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Financial Advisor
2 weeks ago
Mission Creek Capital Partners Inc Los Angeles, United StatesCompany DescriptionWe are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited partnerships, family offices, executives, ...
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Financial Advisor
2 days ago
Professionals for beBee Los Angeles, United States Full time $60,000 - $100,000beBee is a place where you can meet people, share your interests and find your dream job. We are looking for talented and passionate individuals to join our team and help us build the future of work. · Responsibilities: · - Give clients personalized financial advice · - Create fi ...
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Financial Advisors
2 weeks ago
Manhattan West Los Angeles, United StatesManhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...
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Financial Advisor
3 weeks ago
Northwestern Mutual Los Angeles, United StatesUnlimited Impact, Uncapped Income, and Independence · YOUR CAREER WITH NORTHWESTERN MUTUAL · At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objective ...
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Financial Advisor
2 weeks ago
Selective Insight Los Angeles, United StatesActively hiring · Financial Advisors · for our client, a · high-growth investment management firm . The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. · ResponsibilitiesDrive the expansion of high-ne ...
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Financial Advisor
1 week ago
Capstone Partners Financial and Insurance Services Los Angeles, United StatesCapstone Partners is seeking an experienced financial advisor to join our team in Q3, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, supp ...
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Financial Advisor
1 week ago
Capstone Partners Financial and Insurance Services Los Angeles, United StatesCapstone Partners is seeking an experienced financial advisor to join our team in Q3, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, supp ...
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Financial Advisor
3 weeks ago
Capstone Partners Financial and Insurance Services Los Angeles, United StatesCapstone Partners is seeking an experienced financial advisor to join our team in Q2, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, supp ...
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Financial Advisor
2 weeks ago
Leah Yosef International Los Angeles, United StatesFull Service Multi-Family Office · OverviewBoutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership. · HighlightsHigh Net Worth and Ultra Hig ...
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Financial Advisor
1 week ago
Northwestern Mutual Los Angeles, United StatesJob Description · Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve the ...
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Financial Advisor
4 weeks ago
Wealth Enhancement Group Los Angeles, United StatesJob Description: · About Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 83 offices nationwide and are rap ...
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Financial Advisors
3 weeks ago
Manhattan West Los Angeles, United StatesManhattan West Enterprise Company ("Manhattan West") is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes i ...
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Financial Advisors
3 weeks ago
Manhattan West Los Angeles, United StatesManhattan West Enterprise Company (Manhattan West) is seeking Financial Advisors to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes inc ...
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Financial Advisor
3 weeks ago
Selective Insight Los Angeles, United StatesActively hiring · Financial Advisors · for our client, a · high-growth investment management firm . The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. · Responsibilities · Drive the expansion of high ...
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Financial Advisor
1 week ago
Atria Wealth Solutions Los Angeles, United StatesCUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. · Los Angeles Police Federal Credit Union (LAPFCU) is a financial ...
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Financial Advisor
2 weeks ago
Manhattan West Enterprise Company, LLC Los Angeles, United StatesJob Description · Job DescriptionDescription:Manhattan West Enterprise Company ("Manhattan West") is seeking a Financial Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternati ...
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Financial Advisor
2 weeks ago
Atria Wealth Solutions Los Angeles, United StatesJob Description · Job DescriptionCUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. · Los Angeles Police Federal Cred ...
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Financial Advisor
5 days ago
Capstone Partners Los Angeles, United StatesCapstone Partners is seeking an experienced financial advisor to join our team in Q3, to partner with us on our mission to impact the lives of your clients in Southern California. · Is any of this important to you or your business? · Full equity ownership of your book (plus, su ...
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Financial Advisor
2 weeks ago
Northwestern Mutual Los Angeles, United StatesJob Description · Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their ...
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Financial Advisor
4 weeks ago
Northwestern Mutual Los Angeles, United StatesUnlimited Impact, Uncapped Income, and Independence · YOUR CAREER WITH NORTHWESTERN MUTUAL · At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objecti ...
Experienced Financial Advisor - Los Angeles, United States - Cetera Financial Group
Description
Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative with Cetera Investors.
You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives.
Why We Think You'll Like It HereOur team of forward-thinkers is building the future of independent financial advice with a unique Advice-Centric Experience.
What you needFINRA Series 7 and Series 66 or Series 65 and 63State Life and Health Insurance licenseSelf-Sourced Book of business3+ years of financial services experience, self-sourced book of businessExceptional interpersonal and relationship building skills
What you will doRecommend solutions to your clients for their investment needsCollaborate with others in developing presentations delivered in group settings or one-on-oneKeep in touch with clients to ensure that they have the right products for their current needsCreate referral opportunities and build a referral-based practiceDetermine the course for your career in terms of financial objectivesUnderstand and comply with all aspects of Cetera policies and practices, laws and regulations governing the duties and responsibilities of product salesMaintain all necessary licenses and registrations as required
About Cetera Financial Group and Cetera InvestorsCetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business.Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S.
military status, political affiliation, or any other class protected by state and/or federal law.Please Note:
Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.
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