Financial Consultant Wells Fargo BankFinancial ConsultantPasadena, CaliforniaThey 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. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Associate Advisor - Woodland Hills, CA Advisor Talent SolutionsAssociate Advisor - Woodland Hills, CAWoodland Hills, CaliforniaPosition: Associate Advisor Firm: Premiere Wealth Advisors Location: Woodland Hills, CA Overview: Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA with an office in Woodland Hills, CA and another location opening near Westlake Village/Agoura Hills, CA. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
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.
Senior Financial Analyst Internet Brands, Inc.Senior Financial AnalystEl Segundo, CAInternet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. Internet Brands, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel.
Senior Financial Analyst - GTM MetropolisSenior Financial Analyst - GTMLos Angeles, CA$95,000–$120,000 / yearProven ability to leverage generative AI and advanced data tools (e.g., LLMs, specialized financial AI agents, automated data analysis workflows) to accelerate financial modeling, synthesize market research, and automate routine reporting without sacrificing accuracy. The actual base salary offered is determined by a number of variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held, and the location of residence and/or place of employment.
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.
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.
Sr. Member Experience Advisor, Floater Southland Credit UnionSr. Member Experience Advisor, FloaterLos 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.
Member Experience Advisor Southland Credit UnionMember Experience AdvisorLos Alamitos, CaliforniaFull timeAs 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. More than a traditional teller or banker, you'll serve as a trusted financial partner—building meaningful relationships, providing personalized financial guidance, and helping members achieve their financial goals.
Avp, Financial Consulting Axos BankAvp, Financial ConsultingLos Angeles, CAAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Mortgage Loan Advisor East West BankMortgage Loan AdvisorEl Monte, CaliforniaFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.
Wealth Advisor Cerity PartnersWealth AdvisorLos Angeles, CaliforniaThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. 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 Family Advisor International Search ConsultantsSenior Family AdvisorLos Angeles, CaliforniaThey are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a trusted advisor to sophisticated clients with complex financial, fiduciary, estate planning, tax, and investment needs. Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning .
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorLos Angeles, CaliforniaOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
Senior Wealth Advisor, Los Angeles, CA Wilmington TrustSenior Wealth Advisor, Los Angeles, CALos Angeles, CaliforniaBachelor'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.
Senior Home Lending Advisor, La Habra, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, La Habra, CALa Habra, CAFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Member Services Advisor II SkyOne Federal Credit UnionMember Services Advisor IIHawthorne, CAAdditionally, 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. As 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.
Wealth Advisor TIAAWealth AdvisorPasadena, CaliforniaBusiness 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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.
Wealth Advisor Morton WealthWealth AdvisorCalabasas, CaliforniaOur ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.