Senior Financial Advisor - Fee-Based Wealth Planning
$125k - $350kEdelman Financial Engines
Edelman Financial Engines seeks a Director of Financial Planning in El Segundo, CA, to provide outstanding financial advice and manage client relationships effectively. This role emphasizes a fee-based fiduciary model, requiring strong client-facing experience in wealth management. The ideal candidate will have expertise in financial planning, an active Series 65, and a desire for a performance-linked compensation structure. The role offers a competitive compensation package with potential earnings of $125,000 to $350,000. Join us in guiding clients towards their financial goals while upholding our values focused on client success and teamwork. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor - Fee-Based Wealth Planning in El Segundo, CA vacancy
$151.72k - $252.87k
...for a comprehensive wealth management... ...Banking, Investment Advisors and Fiduciary Advisors... ...client's current financial situation, goals and... ...the financial planning process. Prioritize... ...needs of the client based on the analysis.... ...expansion of our fee revenue while maintaining...SeniorTemporary workWork experience placementM&T Bank
Los Angeles, CA3 days ago- ...Think of us as financial partners, because... ...client assets. Our advisors average $575,000 in... ...program has a financial planning team that is... ...About the Role: A Senior Wealth Advisor is an... ...individualized service based on comprehensive... ...responsible for any fees related to...SeniorImmediate start
Columbia Bank (WA, OR & ID)
Los Angeles, CA4 days ago $151.72k - $252.87k
...for a comprehensive wealth management... ...Banking, Investment Advisors and Fiduciary Advisors... ...client's current financial situation, goals and... ...the financial planning process. Prioritize... ...needs of the client based on the analysis. Lead... ...expansion of fee revenue while maintaining...SeniorTemporary workWork experience placementLocal area- ...Senior Advisors are the most experienced advisors in the firm. They have... ...Certification such as Certified Financial Planner (CFP) is required.... ...experience in financial planning, investment management, or a... ...00% vested At Modern Wealth Management, we are committed...Senior
Modern Wealth Management
El Segundo, CA12 hours ago - ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor is a senior strategic... ...providing a wide variety of financial and investment services to... ...Ultra high Net Worth client base in the United States.... ...and experience in financial planning software preferred; knowledge...SeniorWork at office
Citi
Los Angeles, CA4 days ago $70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows... ...providing a wide variety of financial and investment services to... ...Ultra high Net Worth client base in the United States. Manage... ...and experience in financial planning software preferred;...SeniorFull timeWork at officeCitigroup Inc
Los Angeles, CA8 days ago- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los... ...relationships, providing expert financial planning advice, and contributing to business development... ...offers a competitive incentive-based salary structure. #J-18808-Ljbffr Manhattan...Senior
$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience... ...between $150,000 and $250,000, alongside performance-based incentives. The successful candidate will work...Senior$75k - $80k
...Associate Financial Advisor Meaningful work. Rewarding career. Thrivent... ...well-being through purpose-based advice, investments, insurance... ...and generosity. South Bay Wealth Advisors is an independent financial... ...clients through investment planning, insurance solutions, and...Local areaThrivent Financial for Lutherans
Redondo Beach, CA4 days ago$125.4k - $181.88k
...Our vision for the future is based on the idea that transforming financial lives starts by giving our people... ...freedom. Empower Yourself.The Senior Private Wealth Advisor, Practice Lead plays a vital... ...client onboarding, financial planning, and investor educationProvide...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hoursEmpower
Los Angeles, CA1 day ago- A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have...Senior
- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans for high-net-worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive...Senior
$115k - $140k
...distinguished asset and wealth management firm with... ...seeking an experienced Senior Financial Planner to join our... ...comprehensive financial planning. Collaborating with the... ...Planning and Wealth Advisors, you will develop detailed... .... This role is based in Century City, CA...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hoursVirtus Investment Partners
Los Angeles, CA3 days ago$125.4k - $181.88k
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role... ...clients achieve long-term financial success. The role focuses on... ...onboarding, financial planning, and investor education. Manage... ...and collaboration. Base Salary Range $125,400.00 -...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$120k - $130k
Position Summary SCS Financial is seeking a highly... ...and detail-oriented Senior Associate, Client Advisor to join our growing... ...with a team of senior wealth management... ...investment and estate planning strategies. The ideal... ...position. The annualized base pay range for this role...SeniorWork at officeLocal area$180k
ROLE - FINANCIAL ADVISOR LOCATION - CENTURY CITY, CA WORK TYPE - FULL-TIME... ...About The Role Leading fee-only wealth management firm with a client... ...success through integrated planning. Requirements Demonstrated... ...Compensation $180K base with unlimited bonus based...Full timeWork at office$115k - $140k
...is a distinguished asset and wealth‑management firm with over $50... ...comprehensive, personalized financial plans, estate reviews, and tax analyses... ...clients. Partner with Wealth Advisors in delivering holistic... ...Competitive pay and performance‑based bonuses. Medical, dental, and...SeniorPermanent employmentVisa sponsorshipFree visaFlexible hours- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The Company... ...emphasis on estate and tax planning. This role involves designing and...SeniorWork at office
Confidential
Playa Del Rey, CA3 days ago $90k - $100k
...FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned... ...asset management, financial planning, and brokerage services... ...and risk tolerance based on CNAM models. Review...SeniorRemote workShift workCity National Bank
Los Angeles, CA2 days ago- A leading financial services firm is seeking a Financial Advisor in Los Angeles, CA. Candidates should have at least 5 years of experience with a transportable practice and a proven track record in building relationships and developing business. This position offers a...Senior
- ...providing comprehensive financial guidance? Sagient,... ..., and financial planning domains. If you're driven... ...by shaping tomorrow's wealth with wisdom and innovation... ...a Sagient financial advisor, you'll assist clients... ...portfolio, including fee-based financial planning, asset...
Sagient
El Segundo, CA3 days ago - As a 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... ...management experience with fee-based consulting, tax, mutual funds...
Mariner
Los Angeles, CA4 days ago $90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at... ...build and manage a holistic wealth management practice. You'll... ...provide comprehensive financial planning, investment management... ...Long term and unlimited based on production! To start, salary...Temporary workLocal areaFlexible hoursCAPTRUST
Los Angeles, CA4 days ago$57.5k - $106.5k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business...Contract workPart timeLocal areaBmo
Manhattan Beach, CA4 days ago$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...Senior- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients... .... You will oversee diverse financial needs, collaborate across... ...trust administration, estate planning, and new business development...Senior
- A major financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within the affluent segment. The... ...will have a strong background in financial planning and analytical skills, as well as experience with financial...Senior
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in West Hollywood, CA... ...clients while ensuring compliance with financial regulations. The ideal candidate should... ...communication skills along with relevant financial planning knowledge. A Bachelor's degree and 5-8...Senior
- ...specializes in providing sophisticated financial planning and investment advice to high-net-... ...multiple years in a row! They are an advisor-built firm with incredibly talented people... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their Los Angeles office...SeniorWork at office
$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... ...-site, with a compensation of $180K base plus performance-based bonuses. Join...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor - Fee-Based Wealth Planning. Be the first to apply!
Related searches
- finance associate El Segundo, CA
- financial advisor El Segundo, CA
- estate planning consultant El Segundo, CA
- financial planning assistant El Segundo, CA
- associate corporate finance El Segundo, CA
- financial planning administrator El Segundo, CA
- financial planning associate El Segundo, CA
- jde finance consultant El Segundo, CA
- financial planner El Segundo, CA
- financial counselor El Segundo, CA