Wealth advisor jobs in Los Angeles, California - Page 2Create job alerts

Job Description Job description: Are you looking to join a financial planning firm that is focused on making a meaningful difference? Doesn't just talk about doing comprehensive planning, but actually achieves it for clients? If so, we want to meet you! We were recently ranked in FORBES as Best-In-State and Top Financial Security Professional categories and are eager to find a passionate team player to join our fast-growing firm. Lead by women, and focused on women, we are looking for an energetic, driven, and knowledgeable individual who enjoys handling various administrative responsibilities and who is highly organized. We are a group of hard-working, fun, and diverse people who value teamwork and an open, communicative culture. Our LA based women-focused wealth management firm is rapidly growing and the purpose of this position is to ensure smooth daily operations of the practice by managing all of the miscellaneous office responsibilities and calendar management. Additionally, the position will include answering the phones and managing appointment setting of existing clients. Position will require employee to perform general administrative tasks, including but not limited to ordering and managing supplies, mailing out envelopes and packages, scanning documents, calling and emailing various companies and vendors as needed, and assisting the marketing coordinator with company events. Other duties include: • Welcome leads and clients to the office, • Reaching out to new leads received from various marketing strategies, • Assist financial advisor and operations personnel with tasks related to file prep and customer service, • Implementation and follow thru on new marketing ideas Knowledge, Skills, and Requirements: • Prior experience working in financial industry preferred, • Highly organized with strong follow-through, • Process driven while completing tasks, • Ability to prioritize day-to-day tasks/projects and manage time, • Resourceful in problem resolution, • Thrives in a fast-paced environment, • Ability to learn quickly and adapt to change, • Task oriented and enjoys potentially tedious tasks, • Proficiency across all basic software and computer programs (Word, Excel, Microsoft Suite, OneDrive, Adobe/PDFs), • Strong data entry and organizational skills, • Attention to detail and being meticulous is a MUST, • Results driven, • Consistent follow-through, • Command of the English language and grammar, • Ability to follow company policies, • Ability to work both independently and on a team, • Experience with CRM software, excel, and DocuSign, • Ability to type a minimum of 40 WPM with accuracy, • Ability to motivate prospects to set appointments (no cold calling, only prospects that have contacted our firm) Schedule: • Monday to Friday, • Occasional evenings/weekends for events Ability to commute/relocate: • Los Angeles, CA 90004: Reliably commute or planning to relocate before starting work (Required) Application Question(s): • Have you worked in the financial services or banking industry? Education: • High school or equivalent (Required), • Bachelor’s degree (Preferred) Experience: • Customer service: 2 years (Required), • Administrative Assistant: 1 year (Required) Work Location: In person, no remote or hybrid opportunities Job Type: Full-time Salary: $65,000 to $75,000 per year DOE Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Vision insurance Education: • Bachelor's (Preferred) Experience: • Customer service: 2 years (Required), • Administrative: 1 year (Required), • Financial services: 1 year (Preferred) Ability to Relocate: • Los Angeles, CA 90004: Relocate before starting work (Required)

Job DescriptionTop full-service boutique firm looking for a mid/senior level Private Client Services Associate to join their LA office! This Jobot Job is hosted by: Monica Feltz Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $215,000 - $290,000 per year A bit about us: Full-service, top firm in southern California, serving clients from around the globe for more than 60 years. Dedicated to employee and client success. Why join us? • Fantastic firm with great reputation - industry recognized thought leaders, • Strong comprehensive benefits and compensation package, • Commitment to a strong culture - consistently ranking in the top for culture, wellbeing, hours, etc., • Standards of a top-tier national firm, but prioritize personalized attention typically associated with smaller firms Job Details Seeking a Private Client Services Associate to join our team with 3-9 years of experience. Must have a strong interest in servicing high net worth clients. This is a full time in-office role, so please only apply if that's okay for you. The PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Responsibilities: This role involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by the firm. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Location: Scottsdale, AZ Headquarters. Remote (Anywhere in the U.S.) Compensation: Production based pay - AUM plus commission Benefits: • 401(k) plan with 6% match (Roth or traditional options available), • Nationally recognized compensation program, • Comprehensive medical, dental, and vision insurance, • One of the best benefit packages in the industry, • Access to industry-leading tools and resources, • Opportunities for professional development and continuing education, • Collaborative and supportive team environment Job Summary: Spence, Cassidy & Associates, LLC is seeking licensed and client-focused Financial Advisors to join our growing team. This remote role requires an active Life, Accident, and Health Insurance license, with Series 6, 7, or 65 licenses preferred. You will provide personalized financial, business, estate, investment, and retirement planning through offering a range of investment, insurance, and financial products. This position supports your success with exceptional resources, a competitive benefits package, and the flexibility to work from anywhere in the U.S. Responsibilities: • Implement investment, insurance, and financial products, • Build and maintain a portfolio of clients by fostering long-term relationships, • Identify and develop new business opportunities through prospecting, networking, and referrals, • Maintain a strong pipeline of leads and consistently achieve sales goals, • Stay current on industry trends, regulatory updates, and company product offerings Qualifications: • Required: Active Life, Accident, and Health Insurance license, • Preferred: Series 6, 7, or 65, • Minimum 6 months of experience in financial services, insurance sales, or related fields, • Excellent communication and relationship-building skills, • Strong organizational and time-management abilities, especially in a remote setting, • Proficiency with CRM tools, virtual meeting platforms, and financial planning software, • Self-motivated and results-driven Ready to take full control of your earning potential and build the career you’ve always wanted? If you’re a licensed advisor who thrives on helping clients succeed and wants the freedom to work from anywhere with unmatched support behind you—we want to talk to you. Alternate Titles: • Financial Planner, • Investment Advisor, • Wealth Management Advisor, • Insurance and Financial Services Advisor, • Retirement Planning Consultant, • Financial Services Representative Keywords: Financial Advisor, Financial Planner, Wealth Advisor, Investment Advisor, Insurance Sales, AUM, Commission based, Series 6, Series 7, Series 65, CRM, Remote Financial Advisor, Retirement Planning, Estate Planning, Client Acquisition, Financial Services, Insurance Licensing, Life and Health License, Financial Consultant, Wealth Management, Lead Generation. We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Harrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships. Responsibilities The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas: • Manage client relationships with extensive client contact., • Actively manages a client portfolio for the overall development and management of an investment strategy., • Provides financial planning to the clients., • Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets., • Respond to direct client requests., • Continued development of new business. Developed through independent means and utilizing professional networking and direct solicitation. Qualifications The Wealth Advisor/Certified Financial Planner position typically requires the following qualifications: • Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients., • Bachelor’s degree is required, an advanced degree is preferred but not required., • Established network of accounting and legal professionals in the local and regional markets., • Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom, Slack, and other client reporting applications is preferred., • Strong communication skills, • Self-starter, takes initiative, • Transferable book of business or demonstrated history of business development success Designations: CFP Preferred Salary and Benefits Pay/benefits are competitive based on industry standards • Salary will be based on experience., • Benefits include health care and 401(k) and PTO Rewards: • Competitive base, bonus, and comp structure with excellent benefits., • Rewarding culture and team within a client-focused, family-oriented firm. While our client is based in LA, they are open to advisors around the US who may be looking for more resources or support to grow their practice.

Job Description Financial Advisor Associate Location: Los Angeles, CA (Mid-City/Larchmont) Job Type: Full-time, in office (no remote work) Salary: $75k-$100k base salary with commission, DOE About Us: Empress Investment Group is a Los Angeles-based, women-led financial planning firm dedicated to empowering women through wealth management. Recognized by FORBES for five consecutive years, we are a team of driven, collaborative professionals who value teamwork, innovation, and making a meaningful difference in our clients' lives. We are seeking a licensed professional to join our team as a Financial Advisor Associate to help deliver exceptional service and strategic advice to our clients. You’ll help prepare and present financial plans, support client communications, and ensure a smooth and professional client experience. This is a growth-oriented role with a clear path toward becoming a Lead Advisor. Key Responsibilities: • Prepare, present, and implement customized financial plans, • Conduct annual review meetings with clients and service accounts, • Provide financial planning advice to include investments, insurance, and retirement, • Develop, manage, and retain strong client relationships, • Conduct investment and insurance analysis using industry software, • Support client onboarding, review meetings, and follow-up action items, • Maintain accurate records in CRM and financial planning tools, • Assist lead advisors with meeting individual and team goals, • Contribute ideas and leadership to improve both operations and the client experience, • Stay current on industry regulations, products, and best practices You Might Be a Good Fit If You: • Are an organized, detail-oriented problem solver who takes initiative and ownership, • Love both people AND processes (and aren't afraid of a spreadsheet or two!), • Want to further your career and become a seasoned Financial Advisor committed to client care, • Have a persuasive ability and positive attitude, • Thrive in a small team and fast-moving environment, • Are naturally curious and solution-oriented, • Have exceptional communication skills, both written and verbal, • Have advanced command of the English language, including grammar and professional correspondence, • Enjoy helping others and building meaningful relationships, • Are tech-savvy and comfortable working with CRMs, scheduling tools, and digital systems Minimum Requirements • Bachelor's degree, • Experience with financial CRMs preferred (Redtail, Wealthbox, or similar), • 2+ years of experience in financial planning, wealth management, or related field, • Active FINRA Series 66 or 65 required, • CA Insurance Licensed (Life/Health), • Strong organizational, prioritization, interpersonal, and management skills, • Proficient with Microsoft Suite (Outlook, Excel, Word, etc.) Work Environment and Schedule • In person role at our Los Angeles office (no remote work), • Monday to Friday Perks & Benefits: • Generous PTO & Paid holidays - including your birthday!, • 401k & 401k Match, Profit Sharing Plan, • Performance Based Bonuses/commission, • Medical benefits including dental, vision, life insurance, • A collaborative, women-centered environment committed to empowerment and excellence, • Mission-driven team helping women "live wealthy", • Professional growth & mentorship Ready to launch your financial advisory career while making an impact from day one? We’d love to hear from you. Apply today! Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Professional development assistance, • Vision insurance Compensation Package: • Bonus opportunities, • Commission pay, • Profit sharing Work Location: In person