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 - Los Angeles, CA and Surrounding AreasLos Angeles, CAFull timeUsing 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.
Associate Advisor - Glendora, CA Advisor Talent SolutionsAssociate Advisor - Glendora, CAGlendora, CaliforniaPosition: Associate Advisor Firm: Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, 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 Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaIrvine, CAYou 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.
Wealth Management Advisor - Sherman Oaks, CA TIAAWealth Management Advisor - Sherman Oaks, CASherman Oaks, CaliforniaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business 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.
Health Insurance Advisor (1099 Independent Contractor) TransGlobal Holdings Co.Health Insurance Advisor (1099 Independent Contractor)Anaheim, CaliforniaRemoteIn this role, you will help individuals, families, and seniors navigate their healthcare coverage options by providing personalized health insurance solutions, including Individual & Family Plans, Medicare, ACA Marketplace Plans, Dental & Vision Coverage, and Supplemental Health Products. Previous experience in health insurance, Medicare, customer service, sales, or financial services preferred.
Health Insurance Advisor TransGlobal Holdings Co.Health Insurance AdvisorAnaheim, CaliforniaRemoteIn this role, you will help individuals, families, and seniors navigate their healthcare coverage options by providing personalized health insurance solutions, including Individual & Family Plans, Medicare, ACA Marketplace Plans, Dental & Vision Coverage, and Supplemental Health Products. Previous experience in health insurance, Medicare, customer service, sales, or financial services preferred.
Senior Financial Planner/Wealth Strategist - KAR VirtusSenior Financial Planner/Wealth Strategist - KARLos Angeles, CA$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M-$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies-with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Wealth Management Advisor - Pasadena, CA TIAAWealth Management Advisor - Pasadena, CAPasadena, CABusiness 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. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Advisor Support Representative AltruistAdvisor Support RepresentativeLos Angeles, CA$57,000–$76,000 / yearAs the team continues to scale, Advisor Support Representatives may develop deeper expertise within a specific product or operational specialization while continuing to provide broader-based advisor support. Advisor Support Representatives at Altruist operate at the intersection of product, operations, and service, solving complex problems that directly impact advisors and their clients.
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.
NewAssociate Wealth Management Advisor-Beverly Hills U.S. BankAssociate Wealth Management Advisor-Beverly HillsBeverly Hills, CaliforniaDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect’s investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. - Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .
Senior Wealth Advisor | California (Northern & Southern) Citigroup Inc.Senior Wealth Advisor | California (Northern & Southern)Los Angeles, CA$70,000–$200,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Client Advisor with Athletic Background Salinas Financial GroupClient Advisor with Athletic BackgroundManhattan Beach, CaliforniaPrior 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.
NewAssociate Wealth Management Advisor-Beverly Hills U.S. BancorpAssociate Wealth Management Advisor-Beverly HillsBeverly Hills, CA$65,000–$80,200 / yearDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewWealth 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.
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 - Whittier, CA and Surrounding AreasWhittier, CAFull timeUsing 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.
Wealth Advisor, Director BMO (Bank of Montreal)Wealth Advisor, DirectorPasadena, CA$122,400–$228,000 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Advisor Onboarding Specialist AltruistAdvisor Onboarding SpecialistLos Angeles, CA$79,000–$113,000 / yearYou'll own your implementations end to end - running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles.
NewFinancial Consultant - Client Growth & Retention Edelman Financial Engines LLCFinancial Consultant - Client Growth & RetentionCA$85,000–$97,600 / yearThat's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Ediscovery Technical Advisor (Top Secret Clearance Required) CONTACT GOVERNMENT SERVICESEdiscovery Technical Advisor (Top Secret Clearance Required)Los Angeles, CA$137,200–$186,200 / yearSkills and attributes for success: contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; Contractor shall analyze search/collection results for data gaps; Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; Contractor shall document electronic discovery plans and procedures for each individual case; Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; Contractor shall provide eDiscovery collections on criminal cases. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.