Top 247 wealth manager Jobs in cerritos ca

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 Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- 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
Premier Relationship Manager
East West Bank —Artesia, CA
- $71,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Financial Planning Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Consultant - Wealth Management
TYWL Wealth Advisors LLC —San Gabriel, CA
- $80,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Paid time off
Quick Apply
1d
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
Wealth Manager
Sagient —Beverly Hills, CA
- $200,000 - $500,000 a year
- Full-time
- Bachelor's degree
- Senior level
- Health insurance
Quick Apply
Portfolio Manager I - Private Banking Commercial Real Estate
City National Bank —Irvine, CA
- $41.83 - $66.81 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $110,000 - $161,700 a year
- Hybrid work
- Office
- 3 years
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
New York Life —Glendale, CA
- $55,000.00 - $126,775.01 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (CA)
Bankers Life —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Insurance Operations Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $70,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Wealth Management Trainee (CA)
Bankers Life —Los Angeles, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (CA)
Bankers Life —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Salesperson
Northwestern Mutual —Irvine, CA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
3d

I want to receive the latest job alert for wealth manager in cerritos ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near cerritos ca

Lenox Advisors - Financial Advisor

Lenox Advisors -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Customer communication
Financial sales
Customer relationship building
Referral-based lead generation
Investment management advisory services
Military
Identifying new business opportunities
Sales referrals
Mid-level
Estate planning advisory services
Business development
Bachelor's degree
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Business development within finance
Client acquisition
Insurance for risk management
Client referrals
Insurance sales
Estate planning
Retirement planning advisory services
Communication skills
Sales follow-up
Consultative selling
Senior leadership
Closing sales

Full Job Description

Financial Advisor

Overview

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
Network regularly with existing clients and referrals to build relationships and gain referral business.
Be your clients’ main point of contact and accountable for responding to their questions and concerns.
Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
Sales, business development, or relationship management
Executive leadership
Former athletes
Military background
You’re results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer
Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in cerritos ca

Lenox Advisors - Financial Advisor

Financial Advisor

Private Equity Investment Sales Associate

Financial Advisor

Financial Services Representative

Premier Relationship Manager

Financial Planning Associate

Financial Consultant - Wealth Management

Financial Advisor

Wealth Manager

Portfolio Manager I - Private Banking Commercial Real Estate

Financial Professional

Wealth Advisor, Schwab Wealth Advisory

Financial Advisor

Wealth Management Trainee (CA)

Insurance Operations Associate

Wealth Management Trainee (CA)

Wealth Management Trainee (CA)

Salesperson

Compliance Specialist Senior Wealth Management

I want to receive the latest job alert for wealth manager in cerritos ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected