Wealth Planner & Investment Advisor
$57.5k - $106.5kKoitecc Solutions
Koitecc Solutions in Torrance, California is seeking a professional to provide financial and investment planning advice. Responsibilities include supporting sales targets, implementing business development strategies, and managing client relationships effectively. The ideal candidate should have 4–6 years of relevant experience and necessary licenses. The compensation for this role ranges from $57,500 to $106,500, plus benefits including health insurance and retirement plans. #J-18808-Ljbffr Koitecc Solutions
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Wealth Planner & Investment Advisor in Torrance, CA vacancy
$79k - $110k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high... ...closely with Senior Portfolio Managers and advisors to manage investments of client accounts. The ideal candidate will have a...SuggestedTemporary workWork at officeImmediate startFlexible hours$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high... ...certification preferred Basic knowledge of financial and investment concepts Excellent written and verbal communication skills...SuggestedTemporary workWork at officeImmediate startFlexible hours$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic and member-focused Wealth Advisor to join their team in Hawthorne, California. In this role, you will develop personalized financial plans and investment strategies to help members achieve their financial goals. The role...Suggested$60k - $120k
EP Wealth Advisors is seeking a Wealth Advisor in Torrance, CA, responsible for providing comprehensive service to existing clients and assisting in new business development. Candidates must have an undergraduate degree and at least two years of relationship management...SuggestedFlexible hours$70k - $110k
...communities we serve. We are seeking a dynamic and member‑focused Wealth Advisor to join our growing team. In this role, you will partner... ...through personalized financial planning and thoughtful investment strategies. What Makes This Opportunity Unique As a Wealth Advisor...SuggestedFlexible hours$70k - $110k
CommunityAmerica Credit Union is seeking a dynamic Wealth Advisor to help members achieve long-term financial success. In this role, you will develop personalized financial plans and build trusted relationships within a dedicated membership base. Join a mission-driven...$70k - $110k
CommunityAmerica Federal Credit Union is seeking a dynamic Wealth Advisor to assist members in achieving long-term financial success through personalized financial planning and investment strategies. This role emphasizes building trusted relationships, developing comprehensive...$60k - $120k
EP Wealth Advisors, Inc. is seeking a Wealth Advisor to provide comprehensive service to clients while assisting in developing new business. The successful candidate will engage in relationship management, work collaboratively with teams, and help achieve business development...$83.92k - $125.88k
Citigroup Inc. is looking for a Wealth Relationship Manager in Torrance, California. The candidate will manage affluent client relationships, providing tailored financial solutions. Responsibilities include anticipating client needs and ensuring compliance with regulations...$70k - $110k
UNIFY Financial Credit Union in California seeks a Wealth Advisor to enhance member financial success through personalized investment strategies. The role involves building client relationships, developing financial plans, and achieving sales goals. Candidates should have...Flexible hours- ...global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have over six...
$75k - $80k
...services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you... ..., investments, insurance, banking and generosity. South Bay Wealth Advisors is an independent financial services practice of Thrivent and...Full timeLocal area- ...diversity and inclusion. Using a broad investment product and thought leadership platform... ...financial needs. Job Responsibilities Support Advisors book of business including facilitating... ...and assisting the Advisors with ongoing wealth planning, referral source management and...
$66k - $125k
...Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and... ...find opportunities to add value to the relationship Our Investments in You Fidelity's greatest advantage is our people, and...Work from homeFidelity Investments
Torrance, CA2 days ago- A leading financial institution in Torrance, California, is seeking a seasoned Senior Analyst to manage affluent client relationships. The candidate will apply in-depth financial expertise to understand complex client needs and provide tailored solutions. Engaging clients...
$57.5k - $106.5k
A financial services organization in Torrance, California, seeks a professional to support sales and performance targets for financial products. The role includes implementing business strategies, identifying opportunities, managing client relationships, and analyzing data...$75k - $125k
...through a boutique, high-touch wealth management experience. By... ...focused Private Wealth Associate Advisor who takes pride in delivering... ...: Conduct research on investment options, market trends, and financial... ...Certified Financial Planner® (CFP®) designation strongly...ApprenticeshipWork at office$75k - $125k
Retirement Resource Center, LLC. is seeking a Private Wealth Associate Advisor in Manhattan Beach, CA. This role is ideal for individuals new... ...assisting with client meetings, and performing research on investment strategies. The firm emphasizes a collaborative culture...$50 - $60 per hour
...s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’...Hourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Palos Verdes Estates, CAa month ago- A leading financial services organization in Lakewood seeks an experienced financial advisor to provide comprehensive financial and investment planning services. You will work collaboratively with clients to deliver tailored banking solutions and achieve sales targets....
- TwinThread is looking for a Private Client Advisor in Manhattan Beach, California. In this role, you will provide comprehensive financial planning and advice to clients across various wealth levels, emphasizing relationship management over portfolio management. The role...
- ...Senior Planner This is a direct placement position. As a Senior Planner, you will be responsible for production planning and control of models and parts, as well as special planning requirements such as raw materials, start up production programs, or interfacing with...Contract workWork at office
ClifyX
Torrance, CA2 days ago - EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high... ...Headquarter office located in Torrance, CA is hiring for an Investment Operations Associate. The Investment Operations Associate position...Temporary workWork at officeImmediate startFlexible hours
$100k - $120k
...About the job Production Planner Basic Purpose and Objective of the Position: This position is responsible for the development, preparation and maintenance of production schedules to guide the production activities and resources that achieve maximum efficiency...WorldwideElevant
Torrance, CA1 day ago- About the job Production Scheduler About Castelion Castelion is bringing a new approach to defense development and production: one that focuses on short, iterative design cycles, rapid testing in development, and modern commercial manufacturing strategies...Permanent employment
Castelion Corporation
Torrance, CA4 days ago $60k - $65k
Position: Production Scheduler Industry: Food Manufacturing Location: Phoenix, AZ Work Style: 100% On-site Salary: $60,000 - $65,000 / year Employment Type: Full-time Position Summary The Production Scheduler plans and manages daily and weekly...Full timePasona NA
Torrance, CA18 hours ago$82k - $124k
...Sr Production Planner Lead activities across the supply chain network to deploy the Honeywell Global Design Model (GDM) and facilitate the full adoption across your network. You will work out of our Torrancec,CA location on a hybrid work schedule. In this role, you...Permanent employmentTemporary workFlexible hoursHoneywell Aerospace
Torrance, CA3 days ago- ...divh2Production Planner/h2pIntellisense Systems, Inc. is a fast-growing Southern California technology innovator that solves tough, mission-critical challenges for customers in the aerospace, defense, and commercial markets. We design, develop, and manufacture advanced...Immediate start
Intellisense Systems
Torrance, CA3 days ago $70.3k
Current employees and contingent workers click hereto apply and search by the Job Posting Title. Clear Channel Outdoor Job Summary: The Campaign Strategist works in partnership with Sales Teams and enables Sales Teams to maximize their efforts for a successful...Temporary workWork experience placementWork at officeFlexible hoursClear Channel Communications, Inc.
Torrance, CA3 days ago- Mercor is seeking experienced sales and marketing professionals in Gardena, CA, to build realistic enterprise environments for AI training through Project Atlas. Your expertise will help create digital workspaces that reflect the tools and processes of major financial ...Remote work
Mercor Inc
Gardena, CA18 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Planner & Investment Advisor. Be the first to apply!
Related searches
- production planning specialist Torrance, CA
- medical equipment planner Torrance, CA
- materials planning & execution specialist Torrance, CA
- airport planner Torrance, CA
- operations planner Torrance, CA
- capacity planner Torrance, CA
- business continuity planner Torrance, CA
- resource planner Torrance, CA
- meeting planner Torrance, CA
- planner Torrance, CA