Associate Financial Advisor
$85.33k - $145.13kNorthern Trust
Job TitleNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.Consults with clients to identify their goals, objectives and appetite for risk. This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals. Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern target profiles. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions. Collaborates and understands working with NTSI traders to ensure excellence in execution. Participates in team conversations to help develop and implement best in class investment strategies and solutions that will to maximize their sales efforts. Thorough documentation of client notes/interaction into Salesforce is a must to ensure all members of the advisory team are informed and kept up to date on client interaction. Monitors the market and information sources to make appropriate and timely strategy decisions to clients and partners. Fully participates in all ongoing training and meeting initiatives. Sets personal sales goals and business plan with manager based on experience and product knowledge. Providing the highest level of client service to clients is a top priority. Operates independently; has in-depth knowledge of business unit / function. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level. Carries out activities that are large in scope, cross-functional and technically difficult. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. Conducts preliminary analysis. Responsible for direct interaction with different committees and/or management. Strategic in developing, implementing and administering programs within functional areas.Strong sales, communication, and group presentation skills. Individual must be goal driven and self-motivated. Some travel may be required.Experience: Minimum 5+ years of securities industry and sales experience. Must have broad based knowledge of all securities products, options expertise preferred. Required Securities license: Series 7, 66 (or 63/65). Professional designation preferred (CFP)Salary Range: $85,330 - 145,130 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodationNorthern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
$85.33k - $145.13k
...Job TitleNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful...SuggestedFlexible hours$85.33k - $145.13k
...worldwide. With more than 135 years of financial experience and over 24,000 partners, we... ...In partnership with a Senior Financial Advisor, this motivated and client-focused... ...Principals and Sales Management. As the Associate Financial Advisor progresses, there...SuggestedFull timeH1bWorldwideFlexible hours- ...make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: As an Associate Financial Advisor, you’ll work alongside a successful LPL Advisor to continue to build...SuggestedWork experience placementWork at officeWork from home
$123,000 per week
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working todayWork at office3 days per week$123k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Suggested- LPL Financial is seeking an Associate Financial Advisor in the Los Angeles area. You will work with an experienced LPL Advisor to deliver advice, planning, and investment management support, gaining access to a broad network of industry professionals and resources. You...
$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality...Full timeH1b- ...service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2–4 Wealth Advisors by servicing,... ...virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs....Work at office
$51.45k - $84k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable and... ...We have an exciting opportunity for an Associate Financial Planner! This role provides centralized support to Financial Advisors and their clients by developing comprehensive...Full timeTemporary workWork at officeFlexible hours- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
$63k - $140k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...developing your skills and knowledge to deliver quality work. As an Associate you focus on learning and contributing to client engagement...Full timeH1b$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...transformative finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor junior team members...Full timeH1b- Wealth Enhancement is seeking an Associate Financial Planner to provide centralized support to Financial Advisors by developing comprehensive financial plans and analyses for clients in a collaborative, team-based environment. This hybrid role ensures efficient planning...
- Wealth Enhancement Group, LLC in Los Angeles is seeking an Associate Financial Planner to organize client files, develop comprehensive financial... ...using Morningstar and BRT. This role supports Financial Advisors through CRM documentation and technical research. #J-18808-...
$85k - $95k
Job Description Summary Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting... ...client relationships through active participation in the financial planning process. Responsibilities include creating and...Work at officeLocal areaRemote work2 days per week- ...of our clients. We provide personalized financial planning and investment management services... ...helps every client craft their future. Associate Financial Planner - Responsibilities... ...findings and recommendations with Financial Advisors. Review and summarize clients’ employer...Full timeTemporary workWork at officeFlexible hours
- Focus Partners in Santa Monica seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across... ...relationships and drive planning processes, with a focus on rigorous financial planning and a collaborative approach. It is a exempt...
- Wealth Enhancement Group in Los Angeles is seeking an Associate Financial Planner to support Financial Advisors by developing comprehensive financial plans and analyses, guiding clients toward their long-term goals in a collaborative team. Hybrid schedule; base salary range...
$43.68k - $69.9k
...Personal Banker Associate I - Century CityMake banking a Fifth Third better® We connect great people to great opportunities. Are you... ...platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the...Work at office- ...leading independent wealth management firm is seeking an Associate Wealth Advisor to join their high-performing team in Santa Monica, California... ...advisors with high-net-worth client relationships and financial planning initiatives. Ideal candidates should have a bachelor...
- ...Personal Banker Associate I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take... ...platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the...Work at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- Job Overview A law firm seeks a project finance or tax equity associate/senior associate for its Tax Credits and Projects practice in Los Angeles, CA. Candidates should have significant transactional experience in debt project finance or tax equity financings within renewable...Work at office
$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 FridayShift workDay shift- Senior Fund Accountant - Senior Fund Administration Associate Qualifications Graduate of Bachelor’s degree in Accountancy; Must be a... ...Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA...
- ...in Los Angeles is looking for an Internal Wealth Specialist. In this role, you will build and maintain strong relationships with financial professionals while promoting Capital Group solutions and analyzing business intelligence. The candidate should possess a sales-focused...Flexible hours
$100k - $125k
Join to apply for the Associate Loan Officer role at Ascent Developer Solutions 16 hours ago Be among the first 25 applicants Join to... ...non-bank real estate financing opportunities. Create detailed financial analysis of real estate financing opportunities using data driven...16 hoursFull timeWork at officeWork from homeMonday to FridayFlexible hoursNight shiftWeekend work- ...the techniques and outcomes of surgery so patients can resume their lives as quickly as possible. Position Summary : The Associate Trauma Specialist will work together with the Trauma Territory Manager and will have territory coverage, inventory management, and...Full timeNight shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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 advisor...Full timeContract workFor contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
- senior associate architect Los Angeles, CA
- lead associate Los Angeles, CA
- IT associate Los Angeles, CA
- cleaning associate Los Angeles, CA
- venture associate Los Angeles, CA
- associate general counsel Los Angeles, CA
- eye care associates Los Angeles, CA
- eye associates Los Angeles, CA
- equipment associate Los Angeles, CA
- recruiting associate Los Angeles, CA

