Financial Solutions Advisor - Central LA Bank of America CorpFinancial Solutions Advisor - Central LALos Angeles, 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. Back to search results Financial Solutions Advisor - Central LA Los Angeles, California; South Pasadena, California; Los Angeles, California; Beverly Hills, California; Los Angeles, California; El Monte, California; Alhambra, California; San Gabriel, California; Hollywood, California; Pasadena, California; Monterey Park, California; Arcadia, California; Monterey Park, California; West Hollywood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Pasadena, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewDeputy Comptroller for Regional and Midsize Financial Institutions NB-0570-VIII Department of the Treasury, USDeputy Comptroller for Regional and Midsize Financial Institutions NB-0570-VIIILos Angeles, CAProvide strategic leadership and executive program direction that promotes a focus on achieving the supervision goals and priorities of the OCC including the identification assessment and monitoring of risks arising from digital asset activities stablecoin arrangements third-party technology providers and newly chartered or de novo banks. Please read and retain these documents Noncriminal Justice Applicants Privacy Rights for those who undergo an FBI fingerprint-based criminal history record check for personnel vetting which includes Rap Back FD-258 Privacy Act Statement - FBI this is the same statement used when your fingerprints are submitted as part of your background investigation and SEAD-3-Reporting-U.pdf dni.gov applicable to those who hold a sensitive position or have eligibility for access to classified information.
NewWealth Planning Advisor Bank of AmericaWealth Planning AdvisorSimi Valley, CABank of America in Simi Valley seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients. The ideal candidate must hold Series 7 & 66 licenses, have experience in investments, and exemplify strong client relationship-building skills.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateBeverly Hills, California$49,500–$77,000 / yearCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Wealth Advisor Roklyn ConsultingWealth AdvisorThousand Oaks, CaliforniaProactive Client Stewardship: Maintain a high "touchpoint" frequency through video, digital communication, and in-person gatherings to ensure clients feel consistently prioritized. They have built their reputation on a "Non-Wall Street" philosophy, specializing in high-conviction alternative investments and private assets that provide true diversification beyond the public markets.
Wealth Market Manager Wilmington TrustWealth Market ManagerLos Angeles, CaliforniaBachelor's degree and a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years’ higher education and/or work experience, including a minimum of 11 years’ related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Clearing & Custody Wealth Management Banker Royal Bank of CanadaClearing & Custody Wealth Management BankerLos Angeles, CA$120,000–$200,000 / yearThis role is critical to driving the adoption and expansion of our financial products and services amongst Broker-Dealers (BDs) and Registered Investment Advisors (RIAs), helping them better serve their Financial Advisors and clients with innovative lending and banking solutions. The expected salary range for this particular position is $120,000-$200,000, (New York), $99,000-$176,000, (Los Angeles, Chicago), $90,000-$160,000, (Denver, Dallas, Miami) depending on your experience, skills, and registration status, market conditions and business needs.
Onboarding Program Lead, Corporate RIA AltruistOnboarding Program Lead, Corporate RIALos Angeles, CAWe're looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist's newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice - with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership - you'll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.
Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Culver Center Financial CenterCulver City, 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.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateLos Angeles, CaliforniaOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
NewPrivate Wealth Client Associate Bank of AmericaPrivate Wealth Client AssociateLos Angeles, CaliforniaOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Compliance Officer AltruistCompliance OfficerLos Angeles, CA$124,000–$170,000 / yearRegulatory expertise- Strong working knowledge of the Investment Advisers Act and the SEC Marketing Rule, with hands-on experience preparing and filing Form ADV, and the practical judgment to apply regulations in a solutions-oriented way and help stand up policies and controls. Cross-functional collaboration- Fosters and builds strong cross-functional relationships; drives outcomes across Compliance, Legal, Operations, Product, and Engineering and persuades with data and regulatory rationale rather than authority.
VP, Regional Vice President - External Wholesaler - LA County, CA KKR & Co. Inc.VP, Regional Vice President - External Wholesaler - LA County, CALos Angeles, CAKKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. POSITION SUMMARY: We have a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the Los Angeles market.
NewWealth Planner Cerity Partners Management LLCWealth PlannerPasadena, CA$85,000–$125,000 / yearOrganize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).Ongoing maintenance and quality control of CRM.Other duties as assigned. Primary Responsibilities Assist advisory team with onboarding of new clients: customize contracts, obtain forms from custodian, ensure accurate completion.
Estate Planning Attorney Aprio Technologies, Inc.Estate Planning AttorneyLos Angeles, CA$150,000–$175,000 / yearThe ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Senior FP&A Manager BetterUp IncSenior FP&A ManagerCA$144,000–$178,000 / yearYou get a personal BetterUp Coach, a development plan, a trained and coached manager, the most amazing team you've ever met (yes, each with their own personal BetterUp Coach), and most importantly, work that matters. Benefits: At BetterUp, we are committed to living out our mission every day and that starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community.
Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Harbor-Edinger Financial CenterFountain Valley, 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.
Retirement Plan Consultant - Remote (CST or PST) OneDigital Health and Benefits, Inc.Retirement Plan Consultant - Remote (CST or PST)CARemote$65,000–$90,000 / yearWhere a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets. Provide retirement plan consulting to clients - including plan design, benchmarking, investment menu analysis, and fiduciary guidance - performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
Associate AllianceBernstein Holding LPAssociateLos Angeles, CA$76,000–$82,000 / yearAs Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform.
Director, Wealth Management IEQ CapitalDirector, Wealth ManagementLos Angeles, CA$170,000–$225,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .
NewSenior Fiduciary Wealth Advisor LA Market Builder Trajan Wealth LLCSenior Fiduciary Wealth Advisor LA Market BuilderLos Angeles, CAAdvisors utilize educational seminars to foster client relationships and leverage marketing support to scale their practice. Trajan Wealth LLC in Los Angeles is seeking a proactive Financial Advisor to expand their market presence.
Associate Regional Director Bank of AmericaAssociate Regional DirectorLos Angeles, CaliforniaThis job is responsible for supporting the Regional Managing Director in driving out business strategy while managing private wealth advisors and ensuring the delivery of an exceptional ultra-high-new-worth (UHNW) client experience that yields responsible growth while minimizing risk. •Exemplary judgment and problem-solving capability, with a track record of acting decisively across risk, talent, financial management, and enterprise partnerships, maintaining alignment with long-term objectives and immediate client/associate needs.
Registered Client Associate Royal Bank of CanadaRegistered Client AssociateEl Segundo, CA$49,500–$77,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Financial Advisor - BMO Bank LPL FinancialFinancial Advisor - BMO BankPico Rivera, California$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor – First City Credit Union LPL FinancialFinancial Advisor – First City Credit UnionPasadena, CaliforniaThis employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at First City Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor Northern Trust CorpFinancial AdvisorLos Angeles, CA$109,940–$186,760 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.
NewFinancial Advisor with Sales Background The Fadil GroupFinancial Advisor with Sales BackgroundTorrance, CaliforniaWe 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.
Financial Solutions Advisor - Gateway Cities Bank of America CorpFinancial Solutions Advisor - Gateway CitiesGardena, 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. Back to search results Financial Solutions Advisor - Gateway Cities Los Angeles, California; Gardena, California; Los Angeles, California; Carson, California; Los Angeles, California; Palmdale, California; Culver City, California; Canyon Country, California; Los Angeles, California; Chatsworth, California; Bell, California; Walnut Park, California; Northridge, California; Palmdale, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - East San Gabriel Valley Region Bank of America CorpFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, 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.
Personal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemoteLos Angeles, CARemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
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.
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 Bank of MontrealFinancial AdvisorPico Rivera, CA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Advisor with Strong Tax Background LMW FinancialFinancial Advisor with Strong Tax BackgroundStudio City, CaliforniaSome 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.
Financial Solutions Advisor Registration Candidate- LA Metro Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- LA Metro MarketSouth Gate, 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. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Aid Services Advisor Paul Mitchell SchoolsFinancial Aid Services AdvisorPasadena, CA$22–$25 / hourYou 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.
Financial Aid Advisor (Temporary) West Coast University IncFinancial Aid Advisor (Temporary)Anaheim, CAAssisting 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. 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.
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.
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.
NewJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CALos Angeles, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson RudnickSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis 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.
Wealth Management Financial Planner One Capital Management, LLCWealth Management Financial PlannerWestlake Village, CA$70,000–$90,000The 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.
NewJ.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area)San Gabriel, CAFull timeUsing 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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - South Bay, CA Market JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - South Bay, CA MarketTorrance, CAFull timeUsing 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.
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 - Moorpark, CA (Moorpark Town Center)Moorpark, CAFull timeUsing 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.
NewJ.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 - West San Fernando Valley, CA (area)Westlake Village, CAFull timeUsing 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.
Client Advisor with Athletic Background Salinas Financial GroupClient Advisor with Athletic BackgroundManhattan Beach, CaliforniaPrior 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.