Financial Advisor Associate jobs - Torrance, CA

Viewing 1 - 9 of 9 jobs

• Senior Compliance Associate, Institutional Marketing

  Los Angeles, CA

  International finance firm is seeking a Senior Compliance Associate. This role will be specifically focused on ... for compliance with applicable rules, regulations, and advisor policies and procedures Oversee email and other...

  30+ days ago from TheLadders.com

• Senior Associate - Strategic Financial and Capital Planning Services

  Kaufman, Hall & Associates - Los Angeles, CA

  Job Description The Position/Responsibilities The Senior Associate will work closely with other staff on client engageme ... He/she will be capable ofpreparing financial models and understanding income statements and balancesheets...

  14 days ago from Doostang

• Personal Financial Advisor, Torrance-Madison Park

  Kinecta Federal Credit Union - Torrance, CA

  Employer Groups and business expansion; acts as a financial advisor to assigned members; and performs related work as ... NATURE AND SCOPE OF POSITION: The Personal Financial Advisor (PFA) is based in Member Service Centers. PFA works...

  3 days ago from Kinecta Federal Credit Union

• Associate Wealth Management Advisor - Pasadena, CA - Wealth Management job

  Tiaa-cref - Pasadena, CA

  visit our website www.tiaa-cref.orgPOSITION The Associate Advisor will be partnered with a Senior Advisor or ... client's Wealth Management Advisor/Senior Advisor Enters financial data into the appropriate systems in order to...

  30+ days ago from FINS.com

• Client Services Associate

  Aspiriant - Los Angeles, CA

  capital sufficiency analyses based on personal financial goals, current financial data, tax rates, and ... PowerPoint helpful. • Proficiency in PortfolioCenter, and other investment management and/or financial planning applic...

  12 days ago from Networks and Systems Professional Association

• Client Services Associate - Asset Management job

  Convergent Wealth Advisors - Los Angeles, CA

  services industry, or brokerage.Prior experience supporting financial advisors or brokers is preferred. Company ... Information: Convergent Wealth Advisors is a dynamic financial services firm offering specialized investment...

  30+ days ago from FINS.com

• Associate - Dispute Consulting

  Houlihan Lokey ( US Office ) - Los Angeles, CA

  Director, Vice President, Associate and one or more Financial Analysts. As an Associate in our Dispute ... No. 1 restructuring advisor, the No. 1 M&A fairness opinion advisor over the past 10 years, and the No. 1 M&A advisor...

  11 days ago from FINS.com

• Supervisor, Retail Services

  Kinecta Federal Credit Union - Hermosa Beach, 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...

  29 days ago from Kinecta Federal Credit Union

• Regional Vice President, DCIO Sales - Asset Management job

  Calvert Investments - Los Angeles, CA

  include wirehouses, regional broker/dealers, independent financial planners, registered investment advisors, banks ... DCIO platforms and existing network of retirement-focused financial advisors, RIAs, investment consultants and TPAs.

  30+ days ago from FINS.com