- JPMorgan Chase & Co. (Beverly Hills, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Financial Planner Recruiting, LLC (San Diego, CA)
- …in wealth management, financial services or related experience. Prior experience in a Registered Investment Advisor firm is a plus. CFP(R), or CPA and PFS, ... Manager plays a critical role, partnering with the Financial Advisor team to provide excellent service to each client...and taking as much of the workload from the advisor as possible Deep critical thinking and problem-solving abilities… more
- NFP (San Rafael, CA)
- …most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant, and constant partner in helping clients achieve ... Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving… more
- Morgan Stanley (San Francisco, CA)
- …Development Manager Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepares reports and plans that align ... Management assets, performance tracking, etc.) Identifies business opportunities Supports Financial Advisor / Private Wealth Advisor practice management through… more
- Fidelity Investments (Sunnyvale, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor . The… more
- Whittier Trust (Menlo Park, CA)
- …the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated ... their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long… more
- Thrivent (San Diego, CA)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: Build a financial practice guiding Christians on their journeys… more
- Jamie Grayem (Beverly Hills, CA)
- FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis MUST HAVE 7/66 (63/65) This position is subject to SAFE Act registration ... (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)… more
- AssetMark, Inc. (Concord, CA)
- …client experience. Collaborate with cross-functional teams to align strategic initiatives with advisor needs and investment product objectives, and to facilitate ... within AssetMark, a leading wealth management platform serving Registered Investment Advisors (RIAs) and independent financial advisors. This role, reporting… more
- Edward Jones (Elk Grove, CA)
- … advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
