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)
- ...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
- ...is seeking an experienced Billing Compliance Analyst in Los Angeles, California. This role is designed for those who thrive in client-facing environments and possess technical billing expertise along with polished communication skills. The position offers a flexible hybrid...SuggestedWork at officeFlexible hours
- Citi is seeking an entry-level Teller in Los Angeles, California, responsible for client-facing services and processing transactions. This role focuses on providing exceptional customer service and ensuring the branch meets its revenue goals. The ideal candidate will have...Suggested
- ...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
$80 - $110 per hour
Micro1 is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial guidance and support the development of... ...pay range of $80 to $110 per hour, focusing on high-net-worth clients, and addressing their financial needs while ensuring compliance...SuggestedRemote jobHourly pay- 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...
- 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....Flexible hours
- Lockton Companies is searching for a Senior Actuarial Consultant in Los Angeles, California. This role... ...serving as a consulting actuary, advising clients on plan design, funding strategies, and conducting detailed financial analyses. The ideal candidate will have over...
- Bank of America is looking for a dedicated financial advisor in Glendale, California. The role involves providing comprehensive financial advice tailored to client needs, managing relationships, and building financial plans with various investment products. Successful...
$45k - $100k
...Overview Join a financial services firm where your contributions are... ...company with over 9 million clients and 20,000 financial advisors... ...relationships to create new clients via face-to-face and virtual sourcing... ...will be required. As an associate, you are required to complete...TraineeshipLocal areaFlexible hours$45k - $100k
...volume of applicants. Join a financial services firm where your... ...come first. With over 9 million clients and 20,000 financial advisors... ...partnership. Edward Jones associates are seen, heard, respected, and... ...relationships to create new clients via face-to-face and virtual sourcing...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Micro1 is looking for a Financial Advisor (CFA or CFP) to help shape the training of next-generation AI systems. In this remote role... ...with real-world insights. The position requires 3+ years of client-facing experience and a strong focus on holistic financial planning....Remote work
- Barrett Financial Group, located in Glendale, Arizona, is seeking a Loan Processor to manage the mortgage process from submission to final... ...detail is accurate and providing an excellent experience for clients. We pride ourselves on our collaborative culture, where great ideas...
- Citigroup Inc. is seeking a part-time Teller for its branch in Los Angeles. The Teller will assist with day-to-day client-facing services, manage cash transactions, and provide exceptional customer service. The ideal candidate will have strong customer service and money...Part time
- City National Bank is looking for a Portfolio Manager Associate in Beverly Hills. This role involves collaborating with Senior Portfolio Managers to create investment strategies while managing client portfolios and trade executions as per client mandates. The ideal candidate...
- ...standards, plan mergers and changes of actuarial funding methods. Prepare actuarial determinations... ...and completed valuations to advise clients on the required funding contribution... ...of one of the following national associations of credential evaluation services: National...Permanent employmentFull timePart timeWork experience placementLocal areaTrial period
$20.34 - $24.86 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- 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...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California. In this role, you will obtain necessary... ...advisory skills. Responsibilities include managing client relationships and recommending Bank of America's banking and investment...Hourly pay- ...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...
- ...driven professionals for an asset management role where the potential for success is unlimited. You will leverage your financial expertise to manage client assets effectively, ensuring exceptional service and strong relationships. The ideal candidate will have significant...
$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...- 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...
$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 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...
- 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 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... ...relationships, and mentoring junior associates. The firm fosters professional growth in...
$72k - $95k
...the United States. The firm is an affiliate of Virtus Investment Partners. The Senior Investment Advisor Associate (Client Service) will serve as a client‑facing professional supporting high‑net‑worth clients in the Los Angeles office. Responsibilities Serve as the primary...Permanent employmentWork at officeFlexible hours$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$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...
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