SVP, Financial Advisor
The Rogan Group, Inc
The Firm Our client is a nationally recognized independent wealth management firm founded in 2013. With $50B+ in AUM and 80+ offices nationwide, the firm has become a premier destination for advisors transitioning from wire house and private banking environments. They are seeking a Senior Vice President, Financial Advisor to join their Los Angeles market as a key partner in regional expansion. The Model This opportunity is designed for an established advisor seeking to evolve from an employee structure to a true equity partnership model. The platform combines the autonomy of an independent RIA with the institutional depth of a large national firm. Platform Advantages Direct Equity Ownership Meaningful participation in long‑term enterprise value creation. Institutional Infrastructure Robust compliance, cybersecurity, and integrated technology platform. Comprehensive Advisory Capabilities Multi‑custodian access and a full suite of investment advisory, estate coordination, tax strategy, financial planning, and private banking solutions. Dedicated Transition Support Experienced onboarding team focused on seamless client migration and asset retention. Practice Autonomy No proprietary product mandates or corporate grid constraints. Ideal Professional Profile Client Base Demonstrated success managing HNW and UHNW relationships, typically $2M–$10M+ per household. Advisory Expertise Strong background in holistic wealth management, portfolio construction, alternative investments, and advanced planning strategies. Operating within a wire house, private bank, independent broker‑dealer, or established RIA platform. Seeking transition from a traditional grid‑based model to a long‑term equity and partnership‑oriented structure. Compensation Total compensation potential in the Los Angeles market ranges from $500,000 to $1,000,000+ , depending on production levels, asset growth, and equity participation. Confidential Inquiries For a private discussion regarding this opportunity, please contact: Andrew Nathans – View email address on click.appcast.io The Rogan Group, Inc. – Executive Recruiters #J-18808-Ljbffr The Rogan Group, Inc
$170k - $200k
Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client... ...relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing...Suggested$10 per hour
...our portfolio. We’re hiring an Operating Partner - Finance (CFO / SVP Finance profile) to architect and scale finance, accounting, and... ...KPIs/metrics to increase visibility and accountability. Lead financial integration and synergy realization for add‑on M&A. Cross‑Functional...SuggestedInterim roleWork at officeRemote workFlexible hours$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 in the best interest of the customer. Determines client needs and provides solutions though the sales of...SuggestedPart timeLocal area- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$23 - $26 per hour
...Financial Aid Advisor MFSON GCC - Glendale, CA 91203 Overview Salary Range $23.00 - $26.00 Hourly Position Type Full-Time Job Shift Day Education Level High School Diploma Description Success Education Colleges (SEC) is a family of institutions comprised of North-West...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursShift work$60k - $80k
...alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment...Temporary workLocal area- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...Edward Jones Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Description: The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations...Temporary workWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$22 - $25 per hour
...Financial Advisor Are you ready to make a meaningful difference in the lives of aspiring beauty professionals? Paul Mitchell The School is hiring! Position: Financial Advisor Company: Paul Mitchell The School Location: Pasadena, CA DAILY WORK: As a Financial...Hourly payFull timeWork at office$85k - $300k
...Job Description Job Description Financial Sales Representative - Interview with one of the Top New York Life Partners in Los Angeles... ...ll see more of the specifics below: Insurance & Financial Advisor $85,000 to $300,000+ Annually with an average first year...Fixed term contract$90k - $110k
...Job Description Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing what...$70.3k - $115k
...SUMMARY: Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members' financial...Remote work- A financial services staffing company is seeking entry-level Financial Professionals to work remotely or hybrid in Glendale, Arizona. Candidates will help clients achieve financial independence through personalized plans. This is a commission-based 1099 independent contractor...For contractorsRemote work
$170k - $200k
...ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial... ...communities. Position Overview Wealthspire is seeking a Wealth Advisor at the SVP level to work closely with the Ground Control team. This...Work at officeFlexible hours$66.64k - $70.3k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you...Full timePart timeWork experience placementLocal area$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Pacific is a high-performing, dynamic firm of MassMutual, a leading financial services organization with a long history of helping... .... The Opportunity: We are seeking a motivated Financial Advisor who is ready to take the next step in their financial services...Full time
- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$61k - $250k
Northwestern Mutual is seeking Financial Advisors to help clients achieve their financial goals through personalized planning. This unique opportunity allows you to build a business aligned with your vision. The role includes client relationship growth, managing financial...- Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. Your responsibilities will include planning financial goals, recommending strategies, and engaging with clients directly to guide them in achieving their financial aspirations...
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined...Local area
$70k - $80k
Bank of America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial goals. Key responsibilities include building financial plans, triaging leads, and making referrals. The role...- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while...
$70k - $80k
Bank of America is seeking a Financial Advisor in Beverly Hills, California. This role focuses on providing tailored financial advice and solutions to clients, guiding them to achieve their financial goals. Key responsibilities include triaging client leads, making referrals...$70k - $80k
Bank of America is seeking a Financial Advisor in San Gabriel, California, to provide tailored financial advice to clients. The successful candidate will help clients achieve their financial goals through comprehensive financial planning and brokerage solutions. Candidates...- Position Summary We are seeking an experienced Emergency Department Financial Counselor to assist patients with insurance verification, financial screening, payment arrangements, and financial assistance programs. Responsibilities Conduct patient financial screenings and...Flexible hours
$70k - $80k
...FINRA. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...Temporary workMonday to FridayShift workDay shift
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