Talent.com
TradeJobsWorkforce
Financial AdvisorTradeJobsWorkforce • 90061 Los Angeles, CA, US
Financial Advisor

Financial Advisor

TradeJobsWorkforce • 90061 Los Angeles, CA, US
30+ days ago
Job type
  • Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
Create a job alert for this search

Financial Advisor • 90061 Los Angeles, CA, US

Similar jobs

Financial Advisor (Registered Investment Advisors)

Right Hire ConsultingLos Angeles, CA, United States
Full-time

Financial Advisor (Registered Investment Advisors).Are you a seasoned financial advisor with a successful book of business looking for better support, succession planning, or growth opportunities?.... Show more

 • Promoted

Financial Aid Advisor

West Coast UniversityLos Angeles, CA, United States
Full-time

Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan... Show more

 • Promoted

Financial Advisor

Northwestern MutualLos Angeles, CA, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • Promoted

Wealth Advisor

EmpowerLos Angeles, CA, United States
Full-time

Wealth Advisor page is loaded## Wealth Advisorremote type: Remote - Must reside within territorylocations: CA Los Angeles - Remote: CA San Diego - Remotetime type: Full timeposted on: Pos... Show more

 • Promoted • New!

Financial Aid Advisor

Success Education CollegesGlendale, CA, United States
Full-time

MFSON-GCC - Glendale, CA 91203.Hourly Position Type Full-Time Job Shift Day Education Level High School Diploma.Success Education Colleges (SEC) is a family of institutions comprised of North-West ... Show more

 • Promoted

Financial Advisor - Greater Los Angeles and Surrounding area

Thrivent Financial for LutheransLos Angeles, CA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

Financial Advisor

Ameriprise FinancialLos Angeles, CA, United States
Full-time

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r... Show more

 • Promoted

Licensed Financial Advisor

Worthington Financial PartnersLos Angeles, CA, United States
Full-time

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs.Our products help individuals plan for the future with c... Show more

 • Promoted

Financial Advisor

Northern TrustLos Angeles, CA, United States
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

 • Promoted

Wealth Financial Advisor

CaptrustLos Angeles, CA, United States
Full-time

Join Our Team as a Financial Advisor at CAPTRUST!.Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a hol... Show more

 • Promoted

Private Wealth Advisor

Manhattan WestLos Angeles, CA, United States
Full-time

Manhattan West Enterprise Company (“Manhattan West”) is a seeking Wealth Advisor to join our Private Wealth team.This is an excellent opportunity to join a modern and fast-growing investment firm t... Show more

 • Promoted

Financial Advisor Trainee (Century City, CA)

Raymond James FinancialLos Angeles, CA, United States
Full-time

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymon... Show more

 • Promoted

Associate Financial Advisor

InsperityGlendale, CA, United States
Full-time

At Castlewatch Wealth, a Private Wealth Advisory Practice, you will join a respected team delivering comprehensive financial planning, investment management, and wealth management services to indiv... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyLong Beach, CA, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • Promoted

VP Financial Advisor

Wealth Enhancement GroupLos Angeles, CA, United States
Full-time

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.We continually seek to perfect our craft of personalized financial plannin... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce90038 Los Angeles, CA, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Financial Advisor - Training Provided

True Path FinancialLos Angeles, CA, United States
Full-time

As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others.You'll build lasting relationships with clien... Show more

 • Promoted

Senior Wealth Advisor

CitiLos Angeles, CA, United States
Full-time

Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the opportunity to grow your caree... Show more