Financial Advisor jobs - Long Beach, CA

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Mar 15 Financial Advisor Morgan Stanley Los Angeles, CA

Title: Financial Advisor Description: A Financial Advisor combines personal skills ... Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial... more

Mar 15 Financial Advisor Morgan Stanley Newport Beach, CA

Title: Financial Advisor Description: A Financial Advisor combines personal skills ... Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial... more

Mar 15 Financial Advisor Morgan Stanley Irvine, CA

Title: Financial Advisor Description: A Financial Advisor combines personal skills ... Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial... more

Mar 15 Client Service Associate UBS Long Beach, CA

time on servicing and growing the Financial Advisor's business Interface with external ... the relationships with your assigned Financial Advisors, coordinating with the... more

Mar 15 Credit Risk Management Century City, CA

Securities, Royal Alliance and SagePoint Financial. The unified businesses, which ... and independent broker-dealers, career financial advisors, wholesale life brokers,... more

Mar 15 Market and Insurance Risk Management Century City, CA

Securities, Royal Alliance and SagePoint Financial. The unified businesses, which ... and independent broker-dealers, career financial advisors, wholesale life brokers,... more

Mar 15 Mortgage Loan Originator PNC Irvine, CA

real estate agents, builders, developers, financial planners/CPAs, attorneys and other ... your reputation as a trusted financial advisor to customers and sources. Expect,... more

Mar 15 Mortgage Loan Originator PNC Santa Monica, CA

real estate agents, builders, developers, financial planners/CPAs, attorneys and other ... your reputation as a trusted financial advisor to customers and sources. Expect,... more

Mar 15 Branch Manager Ameriprise Long Beach, CA

career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -Maintain Investment Advisor Representative registration in investment advisor... more

Mar 15 Risk Management, Enterprise Risk Management Consultant - (Commodities Utility/Energy) Accenture El Segundo, CA

to execution. How? By acting as a trusted advisor in identifying and creatively solving complex problems, designing/restructuring critical processes, and fundamentally... more

Mar 15 Risk Management, Enterprise Risk Management Manager - (Commodities Utility/Energy) Accenture El Segundo, CA

to help our clients become high-performance financial services businesses. Join the ... area of ERM, Operational, Strategic, and/or Financial risks. Includes knowledge of the... more

Mar 15 Branch Manager Ameriprise Long Beach, CA

career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -Maintain Investment Advisor Representative registration in investment advisor... more

Mar 15 Senior Manager of QA Testing Econsultamerica Los Angeles, CA

The chosen candidate acts as senior on-site advisor to client and team members. You will ... triage activities BEST INDUSTRY Banking/Financial Services, Healthcare, Insurance,... more

Mar 14 Financial Advisor Brokerhunter.com Santa Ana, CA

employment, job fair, finance, recruiting, financial advisor, insurance agent, ... wealth manager, wholesaler, FINRA licensed, financial consultant, financial sales,... more

Mar 14 Financial Advisor Brokerhunter.com Los Angeles, CA

employment, job fair, finance, recruiting, financial advisor, insurance agent, ... wealth manager, wholesaler, FINRA licensed, financial consultant, financial sales,... more

Mar 14 Financial Advisor Expert Irvine, CA

Financial, Analyst, LOC: Irvine, Job Code: finance20036, Knowledge of the financial industry, product knowledge, and having the drive to succeed are all key factors. We help you... more

Mar 14 Financial Advisor/Planner (Fullerton ID20125) Fullerton, CA

Financial Services, Analyst, Advisor, Planner, LOC: Fullerton, ID: 20119, Knowledge of the financial industry, product knowledge, and having the drive to succeed are all key... more

Mar 14 Insurance Sales-Financial Services Brokerhunter.com Santa Ana, CA

employment, job fair, finance, recruiting, financial advisor, insurance agent, ... wealth manager, wholesaler, FINRA licensed, financial consultant, financial sales,... more

Mar 14 Insurance Sales-Financial Services Brokerhunter.com Los Angeles, CA

employment, job fair, finance, recruiting, financial advisor, insurance agent, ... wealth manager, wholesaler, FINRA licensed, financial consultant, financial sales,... more

Mar 14 Stockbroker / Financial Advisor (series 7 Needed) Financial Services Company Los Angeles, CA

MIAMI, FL / FT. LAUDERDALE, FL NEW YORK, NY/ NEW JERSEY LOS ANGELES, CA/SAN DIEGO, CA Description Retail advisors needed We recruit for the largest and most prestigious firms in... more

Mar 14 Senior Manager: Treasury Risk Management-finance Transformation Deloitte Los Angeles, CA

across all industry segments, including financial services, energy, manufacturing ... including experience in the following: Financial Risk Management (F/X, interest... more

Mar 14 Finance & Performance Management Shared Services Consulting Manager Accenture Los Angeles, CA

AR, Collections, GL, asset management, financial reporting, management reporting, ... environment Minimum of 2 years of managing financial process projects Preferred... more

Mar 14 Regional Sales Consultant - TriNet Los Angeles, CA

with 10-200 employees within technology, financial services, professional services, ... Regional Sales Consultant possess strong financial and analytical skills and be... more

Mar 14 Director of Sales Ev3 Irvine, CA

implement changes. Meets regional sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating... more

Mar 14 Private Banker Morgan Stanley Beverly Hills, CA

relationship building capabilities with Financial Advisors, Branch Managers, ... to meet deadlines and manage Financial Advisor and client expectations - Good... more

Mar 14 Region Manager Morgan Stanley Los Angeles, CA

including brokerage, investment advisory, financial and wealth planning, credit & ... product awareness and understanding among Financial Advisors, with emphasis on the... more

Mar 13 SR FINANCIAL ADVISOR UBIS (Huntington Beach) Union Bank Huntington Beach, CA

Minimum of 5 years related experience in a financial institution and NASD Series 7 and 65 California life and disability. Demonstrated success in soliciting new relationships. more

Mar 13 Financial Advisor Associate- Larchmont Village JPMorgan Chase Los Angeles, CA

position(s) Investment sales, insurance and financial planning experience required Track ... Investment Services Corp. (CISC) Financial Advisor (Associate), you will acquire and... more

Mar 13 Wealth Management Advisor Tiaa-cref Newport Beach, CA

Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered ... in financial sales capacity providing financial planning services to high net... more

Mar 13 Schwab Associate Financial Consultant Charles Schwab Newport Beach, CA

goals/objectives, referring more complex financial situations when appropriate - ... in the financial services industry - Financial Sales experience preferred -... more

Mar 13 Financial Consultant Charles Schwab Anaheim, CA

financial rewards, consider a career as a Financial Consultant at Charles Schwab. We ... encompassing client solutions in the financial services industry - Savvy industry... more

Mar 13 Blaze Advisor Developer . Quantronix Irvine, CA

client is looking for Blaze Advisor Developer. Duties/Responsibilities: Design,coding ... Advisor: (Required). Experience with Blaze Advisor design and architecture: (Required). more

Mar 13 Financial Advisor Associate- Larchm... JPMorgan Chase Los Angeles, CA

sales, insurance and financial planning experience required • Track record that ... Corp. (CISC) Financial Advisor (Associate), you will acquire and deepen... more

Mar 13 Wealth Management Advisor Tiaa-cref Newport Beach, CA

Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered ... in financial sales capacity providing financial planning services to high net... more

Mar 13 Private Banker Los Angeles, CA

MSSB's network includes more than 18,000 Financial Advisors ("FAs") with total client ... including brokerage, investment advisory, financial and wealth planning, credit &... more

Mar 13 Private Banker Santa Monica, CA

MSSB's network includes more than 18,000 Financial Advisors ("FAs") with total client ... including brokerage, investment advisory, financial and wealth planning, credit &... more

Mar 13 Assistant Vice President Premier Relationship Manager HSBC Alhambra, CA

sell appropriate consumer and commercial financial services products, including ... across multiple branches. Work closely with Financial Advisors, Insurance Sales Officers... more

Mar 13 Assistant Vice President Premier Relationship Manager HSBC Alhambra, CA

sell appropriate consumer and commercial financial services products, including ... across multiple branches. Work closely with Financial Advisors, Insurance Sales Officers... more

Mar 13 ChaseWorks Associate - Bilingual Receptionist/Screener (Temporary) - Default JPMorgan Chase Santa Ana, CA

the correct advisor (a Chase, WAMU or EMC advisor). When waiting is required, the ... US-CA-Santa Ana Organization Retail Financial Services Schedule Part-time Shift... more

Mar 13 Client Service Specialist Charles Schwab Arcadia, CA

- Scheduling the clients with a Financial Consultant for further consultation Our Client Service Specialist Incentive Compensation program rewards client retention, excellent... more

Mar 13 Broker Representative - Marsh - FINPRO Advisory Marsh Los Angeles, CA

world's leading insurance broker and risk advisor, Marsh is devoted to finding the ... MMC and its Affiliates are regulated by the Financial Services Authority and are... more

Mar 13 Director of Strategic Licensing SAP Irvine, CA

contrast procurement options and provide financial justification for enterprise deals ... enterprise agreements. * Act as a trusted advisor to our customers CXO's and IT... more

Mar 13 Hyperion Functional/Tech App Analyst PricewaterhouseCoopers Los Angeles, CA

and customer relationship skills as well as financial and accounting expertise. Through ... implementing the following modules Hyperion Financial Management and/or Hyperion... more

Mar 13 Director of Strategic Licensing SAP Irvine, CA

contrast procurement options and provide financial justification for enterprise deals ... of enterprise agreements. Act as a trusted advisor to our customers CXO s and IT... more

Mar 13 Director of Strategic Licensing SAP Irvine, CA

contrast procurement options and provide financial justification for enterprise deals ... enterprise agreements. * Act as a trusted advisor to our customers CXOa?Ts and IT... more

Mar 12 Investment Mgmt Recruiter / Financial Advisor Recruiter Bank of America Los Angeles, CA

networking and pipelining to identify Financial Advisor candidates ? Extensive ... firm experience) or current work experience as a Financial Advisor strongly... more

Mar 12 Sr. Financial Advisor - Ultra High Net Worth Los Angeles, CA

experienced Senior Financial Advisor or a Financial Advisory team to their powerful ... Minimum of 5 years as a Financial Advisor. Candidate must have stable work... more

Mar 12 Advisor 1 DeVry Pomona, CA

process. Under supervision, the Advisor I is responsible for generating ... the potential, traits, characteristics and financial wherewithal to be enrolled through... more

Mar 12 Wealth Management Advisor Tiaa-cref Newport Beach, CA

Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered ... in financial sales capacity providing financial planning services to high net... more

Mar 12 Advisor 1 DeVry Pomona, CA

Advisor 1 Job ID: 2010-11137 # Positions: 1 Location: US-CA-Pomona Posted Date: 3/12/2010 ... process. Under supervision, the Advisor I is responsible for generating... more

Mar 12 SR FINANCIAL ADVISOR WM - Beverly Hills Private-10538 Beverly Hills, CA

Description SR FINANCIAL ADVISOR WM - Beverly Hills Private-10538 Description Job ... the Regional Manager, the Senior Financial Advisor is responsible for the advising,... more

Mar 12 Financial Executive Trilogy Financial Services West Covina, CA

financial advisor, finance advisor, financial forecast, financial forecasting, ... advisor, retirement, Investment Executive, Financial Planner, Consultant, Series 6, 63,... more

Mar 12 SR FINANCIAL ADV INV CENTER Union Bank Sherman Oaks, CA

to the Regional Manager, the Senior Financial Advisor is responsible for the ... resiliency. Success as a Senior Financial Advisor means you are a positive thinking... more

Mar 12 Schwab Associate Financial Consultant Charles Schwab Newport Beach, CA

goals/objectives, referring more complex financial situations when appropriate - ... in the financial services industry - Financial Sales experience preferred -... more

Mar 12 Portfolio Analyst Cash Flow Planner, HighMark Capital Advisors Union Bank Irvine, CA

reports that include analysis of clients' financial situations, including cash flow ... Portfolio Managers to identify and evaluate financial scenarios and other investment... more

Mar 12 Branch Manager Ameriprise Financial Long Beach, CA

career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -Maintain Investment Advisor Representative registration in investment advisor... more

Mar 12 Senior Manager: Treasury Risk Management-Finance Transformation Deloitte Los Angeles, CA

across all industrysegments, including financial services, energy, manufacturing ... including experience in the following: Financial Risk Management (F/X, interest... more

Mar 12 Client Service Associate UBS Financial Services Long Beach, CA

time on servicing and growing the Financial Advisor's business .Interface with external ... the relationships with your assigned Financial Advisors, coordinating with the... more

Mar 12 Manager - Tax Planning Toyota Financial Services Los Angeles, CA

Lexus Financial Services is the brand for financial products for Lexus dealers and ... financial services offered by Toyota Financial Services Corporation, a... more

Mar 12 Too Many Insurance Leads, Not Enough Agents Lampe Company Los Angeles, CA

financial consultant, financial advisor in training, client advisor, senior financial ... trader, institutional financial advisor, investment executive, Financial Advisor,... more

Mar 12 Client Service Executive - Retail Western Asset Pasadena, CA

Wholesalers (IW) in both the LM Independent Advisor and National Broker/Dealer (IAD and ... for all products to LM SDs and IWs, financial advisors and end clients in a... more

Mar 12 MetLife Personal Marketing Assistant MetLife Los Angeles, CA

initiatives for a Financial Advisor or Financial Planner of MetLife. Functional ... referral lists and marketing research for advisor Maintain Advisor website and... more

Mar 12 Branch Office Administrator - Glendora, CA - Branch 43932 Edward Jones (boa) Glendora, CA

Office Administration: Assisting the Financial Advisor in managing the branch ... includes: Effective communications with the Financial Advisor Management of phone calls... more

Mar 12 Financial and Insurance Sales Consu... Mutual of Omaha Los Angeles, CA

plus bonuses and other awards     y Financial support during your first three years to ... based Financial Advisor specializing in protecting families        and businesses... more

Mar 12 ChaseWorks Associate - Bilingual Receptionist/Screener (Temporar Chase Santa Ana, CA

homeownership center and its management and advisor team (approximately 5 - 8 ... the correct advisor (a Chase, WAMU or EMC advisor). When waiting is required, the... more

Mar 12 Regional Sales Consultant - TriNet Irvine, CA

with 10-200 employees within technology, financial services, professional services, ... Regional Sales Consultant possess strong financial and analytical skills and be... more

Mar 12 Account Director with Web/Interactive or Marketing Services Sales Experience! - Full Time Aquent Los Angeles, CA

perceives the Account Director as a trusted advisor and an ongoing resource to solve marketing capacity challenges. Working with client's HR, Procurement and Finance teams to... more

Mar 12 Sr. Manager-Program Management Raytheon El Segundo, CA

Dependant Care Reimbursement Accounts. Your financial well-being will be supported ... customer status reviews. - Support company financial planning activities including AOP... more

Mar 12 Manager - Tax Planning Toyota Torrance, CA

strategies for Americas Region of Toyota Financial Services ("TFS"). The position ... sick, personal, holidays) About Toyota Financial Services Headquartered in... more

Mar 12 Portfolio Compliance Associate Allianz Newport Beach, CA

Portfolio Compliance Associate Posted: 2/24/2010 City Newport Beach State CA Country US Employment Type: Regular POSITION DESCRIPTION Pacific Investment Management Company LLC... more

Mar 12 Director of Client Management Millward Brown Santa Monica, CA

accounts that truly reflect the "trusted advisor" principles. This includes ... Develop and maintain trusted advisor relationships with your direct... more

Mar 12 Managing Director CB Richard Ellis Los Angeles, CA

- Advanced financial skills and knowledge to review the complex financial ... leasing, brokerage, marketing, and financial reporting. - Flexibility and... more

Mar 12 LOs needed: Incoming Calls for Loans/FHA/Mods/Debt/RE Activus Home Loans Irvine, CA

option ARM, Hybrid, 100% LTV, credit score, advisor, Calyx Point, FHA, reverse mortgages, license, funding, clients, referrals, apply online, direct, clients, appraisal,... more

Mar 12 Senior Portfolio Manager - Business Development Westmount Asset Management Los Angeles, CA

administrators), and working with Schwab's Advisor Network program. In addition to ... it seeks attractive returns in the world's financial markets. Westmount's prudent... more

Mar 12 Credit Risk Management Century City, CA

Alliance and SagePoint Financial. The unified businesses, which comprise the ... broker-dealers, career financial advisors, wholesale life brokers, insurance agents... more

Mar 12 Market and Insurance Risk Managemen... Century City, CA

Royal Alliance and SagePoint Financial. The unified businesses, which comprise ... independent broker-dealers, career financial advisors, wholesale life brokers,... more

Mar 11 Financial Advisor Scottrade Irvine, CA

Scottrade, Inc. has a Branch Stock Broker position available in Irvine, CA. This Stock Broker will provide excellent customer service in a professional manner, have a current... more

Mar 11 Financial Advisor Scottrade Alhambra, CA

Scottrade, Inc. has a Chinese Speaking Branch Stock Broker position available in Alhambra, CA. This Stock Broker will provide excellent customer service in a professional manner,... more

Mar 11 Financial Advisor Scottrade San Gabriel, CA

Scottrade, Inc. has a Chinese Speaking Branch Stock Broker position available in San Gabriel, CA. This Stock Broker will provide excellent customer service in a professional... more

Mar 11 FINANCIAL ADVISOR UBIS (Cal Mart) Union Bank Los Angeles, CA

of customer base; support Senior Financial Advisor as required or needed; handle other duties as assigned. Qualifications Requires moderate levels of knowledge in investment... more

Mar 11 Financial Advisor/Personal Wealth Manager Prestige Staffing Los Angeles, CA

FINANCIAL ADVISOR / PERSONAL WEALTH MANAGER This is an exclusive executive position ... In 2009, seven of the top ten earning financial advisors amongst all firms in the... more

Mar 11 SR FINANCIAL ADVISOR WM - Beverly Hills Private Union Bank Beverly Hills, CA

to the Regional Manager, the Senior Financial Advisor is responsible for the ... and resiliency. Success as a Senior Financial Advisor means you are a positive... more

Mar 11 Real Estate Investment Advisor / Financial Planner Western Financial Planning Corpration Irvine, CA

Financial Advisor, Portfolio Manager, Financial Planner, Account Executive, ... Investment Advisor,Investment Analyst Financial Consultant, Financial Counselor,... more

Mar 11 Blaze Advisor Developer . Quantronix Irvine, CA

client is looking for Blaze Advisor Developer. Duties/Responsibilities: Design,coding ... Advisor: (Required). Experience with Blaze Advisor design and architecture: (Required). more

Mar 11 Treasury Services Sr Advisor Bank of America Brea, CA

Treasury Services Sr Advisor - Brea Location: CA-Brea Independently provides ... Desired Qualifications: * Treasury products * Call center experience * Financial... more

Mar 11 SENIOR ACCOUNTANT Financial Institutions Ajilon Professional Staffing Los Angeles, CA

and managed funds Preparation of GAAP financial statements and various supporting schedules as part of 10-Q and 10-K filings for publicly-traded investment companies Monitor daily... more

Mar 11 Schwab Associate Financial Consultant Charles Schwab Newport Beach, CA

goals/objectives, referring more complex financial situations when appropriate - ... in the financial services industry - Financial Sales experience preferred -... more

Mar 11 Schwab Associate Financial Consultant Charles Schwab Newport Beach, CA

goals/objectives, referring more complex financial situations when appropriate ... in the financial services industry Financial Sales experience preferred... more

Mar 11 Finance & Performance Management State & Local Government Shared Services Consulting Manager Accenture El Segundo, CA

AR, Collections, GL, asset management, financial reporting, management reporting, ... * Minimum of 2 years of managing financial process projects Preferred... more

Mar 11 Bilingual - Sales Reps, Managers, and Owners Wanted!! Farmers Insurance & Financial Services Los Angeles, CA

financial advisor, series 6, series 63, advisor, consultant, entrepreneurial, ... telemarketer, telemarketing, financial advisor, series 6, series 63, advisor,... more

Mar 11 Agency Manager (NEW) Farmers Insurance & Financial Services Huntington Beach, CA

farmers insurance sales financial advisor customer service sales financial ... telemarketer telemarketing financial advisor series 6 series 63 advisor... more

Mar 11 MetLife Personal Marketing Assistant MetLife Los Angeles, CA

initiatives for a Financial Advisor or Financial Planner of MetLife. Functional ... marketing research for advisor * Maintain Advisor website and advertising initiatives... more

Mar 11 Credit Risk Management AIG Century City, CA

Securities, Royal Alliance and SagePoint Financial. The unified businesses, which ... and independent broker-dealers, career financial advisors, wholesale life brokers,... more

Mar 11 Field Suitability Officer Allianz Life Huntington Beach, CA

to Independent Insurance Agents and Financial Advisors for more than 25 years. And through our commitment to putting people first, we provide dedicated, driven professionals like... more

Mar 11 Sales Professional AFLAC, Rsc, Geoff Malais Los Angeles, CA

financial advisor, financial planner, financial counselor, financial analyst, ... financial sales, agent, financial rep, financial representative, financial... more

Mar 11 Mortgage Loan Originator PNC Santa Monica, CA

real estate agents, builders, developers, financial planners/CPAs, attorneys and other ... your reputation as a trusted financial advisor to customers and sources. Expect,... more

Mar 11 Mortgage Loan Originator PNC Irvine, CA

real estate agents, builders, developers, financial planners/CPAs, attorneys and other ... your reputation as a trusted financial advisor to customers and sources. Expect,... more

Mar 11 Branch Sales Manager Allianz Life Huntington Beach, CA

to Independent Insurance Agents and Financial Advisors for more than 25 years. ... Unit: Regulatory compliance Primary Financial Responsibilities: Build/maintain... more

Mar 11 Market and Insurance Risk Management AIG Century City, CA

Securities, Royal Alliance and SagePoint Financial. The unified businesses, which ... and independent broker-dealers, career financial advisors, wholesale life brokers,... more

Mar 11 MTG ORIG LOAN OFFICER PNC Santa Monica, CA

real estate agents, builders, developers, financial planners/CPAs, attorneys and other ... your reputation as a trusted financial advisor to customers and sources. Expect,... more