J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CALynwood, CAFull timeUsing 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.
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 - Los Angeles, CA and Surrounding AreasLos Angeles, CAFull timeUsing 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.
Wealth Management Associate Raymond James Financial IncWealth Management AssociateBrea, CA$80,000–$110,000 / yearAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James.
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.
Associate, Enterprise RIA Sales Ares OperationsAssociate, Enterprise RIA SalesLos Angeles, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Investment Relationship Officer City National BankInvestment Relationship OfficerLos Angeles, CaliforniaRemote$71,869–$114,797 / yearFull timeAssist Financial Advisors by providing day to day client support and operational service on all RBC Securities Ivestment 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, RBC Securities Investment Operations and City National Bank (CNB) Trust Operations to open, fund, and provide ongoing support and service.
Director of Business Operations and Finance PageUpDirector of Business Operations and FinanceLos Angeles, CaliforniaThe DBOF requires a comprehensive understanding of faculty and staff collective bargaining agreements and employment policies, management of all HR and Payroll matters such as faculty and staff appointments and extensions, PaGE student financial services, PaGE contracts and MOUs, and management of all PaGE facilities, including the DTLA satellite campus. The Position : The College of Professional and Global Education (PaGE) Director of Business Operations and Finance (DBOF), under the general direction of the PaGE Dean, provides strategic leadership, administration, and oversight of the College's financial operations within a complex self-support environment, including revenue growth initiatives such as LA Online.
Wealth Management Analyst Morgan StanleyWealth Management AnalystPasadena, California$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
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.
Senior Associate, Operational Strategy Ares OperationsSenior Associate, Operational StrategyLos Angeles, CaliforniaAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. The Operational Strategy Group supports the Executive Office and serves as the enterprise control tower and nerve center for the firm’s highest-priority transformations bringing together strategy, execution oversight, assurance, and cross-functional delivery to ensure these initiatives move in a coordinated, disciplined, and value-focused way.
Associate Vice President, Corporate Accounting Ares OperationsAssociate Vice President, Corporate AccountingLos Angeles, California$165,000–$185,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Senior Associate, Corporate Strategy (HR M&A and Transformation) Ares OperationsSenior Associate, Corporate Strategy (HR M&A and Transformation)Los Angeles, New York$180,000–$195,000 / yearAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. The Corporate Strategy Group works directly with Ares' senior leadership and business group heads to evaluate and execute the firm's highest-priority strategic initiatives, including management company acquisitions, strategic partnerships, business expansion, strategic projects, and enterprise transformation initiatives.
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 - 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.
Director of Business Operations and Finance California State UniversityDirector of Business Operations and FinanceLos Angeles, CA$5,053–$16,221 / yearThe DBOF requires a comprehensive understanding of faculty and staff collective bargaining agreements and employment policies, management of all HR and Payroll matters such as faculty and staff appointments and extensions, PaGE student financial services, PaGE contracts and MOUs, and management of all PaGE facilities, including the DTLA satellite campus. The Position: The College of Professional and Global Education (PaGE) Director of Business Operations and Finance (DBOF), under the general direction of the PaGE Dean, provides strategic leadership, administration, and oversight of the College''''s financial operations within a complex self-support environment, including revenue growth initiatives such as LA Online.
P&C Insurance (Personal & Commercial) Transformation Associate Director Accenture PlcP&C Insurance (Personal & Commercial) Transformation Associate DirectorCulver City, CAThrough our Reinvention Services, we offer broad expertise across Cybersecurity, Digital Core, Finance, Industry and Enterprise, Song, Supply Chain and Engineering, and Talent, with advanced capabilities in AI and Data, Industry and Process, and Technology. We bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale.
Health Insurance Advisor TransGlobal Holdings Co.Health Insurance AdvisorAnaheim, CaliforniaRemoteIn this role, you will help individuals, families, and seniors navigate their healthcare coverage options by providing personalized health insurance solutions, including Individual & Family Plans, Medicare, ACA Marketplace Plans, Dental & Vision Coverage, and Supplemental Health Products. Previous experience in health insurance, Medicare, customer service, sales, or financial services preferred.
NewLead Product Forward Deployed Engineer For FSI Signals - Innovation_Delivery_Transformation DeloitteLead Product Forward Deployed Engineer For FSI Signals - Innovation_Delivery_TransformationCosta Mesa, CA$134,500–$265,100 / yearYou'll bring core consulting skills, financial services industry knowledge, and the ability to work with key stakeholders (product managers, technical / engineering teams, and Market Makers) to qualify product fit, pitch / demo products to clients, shape & commercialize opportunities, and deliver work by managing scope, timeline, and client outcomes. Post-Sale: Lead delivery of scoped proofs of concept (POCs) and in-market testing, working hands-in-hand with engineering and data science teams to deliver the product to the client to drive outcomes for their business.
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 (Westlake Village) EP Wealth Advisors LLCWealth Advisor (Westlake Village)Westlake Village, 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.