Independent Wealth Advisor High Payout, Client Ownership
Current
Current is seeking an Experienced Financial Advisor to join Cross Financial in Los Angeles. This role offers high payout structures between 60-80%+, allowing advisors to maintain ownership of client relationships. Ideal candidates will have a transferable book of business and a strong client management track record. Successful advisors benefit from enhanced operational efficiency and are positioned for significant growth without sacrificing independence. A great opportunity for those motivated by better economics. #J-18808-Ljbffr
- ...A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials...Suggested
- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have at...SuggestedWork at office
- ...We value Trust, Ownership, Growth, Empathy... ...individuals who can think independently, work... ...$2.8 billion in client assets. Our advisors average $575,000... ...levels, and the payout grid ranges 39%... ...Role: A Senior Wealth Advisor is an experienced... ..., and a high-level...SuggestedImmediate start
$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 experience...Suggested$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team... ...about helping clients achieve their financial... ...manage a holistic wealth management... ...our commitment to high standards. At CAPTRUST... ...include: Employee ownership opportunities.... ...production-based payout in year three. Salary...SuggestedTemporary workLocal areaFlexible hours- ...experienced Financial Advisor with a... ...grow within a high-touch, tech-enabled... ...About Navalign Wealth Partners... ...fast-growing, independent, fee-only Registered... ...management to clients in over 30 states... ...maintain full ownership of your client... ...Base salary + payout + growth-based...Work at officeWork from home2 days per week1 day per week
$150k
...individuals, firms, and clients alike. That’s why we’ve built... .... Experienced Financial Advisor - Independence & Growth Opportunity... ...needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a... ...Financial is seeking experienced wealth advisors with an...Temporary workTraineeshipLocal area- ...An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and fosters an authentic culture...
$150k
...Endowment And Foundations Advisor Are you ready... ...Advisor your clients will include... ...communication skills, high professionalism, and... ...ability to work independently. Licenses: Series... ...: Employee ownership opportunities.... ...production-based payout in year three. Salary...Temporary workWork at officeLocal areaFlexible hours- Empower is seeking a Private Wealth Advisor based in Southern California to provide personalized financial support to clients. The role entails delivering high-quality service through relationship management, financial planning, and investment strategies. Candidates should...
- Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies...
- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...Full time
- A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities... ...bachelor’s degree, significant experience in banking and wealth management, and strong communication and analytical...
$150k - $200k
...firm in Los Angeles is seeking an experienced Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth families. This role offers a... ...Candidates should have a strong background in client relationship management and a solid...- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los Angeles office and manage a book of high-net-worth clients. This position requires a minimum of 5 years of experience and a CFP designation. The role focuses on driving revenue growth...Work at office
- Pointwealth Capital Management, located in Los Angeles, is seeking an experienced Financial Advisor to manage an existing base of mid- to high-net-worth clients. The ideal candidate should have at least 3 years of experience in financial services, strong communication...
$120k - $130k
Position Summary SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial...Work at officeLocal area$45k - $100k
...career as a financial advisor may be the right... ...partner with clients to help them achieve... ...retirement, building wealth, estate strategies... ...- You'll work independently, but will have a team... ...to ensure a high-quality, streamlined... ...clients? Taking ownership of your business's...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...individuals to create personalized financial solutions for clients. This position offers a path to financial independence and the opportunity to build your own business in... ...marketing resources, and access to knowledgeable advisors to help you succeed. Benefits include retirement...Flexible hours
$28.85 - $33.65 per hour
Bank of America seeks a Financial Solutions Advisor Stage I in Los Angeles, CA. This role... ...essential securities licenses, cultivating client relationships, and providing... ...results-driven mindset, alongside having a High School diploma and a passion for the financial...Hourly payWork at office- Bessemer Trust is looking for an Associate Client Advisor in Los Angeles, California. This role involves maintaining client relationships and effectively managing client accounts for ultra-high net worth clients. The successful candidate will ensure proactive communication...
- Bankers Life® Financial Advisors help clients live more and worry less through... ...drive them to action Take ownership of your business and build... ...Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales...Work at officeFlexible hours
- ...An established industry player in wealth and investment management is seeking a motivated Investment Advisor to join their dynamic team. This role offers the freedom to choose the best investments for clients while providing extensive support from seasoned management....
$125k - $150k
...Wealth Advisor The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning... ...-maker, and subject matter expert. Independently sources new client revenue and expands upon...Local areaFlexible hours- ...collaborative, inclusive, and high-performing culture. We... .... By teaming with our clients, we solve the business... ...leaders and advisors to develop a strong understanding... ...effectively, takes ownership of assignments, and... ...in teams, as well as independently Applies creativity...Work at officeLocal areaRemote workFlexible hours
$35.15k - $70k
...international headquarters, the Advisor Mastery Program (AMP)... ...will balance new client development, sales... ...production.* Provides a high level of client... ...client-first, integrity, independence and a conservative, long... ...client in mind • Take ownership and hold themselves and...ApprenticeshipTraineeshipWork experience placement$99k - $232k
...business. We support our clients by addressing the... ...entire system. Take ownership of projects, ensuring... ...code of conduct, and independence requirements. The Opportunity... ...workstreams, oversee high-performing teams, and... ...serve as a trusted advisor across finance...Full timeH1b- ...and investment advice to high-net-worth families and... ...in a row! They are an advisor-built firm with incredibly... ...firm always puts their client’s best interest first.... ...providing thoughtful, independent advice to high-net-... ...entrepreneurial Senior Wealth Advisor to join their Los...Work at office
$150k - $175k
...Angeles, California office.As a part of a client relationship team dedicated to serving... ...solutions, and communicate sophisticated wealth management topics in a concise, understandable... ...to detail; Problem solves effectively High energy and highly self-motivated with the...Work at officeLocal area$159.97k - $188.2k
...retention and growth of medium to large size high net worth client relationships. Builds a team of... ...expert capable of handling complex wealth and relationship management issues, providing... ...Ability to make critical decisions independently Professional designation such as...Temporary workWork experience placementLocal area3 days per week
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