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 Current
- 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
$80 - $110 per hour
Micro1 is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial guidance and support the development... ...competitive pay range of $80 to $110 per hour, focusing on high-net-worth clients, and addressing their financial needs while ensuring...SuggestedRemote jobHourly pay- 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
- ...established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-in...Suggested
- ...Angeles to manage medium to large size high net worth client relationships. This role involves... ...with 10+ years of relevant experience in wealth management. Strong relationship management... ..., as well as the ability to make independent decisions. #J-18808-Ljbffr Us Bank
$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...Temporary 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
$90k - $100k
...Team as a Financial Advisor at CAPTRUST! Who... ...passionate about helping clients achieve their... ...manage a holistic wealth management... ...our commitment to high standards. At CAPTRUST... ...include: Employee ownership opportunities 401(... ...production-based payout in year three. Salary...Permanent employmentFull timeTemporary workTraineeshipRelocationRelocation package$65k - $125k
...is seeking a Preferred Banker based in Los Angeles, CA. This role focuses on maintaining and cultivating relationships with high net-worth clients while providing exceptional banking services. The ideal candidate will leverage their experience to drive revenue and...$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- 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
$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...- WEALTH FOUNDATIONS ADVISOR As an independent, nationally ranked investment advisory firm with offices nationwide... ...and investment advice to high-net-worth families and they love... ...Foundations Advisor , you will take ownership of client relationships, drive financial strategies...
$124.36k - $146.3k
U.S. Bancorp in Beverly Hills is seeking a Wealth Management professional responsible for managing high net worth client relationships. This hybrid role requires expertise in wealth management and strong relationship management skills. Candidates should have a bachelor'...- 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...
$45k - $100k
...With over 9 million clients and 20,000 financial advisors across the U.S. and... ..., building wealth, estate strategies,... ...office - You'll work independently, but will have a team... ...responsibilities to ensure a high-quality,... ...clients? Taking ownership of your business's...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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
$80k - $100k
Bessemer Trust is hiring an Associate Client Advisor in Los Angeles. This role focuses on servicing ultra-high net worth clients by managing client relationships and ensuring coordinated service delivery. Candidates should have a Bachelor's degree and a preference for...$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$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$125k - $150k
...Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized... ...-maker, and subject matter expert. ~ Independently sources new client revenue and expands upon...Local areaFlexible 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....
- ...Angeles is looking for a motivated individual to provide client service support to Financial Advisors. This position emphasizes operational excellence and... ...competitive hourly pay and benefits, this role requires a high school diploma and excellent communication skills. #J-...Hourly pay
- ...Financial Services Advisor (Entry-Level to... ...solutions, and long-term wealth building. We are... ...to grow into a high-income, purpose-... ...'ll Do Work with clients to assess financial... ...opportunities Business ownership and growth... ...achieve financial independence Seeking flexibility...Full timePart timeRemote workFlexible hours
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner... ...create personalized financial plans for high-net-worth clients. The role demands strong analytical... ...candidate will work closely with Wealth Advisors and oversee complex financial needs, ensuring...- ...global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking,...
$170k - $200k
AON is seeking a Wealth Advisor at the SVP level in Los Angeles, CA. This role involves managing client relationships, analyzing investment objectives, and providing strategic wealth management solutions. Ideal candidates will have over 10 years of experience in wealth...$150k - $200k
...Opportunity at Composition Wealth - a fun, fast growing,... ...Wealth is an independent, nationally-ranked investment... ...and investment advice to high-net-worth families and... ...an experienced Wealth Advisor to join our dynamic team... ...investment management, client service, and compliance...H1bDay shift$60k - $120k
EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity. The ideal candidate...Flexible hours
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