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• Empower

  

  Private Wealth Advisor (Private Client - Personal Strategy) - Los Angeles region

  hace 9 días

  Los angeles

  Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Ideal candidate lives in the greater Los Angeles area and is excited to meet with clients in person, when needed. The Private Wealth Advisor (Private Client - Personal Strategy) will be an essential member of a dedicated client practice team servicing Empower clients. In partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients. Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology. This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve. What You Will Do • Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education., • Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones., • Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients, • Identify and drive planning opportunities and coordinate financial planning information gathering, • Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team., • Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments., • Assist with monthly audit reviews in collaboration with various EPW stakeholders., • Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests. What You Will Bring • Bachelor Degree in Business or related discipline or equivalent experience, • 5+ years related work experience in financial services and client experience, • FINRA Series 65 required, • FINRA fingerprinting required, • Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning, • Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills, • Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships, • Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients, • Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems What Will Set You Apart • Prior experience as a high performing Advisor & Planner in the Personal Strategy solution, • CFP preferred #pjpw What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $102,800.00 - $145,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 12-02-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Must reside within territory

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• Fidelity Investments

  

  Financial Consultant- Century City, CA

  hace 2 meses

  Los Angeles

  If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRASales

• Fidelity Investments

  

  Financial Consultant- Newport Beach, CA

  hace 2 meses

  Los Angeles

  If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRASales

• Fidelity Investments

  

  Financial Consultant - Irvine, CA

  hace 2 meses

  Los Angeles

  If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. • Previous success in building relationships, uncovering needs and recommending solutions, • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility, • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one, • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, • Being coachable, collaborative, and curious are your "go to" attributes, • Committed to delivering an outstanding customer experience with a passion for seeing others thrive, • Motivated by results and finding solutions, you take initiative and exceed customer expectations, • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future, • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRASales

• Year Up United

  

  Data Management JOB Training Program

  hace 12 horas

  Los Angeles

  Year Up United's Career Pathways is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Career Pathways participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Amazon, Bank of America, Buzzfeed, or BEN Group among many other leading organizations in the Greater Los Angeles area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United Career Pathways students earn an educational stipend of $525 per week. In-depth classes include: • Banking, • Business Operations, • IT Support, • Application Development, • Project Management Get the skills and opportunity you need to launch your professional career. 75% of Year Up United Career Pathways graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

• Year Up United

  

  Data Management JOB Training Opportunity

  hace 12 horas

  Los Angeles

  Year Up United's Career Pathways is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Career Pathways participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Amazon, Bank of America, Buzzfeed, or BEN Group among many other leading organizations in the Greater Los Angeles area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree, • You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United Career Pathways students earn an educational stipend of $525 per week. In-depth classes include: • Banking, • Business Operations, • IT Support, • Application Development, • Project Management Get the skills and opportunity you need to launch your professional career. 75% of Year Up United Career Pathways graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year.

• FCS, Inc.

  

  Medical Director - Psychiatrist

  hace 25 días

  Los Angeles

  Board certified Psychiatrist needed for a Medical Director Position available in desirable Orange County, CA. The director will provide oversight for two clinics. This position offers up to 10% profit sharing, a $450,000 starting salary, and all the benefits including PTO, Health, Dental, Vision. For more information, please Contact Sonja Myers @ (800) 783-9152 Ext.229 or email regarding job # CA161.

• Inspire Healthcare

  

  Physician Medical Director - Competitive Salary

  hace 11 días

  Los Angeles

  We are seeking a Remote Medical Director to replace a retiring physician. This is a long-term, non-clinical role " you will not be seeing patients. While the work is primarily remote, candidates must live in the San Fernando Valley and be available for occasional on-site meetings or trainings. Key Responsibilities * Review and approve prior authorization requests using clinical guidelines. * Collaborate with nurses, physicians, and provider groups to support cost-effective, high-quality care. * Help identify and coordinate care for high-risk patients. * Participate in claims review, appeals, provider relations, and quality improvement. * Act as a resource to providers regarding utilization management. Requirements • Doctor of Medicine (MD) degree., • Board Certification in Internal Medicine strongly preferred., • Minimum 5 years clinical experience; 2+ years in managed care or health plan setting preferred., • Deep understanding of prior authorization processes., • Strong communication, clinical judgment, and organizational skills., • Computer Savvy:Proficiency with MS Office; able to handle multiple projects in a fast-paced environment., • Must reside in the San Fernando Valley and be able to attend in-person meetings as needed.Compensation & Benefits Salary: $250,000"$300,000 annually (based on experience and location). * Comprehensive benefits package including medical, dental, vision, 401(k), paid time off, life insurance, and professional development support.