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- Financial Advisor - New Advisor Program
- Leading Financial Services Company - Los Angeles, California
- Accounting / Finance
- ResponsibilitiesThe Financial Advisor exists to develop an ongoing financial planning relationship with clients focused on accomplishing the client's goals. Using the 6 Key Advisor Tasks: 1) generate leads; 2) schedule/set meetings with current clients and prospects; 3) conduct meetings with clients/potential clients; 4) analyze data (client's, investments, protection options); 5) propose a strategy/solution to solve for client needs or resource gaps and 6) provide ongoing service of client's needs.Schedule and hold meetings with both potential and existing clients in order capture the (see more)
- Financial Advisor
- NWF Advisory - Los Angeles, California
- Banking / Mortgage
- An exciting opportunity now exists to join NWF Advisory! Due to growth of the company, we are searching for enthusiastic, hard-working, and driven Financial Advisors to join our team at our Encino, CA location. Are you a financial advisor looking to go independent, expand your offerings, or take more ownership in your business? Now you have the opportunity to grow with an LA-based Financial Planning firm offering collaborative business environment with unique support, training tools, technology and peer experience as well as competitive compensation. Our advisors are client-centric, (see more)
- Licensed Financial Advisor-USC Credit Union
- CUSO Financial Services, L.P. - Los Angeles, California
- Banking / Mortgage
- Job Title: Licensed Financial Advisor-USC Credit Union Profession: Banking -> Investment BankingLicensed Financial Advisor-USC Credit UnionFinancial Advisors ! Do Mergers and Takeovers have you concerned about your future?? If so, CUSO Financial Services, L. P. (CFS) would like to hear from you before you make any career decisions! CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. USC Credit Union has approximately $350 Million on deposit and more than 55,000 members. CFS with USC Credit Union aspire to (see more)
- Licensed Financial Advisors Needed in Southern California
- CUSO Financial Services, L.P. - Los Angeles, California
- Banking / Mortgage
- Job Title: Licensed Financial Advisors Needed in Southern California Profession: Banking -> Investment BankingLicensed Financial Advisors Needed in Southern CaliforniaSeeking Licensed Financial Advisors! Cuso Financial Services, LLC is expanding, and we are currently seeking Licensed Financial Advisors! We are an Independent broker/dealer offering customers full-service financial planning and investment advice. Our Registered Representatives work in tandem with the Credit Union to provide comprehensive financial services to customers. We work exclusively with some of the nations premier (see more)
- Financial Advisor Opportunities
- FIRST COMMAND FINANCIAL SERVICES - Los Angeles, California
- Retail / Fashion / Grocery
- Our history of serving the financial planning needs of American families begins in the early 1950s, when United States Air Force Lt. Col. Carroll Payne had the occasion to work closely with the families of several airmen killed in flight. Saddened by the survivors' financial difficulties and recognizing that without intervention, military families would struggle and often fail to realize their financial goals and dreams, Lt. Col. Payne began laying the groundwork for the company he would organize in 1958 and which would grow to become First Command.Our mission is coaching those who serve in (see more)
- VP Financial Advisor PCS
- HSBC - Los Angeles, California
- Banking / Mortgage
- Job Title: VP Financial Advisor PCSProfession: Banking -> Investment BankingThis position provides financial solutions (appropriate with SRO - Self Regulatory Organization and state registration) to current and potential customers through the services and products of Private Client Services. Impact on the Business- Execute transactions with larger and/or more complex customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. - Complete all sales activity documentation to provide a record for performance tracking and (see more)
- Licensed Financial Advisors Needed in Southern California
- CUSO Financial Services, L.P. - Los Angeles, California
- Accounting / Finance
- Job Title: Licensed Financial Advisors Needed in Southern California Profession: Banking -> Investment Banking Licensed Financial Advisors Needed in Southern CaliforniaSeeking Licensed Financial Advisors! Cuso Financial Services, LLC is expanding, and we are currently seeking Licensed Financial Advisors! We are an Independent broker/dealer offering customers full-service financial planning and investment advice. Our Registered Representatives work in tandem with the Credit Union to provide comprehensive financial services to customers. We work exclusively with some of the nation's premier (see more)
- Licensed Financial Advisor-USC Credit Union
- CUSO Financial Services, L.P. - Los Angeles, California
- Accounting / Finance
- Job Title: Licensed Financial Advisor-USC Credit Union Profession: Banking -> Investment Banking Licensed Financial Advisor-USC Credit UnionFinancial Advisors ! Do Mergers and Takeovers have you concerned about your future?? If so, CUSO Financial Services, L. P. (---CFS---) would like to hear from you before you make any career decisions! CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. USC Credit Union has approximately $350 Million on deposit and more than 55,000 members. CFS with USC Credit Union aspire (see more)
- Financial Advisor
- NWF Advisory - California
- Banking / Mortgage
- An exciting opportunity now exists to join NWF Advisory! Due to growth of the company, we are searching for enthusiastic, hard-working, and driven Financial Advisors to join our team at our Encino, CA location. Are you a financial advisor looking to go independent, expand your offerings, or take more ownership in your business? Now you have the opportunity to grow with an LA-based Financial Planning firm offering collaborative business environment with unique support, training tools, technology and peer experience as well as competitive compensation. Our advisors are client-centric, (see more)
- Financial Advisor
- NWF Advisory - California
- Banking / Mortgage
- An exciting opportunity now exists to join NWF Advisory! Due to growth of the company, we are searching for enthusiastic, hard-working, and driven Financial Advisors to join our team at our Encino, CA location. Are you a financial advisor looking to go independent, expand your offerings, or take more ownership in your business? Now you have the opportunity to grow with an LA-based Financial Planning firm offering collaborative business environment with unique support, training tools, technology and peer experience as well as competitive compensation. Our advisors are client-centric, (see more)
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