Associate Financial Advisor Northern TrustAssociate Financial AdvisorLos Angeles, CA$85,330–$145,130 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. The AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice.
High School Advisor (PT) - Los Angeles, CA The Academy GroupHigh School Advisor (PT) - Los Angeles, CALos Angeles, CA$95–$115 / hourAssist members with developing personal, academic, and career goals; Guide members with academic planning specific to the selection of high school courses, summer pathways, and other enrichment programs; Build strong relationships with the assigned caseload of members and families; Facilitate one-to-one and small-group advisory lessons; Design and facilitate college awareness modules for members and parents; If available, join visits to college campuses (not required); Monitors student progress, maintains student records, and develops applicable academic intervention plans; and. The part-time high school advisor is also responsible for executing the Academy advising curriculum and working closely with members to develop personal goals, academic plans, and other key attributes necessary for admissions to competitive and highly competitive colleges and universities.
Financial Advisor SchoolsFirst Federal Credit UnionFinancial AdvisorWest Covina, CaliforniaSchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Financial Advisor Schools FinancialFinancial AdvisorWest Covina, CAAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Senior Financial Advisor, Corporate Development California Resources CorporationSenior Financial Advisor, Corporate DevelopmentLong Beach, CAThrough its Carbon TerraVault platform, CRC is developing one of North America's premier carbon capture and storage ("CCS") businesses, leveraging a unique portfolio of permitted geologic storage assets, strategic infrastructure, and deep operating expertise. The successful candidate will work closely with senior leadership on commercial partnerships, strategic investments, joint ventures, project financings, and acquisitions supporting the continued growth of Carbon TerraVault's portfolio.
Vice President, Client Advisor Whittier TrustVice President, Client AdvisorPasadena, CaliforniaThe position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Senior Financial Advisor, Corporate Development California Resources CorpSenior Financial Advisor, Corporate DevelopmentLong Beach, CAThe successful candidate will work closely with senior leadership on commercial partnerships, strategic investments, joint ventures, project financings, and acquisitions supporting the continued growth of Carbon TerraVaults portfolio. Through its Carbon TerraVault platform, CRC is developing one of North Americas premier carbon capture and storage ("CCS") businesses, leveraging a unique portfolio of permitted geologic storage assets, strategic infrastructure, and deep operating expertise.
Financial Advisor - Logix Federal Credit Union LPL FinancialFinancial Advisor - Logix Federal Credit UnionBurbank, CaliforniaThis employment opportunity at Logix Federal credit Union in Burbank, CA would allow you to join the Investment Program at Logix Federal Credit Union 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 Logix Federal Credit Union 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 - BMO Bank LPL FinancialFinancial Advisor - BMO BankManhattan Beach, California$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Manhattan Beach, 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.
Centralized Financial Advisor - Orange County's Credit Union LPL FinancialCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CaliforniaThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized 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 Orange County's Credit Union for financial solutions.
Financial Advisor - First City Credit Union LPL Financial Holdings IncFinancial Advisor - First City Credit UnionPasadena, CAThis 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.
Client Advisor Henley & Partners Holdings LtdClient AdvisorLos Angeles, CAFully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorSanta Monica, California$85,000–$95,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Advisor - Newport Beach Brighton JonesAdvisor - Newport BeachNewport Beach, CA$85,000–$130,000 / yearFull timeLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.
Associate Director of Advisor Sales Human Interest IncAssociate Director of Advisor SalesCARemote$220,000–$230,000 / yearWe take into account the cost of labor for each position in various markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $220,000 - $230,000 which includes a base salary of $115,000 and a variable target compensation of $115,000.The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.
Wealth Management Advisor - Pasadena, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Pasadena, CAPasadena, CABusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Senior Family Advisor International Search ConsultantsSenior Family AdvisorLos Angeles, CaliforniaThey are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a trusted advisor to sophisticated clients with complex financial, fiduciary, estate planning, tax, and investment needs. Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning .
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorIrvine, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Centralized Financial Advisor - Orange County's Credit Union LPL Financial ServicesCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CAThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized 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 Orange County's Credit Union for financial solutions.