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

Wealth Advisor - Insurance & Investments

Talentify

Western & Southern Life is seeking a Financial Representative in the Greater Los Angeles area to educate clients on risk protection, financial security, and wealth creation. You will analyze client needs, present solutions, and ethically sell appropriate financial products. The role requires field travel, marketing activities, and ongoing professional development in a client-focused environment. Prior licensing in life and health is required or in progress. #J-18808-Ljbffr Talentify

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor - Insurance & Investments in Cerritos, CA vacancy
  •  ...educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the...  ...market(s) and develops appropriate marketing plan to sell insurance and investment solutions.Travels throughout market(s) to prospect and network... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    Cerritos, CA
    13 hours ago
  • U.S. Bank’s Wealth Management Advisor role leads investment planning and insurance strategies for high-net-worth clients. You will deliver tailored portfolios, partner with AMG or U.S. Bancorp Investment, and present investment ideas based on clients’ goals. The position... 
    Suggested

    U.S. Bank

    Downey, CA
    2 days ago
  •  ...CA in Cerritos is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and ethically recommend and sell suitable financial solutions. You will identify markets, travel... 
    Suggested

    Western & Southern Financial Group

    Cerritos, CA
    1 day ago
  • $72k - $141k

     ...CNA is one of the premier providers of professional liability insurance. CNA offers excellent work/life balance opportunities and a...  ...as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Shift work

    CNA Financial

    Brea, CA
    2 days ago
  •  ...Job Description Financial Advisor   The Fullerton Guardian...  ...manage and service a book of investment-oriented clients by identifying...  ...helping your clients grow their wealth.  What we provide......  ...products of The Guardian Life Insurance Company of America (Guardian)... 
    Suggested
    Flexible hours

    Guardian Life Insurance - Park Avenue

    Orange, CA
    19 days ago
  • Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors...  ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support: First Command... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Garden Grove, CA
    3 days ago
  •  ...reports, customer and SKU profitability analyses, and plant spend reports Prepare ROI and financial feasibility analyses for proposed investments and summarize key assumptions, risks, and expected returns to support management decision-making Perform ad-hoc reporting,... 
    Local area

    Captek Softgel International

    Cerritos, CA
    2 days ago
  • $90k - $100k

     ...thousands of global fashion influencers, and more than 500 emerging, established and owned brands. Through 16 years of continued investment in technology, data analytics, and innovative marketing and merchandising strategies, we have built a powerful platform and brand... 
    Hourly pay
    Full time
    Flexible hours

    Revolve Group Ltd.

    Cerritos, CA
    3 days ago
  • An established and growing wealth planning firm in Cypress, Texas...  ...an Associate/Service Wealth Advisor for a great opportunity for the...  ...Consult with clients on investment strategies based on individual...  ...options, mutual funds, annuities, insurance, and financial planning... 

    Kestra Financial Independent Advisor

    Cypress, CA
    3 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively...  ...can apply biblical principles in the practice of financial investment, life coaching and planning strategies. Seeks to continually... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Orange, CA
    13 hours ago
  • $65k - $140k

     ...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution...  .... mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar... 
    Contract work
    Part time
    Local area

    BMO U.S.

    Cerritos, CA
    3 days ago
  • The Commercial Loan Underwriter & Portfolio Manager is responsible for the ongoing credit risk management, financial analysis, and performance monitoring of a commercial loan portfolio which includes Small Business Administration guaranteed loans, multi-family residential...
    Work experience placement
    Remote work
    Work from home
    Worldwide
    Monday to Friday
    Flexible hours

    Credit Union of Southern California

    Anaheim, CA
    3 days ago
  • Credit Union of Southern California in Anaheim Hills, CA, seeks a Commercial Loan Underwriter & Portfolio Manager to oversee credit risk, perform financial analysis, and monitor a diverse commercial loan portfolio including SBA, CRE, and multifamily loans. The role blends...
    Work at office
    Remote work

    Credit Union of Southern California

    Anaheim, CA
    3 days ago
  • $22 - $23.5 per hour

     ...Responsibilities Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products Source and develop loans including... 

    East West Bank

    Artesia, CA
    13 hours ago
  • $20.67 - $31.25 per hour

     ...Albion, New York 14411Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities...  ...will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (... 
    Hourly pay
    Day shift

    KeyCorp

    Lakewood, CA
    13 hours ago
  • $45.9k - $75.9k

     ...addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-...  ..., as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO Harris Bank

    Lakewood, CA
    2 days ago
  • $210k

     ...Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the...  ...including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal... 

    The Symicor Group

    Bellflower, CA
    3 days ago
  •  ...Chase & Co. in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and...  ..., and educate clients on digital channels to monitor investments, while upholding integrity and diversity. #J-18808-Ljbffr... 

    JPMorgan Chase & Co.

    Gardena, CA
    2 days ago
  • Bank of America in California seeks a client-focused financial advisor to deliver comprehensive advice and customized brokerage...  ...clients to review goals, and build detailed financial plans with investment products. The ideal candidate holds Series 7 and 66 licenses (... 

    Bank of America

    Buena Park, CA
    4 days ago
  • $110k - $130k

     ...customers in over 100 countries and has delivered over 20 consecutive years of profit growth, supported by a disciplined, long‑term investment model. Sensorex operates within Halma’s Environmental & Analysis sector, focused on water analysis and environmental monitoring... 
    Permanent employment
    Full time
    Worldwide

    Halma p.l.c

    Garden Grove, CA
    3 days ago
  •  ...Responsibilities Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products Source and develop loans including... 

    East West Bank

    Artesia, CA
    1 day ago
  • Bank of America is seeking a client-focused financial professional in California to provide comprehensive financial planning, triage leads, and refer clients to business partners based on needs and asset thresholds. The role requires Series 7 & 66 licenses, with regulatory...

    Bank of America

    La Palma, CA
    1 day ago
  •  ...operational KPIs, including cost, inventory, freight, labor, and throughput. Build financial and operational models for capital investments, network optimization, scenario planning, and business initiatives. Analyze business performance and provide recommendations... 

    Vets Hired

    Cypress, CA
    4 days ago
  • JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional... 

    JPMorgan Chase & Co.

    Gardena, CA
    1 day ago
  • JPMorgan Chase & Co. in Anaheim, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. You will build trusted client relationships, deliver advised solutions, and leverage Chase referrals to... 

    JPMorgan Chase & Co.

    Anaheim, CA
    3 days ago
  • $50k

     ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...offices in the U.S. and Canada than any other investment firm, serving over eight million clients...  ...with a track record of success State insurance licenses preferred Preferred additional... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Long Beach, CA
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement...  ...plans—including investments for growth, insurance for protection, and annuities for... 
    Work at office

    Unavailable

    Long Beach, CA
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming...  ...Protection · Education Funding · Investment & Advisory Services · Trust...  ...including investments for growth, insurance for protection, and annuities...  ..., and Northwestern Mutual Wealth Management Company® (NMWMC) (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Long Beach, CA
    13 hours ago
  • $1,000 per month

     ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...  ...Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support...  ...multiple financial strategies—insurance, investments, and annuities—built to reinforce each other... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Anaheim, CA
    13 hours ago
  •  ...existing Schwab clients, providing them with wealth management and financial planning advice...  ...66 (63/65) license and Life & Health Insurance as it will be required during your...  ...Retirement Planning, Education Planning, Investment Management, Banking & Lending Management... 
    Flexible hours

    Charles Schwab

    Brea, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor - Insurance & Investments. Be the first to apply!