US Browse · Los Angeles · Financial Advisor
Financial Advisor in Los Angeles
Work From Home With CiCi
Wealth Relationship Manager Safe Act - Norwalk And Whittier
5-8 years of professional experienceStrong analytical and financial skillsSeries 6 series 63 series 65 or series 7 series 66$83,920.00 - $125,880.00 py
The role involves identifying and building deep relationships to gain incremental wallet share from the affluent and High Net Worth segments through holistic financial solutions
Whittier, California, USHybridFull time+8y experienceJob Match ScoreCreate Profile
16 days agoBank of America
Financial Solutions Advisor- Los Angels Metro
Series 7 & 66 licenses requiredOne year investments industry experienceClient relationship management skills$70,000.00 - $80,000.00 annualized py
This position is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Culver City, CA, USIn-office with potential flexibility based on role-specific responsibilities.Full timeExperience requiredJob Match ScoreCreate Profile16 days agoCitigroup
Wealth Relationship Manager Safe Act - Fountain Valley
5-8 years of experience in financeStrong analytical and financial skillsSeries 6, 63, 65 or series 7, 66 registration$83,920.00 - $125,880.00 py
The role involves identifying and deepening relationships to gain wallet share from affluent and High Net Worth segments through holistic financial solutions
Fountain Valley, California, USFull time+8y experienceJob Match ScoreCreate Profile16 days agoCiti
Senior Portfolio Advisor
10+ years investment strategy experienceMulti-asset class portfolio construction knowledgeUs securities industry exam s7 & s66 certification$170,000 - $300,000 py
The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views to field and clients
Beverly Hills, California, USFull time+10y experienceJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate- Beverly West Market
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSafe act registration compliance$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
Los Angeles, CA, USFull timeJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysBilingual spanish language proficiency$28.85 - $33.65 hourly ph
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 while learning foundational advisory skills to guide clients through complex financial pictures
Whittier, CA, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor - North Oc
Series 7 and series 66 licensesOne year investments industry experienceClient financial goal planning$70,000.00 - $80,000.00 annualized py
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Placentia, CA, USIn-office (specific requirements for office-based attendance)Full timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor - Oc West
Series 7 & 66 licensesInvestment industry experienceClient relationship management$70,000.00 - $80,000.00 annualized py
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Costa Mesa, CA, USIn-office with some flexibility for role-specific considerations.Full timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate- La Metro Market
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSafe act registration compliance$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
South Gate, CA, USFull timeJob Match ScoreCreate Profile16 days agoBank of America
Wealth Strategies Advisor
5 years wealth planning experienceHigh net worth client sales track recordEstate and gift tax knowledge$180,000.00 - $254,800.00 annualized py
This role supports Merrill advisors in addressing client objectives regarding planning, personal philanthropy, and wealth transfer
Los Angeles, CA, USFully remoteFull time+5y experienceJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate- Central La Market
Self-disciplined time managementClient relationship cultivationResults-driven mindset in fast-paced environment$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs
Hollywood, CA, USFull timeJob Match ScoreCreate Profile16 days agoBank of America
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market
Series 7 & 66 licenses requiredOne year financial services experienceInvestment products knowledge$80,000.00 - $90,000.00 annualized py
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors
Brea, CA, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate - Midway Center
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSafe act registration compliance$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
El Monte, CA, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate - Irvine Area
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSafe act registration compliance$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
Irvine, CA, USFull timeJob Match ScoreCreate Profile16 days agoBank of America
Business Solutions Advisor - Santa Monica Market
Proven success in business-to-business salesExperience with small business bankingStrong communication and influence skills$26.00 - $33.72 hourly ph
The role involves providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
Santa Monica, CA, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate - Eastland Financial Center
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSafe act registration compliance$28.85 - $33.65 hourly ph
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to deliver comprehensive financial advice to clients
West Covina, CA, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor- Valley Crest Market
Series 7 & 66 licenses requiredOne year investments industry experienceClient relationship building skills$70,000.00 - $80,000.00 annualized py
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Burbank, CA, USOnsiteFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor- Los Angels Metro
Series 7 license requiredSeries 66 or 63/65 license requiredOne year investments industry experience$70,000.00 - $80,000.00 annualized py
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions
Culver City, CA, USIn-office (specific location assignment based on business needs)Full timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Financial Solutions Advisor Registration Candidate - Harbor-edinger Financial Center
Securities industry essentials sie licenseSeries 7 and series 66 licensesClient relationship cultivation$28.85 - $33.65 hourly ph
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to guide clients with complex financial solutions
Fountain Valley, CA, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoBank of America
Business Solutions Advisor - El Monte Financial Center
Proven business-to-business sales experienceSmall business banking expertiseStrong client communication skills$26.00 - $33.72 hourly ph
The role focuses on providing personalized financial advice and guidance to help clients achieve their life plan goals through the full spectrum of banking offerings
El Monte, CA, USIn-officeFull timeExperience requiredJob Match ScoreCreate Profile16 days agoCiti
Wealth Relationship Manager Safe Act - Norwalk And Whittier
5-8 years of professional experienceStrong analytical and financial skillsVerbal and written communication skills$83,920.00 - $125,880.00 py
The role involves identifying and building relationships to gain wallet share within the affluent and High Net Worth segments through holistic financial solutions
Whittier, California, USOn-site+8y experienceJob Match ScoreCreate Profile16 days agoCiti
Senior Portfolio Advisor
10+ years investment strategy experienceMulti-asset class portfolio construction knowledgeSecurities industry exam sie prerequisite$170,000 - $300,000 py
The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views while engaging directly with field leadership and clients
Beverly Hills, California, USOn-site+10y experienceJob Match ScoreCreate Profile16 days agoCitizens Financial Group
Wealth Advisor - Woodbridge, Nj
Develop personalized wealth management strategiesProactive client and prospect outreachGrow relationships through partnership referralsCommission based
Citizens Wealth Advisors conduct thorough discoveries to understand client goals and construct tailored financial plans
Woodbridge, NJ, USFull-time, m-f (branch hours)+2y experienceJob Match ScoreCreate Profile18 days agoJPMorgan Chase & Co.
J.p. Morgan Advisors - Investment Associate - Los Angeles, Ca
Portfolio construction and asset allocationClient relationship managementComplex investment solution implementation~$60,008 – $90,000 py
WORKOPIA ESTIMATEThis role involves working in close partnership with Financial Advisors to propose, deliver, and execute personalized wealth management solutions for ultra-high net worth clients
Los Angeles, CA, USOn-site+5y experienceJob Match ScoreCreate Profile19 days agoJPMorgan Chase & Co.
J.p. Morgan Wealth Management – Private Client Advisor - Los Alamitos, Ca
Client acquisition and cultivationRelationship building skillsGoal-based financial planningThe role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
Los Alamitos, CA, USOn-site+2y experienceJob Match ScoreCreate Profile19 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
