Trabajos financial advisor en Los Angeles, California - Page 3Crear alertas

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Works with clients to plan their short and long-term financial goals by building a financial plan with br

The Finance Director assists the City Manager in the operation and capital improvement budgets, serves as advisor to the Land Management Team and presents to the City Council an annual audited statement of the City's financial condition prepared in accordance with governmental reporting standards pr

Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leadin

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This job is responsible for providing specialized and personali

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Responsibilities: Works with clients to plan their short and l

This will be done with a consistent focus on relationship management, not portfolio management. Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great

Assurance Advisor - Financial Services Office - Manager.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationshi

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Once you have reached your key milestones, you will begin worki

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Once you have reached your key milestones, you will begin worki

We're looking for a seasoned, entrepreneurial Director of Advisor Transitions to lead our efforts in empowering financial advisors to achieve independence.

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproduc

The Senior Relationship Manager (SRM) is responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SRM is accountable for prospect

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

Job Description Experienced Financial Advisor Job Description Strategic Fortune Wealth Management is looking for a select few individuals to join our expanding team of professional advisors. Candidates will need to be talented, driven, and charismatic to join our team of advisors. As a financial advisor, you have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting financial assessments, designing and implementing financial plans, managing resources, collaborating with your fellow advisors and support team, mastering industry fundamentals, and serving clients with care, compassion, and empathy. The ideal candidate for this position possesses a track record of leadership and success. We look for individuals with character and resilience. Strong communication skills and a team orientation are “Table Stakes” for this career. We deliver a forum for advisors to launch themselves into the financial services industry. We are offering the most elite candidates an opportunity to build a significant and sustainable financial services practice. We provide resources, training, financing, facilities, and support staff. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Meet Strategic Fortune Wealth Management Strategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. We strive to plan, protect, and grow our clients’ wealth by delivering the advice, strategies, and solutions needed to succeed over the long-term. Our focus on developing deep and meaningful relationships with our clients has enabled us to do so successfully for many years. Our highly trained advisors and professional staff are creative, caring, and competent. With an extensive list of professional designations, educational credentials, and adherence to a strict code of ethics, our team possesses experience and expertise. Become a part of this dynamic team. Responsibilities • Develop your client base by building lasting, meaningful relationships., • Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals., • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives., • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives., • Master the fundamentals of financial planning, risk management, and investment management services., • Utilize your firm’s team of specialists to successfully run your practice. Desired Characteristics, Skills, & Experience · Bachelor’s degree · Licensure & Registrations (Life, Accident & Health, Series 7 & 66) · Leadership and demonstrated track record of success · Great communication skills (verbal, written, body language/empathy) · Team player (inter-dependent) · Strong market/well connected · Very high ego drive and confidence · Service orientation and strong code of personal ethics · Committed to and appreciation for improving technical skills · Stable financial background

Job Description As a Northwestern Mutual financial advisor or representative at the Woodland Hills office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award-winning training.

Job Description Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU? · Do you enjoy helping people? · Are you goal oriented and independent? · Are you competitive and leadership driven? · Would your peers say you are coachable? · Can you build trusting relationships with clients? · Are you tired of Corporate America? If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you. As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential. We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858. Through the Cetera and Strategic Fortune Wealth Management relationship you’ll receive outstanding support and training provided by our Advisor Development Program. This four and one half year paid training program aims to provide you with the skills and support and necessary to build a thriving book of business, which you will personally own. As a Financial Advisor at Strategic Fortune Wealth Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can: · Help people and businesses become financially secure. Make an impact by inspiring others to take action. · Earn unlimited income. There are no caps on how much you can make at Strategic Fortune Wealth Management. · Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule. · Be a lifelong learner. Financial services are constantly changing and you can be part of a dynamic, always evolving industry. · Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss. Strategic Fortune Wealth Management advisers have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP®). Who we are seeking: · Someone with excellent interpersonal skills and sales abilities · Someone who believes in financial products and services · Someone who demonstrates determination and commitment · An entrepreneur who takes pride in his or her work Preferred: (but not required) · Prior sales success · Leadership experience · Solid understanding of the financial planning process and needs analysis · FINRA Series 7 & 66 registrations · State Insurance License – Life and Health · We cater to each individual and will customize a package based on experience. FOR EXPERIENCED ADVISORS: · Competitive payouts · Dedicated transition support · Vast array of products & investment advisory platforms · Succession planning FOR INEXPERIENCED ADVISORS: · Training which includes: · Subsidized training period · Mentor relationships · Product specialist support Strategic Fortune Wealth Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice and develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today or contact our leadership team at 626-514-9944, to learn more. Becoming a Financial Advisor at Strategic Fortune Wealth Management is not just another job; it’s a rewarding, lifelong career. COMPANY DESCRIPTION: Under the leadership of Shaquawn D. Schasa, Strategic Fortune Wealth Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in West Covina, CA and services all of the Southern CA area. We’re everything you want your financial services company to be. As an independent firm, we provide you with sound, comprehensive financial solutions for your unique situation. Our firm has over a combined 30+ years servicing our client, so you can rest assured knowing that you are receiving quality financial advice and services from our group of experts. · Our mission is to build relationships that last a lifetime · Our vision is to be recognized and respected as a premier financial planning firm by providing professional advice, quality products and excellent service · Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company. Securities and investment advisor services offered through Cetera Financial Services, Inc. Member FINRA/SIPC. Strategic Fortune Wealth Management is independently owned and operated. 1000 Lakes Drive, Ste 340, West Covina, CA 91790. 3480878 DOFU 03/2021

Job Description About the company Ardmore Home Design (AHD), founded in 2008, is a privately owned, fast-paced, founder-led entrepreneurial company where we value people with strong skills to make our products and processes better every day. We design, sell, and distribute luxury home décor globally to interior designers and boutique/luxury retailers. The AHD family of wholesale brands includes Made Goods (flagship furniture made from unique materials), Pigeon & Poodle (home and bath accessories), Blue Pheasant (handcrafted tabletop products) and Burton James (seating home furnishing). Job Summary We are seeking a highly motivated Showroom Manager with a passion for creating memorable experiences for our design clients. This is an opportunity for those who thrive in a client-centric environment, see themselves as more than a sales professional but also as a true personal advisor. The ideal candidate is someone who can deliver exceptional customer service, has a strategic sales mindset, willingness to learn and a passion for forming meaningful relationships with designers and design-driven retailers. Additionally, we are looking for someone results-driven, with a proven track record of meeting and exceeding targets. We value individuals who are eager to contribute their creativity and skill set to the success and reputation of our luxury brand. This individual embraces and supports our in-person/on-site work culture and embodies our company values of Ownership, Collaboration and Respect. Duties and Responsibilities: Sales Targets • Achieve or exceed monthly /annual established sales goals., • Report weekly activity. Include volume, requests made, trends, challenges, feedback and opportunities., • List items sold off the floor and collaborate with internal team about suggestions for replacements/re-orders., • Produce a monthly report covering objectives set, results achieved and sales performance, collating forward indicators. Accurately monitor, analyze and report sales patterns and trends., • Generate weekly call logs and establish customer list. Brand Ambassador • Educate customers about product design, inspiration, custom options, materials used and capabilities., • Maintain the striking visual appearance of the showroom by effectively executing merchandise plans and strategies., • Maintain company presence in design community through networking, joining organizations, and/or participating in and hosting to-the-trade events., • Share local press features with management and marketing teams. Develop and extend the customer account base through local marketing initiatives. Customer Service • Provide exceptional service to appointments and walk in traffic, building trust and reputation for superior client experiences., • Ensure an exceptional customer experience through management of all phases of sales transactions from qualifying the potential client, to design consultation, product selection, quote preparation, payment processing, and follow through of delivery and set-up., • Reflect positively the image and philosophy of the Ardmore Home Design brands., • Respond promptly to customer requests, liaising with customer service, account managers and the front office to provide quotes, sales orders and resolve queries., • Advise on natural variances, color and suitability. General Duties • Learn internal operating system to generate quotes, provide pricing, product availability and information., • Request and order necessary showroom supplies., • Liaise with trade people as needed. Co-operate with other showrooms as required., • Maintain good relations with building neighbors., • Update management with news and events within the building. · Perform additional administrative tasks as needed/required. · Assist designers with moving and loading of quality product · Maintain an active and engaged presence on the sales floor for extended periods, including standing and walking throughout the showroom as needed · Participate in trade shows, industry events, and the annual company meeting held at the main office Human Resources • Open and close the showroom daily, covering in case of an absence or emergency., • Manage part time or full time staff., • Ensure individual and staff attendance., • Provide adequate cover for lunches/ holidays/sickness., • Assist in recruiting and training of new staff., • Plan and monitor employee development and training to achieve maximum performance, productivity and job satisfaction., • Maintain a safe and healthy working environment, ensuring all occupational and health and safety guidelines are met. Required Qualifications: • College degree is preferred but not required, • Minimum of 5 years’ experience in a similar role, • Proven management experience in leading, motivating, developing a team, • Knowledge of and relationships with design community, • High end customer service and luxury retail experience, • Ability to work in a fast paced environment and to multitask, • Computer savvy, o Experienced with ERP systems o Intermediate level user of MS Excel, Word and PowerPoint • Exceptional communicator both written and verbal, • Proven sales and customer satisfaction record, • Willingness to receive and implement constructive criticism to continuously improve performance and achieve team objectives, • Demonstrates a strong sense of ownership and accountability for tasks and responsibilities within their position, • Ability to lift up to 40 lbs., • Comfortable maintaining a customer facing presence throughout the day, including extended periods of walking and standing, • Willingness to travel occasionally for trade shows, industry events, and corporate meetings Core Competencies • Determined and driven for results, • Highly organized and able to work in a busy retail environment, • Diligent and conscientious, • Analytical thinker with strong numerical abilities, • Team player/commitment to group goals, • Eye for colour and design, • Creative Innovator – committed to constant improvement Why AHD? We believe every employee should be rewarded fairly for a job well done! As an AHD employee, you will enjoy comprehensive healthcare coverage including medical, vision and dental care. Your financial well-being will be supported through our 401(k) retirement investment plan. Moreover, we offer a challenging & rewarding professional work environment. The AHD total package includes: · Medical · Dental · Vision · 401(k) Retirement with up to 6% employer contributions · Paid Vacation Time · Paid Holidays · Consistent work/life balance · Relaxed and collaborative work environment · Amazing benefits and wellness programs · Training and career development opportunities Compensation Starting annual salary: $85-105k plus a performance based commission structure that rewards individual success and client engagement. Top performers have significant earning potential beyond base salary. Exact compensation may vary based on skills, experience, and location. Company DescriptionArdmore Home Design (AHD), founded in 2008, is a privately owned, fast-paced, founder-led entrepreneurial company where we value people with strong skills to make our products and processes better every day. We design, sell, and distribute luxury home décor globally to interior designers and boutique/luxury retailers. The AHD family of wholesale brands includes Made Goods (flagship furniture made from unique materials), Pigeon & Poodle (home and bath accessories), Blue Pheasant (handcrafted tabletop products) and Burton James (seating home furnishing).Ardmore Home Design (AHD), founded in 2008, is a privately owned, fast-paced, founder-led entrepreneurial company where we value people with strong skills to make our products and processes better every day. We design, sell, and distribute luxury home décor globally to interior designers and boutique/luxury retailers. The AHD family of wholesale brands includes Made Goods (flagship furniture made from unique materials), Pigeon & Poodle (home and bath accessories), Blue Pheasant (handcrafted tabletop products) and Burton James (seating home furnishing).

Job Description Registered Sales Assistant Position reference: RIA/Broker Dealer Job Posting: 11/01/2021 Organization A well -established West Los Angeles based financial services firm consisting of two operating entities: an SEC Registered Investment Advisor. We offer investment advice to high net worth and institutional clients, including personal investors, IRA accounts, profit sharing plans, corporations, trusts and foundations. A full-service FINRA registered introducing broker dealer and licensed insurance agency serving retail and institutional clients. Qualifications Series 7, 63/66 licenses required. 2-5 years experience with an RIA or broker-dealer in a back-office capacity including order entry. BS/BA College degree or equivalent experience required. A demonstrated expertise with Advent/Moxy or other portfolio management systems is highly desired. Working knowledge with back office brokerage systems is a must. Proficiency with Microsoft Office (Excel and Word) and Adobe Acrobat necessary. This is a highly visible position. Excellent oral and written communication skills and the ability to work well in a coordinated team environment is essential. Position description This is a fast-paced industry dealing with highly confidential information. The position is two-fold. First, your responsibilities will include assisting the CEO and other registered representatives in servicing their clients on a daily basis. This includes setting up meetings responding to customer inquiries/requests, preparing presentation packages for client meetings. Your responsibilities will also include trade order entry and release, along with other back office operations and office administration. You will help open customer accounts and due data input for the operations area. Communications with customers is also an essential part of your responsibilities, along with other administrative responsibilities. Additional information Locations: Westwood, CA, United States Position starts: Immediate Hours: Full-time Salary range: Based on experience Duration: Permanent Work Types: Regular Contact information To be provided upon interview selection How to apply To apply please e-mail your resume or qualifications to:

Job DescriptionAbout Terravanta Terravanta is a minority woman-owned consulting firm specializing in project and construction management, project controls (forecasting, cost estimating, scheduling, risk management), and engineering services. We are proud to hold certifications as an SB, SBE, DBE, MBE, WBE, WOSB, and OMWBE. Our name, Terravanta, is derived from Latin: Terra meaning Earth and vanta meaning vantage point. This reflects our core mission: to leverage the Earths resources responsibly and create a more sustainable future. If you like to innovate, are self-reliant with strategic mind thinking, and interested in giving your full potential to this small business, this position may be for you. We are a social and environmental responsible Company. Our commitment to safety, diversity and inclusion is part of our personality. Position Description Summary The Mechanical Inspector will support LAWAs Quality Assurance & Construction Inspection Division across multiple projects within LAWAs Capital Improvement Program. Essential Job Duties • Inspects the construction of a wide variety of airport improvements and utilities projects to ensure conformance to plans, specifications, contracts, permits, environmental documents, agreements for work, and may provide construction inspection support., • Conduct comprehensive daily inspections of mechanical, electrical and plumbing systems across building and terminal construction projects, ensuring compliance with applicable codes and project specifications, review and interpret construction documents including blueprints and shop drawings, submittals, RFIs, and change orders., • Demonstrates strong proficiency in preparing comprehensive daily inspection reports that clearly document the WHO, WHAT, WHEN, WHERE, and HOW of all observed construction activities, ensuring accuracy, clarity, and accountability in tracking progress and identifying issues, deficiencies, or safety concerns in a timely manner. Verify contractor compliance with local and national electrical codes (e.g., NEC, NFPA 70, 70E, 72), mechanical and plumbing codes, and LAWA-specific standards., • Track and document time-and-material work, field changes, and job quantities Assist in validating contractor progress payment requests based on an approved schedule of values., • Support special inspections and testing activities, coordinating with engineers, contractors, and third-party agencies as needed., • Perform inspections of Mechanical, Electrical and Plumbing (MEP) installations including, but not limited to:, • Domestic Water and Sewage Systems, • Venting, fire sprinklers, and gas piping, • HVAC systems (air handlers, chillers, boilers, ductwork), • Smoke Control Systems, • Mechanical ventilation and exhaust, • Fire and life safety integration (e.g. smoke dampers) Mechanical and plumbing shutdowns, lockout / tagout procedures, • Commissioning and balancing reports Underground utilities and duct banks, • High-voltage switchgear and electrical panels Conduit racks, conductors, and grounding systems Interior and exterior lighting systems, • Fire life safety systems including smoke/heat detectors and FM-200 suppression systems, • Electrical shutdowns, lockout/tagout procedures, and breaker coordination, • Inspect IT infrastructure installations such as:, • Low-voltage systems (voice/data, security, access control), • Door card readers, security cameras, and public address (P.A.) systems, • Communication cabling and equipment roomsProfessional Experience Level/Minimum Qualifications:, • Mechanical inspection staff shall have 3 years or more experience performing mechanical inspections for Building Construction., • Mechanical inspection staff possess a thorough knowledge of the materials and methods used in the installation of plumbing, heating, air conditioning and refrigeration installations., • Current ICC Certification as a Commercial Mechanical, • Proof of Cal-OSHA 30 hr. training within the last 4 years, • Fall protection and harness training., • Confined Space Entry Training, • Knowledge of Project Management Information Software used for inspection/document control (i.e., Microsoft Office, Outlook, Xcel, Word, PM Web, Adobe Pro, Bluebeam, etc.)., • Computer proficiency to review and utilize electronic equipment for contract documents efficiently, including change orders, submittals, RFIs, and other inspection documents, with minimal supervision.Preferred Qualifications and Experience:, • Additional Current ICC certifications as Electrical and Plumbing Inspector, • NFPA 70E standards training within the last 3 years is preferred., • Training & knowledge of NFPA -70, 70E, & 72 is preferred., • Experience at the journey-level as an electrician, with a focus on the installation and repair of electrical systems in public works, institutional, commercial, or industrial settings., • Plumbing experience (journeyman/master level) with progression into inspection., • Experience inspecting mechanical systems of large-scale commercial, industrial or public buildings., • Experience overseeing and ensuring compliance with building codes and regulations on significant construction projects., • Involvement in complex projects that require coordination with multiple stakeholders, including contractors, engineers, and city officials., • Expertise in identifying and addressing deficiencies, ensuring that all aspects of construction meet the required standards., • Must be open to learning the prescriptive items required by the agency., • A strong understanding of diverse code requirements., • Excellent communication and time management skills.Required Education/Training:, • High school diploma (or equivalent) Element-Specific Requirements:, • May assume other duties as required/needed., • May be required to work various shifts, including day, swing, and night., • Shall be open to work modified schedules, including nights and weekends, as dictated by the contractors' work activities and accelerated project schedules., • Availability to work overtime as required to meet project deadlines and ensure timely completion of tasks is preferred.Employee Benefits:, • Base Salary Range: $120k-$125k annually, • Paid Time off, • Paid Holidays, • Volunteering Days 1 day to be used to promote young students in Energy, STEM, Construction or to participate in projects to reduce carbon footprint, • Cellphone reimbursement - $50 dollars / month, • Retirement Account with company match and Financial Advisor, • Medical, Dental, and Vision Insurance

Job DescriptionAbout Terravanta Terravanta is a minority woman-owned consulting firm specializing in project and construction management, project controls (forecasting, cost estimating, scheduling, risk management), and engineering services. We are proud to hold certifications as an SB, SBE, DBE, MBE, WBE, WOSB, and OMWBE. Our name, Terravanta, is derived from Latin: Terra meaning Earth and vanta meaning vantage point. This reflects our core mission: to leverage the Earths resources responsibly and create a more sustainable future. If you like to innovate, are self-reliant with strategic mind thinking, and interested in giving your full potential to this small business, this position may be for you. We are a social and environmentally responsible Company. Our commitment to safety, diversity, and inclusion is part of our personality. Position Description Summary The Deputy Building Inspector will provide special inspection support for the LAWA Quality Assurance and Construction Inspection Division across multiple projects within LAWAs Capital Improvement Program. This role requires knowledge of multiple code requirements, effective communication, and time management. Essential Job Duties • Create and maintain comprehensive daily inspection reports that capture the WHO, WHAT, WHEN, WHERE, and HOW of all construction work activities, while ensuring the reports are clear and concise to accurately reflect daily progress., • Assist in reviewing monthly progress payment requests when assigned to a program. Track various changes, verify time and material work, measure, and document job quantities., • Conduct special inspections on various disciplines. Possess experience, knowledge, and understanding of methods used throughout construction., • Possess valid Los Angeles City Department of Building and Safety (LADBS) Deputy Licenses in the following disciplines: Concrete construction Steel construction Drilled-in anchors/seismic resistance, • Spray-applied fireproofingProfessional Experience Level/Other Qualifications:, • 5 years or more of experience performing as a LADBS Deputy Building Inspector on large-scale projects. This includes overseeing and ensuring compliance with building codes and regulations on significant construction projects. Involvement in complex projects that require coordination with multiple stakeholders, including contractors, engineers, and city officials., • Expertise in identifying and addressing code violations, ensuring that all aspects of construction meet the required standards., • Knowledge of Project Management Information Software used for inspection/document control (i.e. PM Web, Adobe Pro, Bluebeam, etc.)., • Computer proficiency to review and utilize electronic equipment for contract documents efficiently, including change orders, submittals, RFIs, and other inspection documents, with minimal supervision., • High school diploma (or equivalent), • CAL OSHA-30 certification, • Fall protection and harness training, • Confined Space Entry TrainingElement-Specific Requirements, • May assume other duties as required/needed., • May be required to work various shifts as needed., • Shall be open to work modified schedules, including nights and weekends, as dictated by the contractors' work activities and accelerated project schedules., • TBD (typical dayshift is 6:00am 2:30pm M-F; night shift is 10:00pm 6:30am SunFri), • Availability to work overtime as required to meet project deadlines and ensure timely completion of tasksEmployee Benefits:, • Annual salary range: $120k-$125k, • Paid Time off + Paid Holidays + Sick Leave, • Volunteering Days 1 day to be used to promote young students in Energy, STEM, Construction or to participate in projects to reduce carbon footprint, • Cellphone reimbursement - $50 dollars / month, • Retirement Account with company match and Financial Advisor, • Medical, Dental, and Vision Insurance

Are you passionate about developing talent and driving performance? Are you energized by mentoring others and unlocking potential? We're looking for a motivational leader to join us as an Advisor Sales Manager-a dynamic role where you'll inspire, coach, and elevate a team of financial representative

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Once you have reached your key milestones, you will begin worki

Corebridge Financial from conducting Corebridge Financials business, or that would otherwise create a conflict of interest for Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. C

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Exceptional writing, interpersonal, and client service skills. We are committed to maintaining the first-class service and high standard

Job Description Financial Advisor Type: Full-time Client location: Encino, CA Schedule: Remote Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach. They were named by Newsweek as one of America's Top Financial Advisory Firms. Our client is seeking an experienced Financial Advisor with a portable book of business ($10M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. You’ll maintain full ownership of your client relationships while gaining access to: • A Competitive Compensation Structure, • Base salary + payout + growth-based bonuses, • Comprehensive Back-Office Support, • Paperwork, client onboarding, compliance, billing, operations, • In-House Portfolio Management, • Investment strategies implemented and monitored by our professional team, • Modern, Integrated Technology Stack, • Client portals, CRM, financial planning tools, and reporting, • Employee Benefits, • 100% employer-paid Medical, Dental, and Vision, • 401(k) with company match and profit sharing, • Ongoing professional development opportunities What Your Clients Will Experience: • Unbiased fiduciary advice from trusted professionals., • Personalized financial planning and investment guidance from a team of CFP® and CFA® professionals., • Seamless access to their accounts and reports through modern digital tools., • Friendly, responsive service from a warm and capable support team. What We’re Looking For: • Minimum 4 years of experience in a client-facing financial advisor role., • A portable book of business of at least $10 million in AUM., • Clean compliance record., • Proven track record of developing and managing client relationships., • Strong communication and interpersonal skills., • Series 65, CFP®, or CFA® preferred (we can support licensing if needed) This Role is Ideal If You’re: • Looking for an independent, fiduciary firm where you retain ownership of your clients., • Ready to offload operational tasks and focus on growing your business., • Excited to collaborate with an experienced, supportive team., • Interested in offering a better client experience with modern tools and expert guidance.Company DescriptionTenTek has been in business since 1989 and is recognized as a leading staffing provider of tech professionals to a growing client base.TenTek has been in business since 1989 and is recognized as a leading staffing provider of tech professionals to a growing client base.

Job Description Financial Advisor Associate Full-time, In person position, Woodland Hills, CA We are: A family-owned financial services firm that deeply cares about our clients. We understand that the details make a difference. It is the small things we do that drive the success of our practice. We stick to our core values, and we always do what is best for our clients even when it costs us money. You are someone who: -Is a licensed financial advisor who loves to close · Values education and learning · Is friendly and outgoing both in person and on the phone · Can describe yourself as ambitious, confident, and self-driven · Is looking for security and a long-term relationship with their employer · Wants to contribute to and be a part of a close team experience at work What we’ll do for you: · After 23 years of successful business in the financial services industry, we have our processes and systems nailed down. We will provide you with hands on training so you can be as effective and successful as possible in our team environment · You will also receive training on our products and the rationale behind why we support certain products and investments while avoiding others · We offer a comprehensive benefits package including company paid health insurance, paid vacation, sick leave, paid holidays, matching 401K plan, and commissions. · Base salary commensurate with experience plus commission from sale of new investment products or services. · A successful advisor will earn $150K - $175K of first year income with potential for $200K+ in year 2. What you’ll do for us: · Upon completing internal training, be proficient with using our company’s internal CRM which houses every touch and communication exchanged with all prospects and clients · Using our CRM, interact with current prospects, and follow up with warm leads -Conduct live educational events to get new prospects · Build rapport and trusting relationships with prospects in a manner that supports acquiring them as a client · Develop investment strategies and recommendations based on each client’s individual circumstances and needs · Educate and support clients at every stage of their investment process including early-stage introduction and education on investment options, investment planning, client acquisition and long-term maintenance of their investments. · Proactively maintain a schedule of outbound communication so that prospects feel comfortable coming to you when the time is right · Collaborate with the Client Service Advisor and Client Service Manager to ensure all client requests for service are fulfilled adequately in a timely fashion Minimum Qualifications: · California Life & Health Insurance License · Must be licensed to provide investment advice by holding a Series 65 license, or one of the following designations: CFP or ChFC · If you have held a Series 7 license and Series 66 license within the last 6 months, you may also qualify · 3+ years of client facing experience in the financial services industry Bonus point qualifications: · You have sold life insurance and/or annuities · You naturally create good rapport with others and enjoy building long term relationships with people · You are passionate about selling · You have a CFP or ChFC designation Company DescriptionIf you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our team!If you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our team!

Job Description As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. You will also: -Develop and implement business and marketing plans -Prospect for potential clients to discuss their financial needs and concerns -Present potential solutions using our competitive suite of products and services -Develop your professional skills and knowledge through the New York Life training curriculum -Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning *Management opportunities *Position is a W2 and includes full benefits *Position includes both fixed and variable compensation *Optional licenses are sponsored and paid for by the company *Variable products can only be sold by registered representatives holding appropriate securities licenses First Year Compensation: Average first year agent/advisor in this branch earns $76,000 to $80,000/year Third Year Compensation: Average 3 year agent/advisor in this branch earns $151,733/year Job Type: Full-time Pay: $85,000.00 - $260,000.00 per year Benefits: • 401(k), • AD&D insurance, • Dental insurance, • Disability insurance, • Employee assistance program, • Employee discount, • Financial planning services, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Opportunities for advancement, • Paid sick time, • Paid time off, • Paid training, • Parental leave, • Prescription drug insurance, • Professional development assistance, • Profit sharing, • Retirement plan, • Tuition reimbursement, • Monday to Friday

Job Description A Little About Us Company's #1 goal -- create a healthy & positive work environment, allowing us to attract the best people in our market. We pride ourselves on our stellar culture – you should love coming into work every day. The company family of dealerships has been a fixture in Southern California since 1933. Although we have grown over the years we remain a local family owned business. We are a prominent supporter of local community events and charitable organizations. What are we looking for? As a leader in the automotive industry, we are looking for a driven, diligent, thorough individual to join our team as a BMW Technician. Our technicians are busy and productive. We believe in rewarding excellence with financial incentives for production and education, and we provide all associates with plenty of work, flexible schedules, paid training and opportunity to advance. We are looking for Technicians who will be enthusiastic about growing professionally, with opportunities to manage their own earning potential, and help us deliver the exceptional customer service that our clients have come to expect. If you’re interested in joining our progressive, growing organization please complete our on-line application or better yet stop in to for a personal, confidential discussion. What Will I Be Doing?: • Diagnosing, maintaining, and repairing vehicle automotive systems including engine, transmission, suspension, brakes, steering, electrical, air conditioning, etc., • Accurately assess/diagnose problems utilizing system diagnostics and testing, • Perform thorough, efficient, timely and quality repair work, • Using Diagnostic Equipment and Special Service tools to test vehicle components, • Repairing vehicles under warranty to manufacturer specifications, • Provide clear communication (both written and verbal) to service advisor with an estimate of any additional repairs, as needed., • Maintain safety standards at all time and keep a safe, neat work area, • Demonstrate professionalism, integrity, honesty and consistent appropriate behavior with co-workers, management and customers, • Test drive vehicle to assure quality completion of repair Requirements Qualifications: • Automotive experience – 2 years preferred, • ASE Certification – preferred, • Driver’s License -required, • Electrical, diagnostic, and troubleshooting skills are a plus, • Proficient in troubleshooting and computer diagnosis, • Good foundation of basic automotive technology, • Ability to drive manual transmission, • Must be able to perform heavy lifting, • Must have a clean driving record, • Self-motivated, goal-oriented, enthusiastic presence with an ability to work effectively and efficiently in a team environment, • Ability to apply a common sense understanding to carry out instructions furnished in written, oral, or diagram form, • Strong computer and phone skills, • All potential employees must pass pre-employment testing including a background check and drug screen. Experience: • BMW: 1 year (Required) What We Offer: We offer a highly competitive compensation and benefit package • Medical, Dental, Life, Disability and Cancer Plan, • 401k and employer match, • Paid Vacation and Sick Time, • Opportunities for Advancement, • Professional, fun, and friendly work environment with supportive management, • Paid Life Insurance, • Flexible Spending Accounts, • Employee discounts on vehicle purchases, parts and service, • ASE reimbursement, • Paid Factory Training, • Periodical Competitive Cash Incentives, • Employee appreciation events, • New remodeled facility The Pay Scale includes a Base Hourly Compensation of between $31.00 and $45.00 The position may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without and fixed upper limit. Salary: $31.00 - $45.00 per hour Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discount, • Flexible schedule, • Health insurance, • Life insurance, • Paid time off, • Tuition reimbursement, • Vision insurance

Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that students and their families rely on to make sense of financial aid, from securing resources to understand

This employment opportunity at Southland Credit Union in Long Beach, CA would allow you to join the Investment Program at Southland Credit Union as a Financial Advisor associated with LPL Financial. LPL Financial partners with credit unions to offer a complete menu of financial services to credit un

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e

Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. Working at Abbott At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You’ll also have access to: * Career development with an international company where you can grow the career you dream of. * Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. * An excellent retirement savings plan with a high employer contribution * Tuition reimbursement, the ___ student debt program, and ___ education benefit - an affordable and convenient path to getting a bachelor’s degree. * A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. * A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. The Opportunity We are looking for a highly driven and technically proficient Senior Sales Ambassador to join our Diagnostics team managing the Los Angeles and Orange County. As a Senior Ambassador, you will accelerate growth and expand market share across key accounts. This role is ideal for a professional with a strong background in clinical diagnostics and a deep understanding of laboratory and hospital environments. The Senior Ambassador will play a critical role in driving revenue by leveraging their technical expertise to influence purchasing decisions and deliver tailored diagnostic solutions. This role operates as the primary account management contact, aiming to improve economic profitability, increase customer loyalty, and retain business through contract renewal and closing new solutions. What You’ll Work On: • Customer Relationship & Retention: Serve as a trusted advisor to established customers, fostering loyalty and achieving retention targets. Enhance customer satisfaction through proactive issue resolution and regular business reviews. Collaborate with Enterprise Account Managers to secure early renewals and mitigate competitive threats., • Account Management & Growth: Develop and execute strategic account plans focused on value expansion and profitability. Identify and implement operational and service improvements to drive customer success. Influence purchasing decisions and optimize reagent utilization., • Technical & Operational Support: Perform assay integrations and address laboratory technical needs. Support new account implementations, including ordering, installation, and validation. Coordinate order, delivery, and billing processes to ensure operational efficiency., • Cross-Functional Collaboration: Partner with Sales, Marketing, Customer Support, Technical Service, and Finance to deliver cohesive customer experiences. Escalate and resolve customer challenges in collaboration with the service organization. Contribute to quality effectiveness through accurate documentation of complaints and resolutions. Required Qualifications: * Bachelor’s Degree, or Associate’s degree with equivalent experience. * Minimum of 3 years of professional experience in sales or clinical laboratory operations. * Willingness to travel within the assigned territory. Preferred Qualifications: * Bachelor’s degree in Engineering, Life Sciences, or Medical Technology and/or healthcare-related Field. * Experience with a proven track record in sales, field service, or within a technical call center. * Financial Acumen – good understanding and analysis of financial data in the healthcare market * Deep understanding of laboratory instrumentation, workflows, and regulatory requirements. Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives: ___ Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at ___, on Facebook at ___, and on Twitter @AbbottNews. The base pay for this position is $75,300.00 – $150,700.00. In specific locations, the pay range may vary from the range posted.

Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with finan

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Merrill's Financial Advisors and Wealth Management Client Associates help

The Finance Director assists the City Manager with the Operating and Capital Improvement Plan budgets, serves as advisor to the Land Management Team and Investment Committee, and presents to the City Council an annual audited statement of the City's financial condition prepared in accordance with go

Are you passionate about developing talent and driving performance? Are you energized by mentoring others and unlocking potential? We're looking for a motivational leader to join us as an Advisor Sales Manager-a dynamic role where you'll inspire, coach, and elevate a team of financial representative

Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment. Responsibilities: · Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. · Develop new business through independent means, collaboration with other departments, senior management, and professional networking. · Delegate work efficiently to Client Advisory support professionals. · Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service. · Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets. · Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades. · Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. · Contribute actively to internal committees as part of the senior team. Requirements: · Bachelor’s degree required; advanced degree (MBA or JD) highly preferred. · Professional certifications such as CTFA, CFP, CFA, or CPA. · Minimum of 8 years of Trust and Estate Planning experience. · Minimum of 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients. · Proven business development experience within the UHNW space. · Proficiency in legal documents related to trusts, estate planning, and finance. · Established local and regional network of accounting and legal professionals. Rewards: · High visibility to internal executives with opportunities for position expansion and continued professional development. · Competitive base salary, bonus, and compensation structure with excellent benefits. · Rewarding culture within a client-focused, family-oriented firm. If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of an esteemed organization, apply now to join this dynamic team. Your expertise and leadership will be essential in shaping the future of our client.

Job DescriptionDescription: Manhattan West Enterprise Company (“Manhattan West”) is seeking a Wealth Management Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Wealth Management Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: • Full-time, exempt position, • Reports to the CEO, • Position can be on-site or remote Responsibilities: • Develop and manage new client relationships, including managing ongoing client communications, • Act as the primary point of contact to existing and newly onboarded clients, • Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm, • Implementation of financial plans including coordination of estate planning, business management, and tax strategies, • Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives, • Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies, • Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards, • Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: • This role requires a highly motivated, driven and entrepreneurial personality, • Proven ability to actively pitch and onboard prospective clients, • Client-centric focus and attitude, • A team player with strong leadership skills, • Ability to succeed in a small but fast-growing entrepreneurial company Requirements: • Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities, • Must carry over a minimum $20 million transferrable book of business, • Bachelor’s Degree is required, • Must be legally authorized to work in the United States, • Successful completion of background check and pre-employment assessments, • Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: • Certified Financial Planner™ designation is preferred but not required Compensation: • This is an incentive-based compensation position. As such, the pay scale for this position will vary depending on employee performance. However, the anticipated pay scale is $120,000 - $300,000+, comprised of a draw and incentive compensation. Featured Benefits: • Medical, vision and dental insurance, • 401(k) plan + match, • Stock market holidays + Paid time off (PTO), • Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. Requirements:

Job DescriptionWealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us? At Wisepath Financial Group, we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage $25 MM+ in client assets and hold an active Series 7 & 66 (or 65), you can step into an 82.5 % RIA payout day one—no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.What Sets This Opportunity ApartFeatureWhat You GetMaximum RIA payout82.5 % of advisory revenue paid directly to you—no trailing grid or production proof.LPL Financial BD affiliationTransparent, direct BD payouts governed by LPL’s schedule.Transition dollarsApprox. 7.5 bps on qualifying rollover assets to offset repapering expenses.Recruiting overridesEarn a permanent override on every advisor you personally recruit to our BD platform.Life-insurance economicsUp to $43 K annual cash from Ameritas for life production plus full override on your own policies.Downline life overridesReceive an override on all life-insurance production generated by advisors you bring onboard.Open architectureRobust investment, planning, and insurance solutions with no proprietary product quotas.Turn-key resourcesTransition team, marketing suite, compliance guidance, and dedicated OSJ supervision.Key Responsibilities • Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies., • Deepen and grow client relationships through holistic financial planning., • Uphold all FINRA, SEC, and state regulatory requirements., • Actively recruit like-minded advisors to our platform to expand your override income stream., • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding.Ideal Candidate, • Series 7 and 66 (or 65) in good standing., • $25 MM+ in verifiable client AUM., • Clean compliance record (minor, fully resolved disclosures considered)., • Entrepreneurial mindset with a passion for mentorship and team building., • Commitment to fiduciary standards and client-first advice.Compensation Snapshot, • RIA advisory payout: 82.5 % of gross advisory fees., • Broker-dealer payout: LPL grid, paid directly., • Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms)., • Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD)., • Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales., • Equity option: Potential equity participation for top producers (discuss at interview).How We Support Your Move, • White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s., • Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more)., • In-house marketing—digital campaigns, brand refresh, seminar kits., • Practice consulting—AUM growth playbooks, succession planning, COI programs. “Independence with support, compensation without compromise.” Join us and turn your vision of an advisor-owned practice into reality. Powered by JazzHR AfpzejOGUf

Job Description Exciting Million Dollar Opportunity: SVP/Private Wealth Advisor at a Multi-Trillion Dollar Investment Firm! Join an elite Private Client team in Los Angeles as an SVP/Private Wealth Advisor, where you'll serve as the main point of contact for ultra-high-net-worth clients, delivering a comprehensive range of investment solutions and wealth management services, while emphasizing the development and nurturing of strong relationships. Key Highlights: • Impactful Role: Directly engage with clients to shape their financial futures and expand our distinguished client base., • Relationship Building: Cultivate connections with prospects and referral sources to grow your business., • Attractive Compensation: Enjoy a trailing commission structure and a multi-year guaranteed compensation plan focused on your long-term success., • Unlimited Potential: No territorial restrictions mean limitless earning opportunities and professional growth., • Proven Success: Join a firm renowned for employee and client retention—your success is our priority!, • Target Clientele: Work with clients valued at $5 million to $100 million+. $200's - $300's guaranteed minimum multi year compensation program; $300,000 - $800,000+ potential compensation. Seeking professionals who want to build client relationships with a revenue generation of over $1 million. Ready to elevate your career and make an impact in private wealth management? We want to hear from you!

Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to apply and contribute as we empower clients to achieve their financial goals. Our Mission: At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation. Career Description: Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management. What We Offer: * Performance-based compensation, unlimited earning potential * Residual income * Subsidized health benefits * Customized personal business planning * Full marketing, prospecting, and technical support * Robust technology platform, including customizable CRM software * Customized training and mentorship program with established advisors and leadership * Ongoing resources and support, with autonomy to run your own practice * Opportunity to qualify for trips to world class destinations * In-house resources, including New Business Support, CPA’s, estate planning attorneys, directors of practice development, and subject-based experts * Transitional income possible for qualified candidates Responsibilities: * Work closely with clients to identify and achieve their financial goals through personalized investment strategies. * Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. * Cultivate lasting client relationships built on genuine interest, empathy, and solutions. * Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives. Key Traits We Value: * Entrepreneurial Spirit: Embrace risk and reward, crafting tailored success plans. * Client-centric: Our clients are our priority; comprehensive advice and planning are fundamental. * Relationship-Driven: Develop lasting bonds built on genuine interest, empathy, and solutions. * Lifelong Learners: Curiosity drives growth; there's always more to discover in this evolving field. Qualifications: * Bachelor's degree * Excellent interpersonal skills * Securities Licenses (Preferred) * Life, Health & Accident Insurance License (Preferred) #LI-MMSG1

Job Description We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $100,000 yearly Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a collaborative team player willing to further development through continued training opportunities, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Valid FINRA Series 6, 7 & 63/66 preferred but not required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Requires a Bachelor’s degree, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers About Company For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $123,000 at plan earnings Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Serve as a collaborative team player willing to further development through continued training opportunities, • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations., • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals., • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products., • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs., • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional. Qualifications: • Requires a Bachelor’s degree in business administration, finance, or other related field, • Valid FINRA Series 7 & 63/66 preferred but not required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity., • Strong relationship management skills and/or experience., • Ability to successfully network to prospect new potential clients., • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required., • Ability to work a hybrid schedule.About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • #73 on Fortune 100 in 2020, • A leading company with many agents qualifying for MDRT2 year after year

Job Description As a Financial Advisor with New York Life, you will build your own practice within the company, advising individuals and businesses on financial strategies and solutions. You will help clients assess their financial goals, recommend appropriate insurance, investment, and retirement products, and guide them toward long-term financial health. You’ll be in business for yourself—but supported by the resources, training, and infrastructure of a Fortune 100 company. Compensation: $80,000 - $120,000 Responsibilities: • Prospecting & Networking: Identifying and connecting with potential clients through community events, referrals, networking groups, and personal contacts., • Needs Assessment: Conducting detailed fact-finding meetings to understand client goals, assets, income, and risk tolerance., • Solution Design: Crafting tailored strategies using New York Life’s insurance and investment products. Qualifications: While no direct finance degree is required, successful advisors typically have: • Business mindset, • Self-discipline and goal orientation, • Licensing:, • State Life & Health Insurance License (required before selling insurance), • FINRA Series 6/7 and 63/66 (required for investment products) – often sponsored by New York LifeAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 179 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. • Human Rights Campaign: 2022 Corporate Equality Index, Forbes., • 2022: America’s Best Employers for Diversity., • Latino Leaders 2022 Best Companies for Latinos to Work For., • We’re proud of the help we’ve provided and continue to provide to clients., • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE., • Includes term, whole, and universal life.