-
Wealth Advisor
5 days ago
Premier America Credit Union Los Angeles, United StatesJob Title: · Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of ...
-
Senior Wealth Advisor
3 weeks ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Senior Wealth Advisor
2 days ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our t ...
-
Private Wealth Advisor
4 weeks ago
GT Investment Management Los Angeles, United StatesUnhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT ...
-
Wealth Management Advisor
2 weeks ago
Capstone Partners Financial and Insurance Services (LA) Los Angeles, United StatesJob Description · Job DescriptionCapstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. · The best way we can understand if we are the right fit for ...
-
SVP-Wealth Advisor
1 week ago
ECG Resources Los Angeles, United StatesJob Description · Job DescriptionPrivately Held Multi-Trillion Dollar Investment Firm seeks an SVP/Private Wealth Advisor in LA to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addit ...
-
Senior Wealth Advisor
5 days ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Senior Wealth Advisor
1 day ago
M&T Bank Los Angeles, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Senior Wealth Advisor
4 weeks ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Senior Wealth Advisor
4 days ago
Glades Talent Los Angeles, United StatesJob Description · Job DescriptionWe are a next-gen wealth and asset management company. We are building and leveraging the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more effici ...
-
Senior Wealth Advisor
5 days ago
Wilmington Trust Los Angeles, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Wealth Management Advisor
2 weeks ago
US Bank Los Angeles, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
-
Sr. Manager, Wealth Advisor
9 minutes ago
The Charles Schwab Corporation Los Angeles, United StatesAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Wealth Advisor, Advisor, Wealt ...
-
SVP, Private Wealth Advisor
6 days ago
Capital Group Los Angeles, United StatesWithin the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manag ...
-
SVP, Private Wealth Advisor
3 weeks ago
Capital Group Companies Los Angeles, United StatesWithin the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Groups founders, senior executives a Wealth Advisor, Advisor, Wealt ...
-
Private Wealth Advisor Director
4 days ago
Bank of Montreal Los Angeles, United StatesPrivate Wealth Advisor Director page is loaded · Private Wealth Advisor Director · Apply · locations · Los Angeles, CA, USA · Newport Beach, CA, USA · time type · Full time · posted on · Posted Yesterday · job requisition id · R · Application Deadline: · 01/28/2024 Ad ...
-
SVP-Wealth Advisor
1 week ago
ECG Resources, Inc. Los Angeles, United StatesJob Description · Job Description · Privately Held Multi-Trillion Dollar Investment Firm seeks an SVP/Private Wealth Advisor in LA to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in ...
-
Wealth Management Advisor
1 week ago
Capstone Partners Los Angeles, United StatesCapstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. The best way we can understand if we are the right fit for your practice is by understanding w ...
-
Wealth Management Advisor
1 week ago
Capstone Partners Los Angeles, United States· Capstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. · The best way we can understand if we are the right fit for your practice is by understan ...
-
Senior Wealth Advisor
3 weeks ago
Citi Los Angeles, United StatesCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
Wealth Advisor - Los Angeles, United States - Premier America Credit Union
Description
Job Title:
Wealth Advisor
At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams.
Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth.
Come grow with us and be part of growth and the Premier America familyOverview:
Premier America Credit Union provides a full range of financial services and excellent career opportunities throughout Los Angeles and Ventura Counties.
Wealth Advisor
to join the
Wealth Management Group
in our Chatsworth Corporate Office - an experienced professional, with solid history of providing wealth management and financial planning strategies through profiling and analysis.
The right candidate will have a sense of urgency, the ability to improve operational efficiency through thoughtful process improvement, and a strong commitment to delivering best in class service.
About You:
Planning:
You run a relationship-driven, planning-based, and advisory-centric practice that focuses on comprehensive and holistic solutions for your clients, not products to sell.
Teamwork:
You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others.
Judgement:
You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements.
Communication:
Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information and needs through the application of appropriate communication behaviors.
What You Will Do:
The core responsibility is to prospect for investment and financial planning opportunities inside and outside the Credit Union while developing and deepening relationships.
Will assess client objectives relating to our client's needs, desire, risk tolerance and resources.Expected to advise, recommend, and implement strategies to achieve financial objectives through offering appropriate financial products and solutions.
Responsible for providing educational workshops to the Credit Union's staff and membership while complying with all FINRA rules and regulations, broker/dealer supervisory procedures and internal compliance procedures.
Will establish and maintain effective and professional business relations with internal and external stakeholders.Requirements
What We Are Looking For:
Bachelor's degree in business or related field or related experienceCFP designation preferred but not requiredFive years of progressive experience as a Financial AdvisorUnderstanding of related legal and regulatory requirementsFINRA Security licenses 7, 63 and 65 or 66, CA Life, Health & Disability InsuranceStrong organizational and time management skillsAbility to prioritize effectively, working in a fast-paced environmentStrong oral and written communication skills, including ease in presenting information to a group
Software Skills:
Windows, Microsoft Office Suite (Word, Excel, PPT, etc.), eMoney, MoneyGuide Pro
Key words:
banking, credit union, financial advisor, wealth advisor, financial planner
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Pay Grade Info:
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State.
We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies.
Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
The base pay range for this position is: $62,400.00 plus commissionPerks Important to You:
Our Team Members enjoy the following rewards and benefits:Competitive paySubsidized health care including medical, dental and visionFSA and HSACompany-Paid Life and A&D insuranceDiscounts on loans (must be a member)Paid Vacation, Holiday, and Sick time401k Retirement Saving Plan with a 6% safe harbor employer matchEducational Assistance Program and more
About Us:
Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets.
we exist to serve the needs of all members - the owners of Premier America.
With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success.
Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
#J-18808-Ljbffr
