156 Results for

Investment Advisor Jobs in Market, CA

Jobs

New!

Los Angeles, CA3 days ago

Remote

$85,000–$145,000 Per Year

Functions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.

New!

Los Angeles, CA1 day ago

$130,000–$155,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We pursue opportunities across equities, private equity, real estate, and direct business acquisitions, supported by a team of internal professionals and external advisors including investment bankers, accountants, and attorneys.

New!

Los Angeles, CA3 days ago

You’ll drive the success of consulting engagements from pursuit through execution while leading cross-functional teams, managing client relationships, and delivering exceptional results. We are seeking a dynamic and experienced Energy & Utility Consulting Director to lead high-impact projects and client engagements in the utility and energy sector.

Torrance,, CA30+ days ago

Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning. We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.

santa monica, CA30+ days ago

$65,000–$75,000 Per Year

Strong traditional media presence on CNBC, Bloomberg, Reuters, Fox Business, WSJ, Forbes, and moreGK client appreciation and networking eventsE-newsletter with original contentStrong presence in the communityResources and SupportEmployee benefits, including health and disability insuranceMentoring and support from our seasoned management teamCFP designation program paid by the companyCutting edge practice management tools including Salesforce, WealthVision, Morningstar WorkstationE-signature full digital platformAccess to GK proprietary investment research4700 square foot fully staffed office with multiple client conference roomsOur Ideal CandidateFinancial planning accreditation and securities licensesCollege degree and at least 2 years of relevant work experienceHighest levels of integrity and ethicsWork ethic and disciplineSelf-motivated and positive attitudeA vast network of contactsWe foster a team approach to growing your business within our structure. Some of the advantages of working at Gerber Kawasaki include:Going IndependentFreedom to choose the best investments for your clients (fiduciary)Higher payouts and generous bonus structureSigning bonus for qualified representativesIndependent RIA & Insurance AgencyLow-cost trading, internet-based platformMarketing and LeadsOnline marketing platform that generates leads dailyDedicated marketing team on staffStrong social media presence on Facebook, Twitter and LinkedIn.

New!

City of Industry, CA3 days ago

$65,000–$250,000 Per Year

We’re seeking seasoned professionals and entrepreneurs who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.

South Bay, CA14 days ago

Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Finance Lead – FP&A Lead – Financial Planning & Analysis Lead – Finance Manager – FP&A Manager – Financial Planning & Analysis Manager – Investment Banking – Strategic Finance – Financial Modeling – Advanced Excel.

Westside, CA14 days ago

Full-time
Employee

Manage the full-cycle accounting for closed-end alternative investment fundsOversee capital calls, distributions, and investor allocations across complex flow-through entitiesPrepare and review fund financial statements, capital account statements, and supporting schedulesCalculate and review waterfalls, management fees, and carried interestEnsure accurate accounting for investments, valuations, and fund-level expensesMaintain compliance with GAAP and fund governing documents. Support treasury activities, including cash management, wires, and funding needsOversee accounts payable processes and expense allocations across fundsPartner with leadership to evaluate and transition to outsourced accounting and operational solutions as the platform scalesCoordinate with fund administrators, auditors, tax advisors, and other third-party providers.

South Bay, CA14 days ago

Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Bachelor’s Degree in accounting or related field10+ years of tax accounting experience, 5+ years of management experiencePublic accounting experience and/or active CPAExperience with K-1s and partnershipsExperience working in PE .

Calabasas, California28 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Los Angeles, CA30+ days ago

As a Registered Investment Adviser (RIA), they provide wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Responsible for processing new account applications, any money movement requests, and account update requests as well as reviewing client correspondence for our clients.

Los Angeles, CA30+ days ago

$150,000–$250,000 Per Year

Execute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. As part of Wealthspires infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.

Sherman Oaks, CA30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Manhattan Beach, CA30+ days ago

Full-time

Studio City, CA30+ days ago

Full-time

South Pasadena, CA30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Glendale, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Westminster, CA30+ days ago

Full-time

Manhattan Beach, CA30+ days ago

Full-time

Gardena, CA30+ days ago

Full-time

Whittier, CA30+ days ago

Full-time

Thousand Oaks, CA30+ days ago

Full-time

Pasadena, CA30+ days ago

Full-time

Northridge, CA30+ days ago

Full-time

Thousand Oaks, CA30+ days ago

Full-time

Beverly Hills, CA30+ days ago

Full-time

Westminster, CA30+ days ago

Full-time

San Gabriel, CA30+ days ago

Full-time

Moorpark, CA30+ days ago

Full-time

Los Alamitos, CA30+ days ago

Full-time

Westlake Village, CA30+ days ago

Full-time

Los Angeles, CA30+ days ago

Full-time

Seal Beach, CA30+ days ago

Full-time

Lakewood, CA30+ days ago

Full-time

Cypress, CA30+ days ago

Full-time

Long Beach, CA30+ days ago

Full-time

Westminster, CA30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

thousand oaks, CA30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Los Angeles, California30 days ago

Remote

$71,869–$114,797 Per Year

Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service.

Los Angeles, CA30+ days ago

Full-time

Los Angeles,CA $185,000.00 - $255,000.00 / year; New York,NY $185,000.00 - $255,000.00 / year; San Diego,CA $185,000.00 - $255,000.00 / year; Irvine,CA $170,000.00 - $235,000.00 / year; Chicago,IL $170,000.00 - $235,000.00 / year . With ~$400 billion in assets under management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers.

los angeles, CA30+ days ago

In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum Qualifications RequiredBachelors degree required; Masters degree preferred in Accounting, Taxation or related field preferred2 years of experience in public accounting or related fieldCPA candidates preferredAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needsEssential Functions and Primary DutiesSupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines. Essential Functions and Primary DutiesSupport the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines.

Los Angeles, CA30+ days ago

$100,000–$150,000

Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. Build, maintain, and audit detailed financial models, including operating models, valuation work, LBOs, public comps, accretion/dilution analyses, and precedent transaction analyses.

Encino, CA22 days ago

You will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.

El Segundo, CA15 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

New!

La Crescenta, CA1 day ago

$70,000–$80,000 Per Year

Responsibilities: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. Acknowledge Job Description:Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listedThe 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.

Los Angeles, CA30+ days ago

Qualifications: 15+ years of experience • Experience including being a in proactive, successful sales and service role in the financial services industry with strong analytical and financial skills • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset • Ability to communicate with co-workers and clients • Strong verbal and written communication skills • Organized with strong attention to detail • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction • US: Registered FINRA Series 7. Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Los Angeles, California, United States Primary Location Full Time Salary Range: $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Pasadena, CA30+ days ago

$70,000–$120,000 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. • Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

Los Angeles, CA30+ days ago

Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.

New!

Pasadena, CA1 day ago

$85,000–$350,000 Per Year

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.

Torrance, CA27 days ago

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.

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Investment Advisor Jobs in Market, CA

Compliance Specialist Senior Wealth Management City National Bank

Finance Manager (CPA Needed) Jobot

Consulting Director Energy & Utility Gables Search Group

Investment Advisor Associate: Regal Executive Search

Experienced Investment Advisor Gerber Kawasaki Wealth & Investment Management Inc

Investment Advisor MassMutual Pacific

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

Accounting Manager x 120K - 140K + bonus x Westside Company Confidential

Tax Manager x 200K - 230K x South Bay Company Confidential

Financial Advisor Northwestern Mutual

Client Services Specialist - Registered Investment Adivsor (RIA) Regal Executive Search

SVP, Advisor NFP Corp

J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Studio City, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin Speaking JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - East San Fernando Valley, CA (area) JPMorgan Chase Bank, N.A.

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

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan Beach, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

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

J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

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

J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks and Simi Valley, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Alhambra, CA (Atlantic and Valley Branch JPMorgan Chase Bank, N.A.

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

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

J.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, Ca (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase Bank, N.A.

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

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

J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks and Simi Valley, CA JPMorgan Chase & Co

Investment Relationship Officer City National Bank

J.P. Morgan Wealth Management - Private Client Investment Associate Program Manager JPMorgan Chase Bank, N.A.

Audit Senior Associate | Alternative Investment Group CBIZ Inc

Investment Banker #1508 Keller Executive Search

Financial Advisor Pointwealth Capital Management

Financial Advisor Sagient

Financial Solutions Advisor- Valley Crest Market Bank of America Corp

Senior Wealth Advisor SAFE ACT Citigroup Inc

Senior Wealth Advisor SAFE Act Citigroup Inc

Investment Banking Manager Accenture Plc

Financial Advisor MassMutual Pacific

Financial Advisor with Sales Background The Fadil Group

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