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US Browse · Los Angeles · Financial Advisor

Financial Advisor in Los Angeles

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Wealth Relationship Manager Safe Act - Norwalk And Whittier
Work From Home With CiCi
Whittier, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
Hybrid
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Series 6 series 63 series 65 or series 7 series 66
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
New arrival·2 days ago
Financial Solutions Advisor- Los Angels Metro
Bank of America
Culver City, CA, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
In-office with potential flexibility based on role-specific responsibilities.
Series 7 & 66 licenses required
One year investments industry experience
Client relationship management skills
This position is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
New arrival·2 days ago
Wealth Relationship Manager Safe Act - Fountain Valley
Citigroup
Fountain Valley, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
**
+8y experience
5-8 years of experience in finance
Strong analytical and financial skills
Series 6, 63, 65 or series 7, 66 registration
The role involves identifying and deepening relationships to gain wallet share from affluent and High Net Worth segments through holistic financial solutions
New arrival·2 days ago
Senior Portfolio Advisor
Citi
Beverly Hills, California, United States
Full time
Base: $170,000 - $300,000; bonus/equity: discretio...
Senior
10+ years investment strategy experience
Multi-asset class portfolio construction knowledge
Us securities industry exam s7 & s66 certification
The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views to field and clients
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate- Beverly West Market
Bank of America
Los Angeles, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required
Bank of America
Whittier, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Bilingual spanish language proficiency
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
New arrival·2 days ago
Financial Solutions Advisor - North Oc
Bank of America
Placentia, CA, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
In-office (specific requirements for office-based attendance)
Series 7 and series 66 licenses
One year investments industry experience
Client financial goal planning
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
New arrival·2 days ago
Financial Solutions Advisor - Oc West
Bank of America
Costa Mesa, CA, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with some flexibility for role-specific considerations.
Series 7 & 66 licenses
Investment industry experience
Client relationship management
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate- La Metro Market
Bank of America
South Gate, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
New arrival·2 days ago
Wealth Strategies Advisor
Bank of America
Los Angeles, CA, US
Full time
Base: $180,000.00 - $254,800.00 annualized; bonus:...
Fully remote
+5y experience
5 years wealth planning experience
High net worth client sales track record
Estate and gift tax knowledge
This role supports Merrill advisors in addressing client objectives regarding planning, personal philanthropy, and wealth transfer
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate- Central La Market
Bank of America
Hollywood, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Self-disciplined time management
Client relationship cultivation
Results-driven mindset in fast-paced environment
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs
New arrival·2 days ago
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market
Bank of America
Brea, CA, US
Full time
Base: $80,000.00 - $90,000.00 annualized; bonus: f...
**
Series 7 & 66 licenses required
One year financial services experience
Investment products knowledge
The Merrill Advisor Development Program is designed for individuals seeking a career transition to become Financial Advisors
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate - Midway Center
Bank of America
El Monte, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate - Irvine Area
Bank of America
Irvine, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
New arrival·2 days ago
Business Solutions Advisor - Santa Monica Market
Bank of America
Santa Monica, CA, US
Full time
Base: $26.00 - $33.72 hourly; bonus/equity: formul...
Onsite
Proven success in business-to-business sales
Experience with small business banking
Strong communication and influence skills
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
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate - Eastland Financial Center
Bank of America
West Covina, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
The role involves obtaining industry licenses including SIE, Series 7, and Series 66 to deliver comprehensive financial advice to clients
New arrival·2 days ago
Financial Solutions Advisor- Valley Crest Market
Bank of America
Burbank, CA, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Onsite
Series 7 & 66 licenses required
One year investments industry experience
Client relationship building skills
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
New arrival·2 days ago
Financial Solutions Advisor- Los Angels Metro
Bank of America
Culver City, CA, US
Full time
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office (specific location assignment based on business needs)
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions
New arrival·2 days ago
Financial Solutions Advisor Registration Candidate - Harbor-edinger Financial Center
Bank of America
Fountain Valley, CA, US
Full time
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Securities industry essentials sie license
Series 7 and series 66 licenses
Client relationship cultivation
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 to guide clients with complex financial solutions
New arrival·2 days ago
Business Solutions Advisor - El Monte Financial Center
Bank of America
El Monte, CA, US
Full time
Base: $26.00 - $33.72 hourly; bonus/equity: formul...
In-office
Proven business-to-business sales experience
Small business banking expertise
Strong client communication skills
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
New arrival·2 days ago
Wealth Relationship Manager Safe Act - Norwalk And Whittier
Citi
Whittier, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Verbal and written communication skills
The role involves identifying and building relationships to gain wallet share within the affluent and High Net Worth segments through holistic financial solutions
New arrival·2 days ago
Senior Portfolio Advisor
Citi
Beverly Hills, California, United States
Base: $170,000 - $300,000; bonus/equity: discretio...
On-site
Senior
10+ years investment strategy experience
Multi-asset class portfolio construction knowledge
Securities industry exam sie prerequisite
The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views while engaging directly with field leadership and clients
New arrival·2 days ago
Wealth Advisor - Woodbridge, Nj
Citizens Financial Group
Woodbridge, NJ, US
Commission based; historical range: $105,000 - $25...
Full-time, m-f (branch hours)
+2y experience
Develop personalized wealth management strategies
Proactive client and prospect outreach
Grow relationships through partnership referrals
Citizens Wealth Advisors conduct thorough discoveries to understand client goals and construct tailored financial plans
4 days ago
J.p. Morgan Advisors - Investment Associate - Los Angeles, Ca
JPMorgan Chase & Co.
Los Angeles, CA, United States
On-site
+5y experience
Portfolio construction and asset allocation
Client relationship management
Complex investment solution implementation
This role involves working in close partnership with Financial Advisors to propose, deliver, and execute personalized wealth management solutions for ultra-high net worth clients
5 days ago
J.p. Morgan Wealth Management – Private Client Advisor - Los Alamitos, Ca
JPMorgan Chase & Co.
Los Alamitos, CA, United States
Not specified; not specified; not specified
On-site
+2y experience
Client acquisition and cultivation
Relationship building skills
Goal-based financial planning
The role involves offering comprehensive financial planning and advice to individuals and families ranging from new savers to those with significant wealth
5 days ago

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Financial Advisor in Los Angeles

Wealth Relationship Manager Safe Act - Norwalk And Whittier

Financial Solutions Advisor- Los Angels Metro

Wealth Relationship Manager Safe Act - Fountain Valley

Senior Portfolio Advisor

Financial Solutions Advisor Registration Candidate- Beverly West Market

Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required

Financial Solutions Advisor - North Oc

Financial Solutions Advisor - Oc West

Financial Solutions Advisor Registration Candidate- La Metro Market

Wealth Strategies Advisor

Financial Solutions Advisor Registration Candidate- Central La Market

Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market

Financial Solutions Advisor Registration Candidate - Midway Center

Financial Solutions Advisor Registration Candidate - Irvine Area

Business Solutions Advisor - Santa Monica Market

Financial Solutions Advisor Registration Candidate - Eastland Financial Center

Financial Solutions Advisor- Valley Crest Market

Financial Solutions Advisor- Los Angels Metro

Financial Solutions Advisor Registration Candidate - Harbor-edinger Financial Center

Business Solutions Advisor - El Monte Financial Center

Wealth Relationship Manager Safe Act - Norwalk And Whittier

Senior Portfolio Advisor

Wealth Advisor - Woodbridge, Nj

J.p. Morgan Advisors - Investment Associate - Los Angeles, Ca

J.p. Morgan Wealth Management – Private Client Advisor - Los Alamitos, Ca