Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Solutions Specialist for Financial Advisors

124 CCG CCG

124 CCG CCG 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 mentality with at least one year of experience in the financial services industry, and must hold the SIE license with Series 6 or 7 strongly preferred. The position offers competitive salary and flexible work options. #J-18808-Ljbffr 124 CCG CCG

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Wealth Solutions Specialist for Financial Advisors in Los Angeles, CA vacancy
  • A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management...  ...internal teams for integrated wealth management solutions. This role offers a competitive salary and... 
    Suggested

    Ground Control Business Management

    Los Angeles, CA
    2 days ago
  •  ...America is seeking a GWIM Credit Product Specialist in Los Angeles, CA. This role involves...  ...and deliver credit opportunities to financial advisors' clients. Responsibilities include...  ...clients are knowledgeable about GWIM credit solutions. The ideal candidate will have 3 years... 
    Suggested

    Bank of America

    Los Angeles, CA
    13 hours ago
  •  ...Financial Solutions Advisor Stage I - Registration Candidate At Bank of America, we are guided by a common purpose to help make financial lives...  ...on-going training and interaction with the Merrill Lynch Wealth Management Complex The role is a bridge between banking... 
    Suggested
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Venice, CA
    2 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We...  ...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive...  ...planning, investment management solutions, and risk management to retirement plan... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Los Angeles, CA
    13 hours ago
  • Financial success is about creating the right roadmap for you that aligns...  ...trusted and best financial advisor in Los Angeles, we provide...  ...strategies or tips to grow your wealth, our team provides a...  ...priorities and then we craft tailored solutions to our clients that deliver... 
    Suggested

    Ehuntcpa

    Los Angeles, CA
    3 hours ago
  • JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning and advice to clients, fostering...  ...relationships while delivering personalized investment solutions. Applicants should have at least two years... 

    JPMorganChase

    Alhambra, CA
    1 day ago
  • $180k

    ROLE - FINANCIAL ADVISOR LOCATION - CENTURY CITY, CA WORK TYPE - FULL-TIME | 100% ON-SITE About The Role Leading fee-only wealth management firm with a client-first philosophy rooted in origins...  ...comprehensive financial solutions beyond portfolio management. Focused... 
    Full time
    Work at office

    W3Global

    Los Angeles, CA
    4 days ago
  • A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity...  ...management and comprehensive financial solutions. The firm caters to high-net-worth... 

    The Rogan Group, Inc

    Los Angeles, CA
    1 day ago
  • $99.48k - $159.17k

     ...and delivers personalized solutions through building long-term,...  ...can succeed as an Internal Wealth Specialists at Capital Group.” As one...  ...strong relationships with financial professionals in your assigned...  ...complex sales calls with advisors and work closely with the Wealth... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Capital Group

    Los Angeles, CA
    3 days ago
  • $77.6k - $114.7k

    JPMorgan Chase is seeking an Investment Associate in Los Angeles who will collaborate with Financial Advisors to deliver tailored wealth management solutions to high-net-worth clients. Responsibilities include advising on portfolio construction, market implementation of... 

    JPMorgan Chase

    Los Angeles, CA
    4 days ago
  •  ...Custom Lending Specialist As a Custom Lending Specialist within JPMorganChase Wealth Management, you will serve as a solutions-oriented lending resource and key point of contact for Financial Advisors, ultra-high net-worth clients, and Market Leadership. In this fast... 

    Chase

    Los Angeles, CA
    1 day ago
  •  ...Financial Solutions Advisor- Valley Crest Market Sherman Oaks, California;Montrose, California; Los Angeles, California; Burbank, California; La Crescenta, California; Glendale, California; Glendale, California; La Canada Flintridge, California; Los Angeles, California... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Sherman Oaks, CA
    4 days ago
  • $151.72k - $252.87k

     ...coordinates on the delivery of solutions for a comprehensive wealth management strategy for...  ...Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives...  ...by utilizing a team of specialists as applicable.... 
    Temporary work
    Work experience placement

    M&T Bank

    Los Angeles, CA
    2 days ago
  • As a wealth advisor you will work directly with the wealth management team to create comprehensive...  ...plans that include a coordinated financial strategy that aligns with each client’s...  ...research and analysis of potential client solutions Cultivate and lead client... 

    Mariner

    Los Angeles, CA
    3 days ago
  •  ...Financial Solutions Advisor- Beverly West Market Los Angeles, California;Santa Monica, California; Malibu, California; West Los Angeles, California; Venice, California; Santa Monica, California; Los Angeles, California; Los Angeles, California; Los Angeles, California... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Santa Monica, CA
    6 days ago
  • $70k

     ...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends...  ...problems and develop new, innovative solutions. Required to think beyond existing solutions...  ...for providing a wide variety of financial and investment services to an Ultra high... 
    Full time
    Work at office

    Citigroup Inc

    Los Angeles, CA
    7 days ago
  •  ...purpose. Think of us as financial partners, because at...  ...in client assets. Our advisors average $575,000 in GDC...  ...approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an...  ...Advisors, Client Service Specialists, Private Bankers, and Wealth... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Los Angeles, CA
    3 days ago
  •  ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor is a senior strategic professional...  ...problems and develop new, innovative solutions. Required to think beyond existing solutions...  ...for providing a wide variety of financial and investment services to an Ultra high... 
    Work at office

    Citi

    Los Angeles, CA
    3 days ago
  •  ...Financial Solutions Advisor Registration Candidate- Valley Crest Market Glendale, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Glendale, CA
    2 days ago
  • $120k - $130k

    Position Summary SCS Financial is seeking a highly motivated and detail...  ...Senior Associate, Client Advisor to join our growing team. This...  ...with a team of senior wealth management professionals in delivering...  .... Detail-oriented and solutions-driven, with a high standard... 
    Work at office
    Local area

    SCS

    Los Angeles, CA
    13 hours ago
  • $75k - $125k

     ...a premier California-focused financial services company dedicated to...  ...Market Excellence Awards. Wealth Management is a specialized division...  ...of a dedicated Wealth Advisor to join our team of bank...  ...and educate, develop tailored solutions, recommendations, and implementing... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Zions Bancorporation

    Los Angeles, CA
    6 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's...  ...Serves clients with excellence providing financial guidance in a manner based on the financial...  ...and implement excellent financial solutions and actively participate in the timely... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Los Angeles, CA
    3 days ago
  •  ...Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Culver City, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Culver City, CA
    3 days ago
  •  ...Custom Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused...  ...achieve their long-term financial goals and is comprised of...  ...business, J.P. Morgan Advisors, Personal Advisors and Self...  ...will serve as a trusted, solutions-oriented lending expert and... 

    Chase

    Los Angeles, CA
    4 days ago
  • $100 per hour

     ...assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched...  ...Summary NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit... 
    Work at office
    Local area

    Focus Financial Partners Inc.

    Los Angeles, CA
    3 days ago
  •  ...Citi Wealth - Lending Advisor - Vice President Working at Citi is far more...  ...provides competitive borrowing solutions that are strategically...  ...aligned lending specialist supporting the Citigold and...  ...~ Solid understanding of financial markets, investments, and... 

    Citi

    Los Angeles, CA
    3 days ago
  • $77k - $202k

     ...people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial... 
    Full time
    H1b

    PwC

    Los Angeles, CA
    3 days ago
  • $151.72k - $252.87k

     ...coordinates on the delivery of solutions for a comprehensive wealth management strategy for...  ...Banking, Investment Advisors and Fiduciary Advisors to...  ...assess the client's current financial situation, goals and...  ...solutions by utilizing a team of specialists as applicable. Manage... 
    Temporary work
    Work experience placement
    Local area

    M&T Bank Corporation

    Los Angeles, CA
    13 hours ago
  • $28.85 - $33.65 per hour

     ...Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining securities licenses, including Securities Industry Essentials (SIE),... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    West Hollywood, CA
    13 hours ago
  • $28.85 - $33.65 per hour

    Job Overview Bank of America provides an opportunity to work as a Financial Solutions Advisor Stage I (FSA I). Your journey starts with securing Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66). After obtaining the required licenses... 
    Hourly pay
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Solutions Specialist for Financial Advisors. Be the first to apply!