Wealth Advisor - Strategic Financial Planning Lead
$70k - $110kUNIFY Financial Credit Union
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 a Bachelor's degree and two years of investment experience, with necessary certifications like FINRA Series 7 and 66. The compensation includes a base salary ranging from $70k to $110k, with uncapped commission opportunities. Flexible location options are available within the Redondo Beach and Hawthorne area. #J-18808-Ljbffr UNIFY Financial Credit Union
$57.5k - $106.5k
A financial services organization in Torrance, California, seeks a professional to support... ...client relationships, and analyzing data for strategic decision-making. Candidates should have... ...like health insurance and retirement plans. #J-18808-Ljbffr Hispanic Alliance for...Suggested$75k - $125k
...firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply... ...delivering comprehensive, sophisticated planning, we are proud to serve high-net... ...Private Wealth Associate Advisor who takes pride in delivering...SuggestedApprenticeshipWork at office$60k - $70k
A boutique private wealth management firm is seeking a motivated Associate Advisor to join their team in Los Angeles. No prior experience is required, as training... ...outbound calls, and presenting personalized financial plans. The role also includes attending seminars and...Suggested- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The role requires a deep understanding of financial markets, relationship management, and the ability...Suggested
- 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...Suggested
$71k - $85k
SKECHERS USA, Inc. is searching for a Financial Analyst to join their Financial Planning & Analysis team in Manhattan Beach, California. The role involves analyzing operational metrics and supporting business decisions. Responsibilities also include preparing financial...$71k - $85k
Skechers USA Ltd. in Manhattan Beach is seeking a Financial Analyst for its Financial Planning & Analysis team. The role involves analyzing metrics and trends to support key business decisions and preparing annual financial plans. The ideal candidate will have at least...- A financial services firm is looking for a Financial Advisor/Tax Preparer to join their team in Los Angeles, California. The... ...and create tailored financial plans. Key responsibilities include preparing... ...tax returns and providing strategic financial guidance. Candidates should...
$100k - $150k
Palm Tree LLC is seeking an Associate for its Strategic Finance Consulting team in Los Angeles. This role involves advanced financial modeling, cash flow forecasting, and working directly with CFOs and private equity sponsors to drive enterprise value creation. The candidate...$100k - $150k
Associate - Strategic Finance Consulting Palm Tree is a modern M&A value... ...firm that integrates financial consulting, operational consulting... ...on forward‑looking financial planning, liquidity management,... ...Operating Plan (AOP) development Lead budgeting and forecasting processes...Temporary work- BMO U.S. seeks a professional to provide comprehensive financial and investment planning and advice. This role involves identifying client needs and presenting managed products and services, as well as implementing business development strategies. The ideal candidate will...
$120k - $145k
Zócalo Health in Los Angeles is seeking a Senior Associate of Strategic Finance to drive financial planning and operational rigor. This role supports executive leadership and requires over 5 years of experience in relevant fields, including healthcare startups. The position...Remote jobFlexible hours- 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
- Brighton Jones is seeking a dedicated Advisor to join their team in Los Angeles, California. The role involves managing client service... ...retention. Candidates should have a strong background in financial planning, with a minimum of 4 years of relevant experience and...
- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...
$85.1k - $161.7k
...We are the leading provider of professional services to the middle market... ...Job Responsibilities Executes financial analysis and modeling to support strategic finance, FP&A, and transaction-related... ...and valuation models to support planning, investment, and deal analysis....Full timeWork experience placementInternshipLocal area- A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships, sourcing and closing new clients, and mentoring team members. Ideal candidates will possess strong analytical and communication...
$268.4k
...Associate CFO to play a crucial leadership role in financial stewardship. This senior finance executive will... ...include collaborating with executive leadership on strategic planning, improving financial outcomes, and leading financial teams. The salary range for this...- A leading consulting firm in Los Angeles seeks a Business Advisory Associate to support financial modeling, market research, and client interactions. Ideal candidates have at least three years in valuation or financial advisory roles, with strong skills in financial reporting...
- ...Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This... ..., providing expert and sound financial planning advice and will liaise with all internal... ...the development of new business and strategic networking opportunities to build out...Local area
$78k - $108k
A leading financial services company in El Segundo is looking for a Senior Financial Analyst to transform financial data into strategic insights. You will lead budgeting and forecasting processes, develop financial models, and support key corporate decisions. The candidate...- ...Analyst will play a crucial role in our financial planning and analysis department, providing... ...insights and support that will help shape our strategic direction. This position requires a... ...support business objectives. Forecasting: Lead the financial forecasting process,...Temporary workWork at officeRemote work
$120k - $150k
Senior Financial Analyst (FP&A) Department: Finance Employment... .... Responsibilities Lead the budgeting and... ...and long‑range planning scenarios Develop scenario... ...models to support strategic decision making and roll... ...systems Act as a trusted advisor and analytical...Permanent employmentFull time- A leading marketing and consumer insights platform is looking for a Sr. Financial Analyst to drive financial planning and analysis. The role focuses on enhancing financial operations, creating... ...budgets, forecasting, and providing strategic support for new initiatives....
- Dnata in El Segundo is seeking a Financial Planning and Analysis professional to develop financial models and perform budgeting and forecasting... ...collaborating with cross-functional teams to support strategic decision making. Ideal candidates have an Associate's degree...
- LMW Financial LLC is seeking a Financial Advisor/Tax Preparer in Los Angeles. The role involves guiding clients on investment strategies and preparing various... ...experience. You will create personalized financial plans, recommend financial products, and ensure compliance...
$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...- A leading financial services firm seeks a Private Client Advisor to provide comprehensive financial planning to individuals and families in Manhattan Beach. The role includes building client relationships, delivering personalized investment solutions, and demonstrating...
- ...providing comprehensive financial guidance? Sagient, a leading firm dedicated to... ..., and financial planning domains. If you're... ...connections, offer strategic insights, and empower... ...shaping tomorrow’s wealth with wisdom and... ...Sagient financial advisor, you'll assist clients...
$103.7k - $155.5k
A leading advisory firm is seeking a Financial Due Diligence Senior Associate in Los Angeles, CA. The role involves performing transaction advisory engagements and leading analyses on financial data. Candidates should possess a Bachelor's degree in Accounting, with 2 to...
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