Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor: Marketing-Savvy Client Planner

Jobtailor

Jobtailor in Los Angeles is seeking a skilled Financial Advisor to craft comprehensive financial plans covering investments, insurance, and retirement strategies. You will work with clients to understand goals, monitor plans, and adjust strategies to changing circumstances. The role emphasizes building a client network, delivering clear guidance, and maintaining compliance with licensing requirements (Series 6, 63, and state licenses; sponsorship available). #J-18808-Ljbffr Jobtailor

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor: Marketing-Savvy Client Planner in Los Angeles, CA vacancy
  • Bank of America is seeking a Financial Advisor to deliver customized financial solutions to clients in Rosemead, California. The role involves assessing client financial goals, recommending banking and investment strategies, and providing ongoing advice and support based... 
    Suggested
    Full time

    Bank of America

    Rosemead, CA
    4 days ago
  • $70k

    Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. The role involves identifying client needs, building financial plans, and recommending investment strategies. A minimum of one year in the investment industry and possession... 
    Suggested

    Bank of America

    San Marino, CA
    4 days ago
  • Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive advice and customized solutions to clients. This role includes triaging client leads and recommending brokerage products to help clients achieve their financial goals. Qualifications... 
    Suggested
    Weekend work

    Bank of America

    Los Angeles, CA
    4 days ago
  •  ...Angeles seeks an experienced Wealth Relationship Manager to deliver advisory-based solutions, manage a high-net-worth client portfolio, and lead holistic financial planning for clients. You will coordinate with specialists to craft tailored strategies and build a trusted... 
    Suggested

    Bank of Montreal

    Los Angeles, CA
    1 day ago
  • 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... 
    Suggested

    Wealth Enhancement Group

    Los Angeles, CA
    2 days ago
  • $111.35k - $157.2k

    The Retail Events Manager leads all bespoke client-related events and activations in the market in close partnership with the Director of High Jewelry. Resourceful and creative with great taste, they are a key ally to Tiffany store teams in creating unique and memorable... 

    LVMH Group

    Beverly Hills, CA
    4 days ago
  •  ...Exceptional advisors deserve an exceptional platform. At Sagient,...  ...practice and better serve your clients. Sagient, a leading firm dedicated...  ..., investment management, and financial planning domains. If you're...  ...business planning Full marketing, prospecting, and technical support... 

    Sagient

    Los Angeles, CA
    2 days ago
  • Principal Financial Group is seeking a full-time Financial Advisor in the Los Angeles Metropolitan Area. In this role, you'll provide personalized financial planning and advisory services to help clients achieve their financial goals. Key responsibilities include developing... 
    Full time

    Principal Financial Group

    Los Angeles, CA
    3 days ago
  • Bank of America is seeking a Financial Advisor in Los Angeles to provide comprehensive client solutions to achieve their financial goals. Responsibilities include collaborating with clients to build financial plans, recommending brokerage products, and managing client... 

    Bank of America

    Los Angeles, CA
    1 day ago
  • Engage with clients to understand their financial goals, aspirations, and concerns. Develop comprehensive financial plans that include investments, insurance, and retirement. Recommend and implement insurance strategies to protect clients' assets and income. Monitor... 
    Visa sponsorship

    Jobtailor

    Los Angeles, CA
    5 days ago
  • 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... 

    Bank of America

    Los Angeles, CA
    1 day ago
  •  ...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... 

    Tamar Securities, LLC

    Los Angeles, CA
    1 day ago
  • $100k - $140k

    LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system. Requirements include having a... 

    LPL Financial

    Pico Rivera, CA
    4 days ago
  • $70k - $80k

    Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals and recommending investment strategies that suit client needs. Candidates should hold relevant... 

    Bank of America

    Los Angeles, CA
    4 days ago
  • $28.85 - $33.65 per hour

    Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California. The role involves obtaining necessary industry licenses and managing client relationships to deliver tailored financial solutions. The ideal candidate should be... 
    Hourly pay

    Dormont Manufacturing Co

    Los Angeles, CA
    5 days ago
  • A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves...  ...essential industry licenses while building and managing client relationships. Candidates should possess a high school... 
    Full time

    Bank of America

    Monterey Park, CA
    3 days ago
  • $70k - $80k

    Bank of America is hiring a Financial Planner in Glendale, California. This role involves providing personalized financial advice and crafting tailored financial solutions for clients to meet their goals. The position requires Series 7 & 66 licenses, alongside a commitment... 

    Bank of America

    Glendale, CA
    5 days ago
  •  ...insurance Overview Transition Your Marketing Expertise into a Career in Financial Services with Beer Financial Group...  ...stories prepares you to educate clients, simplify complex concepts, and design...  .... Christopher Ardoin - Financial Advisor, Director of Early Productivity:... 
    Full time
    Remote work
    Work from home
    Visa sponsorship
    Flexible hours

    Beer Financial Group, Inc.

    Santa Monica, CA
    1 day ago
  • Beer Financial Group, Inc. seeks Financial Representatives to help clients achieve their financial goals through personalized insurance solutions. Candidates should have strong communication skills and a relevant degree. The role provides flexible working options and an... 
    Remote job
    Flexible hours

    Beer Financial Group, Inc.

    Santa Monica, CA
    1 day ago
  • Destination Careers is seeking an Itinerary Support Coordinator for a fully remote position. The role focuses on assisting clients with itinerary organization, scheduling, and documentation, ensuring timely communication and high accuracy. Successful candidates will have... 
    Remote job
    Flexible hours

    Destination Careers

    Los Angeles, CA
    3 days ago
  • $74k - $78k

     ...continuously innovate solutions that outperform industry benchmarks and client expectations. Now 20+ years strong, Kargo has offices in NYC,...  ...impossible to ignore. Without this role, the sales team goes to market with generic decks and leaves revenue on the table. This is a... 
    Work experience placement
    Internship
    Local area

    Kargo

    Los Angeles, CA
    1 day ago
  • 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 & Health licenses, strong sales skills, and self-motivation. The company offers award-winning... 
    Flexible hours

    Bankers Life

    Los Angeles, CA
    3 days ago
  • $85.33k - $145.13k

     ...strategic sales development role within Northern Trust Securities, Inc. In this position, you will partner with a Senior Financial Advisor to enhance client outreach and development. Responsibilities include managing client relationships and providing proactive... 

    Northern Trust

    Los Angeles, CA
    4 days ago
  •  ...Client Advisor The Global Liquidity team is seeking a highly motivated sales professional...  ...Management (JPMAM) products across the Financial Institutions segment, with a particular...  ...management productsparticularly money market mutual funds and software as a serviceto... 
    Contract work

    Chase

    Los Angeles, CA
    4 days ago
  • $88k - $125k

     ...Account Strategist, Mid-Market Sales, Google Customer Solutions Businesses of all shapes...  ...Solutions (GCS) sales teams are trusted advisors and competitive sellers who maintain a...  ...: Build and manage relationships with clients virtually or face-to-face by meeting with... 

    Google

    Los Angeles, CA
    2 days ago
  • $71.1k - $88.9k

     ...of event invitations, flyers and other marketing materials for event promotion in compliance...  ...experience in budgeting and financial management. ~ Demonstrated experience...  ...in teams with both external and internal clients across departments. ~ Demonstrated... 
    Work at office
    Local area
    Weekend work
    Afternoon shift

    Loyola Marymount University

    Los Angeles, CA
    21 hours ago
  •  ...Welcome to Mark Rink, where creativity meets strategy, and marketing magic happens every day. We're not just another marketing company...  ...various events from concept through execution. Communicate with clients, vendors, and venues to ensure all event needs are met.... 
    Work at office

    Alphabe Insight Inc

    Los Angeles, CA
    3 days ago
  • $85k - $100k

    Playon is looking for a highly creative, growth-minded Senior Client Strategist to help lead development and execution of sponsorships...  ...play a key role in developing our brand story and associated marketing materials, building sponsorship opportunities, conceptualizing... 
    Full time
    Temporary work
    Part time
    Flexible hours

    PlayOn LLC

    Los Angeles, CA
    2 days ago
  • PNC is looking for a Client & Community Relations Specialist based in Los Angeles, CA. In this role, you will be responsible for planning and executing client engagement activities that enhance relationships and strengthen PNC's presence within the community. The ideal... 
    Full time

    PNC

    Los Angeles, CA
    1 day ago
  • $130k - $140k

     ...mindset Smiling is contagious. Purpose As a Senior Strategist, Marketing at Invisible Dynamics, you will play a critical role in shaping...  ...strategies for aspirational brands. Working closely with clients and internal teams, you will analyze cultural insights, consumer... 
    Work at office
    Remote work
    Work from home
    Monday to Thursday
    Shift work
    Afternoon shift

    Invisible Dynamics

    Los Angeles, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor: Marketing-Savvy Client Planner. Be the first to apply!