159 Results for

Financial Advisor Jobs in Santa Monica, CA

Jobs

Los Angeles, CA7 days ago

$130,000–$155,000 Per Year

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New!

La Canada, CAToday

$64,965.62–$111,595 Per Year

Qualifications Competitive candidates must demonstrate: Experience as a Property Field Inspection Claim Specialist in the insurance industry, specifically in property claims Strong knowledge of property insurance policies, coverage and claim handling practices Knowledge of both residential and commercial building construction Familiarity with local regulations and compliance requirements in your assigned territory Excellent communication and interpersonal skills to effectively interact with clients, agents, and other stakeholders Proven effective communication skills to handle difficult/emotional conversations with a customer-minded focus Proven ability to assess damages, estimate repair costs, and negotiate settlements Detail-oriented with strong organizational and analytical skills Proficient in using claims management software and other relevant tools Physical agility to allow for: frequent lifting, carrying and climbing a ladder; ability to navigate roofs at various heights for inspection of both residential and commercial structures; ability to crawl in tight spaces May be required to complete Rope and Harness Safety Training. A valid driver's license is required Preferred: Bachelor's Degree in a related field or equivalent work experience Experience in handling complex or high-value claims Construction background Water mitigation inspection experience Xactimate, XactContents Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s), Motor Vehicle Record (MVR) checks, and background checks required of various state(s).

Los Angeles, California26 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.

South Bay, CA12 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.

Encino, CA20 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.

Pasadena, CA14 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.

El Segundo, CA13 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, CA25 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.

New!

Los Angeles, CA6 days 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.

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, California18 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.

Beverly Hills, California19 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.

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.

Rosemead, CA8 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, CA12 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.

Cypress, 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.

Glendale, CA30+ days ago

Full-time

Westminster, CA30+ days ago

Full-time

Manhattan Beach, CA30+ days ago

Full-time

San Gabriel, CA30+ days ago

Full-time

Los Alamitos, CA30+ days ago

Full-time

Beverly Hills, CA30+ days ago

Full-time

Westminster, CA30+ days ago

Full-time

Thousand Oaks, CA30+ days ago

Full-time

Westlake Village, CA30+ days ago

Full-time

Pasadena, CA30+ days ago

Full-time

Los Angeles, CA30+ days ago

Full-time

Lakewood, CA30+ days ago

Full-time

Northridge, CA30+ days ago

Full-time

Long Beach, CA30+ days ago

Full-time

Seal Beach, CA30+ days ago

Full-time

Moorpark, CA30+ days ago

Full-time

Whittier, CA30+ days ago

Full-time

Gardena, CA30+ days ago

Full-time

Thousand Oaks, CA30+ days ago

Full-time

Westlake Village, CA30+ days ago

$70,000–$90,000

The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

Manhattan Beach, CA13 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.

Westlake Village, CA30+ days ago

$100,000–$125,000 Per Year

Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.

Los Angeles, CA26 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.

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.

Manhattan Beach, CA13 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.

Pasadena, CA30+ days ago

Full-time

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.

New!

Hawthorne, CA4 days ago

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. 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.

Pasadena, California30+ days ago

Our 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.

Thousand Oaks, CA30+ days ago

Full-time

Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.

Redondo Beach, CA18 days ago

$120,000–$150,000 Per Year

This position requires applicants to be either U.S. Persons (i.e., U.S. citizen, U.S. national, lawful permanent U.S. resident (green card holder), an individual granted asylum in the U.S., or an individual admitted in U.S. refugee status) or persons eligible to obtain an export license from the U.S. Departments of State, Commerce, or other applicable U.S. government agencies. They will provide functional leaders both detailed analysis and actionable business incites; the ideal candidate will be both analytically curios and operationally minded.

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Financial Advisor Jobs in Santa Monica, CA

Finance Manager (CPA Needed) Jobot

Claim Specialist - Property Field Inspection State Farm Mutual Automobile Insurance Company

Financial Advisor Northwestern Mutual

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

Financial Advisor Pointwealth Capital Management

Financial Advisor MassMutual Pacific

Financial Advisor Sagient

Financial Advisor with Strong Tax Background LMW Financial LLC

Financial Advisor with Sales Background The Fadil Group

Financial Advisor - Los Angeles Lenox Advisors

Financial Services Advisor Atlasfinancialsolutions Co

Advisor Financial Aid Universal Technical Institute

Financial Advisor Senior City National Bank

Financial Aid Services Advisor Paul Mitchell Schools

Financial Reporting Advisor -- SEC Reporting Southern California Edison

Financial Aid Advisor West Coast University, Inc.

Senior Advisor, Financial Analysis Southern California Edison

Wealth Advisor RFG Advisory

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

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 (Westminster Beach) 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 - Alhambra, CA (Atlantic and Valley Branch 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 - Beverly Hills, 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 - Thousand Oaks and Simi Valley, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, Ca (area) 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 - Los Angeles, CA and Surrounding Areas 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 - Northridge / Santa Clarita, CA (area) 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 - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase Bank, N.A.

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

J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks, CA (Janss and Moorpark) JPMorgan Chase Bank, N.A.

Wealth Management Financial Planner One Capital Management, LLC

Client Advisor with Athletic Background Salinas Financial Group

Financial Planner (Director) One Capital Management, LLC

Senior Wealth Advisor Columbia Bank

Investment Advisor Associate: Regal Executive Search

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

Entry-Level Financial Representative Salinas Financial Group

Senior Home Lending Advisor, Pasadena, CA JPMorgan Chase Bank, N.A.

Member Services Advisor II SkyOne Federal Credit Union

Mortgage Loan Advisor East West Bank

Virtual Sales Advisor - Work from Anywhere, Anytime Legacy Harbor Advisors

Senior Financial Analyst (FP&A) Impulse Space

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