Top 337 Financial advisor Jobs in Los Angeles Ca

Private Wealth Analyst
City National Bank —Los Angeles, CA
- $87,027 - $138,965 a year
- Full-time
- 3 years
- Business development
- Senior level
- Health insurance
- Dental insurance
8d
Financial Advisor
Pure Financial Advisors, Inc. —Los Angeles, CA
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Financial Consultant – Entrepreneurial Career
New York Life & NYLife Securities LLC —Glendale, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Sales
- Bachelor's degree
- Business
- Health insurance
- Dental insurance
Quick Apply
12h
Financial Advisor - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Beer Financial Group —Woodland Hills, CA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Financial Advisor / Sales Opportunity
Northwestern Mutual —Calabasas, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Military
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Glendale, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Advisor / Sales Opportunity
Northwestern Mutual- West LA —Los Angeles, CA
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
Taos Global Group Inc —San Gabriel, CA
- $20,000 - $60,000 a year
- Bilingual
- Bachelor's degree
- In-person
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
Wealth Manager
RecruitPod Global LLC —Los Angeles, CA
- $92,373.23 - $125,245.17 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Professional
New York Life —Glendale, CA
- $87,429 - $104,245 a year
- Full-time
- Hybrid work
- Office
- Entry level
- Health savings account
- Health insurance
Quick Apply
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
Quick Apply
Financial Consultants & Wealth Advisors (Training Provided)
Stewardandstone.com —Glendora, CA
- $50,000 - $150,000 a year
- Part-time
- Hybrid work
- Sales
- No experience needed
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply
9d
Financial Representative
Modern Woodmen of America —Los Angeles, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Financial Services Executive Fast Track to Management
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply

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Private Wealth Analyst

City National Bank -
Los Angeles, CA

Apply Now

Job Details

Full-time
$87,027 - $138,965 a year
8 days ago

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Presentation software
Spreadsheets
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Overview:

PRIVATE WEALTH ANALYST

WHAT IS THE OPPORTUNITY?

Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management prospects and clients.

WHAT WILL YOU DO?

Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
Assist Private Bankers in performing financial planning analyses.
Collaborate closely with Tax and Financial Planning team.
Lead region as the subject matter expert in using eMoney as a primary planning resource and tool.
Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies.
Partner with PB teams in business development, on boarding and ongoing servicing.
Participate in profiling across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services.
Participate with City National Bank team on sales calls including pre-brief and de-brief meetings.
Assume primary responsibility to work with the Investment Management Services Group on the front-end on-boarding of new investment management and trust accounts.
Aid Private Bankers to ensure client's current goals, risk tolerance and constraints are reflected in the Investment Policy Statement and investment objective selection.
Participate with Private Banker and Portfolio Manager when further asset allocation tailoring is needed to meet the client's needs (and will be reflected in the IPS).
As Private Bankers direct, communicate strategic and tactical asset allocation shifts or rebalancing to the client. Assists Private Bankers in reviewing asset management and CNS Brokerage statements with clients.
Participate in managing relationships with the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Position the Private Banker as the credit and deposit lead.
Effectively participate with a team of CNB colleagues to set strategies and provide services across the full product spectrum in order to become the client's sole or lead provider.
Keep current on client’s financial information while ensuring that clients understand the solutions being provided.
Maintain all appropriate training and continuing education requirements for licenses and certifications.
Ensure that Reg 9 is properly completed in a timely manner.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

3 years of experience in investments, financial planning or other financial services industries
3 years of experience with Microsoft Excel and PowerPoint
3 years working in a professional team environment
FINRA Series 7 and 66 licenses, or the ability to obtain

Additional Qualifications

Experience with Bloomberg, Morningstar Advisor, eMoney, or other financial databases

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

#LI-DN1

#CA-DN1

Apply Now

Refine Your Search

financial advisor jobs in los angeles ca

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