NewEstate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
Financial Advisor AmeripriseFinancial AdvisorLos Angeles, CaliforniaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Advisor Northwestern MutualFinancial AdvisorAnaheim, California$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAFinancial 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorBurbank, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
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.
NewFinancial Advisor GoldBook FinancialFinancial AdvisorLos Angeles, CA$50,000–$150,000 / yearYou will work with individuals, families, and business owners to develop long-term strategies across areas such as wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning. This is an entrepreneurial, relationship-driven role designed for advisors who want greater ownership of their career and client relationships while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow.
Financial Advisor Foundation Risk PartnersFinancial AdvisorValencia, CA$50,000–$150,000 / yearDisclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Bachelor's degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services.
Financial Advisor - Ventura County Thrivent Financial for LutheransFinancial Advisor - Ventura CountyWoodland Hills, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Greater Los Angeles And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles And Surrounding AreaGlendale, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Santa Clarita Valley And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Santa Clarita Valley And Surrounding AreasSanta Clarita, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for LutheransAssociate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CARedondo Beach, CAAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.
VP Financial Advisor Wealth Enhancement Group AcquisitionVP Financial AdvisorSan Marino, CA$164,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Associate Financial Advisor Northern TrustAssociate Financial AdvisorLos Angeles, CA$85,330–$145,130 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. The AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice.
Financial Advisor Paul Mitchell SchoolsFinancial AdvisorPasadena, CA$22–$25 / hourFull timeFINANCIAL ADVISOR QUALIFICATIONS:Bachelor's degree or equivalent experience (preferred)5+ years in a similar roleComputer and data entry skillsAbility to multitask and coach othersExcellent interpersonal, verbal, and written communication skillsPassion for the beauty industry, honesty, and professionalismKnowledge of Paul Mitchell Schools' cultural and technical systems (preferred)WHAT YOU GET:This full-time position offers a competitive pay range of $22 - $25 per hour, along with a comprehensive benefits package that includes:Health, dental, and visionPaid sick and vacation timeDiscounted professional products and servicesHoliday bonusesLEARN MORE ABOUT US:We are a leading cosmetology school in Southern California, located just minutes from Old Town Pasadena and South Lake Avenue. You will spend your days preparing essential paperwork for grants and loans, counseling future beauty professionals and their families on financial aid eligibility and guidelines, and ensuring that all financial files are meticulously compliant with regulations.
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.
Experienced Financial Advisor SagientExperienced Financial AdvisorLos Angeles, CA$100,000–$200,000 / yearOur advisors maintain the entrepreneurial freedom to build their businesses their way while gaining access to the planning capabilities, investment resources, advanced-market expertise, technology, marketing support, and transition guidance needed to scale. Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing a sophisticated financial practice.
NewFinancial Advisor Edward Jones InvestmentsFinancial AdvisorOrange, CABuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.