Financial Solutions Advisor - Beverly West Region Bank of America CorpFinancial Solutions Advisor - Beverly West RegionSanta Monica, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Beverly West Region Santa Monica, California; Santa Monica, California; Malibu, California; West Los Angeles, California; Santa Barbara, California; Venice, California; Los Angeles, California; Camarillo, California; Los Angeles, California; Santa Maria, California; Los Angeles, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Valley Crest Market Bank of America CorpFinancial Solutions Advisor- Valley Crest MarketCA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Acknowledge Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Evolved Strategic SATCOM (ESS) Sr. Space Vehicle Engineer The Aerospace CorpEvolved Strategic SATCOM (ESS) Sr. Space Vehicle EngineerEl Segundo, CA$151,300–$226,900 / yearThe Defense Systems Group (DSG) provides analysis-based decision support to senior leaders on space architectures, policy and strategy, technology development, warfighter capability enablers, systems integration, defense industrial base, and threat reduction to help shape existing and future space missions across the national security space (NSS) enterprise. DSG is unique at Aerospace as it not only directly supports major customers, including the U.S. Space Force, U.S. Space Command, Air Force Materiel Command, and senior leadership at the Pentagon, but also provides a broad range of technical support across the national space enterprise, maintaining vertical responsibilities with customers' portfolios as well as horizontal, matrixed responsibilities across the corporation.
NewMusic Business Manager / Legal Advisor (Part‑Time) Meme House LA, IncMusic Business Manager / Legal Advisor (Part‑Time)Los Angeles, CARemote$2,500–$4,000You’ll act as the legal and business backbone for the artist, reviewing contracts, protecting rights, and advising on publishing, royalties, and label/label‑service deals—often in a fractional, on‑demand capacity. We’re launching a melodic‑techno act and need a Music Business Manager / Legal Advisor to ensure every deal is clear, fair, and festival‑ready.
Senior Business Advisor Department of IndustrySenior Business AdvisorOrange, CaliforniaWe know you pride yourself on developing and preparing monthly financial management and dashboard reports and financial statements providing financial performance, accounting, savings target and business monitoring and analysis to support management to understand and make decisions about current and future business performance which is why you would be great in this role! As a high-performing and inclusive organisation that reflects the communities we serve, we value your lived experience and cultural knowledge, and we are committed to helping you thrive through flexible arrangements, workplace adjustments and a culture where everyone feels supported, connected and belongs.
Director, US Healthcare Compliance Business Advisor Edwards LifesciencesDirector, US Healthcare Compliance Business AdvisorIrvine, CA$145,000–$205,000 / yearExpert understanding of related aspects of healthcare regulations (e.g., U.S. federal anti-kickback law, False Claims Act, Sunshine Reporting Requirements, OIG Guidelines for Pharmaceutical Manufacturers, U.S Sentencing Guidelines, AdvaMed Code of Ethics and related regional codes of conduct on interactions with health care professionals, Foreign Corrupt Practices Act, UK Anti-Bribery Act and other related laws, rules, and regulations). The Director, US Healthcare Compliance Business Advisor provides strategic Compliance expertise, leadership, and trusted business partnership across Edwards’ Ethics and Compliance program, with a focus on U.S. business practices involving interactions with health care professionals and health care organizations.
Business Systems Analysis Advisor Edison InternationalBusiness Systems Analysis AdvisorCAIncident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed. In this job, you'll lead cross-functional initiatives that enhance the iEnergy business system, improve customer program delivery, and support regulatory compliance for Energy Efficiency and Income Qualified programs.
Senior Business Advisor Job DetailsSenior Business AdvisorOrange, CaliforniaWe know you pride yourself on developing and preparing monthly financial management and dashboard reports and financial statements providing financial performance, accounting, savings target and business monitoring and analysis to support management to understand and make decisions about current and future business performance which is why you would be great in this role! As a high-performing and inclusive organisation that reflects the communities we serve, we value your lived experience and cultural knowledge, and we are committed to helping you thrive through flexible arrangements, workplace adjustments and a culture where everyone feels supported, connected and belongs.
Business Advisor, SMB, Rentals Zillow IncBusiness Advisor, SMB, RentalsCA$31.10–$49.70 / hourZillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow. Excel in high-level conversations and presentations with decision-makers via Zoom and phone calls with a focus on building positive relationships to drive business results, as well as be proactive and reactive in servicing account needs.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceCalabasas, CA$60,000–$150,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Outside Sales Consultant / Business Performance Advisor Insperity IncOutside Sales Consultant / Business Performance AdvisorWoodland Hills, CA$102,500–$117,500 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Outside Sales Consultant / Business Performance Advisor InsperityOutside Sales Consultant / Business Performance AdvisorBrea, CaliforniaCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you’ll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You’ll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy – even after the sale is complete.
NewSr. Advisor, Global Platform Business Strategy & Operations Ingram MicroSr. Advisor, Global Platform Business Strategy & OperationsIrvine, CaliforniaThe Global Platform Business Strategy and Operations Sr Advisor, acts as a force multiplier for the leader of Global Platform Business (GPB)—a strategic operator who drives execution, alignment, and organizational health, ensuring the “engine” of the platform business runs smoothly while leadership focuses on the broader GTM strategy. This position reports directly to the Senior VP, Global Platform Operations to translate organizational priorities into actionable plans, drive high-impact cross-functional initiatives, and ensure the commercial success of the Ingram Micro Xvantage platform.
Outside Sales Consultant / Business Performance Advisor Insperity (internal)Outside Sales Consultant / Business Performance AdvisorBrea, CA$82,500–$134,500 / yearCompetitive Compensation: In addition to a competitive base salary, enrollment bonuses and residual income, you'll have access to an expense allowance and additional incentive compensation, and be eligible to compete for annual awards and trips. You'll have the backing of an organization dedicated to helping you make the deal and a service team committed to keeping your clients happy - even after the sale is complete.
Business Solutions Advisor (B2B Sales) Ignite S TeamBusiness Solutions Advisor (B2B Sales)Irvine, CAFull timeIf you’re someone who communicates with ease, enjoys solving problems, and takes pride in creating smooth customer experiences, this could be the perfect opportunity to kick off your career in the telecom and business sales industry. Provide warm, professional customer service to new business clients, ensuring they feel welcomed and informed when directly interacting with them regarding their business connectivity needs.
Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsAssociate, Global Client Group (Independent Advisor Group)Santa Monica, CA$81,000–$118,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $81,000 - $118,000. Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
Senior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund AdvisorsSenior Associate, Global Client Group (Independent Advisor Group)Santa Monica, CA$95,000–$140,000 / yearFor this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $95,000 - $140,000. This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the west coast.
Strategic Sales Manager- West Coast Territory, Advisor Custody Betterment Holdings IncStrategic Sales Manager- West Coast Territory, Advisor CustodyCA$110,000–$130,000 / yearClient Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions custody solutions. What were looking for: Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions).
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Call Center Sales Advisor II SkyOne Federal Credit UnionCall Center Sales Advisor IIHawthorne, CAFull timeAdditionally, you will support business development efforts by conducting outbound sales and service calls, while providing frontline coverage at our branches and call center, ensuring a seamless experience for our members. As a Full Time Member Services Advisor II at SkyOne Federal Credit Union, you will play a pivotal role in developing and nurturing member relationships through high-quality consultative service.
Experienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office) Conrey Insurance Brokers & Risk ManagersExperienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office)Orange, CA$85,000–$145,000 / yearConstantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, and gain certifications like the CPCU, CIC, ARM, etc. Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively.
Investment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Senior Lead Special Needs Trust Advisor Wells Fargo & CoSenior Lead Special Needs Trust AdvisorPasadena, CA$191,000–$305,000 / yearContribute to the growth of the wealth management business by promoting Special Needs Trust Services including onboarding new Special Needs Trusts and securing future fee business via internal and external presentations, active participation in wealth team meetings, partnering with wealth team members and other partners, and actively seeking opportunities to tell the Special Needs Trust story. Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm.
Financial Advisor Northwestern MutualFinancial AdvisorIrvine, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Membership Sales Advisors, Newport EquinoxMembership Sales Advisors, NewportNewport Beach, CAFull timestrong>Membership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisors, Santa Monica EquinoxStyle Advisors, Santa MonicaSanta Monica, CAPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisor, Palos Verdes EquinoxStyle Advisor, Palos VerdesPalos Verdes Estates, CAPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisor takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisors, West Hollywood EquinoxStyle Advisors, West HollywoodWest Hollywood, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in West Hollywood! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisor, Burbank EquinoxStyle Advisor, BurbankBurbank, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox Burbank team ! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisors, Newport Beach EquinoxStyle Advisors, Newport BeachNewport Beach, CAPart timep>We are looking for energetic, creative, and enthusiastic S tyle Advisors, to join the Equinox team at its state-of-the-art location in Newport Beach! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Wealth Management Advisor - Sherman Oaks, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Sherman Oaks, CASherman Oaks, CA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Financial Advisor Ameriprise FinancialFinancial AdvisorLos Angeles, CA$66,640–$70,300 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
NewTechnical Procurement Advisor Engineering & Telecom Macpower Digital Assets Edge Private LimitedTechnical Procurement Advisor Engineering & TelecomRosemead, CA$75–$83.86 / hourDemonstrated procurement/contract/RFX experience acquiring private telecommunications systems design and engineering, installation, and support services. Role Summary: Lead end-to-end technical purchasing for equipment, custom engineered products, systems, software, and components.
Inbound Investment Advisor Edelman Financial Engines LLCInbound Investment AdvisorCAExample: As a [title: Corporate Communications Manager] on the [team name: Corporate Communications] team, you'll play a pivotal role by [job purpose: developing our employee communications strategy for our field employees and financial planners to help them get the information they need to best support our clients]. For this [title: Corporate Communications Manager] role, we are seeking a teammate with proven [key qualities: creative spirit and new ideas] to help advance and [initiatives: continuously improve and accelerate our focus on innovative, best-in-class communications].
TPS Treasury Advisor - Food, Consumer & Ag (West) Bank of MontrealTPS Treasury Advisor - Food, Consumer & Ag (West)CA$63,300–$117,200 / yearThe Treasury and Payment Solutions (TPS) Sales organization within BMO's U.S. Commercial Bank delivers cash management, card solutions, merchant services, and deposit products to clients across diverse industries. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPasadena, CA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
ICM/BAW Developer Advisor Elevance Health IncICM/BAW Developer AdvisorCosta Mesa, CA$140,116–$210,174 / yearExperience developing custom functionality within FileNet, ICM, and IBM BAW including custom widgets performing custom functions within custom built interfaces residing within IBM Case Manager strongly preferred. Minimum Requirements: Requires an BA/BS degree in Information Technology, Computer Science or related field of study and minimum of 5 years experience with multi dimensional platform, business and technical applications; or any combination of education and experience, which would provide an equivalent background.
Vice President - Wealth Advisor Focus Financial PartnersVice President - Wealth AdvisorLake Forest, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This is an ideal opportunity for a business development focused advisor who thrives on building relationships, developing referral networks, and generating new client opportunities while gaining exposure to investment management and client service opportunities.
J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CANewport Beach, CAFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
College Advisor, College of Natural Sciences and Mathematics (Student Services Professional II) CSU CareersCollege Advisor, College of Natural Sciences and Mathematics (Student Services Professional II)Fullerton, CaliforniaTo translate and apply student success strategies, the College Advisor will establish working relationships with academic departments, colleges, university services, programs, offices, and all advising teams for the purpose of creating a seamless university advising environment. The College Advisor will also serve as a member of the College of Natural Sciences and Mathematics (NSM) academic advising team, and in collaboration with faculty and Chairs in NSM, the College Advisor will participate in learning activities, particularly in the areas of inclusive and equitable practices for student success.
Financial Advisor - Greater Los Angeles And Surrounding Area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles And Surrounding AreaLos Angeles, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Southern California Regional Admissions Advisor Oregon State UniversitySouthern California Regional Admissions AdvisorCA$70,304–$72,322 / year30% - Execution of Recruitment Plan: Represents OSU and OSU-Cascades/Office of Admissions at college fairs, high school visits, multicultural events, community colleges and other activities in regional territory and other areas as needed and assigned, which requires the ability to travel and drive a vehicle on behalf of the university, work irregular hours, including evenings and weekends a minimum of seventeen weeks per year, and to maintain a current, valid driver's license and satisfactory driving record. The purpose of the Regional Admissions Advisor - Southern California is to: Primarily serve potential high school and community college students, and their parents/guardians, schools and college counselors, and community organizations in the respective area in which they are required to reside and encourage enrollment to Oregon State University and OSU-Cascades.
J.P. Morgan Wealth Management - Private Client Advisor - Santa Ana, CA (South Coast) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Santa Ana, CA (South Coast)Santa Ana, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Business Development Center Representative Mazda of ClaremontBusiness Development Center RepresentativeClaremont, CaliforniaIf you enjoy engaging with customers, building relationships, and being part of a fast-paced dealership environment, this is a great opportunity to grow your career with a top-performing Mazda store. Mazda of Claremont is expanding and we’re looking for motivated, customer-focused Business Development Center (BDC) Advisors to join our winning team.
Financial Advisor - Ventura County Thrivent Financial for LutheransFinancial Advisor - Ventura CountyWoodland Hills, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Paraplanner / Associate Financial Advisor AmeripriseParaplanner / Associate Financial AdvisorIrvine, California$85,000–$100,000 / yearThis role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client relationships to help deliver strong client outcomes. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Manager - Transaction Advisory Services Baker Tilly Virchow Krause, LLPManager - Transaction Advisory ServicesPasadena, CA$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers- New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Advisor - Orange County Thrivent Financial for LutheransFinancial Advisor - Orange CountyIrvine, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Citi Wealth - Lending Advisor - Vice President Citigroup Inc.Citi Wealth - Lending Advisor - Vice PresidentLos Angeles, CA$157,040–$235,560 / yearOur Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth. The Vice President, Lending Advisor serves as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments.