Client-Facing Financial & Actuarial Associate
Arthur J. Gallagher & Co. (AJG)
Arthur J. Gallagher & Co. (AJG) is seeking a Financial and Actuarial Associate in Glendale, California. In this role, you will perform financial analyses for clients, offer consultations based on analytical findings, and mentor team members. The ideal candidate will hold a Bachelor's degree and have at least two years of related experience, preferred certifications include CMA or CFA. We offer a competitive salary and a comprehensive benefits package including medical, dental, vision plans, and educational expense reimbursement. #J-18808-Ljbffr Arthur J. Gallagher & Co. (AJG)
- Highline Wealth Partners in Los Angeles is hiring a client-facing advisor with 3-8+ years in wealth management. This role emphasizes the... ...relationships alongside senior advisors, participating in planning and financial strategy implementation. Candidates should possess a Bachelor...Suggested
- ...united by a commitment to growth, shared goals, and shaping a future defined by excellence. As a Financial and Actuarial Associate, you’ll play a role in helping clients make informed financial decisions, mentoring team members, and driving impactful solutions. This is...SuggestedFull timeLive outWork at officeLocal areaFlexible hours
- ...of their most important people decisions. We help clients build better workplaces, where people feel supported... ...and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively...SuggestedFull timeLive outWork at officeLocal areaFlexible hours
- A prestigious investment advisory firm in West Los Angeles seeks a Portfolio Administrator/Client Service Associate to support client needs and manage account operations. This role involves significant interaction with clients, and requires strong technical skills, especially...Suggested
- A leading financial services provider in California seeks a Financial Advisor to build a client base and provide personalized financial planning. This role requires active Life... ...have a successful history in client-facing roles and a desire for continuous learning....SuggestedFlexible hours
$212k - $318k
NACBA is seeking a Partner, Senior Health Actuary to lead client engagements in their Actuarial and Financial Group. The role requires expertise in group health benefits, team leadership, and a strong analytical background with an ASA or FSA credential. This position offers...- A financial services company is seeking a Registered Client Service Associate in Los Angeles, CA. This role involves providing essential administrative support to financial advisors and clients. The ideal candidate will possess strong communication skills, attention to...
$58.19k - $81.21k
...Act in Glendale, California. The role involves assisting in sales activities, building customer loyalty, and providing exceptional client experience. Responsibilities include handling credit requests, fostering business relationships, and guiding branch staff on products...$5,000 - $8,000 per month
...Job Description Job Description We are seeking a client acquisition specialist to join our dynamic sales team. In this role, you’ll... ...interactions. Qualifications A background in customer-facing roles (retail, hospitality, personal training, etc.) with a proven...Full timeShift work- Northwestern Mutual in Los Angeles is seeking motivated 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 a supportive environment. You will receive...Flexible hours
$123k
An established financial services firm in Los Angeles is seeking an entry-level financial advisor who possesses strong communication and analytical skills. The candidate should have a passion for client relationship building and a foundational understanding of financial...$28.85 - $33.65 per hour
Bank of America seeks a Financial Solutions Advisor Stage I in Los Angeles, CA. This role involves obtaining essential securities licenses, cultivating client relationships, and providing comprehensive financial advice. You will work in a financial center and help clients...Hourly payWork at office- ...Angeles is seeking experienced Sales Professionals with a passion for client service to develop new client opportunities. The role focuses on building strong client relationships, providing tailored financial advice, and promoting trust and teamwork within a collaborative...
- JPMorganChase is looking for a Private Client Advisor in Alhambra, California. The advisor will provide comprehensive financial planning and advice to clients, fostering strong relationships while delivering personalized investment solutions. Applicants should have at...
$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...$69.8k - $132k
...world of change, empowering our clients and people to realize their... ...hospitality accounting and financial operations business issues?... ...RSM is looking for a Senior Associate to join our Accounting and Finance... ...and hospitality enterprises face an ever‑changing business landscape...Work experience placementLocal areaFlexible hours$23.17 - $28.37 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...relationships with customers by meeting face to face and engaging them when and where...Temporary work$70k - $80k
Bank of America is seeking a qualified financial advisor in Alhambra, California, to provide specialized financial advice and solutions tailored to client needs. The role involves triaging client leads, making referrals, and helping clients to build financial plans. The...- A financial services firm in Los Angeles is seeking a Financial Advisor who will meet with clients to assist in planning their financial futures. The role includes utilizing technology for operations, receiving marketing support, and collaborating with the District Vice...
- ...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-class tools and industry expertise to...
- A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities include identifying and deepening client relationships, ensuring quality service delivery, and collaborating with specialists...
- .... This role offers the opportunity to work with high-net-worth clients while being part of a firm that prioritizes client interests and... ...an exciting opportunity for those looking to make a significant impact in the financial advisory space. #J-18808-Ljbffr Gaynor Staffing
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work...- A leading 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...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while...
$75k - $95k
...Mutual umbrella). Our mission is to help clients articulate a clear financial plan and serve as their strategic... ...We are seeking a Financial Planning Associate to operate as a “second chair” to... ...client meetings (not primary client-facing), take notes, present portions of deliverables...Work at office3 days per week$150k - $200k
...seeking an experienced Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth families. This... ...50,000-$200,000. Candidates should have a strong background in client relationship management and a solid compliance record. Join a firm...- 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
- ...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. The ideal candidate has a Bachelor's Degree and experience in...
- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Los Angeles. Candidates should have at least 2 years of financial advisory experience, a valid Series 7 and other required licenses. Responsibilities...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Facing Financial & Actuarial Associate. Be the first to apply!
- jde finance consultant Glendale, CA
- financial advisor Glendale, CA
- financial planner Glendale, CA
- financial planning assistant Glendale, CA
- financial advisor associate Glendale, CA
- financial counselor Glendale, CA
- financial planning associate Glendale, CA
- finance associate Glendale, CA
- estate planning consultant Glendale, CA
- financial planning administrator Glendale, CA

