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.
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.
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 - 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.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsGarden Grove, CAFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
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. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for LutheransAssociate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CARedondo Beach, CAAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.
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.
Investment Executive (Financial Advisor) Greater Los Angeles, CA Fifth Third BankInvestment Executive (Financial Advisor) Greater Los Angeles, CALos Angeles, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Merrill Advisor Development Program - Financial Advisor: West LA Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: West LA MarketLos Angeles, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Los Angeles MarketLos Angeles, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketWoodland Hills, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor with Marketing Experience Beer Financial GroupFinancial Advisor with Marketing ExperienceWoodland Hills, CAFull timeBuild 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.
Tax Senior - Strategic Partnership Solutions DeloitteTax Senior - Strategic Partnership SolutionsCosta Mesa, CAFull timeWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Tax Manager - Tax Exempt DeloitteTax Manager - Tax ExemptCosta Mesa, CAFull timeYou'll build and maintain trusted client relationships while advising on tax compliance, business restructuring, acquisition planning, exemption strategies, philanthropic and charitable giving planning, unrelated business tax matters, and tax controversy. You'll spend at least half-and potentially all-of your time supporting tax-exempt organizations and working directly with client leaders to address complex tax matters, manage risk, and advance their missions.
Wealth Management Advisor - Sherman Oaks, CA TIAAWealth 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.
Wealth Management Advisor - Pasadena, CA TIAAWealth Management Advisor - Pasadena, CAPasadena, CaliforniaBusiness 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.
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.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorLos Angeles, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorIrvine, CaliforniaThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.