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Financial Advisor Associate jobs - Pasadena, CA

Viewing 1 - 8 of 9 jobs

  • Investment Advisor Associate

    Leading Financial Services Firm - Los Angeles, CA

    management database Collaborate with management to improve advisor practices and procedures in support of efforts to ... degree required Solid foundation in finance or economics Series 7 or Series 65/Series 66 preferred , , Financial...

    27 days ago from IvyExec

  • Associates

    Provider of Integrated Capital Solutions - Los Angeles, CA

    interest rate swaps, and restructuring Interact with financial advisors, law firms, credit rating agencies to ... municipal finance experience with the following: Developing financial models to structure bond transactions with total...

    30+ days ago from IvyExec

  • Senior Associate - Business Development

    Leading Mutual Life Insurance Firm - Los Angeles, CA

    working knowledge of Life Insurance and needs based financial planning concepts, including retirement planning, ... and relationships with business, professional, and other advisor organizations and partners. Manage ongoing...

    21 days ago from IvyExec

  • Associate

    Los Angeles, CA

    dispositions, performance improvement, financing, financial advisory and litigation support for every major ... are an important part of the Associate position. The Associate will gain experience in complex real estate...

    30+ days ago from IvyExec

  • Regional Vice President, Wholesale

    Investment Management Company Serving Institutional Investors, and Financial Intermediaries - Los Angeles, CA

    party distribution network of broker/dealers and other financial intermediaries within assigned geographic region ... include wirehouses, regional broker/dealers, independent financial planners, registered investment advisors, banks...

    30+ days ago from IvyExec

  • Retirement Associate

    Wedbush Securities - Los Angeles, CA

    1099R forms * Provide retirement plan support services for Financial Advisors * Act as an information resource, liaison ... * ERISA knowledge and experience a plus Retirement Associate 212407 11461,10157 Full-Time/Regular 1 Retirement...

    18 days ago from Wedbush Securities

  • Supervisor, Retail Services

    Kinecta Federal Credit Union - Brea, CA

    (all levels) Member Service Associate Personal Financial Advisors Required Skills ESSENTIAL DUTIES AND ... administration and products and services. Knowledge of financial industry rules and regulations. Knowledge of...

    9 days ago from Kinecta Federal Credit Union

  • Assistant Retail Service Manager- Manhattan Beach (Full-Time)

    Kinecta Federal Credit Union - Manhattan Beach, CA

    practices, and procedures of branch management for a financial institution. SUPERVISORY RESPONSIBILITIES: The ... Service Manager: Retail Service Supervisor Personal Financial Advisors Member Service Associates Member Service...

    25 days ago from Kinecta Federal Credit Union

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