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Financial Advisor Wealth Management jobs - Santa Monica, CA

Viewing 1 - 10 of 96 jobs

  • Relationship Manager

    Fidelity Investments - Pasadena, CA

    and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, ... Private Client Group Financial Consultant or Premium Financial Consultant . This role should support the (VP) Financial...

    6 days ago from Fidelity Investments

  • Wealth Markets Brokerage Operations Generalist

    Mufg Union Bank - Glendale, CA

    Problem solving/analytical skills. Time management & multi-tasking) skills. Strong solution oriented mind-set. ... Customer Service experience preferred. Financial industry experience required. Project management a plus The above...

    11 days ago from MUFG Union Bank

  • Wealth Management Advisor

    Advantage Capital Advisors - Los Angeles, CA

    Company DescriptionRegistered Investment Advisor and CPA / Business Management firm based in West Los Angeles ... preparation, bookkeeping, financial services and investment management solutions for high net worth individuals,...

    1 day ago from ZipRecruiter

  • Entry Level Management Trainee / Financial Advisor

    Independent Capital Management - Beverly Hills, CA

    financially independent while building your own personal financial wealth with career growth and professional ... As an advisor with Independent Capital Management, Inc., you will help individuals and businesses accumulate wealth and...

    7 days ago from ZipRecruiter

  • Financial Advisor Entry Level

    Financial Firm - Los Angeles, CA

    of individuals and families to create and grow wealth • Educating our clients on financial fundamentals• Doing ... College Plans • Active Money Management• InvestmentsYOUR ROLEYou will learn to recommend financial solutions...

    10 days ago from ZipRecruiter

  • Financial Advisor

    Clearpath Capital Partners - Los Angeles, CA

    Office) ClearPath Capital Partners is a boutique wealth management and advisory firm for the technology elite. You ... months you should move from an advisor associate to full advisor. When an advisor is fully functioning professional...

    13 days ago from ZipRecruiter

  • CFO - Unionbanc Investment Services, Director

    Mufg Union Bank - Glendale, CA

    advisor, performs the duties of Chief Financial Officer for UBIS. This includes but is not limited to, management ... authorities for implementing financial and management controls to ensure capital adequacy, proper financial reporting...

    2 days ago from MUFG Union Bank

  • Adminstrative Sales Associate

    Beverly Hills Wealth Management - Los Angeles, CA

    working with custodians, basic compliance procedures, and financial advisors business support. Compensation is commensurate with experience. Employer offers:Benefits. All candidates must clear a background check due to industry...

    4 days ago from ZipRecruiter

  • CCB - Financial Advisor - Chase Wealth Management

    JPMorgan Chase - Lakewood, CA

    As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based ... BANKING* **Title:** *CCB - Financial Advisor - Chase Wealth Management - Lakewood, CA* **Location:**...

    8 days ago from JPMorgan Chase

  • Private Client Advisor - Wealth Management Group

    Bank of the West - Pasadena, CA

    Commercial Banking, National Finance, and Wealth Management\. **Position Summary** The Senior Private Client Advisor ... Services_ **Title:** _Private Client Advisor \- Wealth Management Group_ **Location:** _California\-Pasadena_...

    4 days ago from Bank of the West