Wealth Advisor: Holistic, Client-First Guidance
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Los Angeles. Candidates should have at least 2 years of financial advisory experience, a valid Series 7 and other required licenses. Responsibilities include building client relationships, delivering personalized investment solutions, and supporting digital confidence. The role emphasizes client education and a commitment to diversity and inclusion. A bachelor's degree and CFP certification are preferred. #J-18808-Ljbffr JPMorgan Chase & Co.
- Sagient in El Segundo, California is looking for a Financial Advisor to join our dynamic team. In this role, you will work closely with clients, helping them achieve their financial goals through personalized investment strategies. You will provide comprehensive financial...Suggested
- JPMorganChase is seeking a Private Client Advisor in Santa Monica, California. This role involves offering financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. Candidates should have at least 2...Suggested
$120k - $130k
...-oriented Senior Associate, Client Advisor to join our growing team. This... ...with a team of senior wealth management professionals in... ...delivering comprehensive financial guidance to ultra-high-net-worth... ...investment implementation, and holistic wealth management efforts across...SuggestedWork at officeLocal area- JPMorgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role requires a strong focus on relationship management and a deep understanding of financial markets to deliver personalized investment solutions....Suggested
- ...motivated individuals to create personalized financial solutions for clients. This position offers a path to financial independence and the... ...training, marketing resources, and access to knowledgeable advisors to help you succeed. Benefits include retirement plans, flex...SuggestedFlexible hours
$70k - $110k
...CommunityAmerica Credit Union seeks a dynamic Wealth Advisor to foster long-term financial success for members in Los Angeles. This role involves creating personalized financial plans, investment recommendations, and managing a diverse book of business. Candidates should...$150k - $175k
...California office.As a part of a client relationship team dedicated to... ...and communicate sophisticated wealth management topics in a concise... ...in a timely manner; Serve as first point of contact for some... ...access to private investments, holistic wealth and estate planning, next...Work at officeLocal area$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic Wealth Advisor to assist members in achieving long-term financial success through personalized financial planning and investment strategies. This role emphasizes building trusted relationships, developing comprehensive...$70k - $110k
CommunityAmerica Credit Union is seeking a dynamic Wealth Advisor to help members achieve long-term financial success. In this role, you will develop personalized financial plans and build trusted relationships within a dedicated membership base. Join a mission-driven...- ...Current is seeking an Experienced Financial Advisor to join Cross Financial in Los Angeles. This role offers high payout structures between 60-80%+, allowing advisors to maintain ownership of client relationships. Ideal candidates will have a transferable book of business...
$70k - $110k
...dynamic and member-focused Wealth Advisor to join our growing team. In... ...retirees of major companies —a client population that values long-... ...relationships, personalized guidance, and trust. This role offers... ...to deliver a seamless, holistic member experience Grow and manage...- ...An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture...
- ...A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...
$125.4k - $181.88k
...Overview The Senior Private Wealth Advisor, Practice Lead plays a vital... ...role in helping high net worth clients achieve long-term financial success... ...Empower clients. Provide a first‑class client experience... ...market discussions. Provide holistic financial planning across retirement...16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area- Lenox Advisors in Los Angeles is seeking experienced Financial Advisors to transition from transactional sales to holistic financial planning. Advisors will access operational support and leverage specialists to deepen client relationships and grow their businesses. The...
- JPMorgan Chase & Co. seeks a Private Client Advisor in Lynwood, California, to deliver personalized financial planning and advice. The role involves building client relationships and providing a wide range of investment solutions. Candidates should have at least 2 years...
- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...Full time
- A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities... ...a bachelor’s degree, significant experience in banking and wealth management, and strong communication and analytical skills....
$150k - $200k
...investment advisory firm in Los Angeles is seeking an experienced Wealth Advisor to provide sophisticated financial planning and investment... ...0,000-$200,000. Candidates should have a strong background in client relationship management and a solid compliance record. Join a...$180k
W3Global is looking for a Financial Advisor in Century City, CA, to deepen client relationships and provide comprehensive financial planning. The role requires strong interpersonal skills and a passion for financial education. Successful candidates will work full-time on...Full time- ...global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking,...
- Lenox Advisors in Glendale, California, is seeking an experienced Financial Advisor to transition from transactional sales to holistic financial planning. The ideal candidate has a minimum of 3 years... ...specialists, and aims to deepen client relationships while increasing...
$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of experience...- Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies...
$60k - $120k
EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity. The ideal candidate...Flexible hours- A premier wealth advisory firm in Los Angeles is seeking experienced Sales Professionals with a passion for client service to develop new client opportunities. The role focuses on building... .... Full training provided to obtain necessary licenses. #J-18808-Ljbffr Lenox Advisors
- JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning and advice to clients, fostering strong relationships while delivering personalized investment solutions. Applicants should have at...
- ...specialized financial services. Responsibilities include building client relationships, analyzing financial needs, and providing tailored... .... The position involves a full-time commitment of 40 hours per week within the first shift hours. #J-18808-Ljbffr Bank of AmericaFull timeDay shift
- ...ago Be among the first 25 applicants Direct... ...from Equitable Advisors Equitable Advisors... ...the lives of its clients. Our network of over... ...path to becoming a wealth manager through licensing... ...and guidance Product and Service... ...own Credentialed Holistic Financial Coach program...Permanent employmentFull timeTraineeshipWork experience placementWork at officeLocal areaRelocationRelocation packageFlexible hours
- Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service teams and providing analytical, operational, and administrative support for client acquisition and retention. Candidates should have a...
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