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Financial Solutions Advisor jobs - Santa Monica, CA

Viewing 1 - 10 of 33 jobs

  • Financial Advisor

    Morgan Stanley Wealth Management - Woodland Hills, CA

    The Morgan Stanley Financial Advisor Associate (FAA) Program prepares you to become a Financial Advisor through an ... Launching your career as a Financial Advisor, youll be ready to apply your product knowledge and networking/wealth manag...

    3 days ago from CareerBuilder

  • Financial Representative

    Fidelity Investments - Pasadena, CA

    array of Fidelity products and services. The Licensed Financial Representative (LFR) services the customer while ... exam Insurance License desired Banking, insurance, or financial experience preferred Superb interpersonal, customer...

    11 days ago from Fidelity Investments

  • AM - Retirement Business Director, Defined Contribution Investment Solutions, VP

    Global Securities, Investment and Retail Banking Firm - Los Angeles, CA

    The purpose of the role is to drive retirement sales with financial intermediaries by delivering Investment Solutions ... Partner with Funds Client Advisors to support Financial Intermediaries where retirement isn t the main...

    5 days ago from IvyExec

  • Investment Advisor Associate

    Carter Jacobs - Sherman Oaks, CA

    Development (preferred but not required) The Investment Advisor Associate works closely with the firm's principals ... objectives. Ideal candidates should aspire to become a Financial Advisor. Firm will sponsor employee's candidacy...

    14 days ago from CareerBuilder

  • Private Client - Private Client Advisor

    Global Securities, Investment and Retail Banking Firm - Torrance, CA

    least 5 years of customer-facing investment, insurance and financial profiling experience (phone-based sales a plus) ... business and investments acumen Investment, insurance and financial planning experience required Excellent track...

    5 days ago from IvyExec

  • Energy Consultant, Utility Solutions

    Ecova - Los Angeles, CA

    highest goal is to be the market leading, trusted advisor to organizations driven to maximize results, reduce expenses, manage risk and improve environmental performance. Our focus is to grow results on saving resources for our clients -...

    30+ days ago from CareerBuilder

  • VP Premier Relationship Manager

    Major Banking and Financial Services Company - Santa Monica, CA

    analyzing client financial information to identify wealth solutions that best meet the client s needs, advising the ... Qualifications Minimum of five years proven and progressive financial services and/or retail sales experience or equival...

    30+ days ago from IvyExec

  • Regional Director

    Diversified Financial Services Firm Focusing On Investment Banking and Financial Planning - Los Angeles, CA

    consultant; sources, establishes and develops new Financial Advisor affiliations with the region. May provide ... to the selection, training, and development of Financial Advisor Trainees. Provides supervision and regulatory...

    15 days ago from IvyExec

  • Regional Business Development Consultant

    Leading Financial Services Company - Los Angeles, CA

    new Advisor prospects through networking opportunities, Advisor organization presentations, and direct mailing and ... financial planning. Knowledge of the Registered Investment Advisor market place and fee based advisory business. Strong...

    19 days ago from IvyExec

  • Manager Internal Audit CohnReznick Advisory Group

    Cohnreznick - Woodland Hills, CA

    with client teams to identify and implement effective solutions to help organizations optimize profitability and ... engagement and year-end reviews. Review operational, financial, and technology processes to provide senior management...

    30+ days ago from CohnReznick

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