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
- 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
- ...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
- ...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...SuggestedTemporary workWork at officeShift workDay shift
$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...SuggestedTemporary workLocal areaFlexible hours- 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
- 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...
$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 timeWork at office- 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...
$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 workWork at officeLocal areaFlexible hours$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...- ...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...
- ...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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 workWork experience placement- 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...
- ...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 workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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 timeWork at office- ...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
- ...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
- ...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 officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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 officeLocal area$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 placementWork at officeLocal areaFlexible hours- ...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 officeLocal areaNight shift
- ...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 officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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...
$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 officeLocal area- ...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...
$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 timeH1b$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 workWork experience placementLocal area$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 payWork at officeMonday to FridayShift workDay shift$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 payImmediate startMonday to FridayShift workDay shift
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