NewCareer Services Advisor, Senior - Financial Services Practice University of Southern CaliforniaCareer Services Advisor, Senior - Financial Services PracticeLos Angeles, CA$80,010.17–$103,786.08 / yearLean into Marshall Career Service's strategic value of relationship-centered, actively leaning into building positive relationships with students; maintain relationships with student clubs and their leaders, take opportunities to attend club events and be visibly present, and lean into communication during times of conflict. USC has excellent benefits, including health benefits for staff and their family with access to the renowned university medical network; eligibility for retirement plans with employer contributions*; tuition benefits for staff and their family; free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses and free tram pick up services; discounts to sporting and other campus events.
Financial Aid Advisor West Coast University, Inc.Financial Aid AdvisorOntario, California$28.53–$38.51 / hourFull timeAssisting 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. Choose To Make A Difference: 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.
Financial Aid Advisor (Temporary) West Coast University, Inc.Financial Aid Advisor (Temporary)Anaheim, California$28.53–$38.51 / hourTemporaryAssisting 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. Choose To Make A Difference: 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.
Financial Solutions Advisor Registration Candidate - Irvine Area Bank of AmericaFinancial Solutions Advisor Registration Candidate - Irvine AreaIrvine, 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.
Financial Planning, Senior Advisor Southern California EdisonFinancial Planning, Senior AdvisorRosemead, CAChampions the implementation of risk management and internal controls processes, including assessment and monitoring current internal controls to ensure they are adequately designed and operating effectively in compliance with accounting, organizational, and regulatory policies. As part of the Operational Finance organization, you will partner closely with SCE's operating units to develop short- and long-term financial forecasts, support operational planning and budgeting, evaluate financial performance, and contribute to regulatory filings.
Junior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required Bank of AmericaFinancial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish RequiredWhittier, 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.
Financial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Northwest Houston AreaCypress, 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.
Financial Solutions Advisor Registration Candidate - Baldwin Park Bank of AmericaFinancial Solutions Advisor Registration Candidate - Baldwin ParkBaldwin Park, 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.
Financial Solutions Advisor Registration Candidate - Torrance Sartori Bank of AmericaFinancial Solutions Advisor Registration Candidate - Torrance SartoriTorrance, 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.
Financial Solutions Advisor Registration Candidate - Southern OC Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Southern OC MarketMission Viejo, 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.
Financial Planning Advisor Southern California EdisonFinancial Planning AdvisorRosemead, CAAs part of the Corporate Finance - Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.
Junior Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Junior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CARespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. PRIMARY RESPONSIBILITIES: Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.
Senior Advisor, Financial Services | Forensic And Litigation Consulting FTI Consulting, Inc.Senior Advisor, Financial Services | Forensic And Litigation ConsultingLos Angeles, CAWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
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 Financial Planner Beacon Pointe Advisors LLCSenior Financial PlannerNewport Beach, CASpecific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
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.
New2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, US PIMCO2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, USNewport Beach, CAYou'll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you: Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation. See yourself as GWM, Private Client Group Account Analyst: Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorIrvine, 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.
Director, Financial Planning Financial AdvisorsDirector, Financial PlanningEl Segundo, CaliforniaRecognized 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.