Business Solutions Advisor - Los Angeles Hollywood Market Bank of America CorpBusiness Solutions Advisor - Los Angeles Hollywood MarketWest Hollywood, CA$26–$34.67 / hourJob Description:This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewCredit Solutions Advisor - Paramount City - Spanish Language Fluency Required Bank of America CorpCredit Solutions Advisor - Paramount City - Spanish Language Fluency RequiredParamount, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceSkills:Client ManagementClient Solutions AdvisoryCustomer and Client FocusReferral IdentificationRisk ManagementClient Experience BrandingCredit Documentation RequirementsCredit and Risk AssessmentPipeline ManagementReferral ManagementAttention to DetailCollaborationIssue ManagementProspectingRelationship BuildingRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
NewBusiness Solutions Advisor - San Gabriel West Market Bank of America CorpBusiness Solutions Advisor - San Gabriel West MarketLos Angeles, CA$26–$34.67 / hourJob Description:This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, US PIMCO2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, USNewport Beach, CAYou'll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you: Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation. See yourself as GWM, Private Client Group Account Analyst: Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results.
Certified Financial Planner Identified Talent SolutionsCertified Financial PlannerIrvine, CaliforniaFinancial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that 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 – We take a DEEP dive into planning. 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.
Senior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group)Santa Monica, CA$95,000–$140,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $95,000 - $140,000. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the west coast.
Director, Financial Planning Financial EnginesDirector, Financial PlanningEl Segundo, CA$125,000–$350,000 / yearRecognized 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. That'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.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorLos Angeles, 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.
Associate Director of Advisor Sales Human Interest IncAssociate Director of Advisor SalesCARemote$220,000–$230,000 / yearWe take into account the cost of labor for each position in various markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $220,000 - $230,000 which includes a base salary of $115,000 and a variable target compensation of $115,000.The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.
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 Services Professional - CA, Ventura (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - CA, Ventura (5261)Irvine, CA$250–$1,000420867'',''true'',''420867'',''false'',''Submission for the position: Financial Services Professional - CA, Ventura (5261) - (Job Number: 260000G4)'',''false'',''420867'',''false'',''true'',''Financial Services Professional - CA, Ventura (5261)'',''260000G4'',''UNITED STATES-CA-Irvine'',''UNITED STATES-CA-Irvine'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420867'',''420867'',''true'',''420867'',''false'',''Submission for the position: Financial Services Professional - CA, Ventura (5261) - (Job Number: 260000G4)'',''false'',''420867'',''false'',''true''.
Financial Services Professional - CA, Irvine (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - CA, Irvine (5261)Irvine, CA$250–$1,000420868'',''true'',''420868'',''false'',''Submission for the position: Financial Services Professional - CA, Irvine (5261) - (Job Number: 260000G5)'',''false'',''420868'',''false'',''true'',''Financial Services Professional - CA, Irvine (5261)'',''260000G5'',''UNITED STATES-CA-Irvine'',''UNITED STATES-CA-Irvine'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420868'',''420868'',''true'',''420868'',''false'',''Submission for the position: Financial Services Professional - CA, Irvine (5261) - (Job Number: 260000G5)'',''false'',''420868'',''false'',''true''.
Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson RudnickSenior Financial Planner/Wealth Strategist - KARLos Angeles, California$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.
Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group)Santa Monica, CA$81,000–$118,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $81,000 - $118,000. Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
Financial Planner Seeking former Athletes Beer Financial GroupFinancial Planner Seeking former AthletesWoodland Hills, California$70,000–$95,000 / yearWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Financial Planner with Athletic Background Beer Financial GroupFinancial Planner with Athletic BackgroundSanta Monica, CAFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
Wealth Management Advisor - Sherman Oaks, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Sherman Oaks, CASherman Oaks, CA$100,000–$110,000 / yearSupported 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.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Financial Planner, Irvine, CA RK PartnersFinancial Planner, Irvine, CAIrvine, 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 Advisor RFG AdvisoryWealth AdvisorSanta Clarita, CA$100,000–$120,000 / yearp>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.