and writes compelling testimony and responses to regulatory agencies in support of rate, regulatory, and demand side management activities in compliance with regulatory requirements. + Champions the implementation of risk management and internal controls processes, including assessment and monitoring current internal controls to ensure they are adequately designed and operating effectively in compliance with accounting, organizational, and regulatory policies.

Santa Clarita, CA7 days ago

$100,000–$120,000 Per Year

Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.

Glendale, CA30+ days ago

Full-time

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Westminster, CA30+ days ago

Full-time

Manhattan Beach, CA30+ days ago

Full-time

Gardena, CA30+ days ago

Full-time

Whittier, CA30+ days ago

Full-time

Pasadena, CA30+ days ago

Full-time

Northridge, CA30+ days ago

Full-time

Beverly Hills, CA30+ days ago

Full-time

Westminster, CA30+ days ago

Full-time

San Gabriel, CA30+ days ago

Full-time

Irvine, CA30+ days ago

Full-time

Los Alamitos, CA30+ days ago

Full-time

Brea, CA30+ days ago

Full-time

Los Angeles, CA30+ days ago

Full-time

Seal Beach, CA30+ days ago

Full-time

Lakewood, CA30+ days ago

Full-time

Cypress, CA30+ days ago

Full-time

Long Beach, CA30+ days ago

Full-time

Orange, CA30+ days ago

Full-time

Azusa, CA30+ days ago

Full-time

Irvine, CA21 days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Manhattan Beach, CA8 days ago

$76,000–$193,000 Per Year

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. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.

Irvine, CA21 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Torrance,, CA30+ days ago

Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning. We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.

Irvine, CA30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Los Angeles, California30+ days ago

Demonstrated skills in performing advanced accounting and financial management functions, including budget preparation, account reconciliation, financial analysis, financial report preparation, fiscal projection, variance analysis, internal control, compliance audit, fiscal and strategic planning. Ability to making budgetary assumptions, developing accounting treatments, determining financial trends, creating business breakeven models, and applying technical knowledge in problem solving.

New!

Claremont, CA4 days ago

$110,000–$125,000 Per Year

ESSENTIAL FUNCTIONS: Reporting to the Assistant Vice President of Advancement, the Leadership Giving Officer and Philanthropic Advisor performs the following essential duties and responsibilities: Develop and implement strategies for qualifying, cultivating, soliciting, closing and stewarding donor prospects in the geographically-assigned portfolio of approximately 150 prospects. The Leadership Giving Officer must actively seek out opportunities, both on and off-campus, to develop and implement initiatives to ensure a strong base of high-level philanthropic support, in a cross-collaborative manner, in partnership with the Office of Alumni and Parent Engagement, Annual Giving and Planned Giving.

Rosemead, CA8 days ago

$43.43–$46.94

Job Title:Digital Advisor IWork Location:Rosemead, CA, 91770Job Duration: 18 MonthsJob Type: Temporary AssignmentWork Schedule:HybridShift: M-F (8-5)Job Description:Job duties may include:Lead team members in the preparation and review of regulatory reporting packages quarterly and annually in accordance with the requirements of regulatory bodies. The SMS ensures our safety efforts are working together, and provides a repeatable framework that relies on Worker and Leader Engagement to proactively identify and communicate safety risks, implement mitigation strategies, and continually improve the SMS.

Manhattan Beach, CA8 days ago

Beyond 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.

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Financial Advisor Jobs in Eagle Rock, CA

Finance Manager (CPA Needed) Jobot

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Advisor-Seattle RK Partners

Strategic Finance Manager x 165K - 190K + stock x South Bay Company Confidential

Financial Advisor MassMutual Pacific

Financial Advisor Pointwealth Capital Management

Financial Advisor - Los Angeles Lenox Advisors

Financial Advisor Sagient

Financial Advisor with Strong Tax Background LMW Financial LLC

Financial Advisor with Sales Background The Fadil Group

Financial Advisor, CFP Professional Full Bloom Wealth

Financial Advisor Senior City National Bank

Financial Services Advisor Atlasfinancialsolutions Co

Advisor Financial Aid Universal Technical Institute

Financial Aid Services Advisor Paul Mitchell Schools

Financial Reporting Advisor -- SEC Reporting Southern California Edison

Financial Aid Advisor West Coast University, Inc.

Financial Aid Advisor(temporary) West Coast University, Inc.

Senior Advisor, Financial Analysis Southern California Edison

Wealth Advisor RFG Advisory

J.P. Morgan Wealth Management - Private Client Advisor - East San Fernando Valley, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan Beach, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Alhambra, CA (Atlantic and Valley Branch JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Los Alamitos, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Cypress, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase Bank, N.A.

Financial Planner-Irvine, CA RK Partners

Client Advisor with Athletic Background Salinas Financial Group

Senior Wealth Advisor Columbia Bank

Investment Advisor Associate: Regal Executive Search

J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA JPMorgan Chase Bank, N.A.

FINANCIAL ANL MGR 1 The Regents of the University of California on behalf of their Los Angeles Campus

Leadership Giving Officer and Philanthropic Advisor Claremont McKenna

Digital Advisor I TekWissen LLC

Entry-Level Financial Representative Salinas Financial Group

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