NewSr. Financial Analyst Advantex Professional ServicesSr. Financial AnalystSanta Monica, CAWe are searching for a Senior Financial Analyst with experience in manufacturing, distribution, CPG, food, logistics, or supply chain-driven industries for our client in the Rancho Dominguez area. Financial Analyst will partner closely with operations, supply chain, and leadership teams to provide financial insights that support business decisions.
NewAssociate Attorney JobotAssociate AttorneyWest Los Angeles, CA$150,000–$160,000 / yearIts work spans corporate and securities, banking and finance, and intellectual property matters, representing a client base that ranges from early stage technology companies to international investment funds, real estate investment firms, and established operating businesses. Sophisticated deal work without big firm bureaucracy: Associates get exposure to complex corporate, securities, and finance transactions, cross border deals, joint ventures, and fund formation work, all within a leaner, more collaborative team structure.
NewOnsite Service Specialist I - Sylmar, CA MSCOnsite Service Specialist I - Sylmar, CASylmar, CA$24.47–$34.22 / hourWith more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. Manage MSC ControlPoint Solutions, including Vendor Managed Inventory, Vending, or Storeroom programs; may require ordering, product put-away, and optimization.
SSC GP - FMS Business Analyst (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC GP - FMS Business Analyst (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$115,000 / yearIDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
SSC - Business Analyst (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC - Business Analyst (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$115,000 / yearIDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
SSC - AF Management Admin (Los Angeles Air Force Base, CA) Integrated Data ServicesSSC - AF Management Admin (Los Angeles Air Force Base, CA)El Segundo, CA$70,000–$90,000 / yearAir Force Management Administrators must have experience working with the Department of Defense (DoD) in one or more of the following areas; Education Management, Unit Deployment/Readiness Management, Enlisted (ERP) and Officer Performance Report (OPR) Management, Supplies Management, Space Allocation Management, Executive Support Services and/or Manpower and Personnel Management. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
NewField Risk Specialist Datascan Technologies, LLCField Risk SpecialistEncino, CAAbility to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver’s license with the ability to travel overnight (3 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. You’ll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai’s state of the art mobile audit application.
NewBank Financial Services Representative (Personal Banker) First Citizens BankBank Financial Services Representative (Personal Banker)Santa Monica, California$23–$35 / hourFull timeQualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, and lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, and lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
NewBank Financial Services Representative (Personal Banker) First Citizens BancShares IncBank Financial Services Representative (Personal Banker)Santa Monica, CA$23–$35 / hourBachelor''s Degree and 1 years of experience in Sales, customer service, and lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, and lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Senior Solutions Architect, Financial Services GitLab IncSenior Solutions Architect, Financial ServicesCA$154,200–$231,300 / yearIn your first year, you''ll focus on driving successful GitLab platform adoption in commercial financial services accounts across time zones in North America, influencing revenue growth through solution selling, and building long-term, trust-based relationships that highlight GitLab''s differentiated position in an AI-driven DevSecOps landscape for regulated industries. Reporting to a regional Solutions Architect Manager and partnering closely with Account Executives and cross-functional teams, you''ll own technical evaluations (including proofs of value and workshops), shape architectures that fit financial services constraints, and serve as the voice of these customers back to Product Management.
Director, Patient Financial Services (PFS) - Healthcare CBO GuidehouseDirector, Patient Financial Services (PFS) - Healthcare CBOEl Segundo, CaliforniaThe Patient Financial Services Director (Hospital Revenue Cycle) is responsible for the overall management of the Hospital Client PFS department operations, including patient accounting, credit and collections, denial management, and other related key revenue cycle activities. The Director will define and achieve departmental objectives, manage billing and follow-up of patient accounts, compliance with third party payer regulations, and work with company resources to assure ongoing improvements to key revenue cycle indicators.
Enterprise Sales Director, Financial Services 360pi (Inactive)Enterprise Sales Director, Financial ServicesCA$115,000–$140,000 / yearAs a critical contributor to Numerator's growth, you will report to the Head of Financial Services and own the full enterprise sales cycle while consistently meeting or exceeding sales targets - from prospecting new accounts through product trials, ad hoc scoping, negotiation, and close, all while expanding relationships within existing clients. You will build strategic relationships and drive adoption of Numerator's solutions across Institutional Investors (hedge funds, asset managers, long-only funds) and Financial Institutions (banks, card networks, and payment providers).
Director, Patient Financial Services (PFS) - Healthcare CBO Guidehouse IncDirector, Patient Financial Services (PFS) - Healthcare CBOEl Segundo, CA$130,000–$216,000 / yearThe Patient Financial Services Director (Hospital Revenue Cycle) is responsible for the overall management of the Hospital Client PFS department operations, including patient accounting, credit and collections, denial management, and other related key revenue cycle activities. The Director will define and achieve departmental objectives, manage billing and follow-up of patient accounts, compliance with third party payer regulations, and work with company resources to assure ongoing improvements to key revenue cycle indicators.
Insurance and Financial Services Position - State Farm Agent Team Member Fenton Sanger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberEl Segundo, CASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Insurance and Financial Services Position - State Farm Agent Team Member Sandra Park - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberAgoura Hills, CASales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Principal Consultant - Financial Services Cloud TELUS Digital IncPrincipal Consultant - Financial Services CloudCAThe ideal candidate combines deep Financial Services Cloud expertise with strong consulting, leadership, and communication skills and has a proven track record delivering enterprise-scale Salesforce transformations within banking, insurance, wealth management, lending, and financial services organizations. As a Financial Services Cloud Architect, you will be responsible for defining scalable solution architectures, leading discovery and design workshops, developing implementation roadmaps, and ensuring successful delivery of Financial Services Cloud programs.
Insurance and Financial Services Position - State Farm Team Member George Timuryan - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberSherman Oaks, CAAs Insurance and Financial Services Representative for George Timuryan State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerCulver City, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Patient Access Services Rep Financial Counselor - Full Time Days Valley Presbyterian HospitalPatient Access Services Rep Financial Counselor - Full Time DaysVan Nuys, CAAs a Patient Access Services-Financial Counselor, you will be the liaison between insurance verification, and case management to ensure proper reimbursement on Emergency Room an Inpatient accounts. Notifies patients of non-covered services, and offers alternatives or advises patients of financial requirements for visit, admission, or continued stay.
Financial Services Officer I Logix Federal Credit UnionFinancial Services Officer IWoodland Hills, California$45,000–$125,000 / yearFull timeResponsibilities: Job Announcement: Financial Services Officer (Personal Banker/Loan Officer) – High-Volume Sales Role. Overview: If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you.
Financial Services Officer I - Calabasas Logix Federal Credit UnionFinancial Services Officer I - CalabasasCalabasas, California$45,000–$125,000 / yearFull timeResponsibilities: Job Announcement: Financial Services Officer (Personal Banker/Loan Officer) – High-Volume Sales Role. Overview: If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you.
Insurance and Financial Services Position - State Farm Agent Team Member Henry Rodriguez - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberSylmar, CAAs a Insurance and Financial Services Position - State Farm Agent Team Member with Henry Rodriguez - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. We live by our core values of Passion, Ambition, Trust, and Teamwork - creating a place where both clients and team members experience something truly remarkable.
Insurance and Financial Services Position - State Farm Agent Team Member Jayson Wimmer - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberSimi Valley, CAEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Future Opportunity: VP of Sales, KF Talent Suite (Healthcare, Life Sciences & Financial Services) Korn FerryFuture Opportunity: VP of Sales, KF Talent Suite (Healthcare, Life Sciences & Financial Services)CAThis role leads a team of enterprise sellers and is accountable for building a high-performance culture, elevating execution discipline, and delivering predictable revenue outcomes.\n \nThe Vice President will operate as both a people leader and a hands-on operator, responsible for coaching, deal leadership, cross-Korn Ferry collaboration, disciplined forecast management, and advancing the use of AI to improve seller productivity and effectiveness. Rather than addressing talent challenges in silos, the platform connects insights across:\n\n Organizational Strategy\n Talent Acquisition\n Assessment and Succession\n Leadership and Professional Development\n Sales and Service Effectiveness\n Total Rewards\n \nJob description\n \nOPPORTUNITY TO ENHANCE YOUR CAREER - It's about exceeding your potential.\n \nKorn Ferry is seeking a first-line sales leader to drive growth, execution rigor, and operational excellence within our Digital (Talent Suite) business.
Oracle Technology Sales Director - Financial Services Accenture PlcOracle Technology Sales Director - Financial ServicesCulver City, CAInteracts with senior management levels at clients and within Accenture, determines pursuit strategies, develops client messaging plans and relationships, and applies industry-leading Oracle transformation strategies and practices. You develop relationships with key buyers and decision-makers at new and existing clients by utilizing a differentiated roadmap and framework leveraging the latest cloud-based technologies.
Platform Solution Sales - Financial Services Fair Isaac CorpPlatform Solution Sales - Financial ServicesCA$112,000–$176,000 / yearCollaborate with internal FICO teams, including Global Solution Architecture, Product Development, Finance, and Professional Services, to shape a cohesive sales effort that educates our customers on the tremendous business value the FICO Platform delivers. Enterprise Solution Sales Expertise: A track record of structuring and closing complex, multi-million-dollar deals, including SaaS-based solutions that expand existing offerings or integrate into larger solution bundles.
Sr. Director, Global Partner Management - Financial Services and Payments Fair Isaac CorpSr. Director, Global Partner Management - Financial Services and PaymentsCARemote$136,500–$214,500 / yearA strategic thinker and decisive leader who operates effectively at altitude - setting direction, cutting through complexity, and driving alignment across a large, matrixed global organization - while remaining hands-on and engaged where it matters most, with exceptional cross-cultural leadership capabilities that build trust and inspire followership across diverse teams and geographies. People Leadership & Global Team Management: Lead, inspire, and develop a globally distributed team of partner account managers, pre-sales specialists, and channel professionals across North America, EMEA, APAC, and Latin America - establishing clear goals, performance expectations, and development pathways for all team members, and ensuring every individual has what they need to grow professionally and contribute meaningfully to the partnership's success.
Insights Analyst, Financial Services - Remote, US-based only Escalent IncInsights Analyst, Financial Services - Remote, US-based onlyCARemote$60,000–$75,000 / yearOur industry groups have a diverse set of clients offering you the chance to work on projects ranging from large quant studies that are fielded internationally, or smaller highly custom studies that may include a mix of qualitative and quantitative methodologies to manage. Based on a profound understanding of what drives human beings and markets, we identify actions that build brands, enhance customer experiences, inspire product innovation and boost business productivity.
NewCustomer Finance Manager - Nutanix Financial Services (NFS) Nutanix IncCustomer Finance Manager - Nutanix Financial Services (NFS)CA$116,800–$234,000 / yearNFS acts as a strategic sales-enabler, creating tailored, flexible, private label financing structures (such as consumption-based models, deferred, seasonal payment structures, and other customized payment options) that help our customers transition smoothly to Nutanix software while optimizing their available budgets. Funder Relationship Management: Collaborate closely with our network of third-party bank partners and syndication funders to secure competitive rates, ensure seamless deal placement, maximize funding capacity, and develop customized payment options as the Nutanix business evolves.
Sr. Financial Analyst, Creator Services, Amazon Music Finance Amazon.com IncSr. Financial Analyst, Creator Services, Amazon Music FinanceCulver City, CAWe connect creators and Amazons diverse businesses, helping bring big ideas to life across Wondery, Amazon Music, Twitch, Audible, Amazon Games, and beyond. The Creator Services team includes creator development team Creator Partnerships, creator content studio Wondery, and physical production facilities Studio126.
Patient Financial Navigator (Customer Service Focused) KanduPatient Financial Navigator (Customer Service Focused)Van Nuys, CaliforniaThe Patient Financial Navigator serves as the primary point of contact for patients seeking information about insurance benefits, out-of-pocket costs, and financial assistance options for Kandu medical devices and services. Kandu, Inc. considers factors such as scope and responsibilities of the position, candidate’s work experience, education/training, key skills and internal parity, as well as location, market and business considerations when extending an offer.
Patient Financial Navigator (Customer Service Focused) Kandu, Inc.Patient Financial Navigator (Customer Service Focused)Van Nuys, CAFull timeThe Patient Financial Navigator serves as the primary point of contact for patients seeking information about insurance benefits, out-of-pocket costs, and financial assistance options for Kandu medical devices and services. Kandu, Inc. considers factors such as scope and responsibilities of the position, candidate’s work experience, education/training, key skills and internal parity, as well as location, market and business considerations when extending an offer.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorEl Segundo, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Financial Advisor Trainee (Beverly Hills, CA) Raymond James Financial IncFinancial Advisor Trainee (Beverly Hills, CA)Beverly Hills, CABachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketWoodland Hills, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
AMP Financial Advisor Raymond James Financial IncAMP Financial AdvisorWestlake Village, CA$70,304–$75,000 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Financial Solutions Advisor - Topanga Canyon - Ventura Financial Center Bank of America CorpFinancial Solutions Advisor - Topanga Canyon - Ventura Financial CenterWoodland Hills, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Advisor Pointwealth Capital ManagementFinancial AdvisorEncino, CAYou 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.
Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Culver Center Financial CenterCulver City, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate- Centre Pointe Financial CenterSanta Clarita, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial CenterWoodland Hills, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Advisor Trainee (Westlake Village, CA) Raymond James Financial IncFinancial Advisor Trainee (Westlake Village, CA)Westlake Village, CA$70,304–$75,000 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Financial Advisor - Los Angeles, CA Corebridge FinancialFinancial Advisor - Los Angeles, CAWoodland Hills, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Redding, CA Corebridge FinancialFinancial Advisor - Redding, CAWoodland Hills, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
NewFinancial Advisor SagientFinancial AdvisorEl Segundo, CA$100,000–$300,000 / yearAs 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.
Financial Solutions Advisor- Newbury Park Financial Center Bank of America CorpFinancial Solutions Advisor- Newbury Park Financial CenterCA$70,000–$80,000 / yearAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
Financial Advisor Senior City National BankFinancial Advisor SeniorBeverly Hills, CaliforniaRemote$90,000–$100,000 / yearFull timeStrong 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. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.
NewAssistant Chief Financial Officer City of OxnardAssistant Chief Financial OfficerOxnard, CA$171,926–$223,504 / yearThe City participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Provides technical guidance; monitors and evaluates projects and processes; performs research of specialized and technical information; analyzes and resolves complex and sensitive issues; handles escalated customer concerns; and creates, negotiates and implements initiatives and solutions.
Financial Advisor with Strong Tax Background LMW Financial LLCFinancial Advisor with Strong Tax BackgroundStudio City, CASome 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.
NewFinancial Advisor Northwestern MutualFinancial AdvisorCalabasas, 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.