Wealth Advisor - California Zions Bancorporation NAWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Senior Wealth Advisor M&T Bank CorpSenior Wealth AdvisorLos Angeles, CA$162,100–$270,100 / yearEducation and Experience Required: Bachelor'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.
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.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeAnaheim, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Wealth Advisor (Torrance) EP Wealth Advisors LLCWealth Advisor (Torrance)Torrance, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.
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.
NewDeals - Financial Due Diligence - Manager PricewaterhouseCoopers LLPDeals - Financial Due Diligence - ManagerLos Angeles, CA$99,000–$232,000 / yearYou will analyze financial information, focusing on quality of earnings, assets, cash flows, and other key client deal issues, helping clients navigate complex transactions and maximize value in their business deals. Preference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance.
Transformation Programs Advisor Palo Alto Networks IncTransformation Programs AdvisorCA$213,440–$293,480 / yearYou will work alongside customer executives and security leaders to model financial ROI, define target state security postures, and establish strategic roadmaps for modern identity and security architectures. Target Architecture Alignment: Advise customer stakeholders on modern security principles, including Zero Trust frameworks, modern privilege management, and cloud-first security models.
Sr. Member Experience Advisor, Floater Southland Credit UnionSr. Member Experience Advisor, FloaterLos Alamitos, CaliforniaFull timeYou’ll continue doing the work you enjoy as a universal banker—building relationships, helping members with their financial needs, and supporting day-to-day Financial Center operations—while also serving as a resource and mentor to the associates around you. You may be processing transactions, opening memberships and deposit accounts, assisting with consumer lending conversations, or helping members find products, services, and digital solutions that fit their needs.
Member Experience Advisor Southland Credit UnionMember Experience AdvisorLos Alamitos, CaliforniaFull timeYou’ll move comfortably between processing transactions, opening accounts, supporting lending conversations, and helping members discover digital tools and financial solutions that fit their needs. Your day may include processing transactions with accuracy, opening memberships and deposit accounts, or helping a member navigate a consumer lending application.
Financial 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.
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.
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.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)Los Angeles, CARemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
Entry Level Financial Specialist Beer Financial GroupEntry Level Financial SpecialistWoodland Hills, CAFull timeAs 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. Started as a full-time financial representative in Princeton, NJ; held leadership roles as College Unit Director and Field Director, leading his units to national and regional achievements.
Senior Financial Planner - Remote (PST Time Zone) EP Wealth Advisors LLCSenior Financial Planner - Remote (PST Time Zone)CARemote$90,000–$120,000 / yearMergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
Financial Representative - Entry Level Salinas Financial GroupFinancial Representative - Entry LevelManhattan Beach, CAFull timeBeyond 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.
Senior Academic Advisor For Strategic Student Support University of Southern CaliforniaSenior Academic Advisor For Strategic Student SupportLos Angeles, CA$34.35–$41.70 / hourComplicated cases may involve undergraduate leave of absence policy and procedures; students dismissed from an academic major; students working with multiple administrative offices; students with a foreign language substitution accommodation; students who have had multiple withdrawals or failed classes. The Senior Academic Advisor for Strategic Student Support will also support a population of Undergraduate Success Program students, a population of Exploratory major students and collaborate with other academic advisors in the Academic Exploration Advising office on projects and tasks.
Senior Academic Advisor for Strategic Student Support University of Southern CaliforniaSenior Academic Advisor for Strategic Student SupportLos Angeles, CA$34.35–$41.70 / hourComplicated cases may involve undergraduate leave of absence policy and procedures; students dismissed from an academic major; students working with multiple administrative offices; students with a foreign language substitution accommodation; students who have had multiple withdrawals or failed classes. The Senior Academic Advisor for Strategic Student Support will also support a population of Undergraduate Success Program students, a population of Exploratory major students and collaborate with other academic advisors in the Academic Exploration Advising office on projects and tasks.
Student Services Advisor I University of Southern CaliforniaStudent Services Advisor ILos Angeles, CA$25–$30.45 / hourWhen extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations. Lastly, the Student Services Advisor I evaluates student problems, academic, administrative or personal, and refers student to appropriate student services office for additional counseling, and liaises with other offices on behalf of students to facilitate problem resolution.