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.
Client Service Associate (Newport Beach, CA) Oppenheimer & Co. Inc.Client Service Associate (Newport Beach, CA)Newport Beach, CA$50,000–$60,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Financial Advisor Northwestern MutualFinancial AdvisorCorona, 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.
Client Specialist BairdClient SpecialistBell, PennsylvaniaResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
Senior Registered Client Service Associate (Newport Beach, CA) Raymond James Financial IncSenior Registered Client Service Associate (Newport Beach, CA)Newport Beach, CA$55,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Associate Financial Planner Wealth Enhancement Group AcquisitionAssociate Financial PlannerLos Angeles, CA$70,000–$80,000 / yearThis role provides centralized support to Financial Advisors and their clients by developing comprehensive financial plans and analyses, helping guide clients toward their long-term goals within a collaborative team environment. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Member Services Advisor II SkyOne Federal Credit UnionMember Services Advisor IIHawthorne, CAFull timeYour day as a Member Services Advisor IIAs 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. Additionally, 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.
Project Advisor Volunteers of America Los AngelesProject AdvisorNorth Hollywood, CA$25.94–$27.30 / hourAbility to perform under circumstances of possible emotional stress and conflicts dealing with difficult, uncooperative, and potentially aggressive clients as VOALA serves the neediest of the needy in our programs which may include clients with homelessness, mental-illness, substance abuse, recently released from incarceration and other challenges. VOALA provides a variety of social services to Los Angeles area communities such as Head Start programs, Upward Bound college prep programs, veterans’ services, homeless shelters, low-income housing program as well as drug and alcohol rehabilitation.
Senior Financial Planner Beacon Pointe Advisors LLCSenior Financial PlannerNewport Beach, CASpecific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Senior Financial Planner Beacon Pointe AdvisorsSenior Financial PlannerNewport Beach, CAThis position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning investment and impact solutions as part of our allWEALTH experience enhancing our clients lives through alignment of their wealth and what matters. About the Beacon Pointe Family of Companies Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
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.
Member Services Advisor I SkyOne Federal Credit UnionMember Services Advisor IHawthorne, CAFull timeKey responsibilities include handling member inquiries by phone and in person; processing transactions and account maintenance; opening and closing memberships; establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay); supporting consumer loan applications and payoff requests; coordinating with internal partners for mortgages, IRAs, investments, and consumer loans; and following all policies, security requirements, and BSA/OFAC compliance. Your day as a Member Services Advisor IYou start by reviewing priorities and getting set for a steady flow of calls, walk-ins, and follow-ups.
Market Director Thrivent Financial for LutheransMarket DirectorLos Angeles, CA$145,000–$211,000 / yearThe base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. DUTIES & RESPONSIBILITIES: Attract and Retain Talent: Build and execute a plan to recruit quality talent by developing trusting relationships within broad networks, leverage and grow your personal centers of influence (COI) to obtain referrals for talent to fit across channels.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorNewport Beach, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
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.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorFountain Valley, CAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewSenior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorIrvine, CAThe 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.
Receptionist Ultimate Staffing ServicesReceptionistIrvine, California$20–$21 / hourThis role is more of an entry-level position and ideal for someone who enjoys interacting with people, has strong customer service skills, and is interested in building office and administrative experience within a stable, growing company. The chosen candidate will work alongside one other receptionist and support attorneys and financial advisors by managing front desk operations, phone calls, and general office coordination.
Tax Manager - Tax Exempt DeloitteTax Manager - Tax ExemptCosta Mesa, CAFull timeYou'll build and maintain trusted client relationships while advising on tax compliance, business restructuring, acquisition planning, exemption strategies, philanthropic and charitable giving planning, unrelated business tax matters, and tax controversy. You'll spend at least half-and potentially all-of your time supporting tax-exempt organizations and working directly with client leaders to address complex tax matters, manage risk, and advance their missions.
NewTax Manager - Private Wealth DeloitteTax Manager - Private WealthCosta Mesa, CA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.