Private Client Advisor International Search ConsultantsPrivate Client AdvisorLos Angeles, CaliforniaManage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families.
Wealth Advisor (Los Angeles) EP Wealth Advisors LLCWealth Advisor (Los Angeles)Los Angeles, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.
Wealth Advisor (Torrance) EP Wealth Advisors LLCWealth Advisor (Torrance)Torrance, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.
Financial Advisor, CFP Professional Full Bloom WealthFinancial Advisor, CFP ProfessionalIrvine, CaliforniaRemote$85,000–$100,000 / yearServe as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.
Member Services Advisor I SkyOne Federal Credit UnionMember Services Advisor IHawthorne, CAKey responsibilities include handling member inquiries by phone and in person; processing transactions and account maintenance; opening and closing memberships; establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay); supporting consumer loan applications and payoff requests; coordinating with internal partners for mortgages, IRAs, investments, and consumer loans; and following all policies, security requirements, and BSA/OFAC compliance. Throughout the day, you switch between focused tasks-like completing documentation, updating records, and checking details for accuracy-and member conversations where you listen, clarify, and confirm next steps.
NewSales Advisor with Marketing Experience Beer Financial GroupSales Advisor with Marketing ExperienceSanta Monica, CaliforniaBuild Authenticity: Long-Term Relationships: Just as you’ve built trust and loyalty through brand engagement, this role allows you to create lasting relationships with clients, helping them make confident, informed financial decisions at every stage of life. Leverage Your Marketing Strengths: Your experience analyzing data, identifying target audiences, and telling meaningful stories prepares you to educate clients, simplify complex concepts, and design personalized financial strategies that resonate.
NewFund Advisor & Mentor for Emerging VC Leaders - Remote TEEMA Solutions GroupFund Advisor & Mentor for Emerging VC Leaders - RemoteLos Angeles, CARemoteA leading investment platform is seeking a Fund Advisor to mentor emerging fund managers in the U.S. You will help them structure and operate investment clubs, refine their strategies, and ensure disciplined capital management. Ideal candidates have strong experience in venture capital or fund operations, excellent mentorship skills, and understand fund economics.
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.
NewWealth Advisor: Holistic Planning & Client Impact Charles SchwabWealth Advisor: Holistic Planning & Client ImpactLos Angeles, CACharles Schwab Corporation is seeking a Wealth Advisor in Los Angeles, California, to empower clients with personalized investment guidance and financial planning. You will manage client relationships while collaborating closely with an advisory team to help clients navigate their financial decisions.
NewHybrid Wealth Advisor: Planning-Focused Client Partner Focus Partners LLCHybrid Wealth Advisor: Planning-Focused Client PartnerIrvine, CAFocus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice and partnering with Wealth Advisors to support client relationships. The role involves financial planning across retirement, risk, tax, estate and investments; hybrid schedule with 3 days in office and option to work remotely 2 days per week; travel may be required.#J-18808-Ljbffr.
Senior Commercial Real Estate Advisor Sands Investment GroupSenior Commercial Real Estate AdvisorLos Angeles, CA$150,000–$300,000 / yearWhether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.
NewPrivate Client Advisor Columbia Banking System IncPrivate Client AdvisorLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Commercial Real Estate Advisor Sands Investment GroupCommercial Real Estate AdvisorLos Angeles, CA$100,000–$250,000 / yearWhether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.
Senior Credit Advisor HSBC Holdings PlcSenior Credit AdvisorBeverly Hills, CAYou´ll likely have the following qualifications to succeed in this role: Experience in underwriting from start to finish credit memos for some of the following credit products: Lending secured by marketable securities, single stock, unsecured, Commercial Real Estate, residential mortgages, Hedge Funds, Private Equity Capital Call (PECC/Subscription facilities), art, financial sponsors, unlisted shares (privately held stock), Life Insurance Premium Finance (LIPF), music rights lending, CAT B Foreign Exchange (FX) and derivatives lending, aircraft and yacht lending. Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
NewWealth Advisor, Director Hispanic Alliance for Career EnhancementWealth Advisor, DirectorLos Angeles, CA$122,400–$228,000 / 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. Job Family GroupWealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
VP, Client Advisor SCS FinancialVP, Client AdvisorLos Angeles, CA$150,000–$175,000 / yearSCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.
Financial Advisor Bank of MontrealFinancial AdvisorManhattan Beach, CA$57,500–$106,500 / 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 - Logix Federal Credit Union LPL Financial ServicesFinancial Advisor - Logix Federal Credit UnionBurbank, CAThis 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 Financial ServicesFinancial 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.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankPico Rivera, CA$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.
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.
AI Innovation Advisor Kirkland & Ellis LLPAI Innovation AdvisorLos Angeles, CA$153,000–$191,000 / yearDesign and execute testing protocols, including prompt engineering, output benchmarking, and iterative attorney-driven refinement, while maintaining structured decision logs that capture each workflow's task requirements, prompt logic, validation criteria, failure modes, and platform constraints with sufficient specificity to reconstruct workflows on future infrastructure. Embed within litigation and transactional practice groups to document current-state workflows with sufficient specificity to drive enhanced design translating attorney tasks and needs into scoped requirements and flagging opportunities to leverage existing builds or address known failure points.
NewFinancial Advisor with Sales Background The Fadil GroupFinancial Advisor with Sales BackgroundIrvine, California$120,000–$150,000 / yearOur growing district office is located at: 18575 Jamboree Rd Irvine CA 92612 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. 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.
NewRetirement Plan Advisor cpsRetirement Plan AdvisorOrange, CARetirement Plan Advisor Leading Retirement Provider Southern California TheRetirement Plan Advisor is the strategic consultant for institutional retirement plan clients. Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
NewAssociate Wealth Advisor MarinerAssociate Wealth AdvisorLos Angeles, CAResponsibilitiesWork with your wealth advisor team to provide comprehensive wealth management advice to high net worth clientsPrepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutionsEffectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open itemsCritical in supporting, retaining and building meaningful client relationshipsParticipate in the sales process in partnership with team to build new client relationshipsActively develop skills in various software programs for investment and financial planningQualificationsBachelor's degree (degrees in finance or related field are a plus)2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experienceCFP designation or Series 65 requiredSkills & KnowledgeUnderstanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planningPrevious experience with high net worth or ultra-high net worth clients/families is preferredExperience utilizing financial planning software (eMoney, MoneyGuide Pro)Highly effective interpersonal, relationship management and communication skillsStrong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple prioritiesBy submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values.
IT Strategic Advisor - Vermont VC3, Inc.IT Strategic Advisor - VermontVermont, VermontWe offer structured development through our Leadership Academy, monthly learning sessions, mentorship programs, learning reimbursements, internal career fairs, job shadowing, and personalized career-pathing to support internal mobility. Respond to client communications within the SA’s scope, or to connect the client with a more appropriate resource for those needs in a timely manner or advising a client of an expected timeline or future meeting where they will address the client’s need.
Wealth Advisor Morton WealthWealth AdvisorCalabasas, CaliforniaOur ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.
NewSenior Private Client Advisor | Wealth & Estate Strategy Columbia Bank (WA, OR & ID)Senior Private Client Advisor | Wealth & Estate StrategyLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.#J-18808-Ljbffr.
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.
Fiduciary Specialist, Foundations & Institutional Advisors Northern TrustFiduciary Specialist, Foundations & Institutional AdvisorsLos Angeles, CA$114,500–$194,700 / yearPartner assumes primary responsibility for overall client satisfaction as the Fiduciary Specialist by collaborating with the Client Advisor team and utilizing appropriate Northern Trust (NT) resources to ensure timely delivery of high quality fiduciary service, issue resolution, onboarding assistance, effective communication of client needs to partners, development of advisory relationship with client, training needs, and ad hoc risk related projects. As 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.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorLos Angeles, CA$159,970–$188,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Financial Advisor Global Credit Union Home Loans LLCFinancial AdvisorGlendale, CA$60,000–$80,000 / yearStarting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
Performance Management Senior Advisor - Grid Strategy Southern California EdisonPerformance Management Senior Advisor - Grid StrategyPomona, CAYou will partner closely with senior leaders across SP&E, Finance, and Transmission & Distribution to align strategic objectives with measurable outcomes, identify performance gaps, quantify benefits, and initiate initiatives that materially improve grid outcomes for customers and communities. + Oversees the creation of performance reports and dashboards that clearly and concisely present key metrics and trend; shares these reports with stakeholders to provide a comprehensive view of the organization's performance and track progress towards strategic goals.
Distribution Project Controls, Senior Advisor Southern California EdisonDistribution Project Controls, Senior AdvisorPomona, CARemote$161,700–$242,600 / yearSeven or more years of experience leading annual and long-term operational planning for O&M, Capital, and Department Overhead (DOH), including development and refinement of cost-per-unit methodologies that link financial actuals to operational performance insights. As a Senior Advisor, you will partner closely with Substation Leadership, Operational Finance, Resource Planning, and Subject Matter Experts to provide a clear and transparent view of the Distribution financial portfolio-from budgeting through forecasting.
NewAssociate Wealth Advisor - Client Growth & Planning 130 Raymond James Financial ServicesAssociate Wealth Advisor - Client Growth & PlanningBrea, CABlunt Wealth Services is seeking an Associate Wealth Advisor to manage day-to-day client relationships and investment requests. Requirements include a Bachelor's degree, Series 7 & 66 licenses (or equivalent), and at least 1 year of client relationship experience in financial services.
NewPrivate Client Advisor - Wealth & Digital Guidance FairygodbossPrivate Client Advisor - Wealth & Digital GuidanceWestminster, CAThe ideal candidate will demonstrate expertise in financial markets and possess relevant licenses including Series 7 and Series 66.This role emphasizes diversity and client education on available technologies. Morgan Chase is looking for a dedicated Financial Advisor to build client relationships and deliver personalized investment solutions.
NewPrivate Client Advisor: Wealth & Digital Relationships FairygodbossPrivate Client Advisor: Wealth & Digital RelationshipsLynwood, CAThe role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture. A competitive compensation package, including base salary and benefits, is offered to support our commitment to employee needs.#J-18808-Ljbffr.
Private Client Advisor Columbia BankPrivate Client AdvisorLos Angeles, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Communications Copy Editor Advisor Southern California EdisonCommunications Copy Editor AdvisorRosemead, CAYou will lead the development and refinement of written content through copy editing and line editing, delivering high-quality work, often under tight deadlines, while applying GEO/SEO best practices, and aligning messaging with business priorities and enterprise content strategy. In this job, you'll shape shape how Southern California Edison communicates with millions, driving enterprise-wide copy-editing excellence and ensuring clear, compelling content for high-visibility internal and external channels (sce.com, edison.com,
NewJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CALos Angeles, CAProvide 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. Job responsibilities: 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.
Wealth Advisor RFG AdvisoryWealth AdvisorSanta Clarita, CA$100,000–$120,000 / yearp>Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.
Financial Advisor Northern Trust CorpFinancial AdvisorPasadena, 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.
NewWealth Advisor, Private Client - Planning & Digital Investing TwinThread LLCWealth Advisor, Private Client - Planning & Digital InvestingSanta Ana, CAMorgan Chase is seeking a Private Client Advisor in Santa Ana, CA, to provide comprehensive financial planning and advice. Benefits include comprehensive health care coverage, retirement savings plans, and tuition reimbursement, among others.#J-18808-Ljbffr.
NewPWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorBeverly Hills, California$169,380–$207,020 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Retirement Plan Advisor IMA Financial GroupRetirement Plan AdvisorPasadena, CA$100,000–$125,000 / yearOur plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Senior Advisor (Managed Care) CorVel Healthcare CorporationSenior Advisor (Managed Care)Irvine, CARemote$99,250–$166,777 / yearPart timeAs a key member of the Executive Advisory Services team, this position partners closely with Product Leadership, Business Operations, and Data teams to deliver strategic insights, support client engagements, develop thought leadership content, and help shape future advisory offerings and data-driven solutions. This highly visible role operates at the intersection of data, strategy, and executive advisory, helping clients identify opportunities to improve program performance, reduce total cost of risk, and enhance outcomes through data-driven decision making.
Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director JPMorgan Chase & CoAsset Management Global Liquidity Client Advisor (Financial Institutions) - Executive DirectorCalifornia, CAThe Global Liquidity team is seeking a highly motivated sales professional to drive new client acquisition and asset flows into JPMorgan Asset Management (JPMAM) products across the Financial Institutions segment, with a particular focus on financial technology (fintech) companies. Demonstrated success selling asset management products-particularly money market mutual funds and software as a service-to Financial Institutions, including FinTech''s, banks, broker-dealers, insurance companies, and traditional and alternative asset managers.
Financial Advisor Pointwealth Capital ManagementFinancial AdvisorEncino, CAFull timeYou 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.
Clinic Growth Advisor CovestroClinic Growth AdvisorLos Angeles, CaliforniaRemote$83,790–$119,700 / yearServe as a conduit between the clinic and product development, service, and data analytics to provide customer feedback on such things as enhancements, tools needed, marketing solutions, and competitive intelligence to continue to drive vRXPro adoption and utilization. High touch customers: Strong focus on top-tier or strategically significant clinics to drive partnerships with our technology offerings for our clinics’ long-term success.