Top 2028 client advisor Jobs in los angeles, ca

Financial Advisor Senior
City National Bank —Los Angeles, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
15h
Senior Elder Abuse Litigation Attorney Opportunity | Century City / Hybrid
1522 Advisors —Los Angeles, CA
- $200,000 - $275,000 a year
- Email
- Hybrid work
- Office
- Mentoring
- In-person
- Health savings account
- Health insurance
Quick Apply
1d
Senior Tax Manager
SpeedX —Carson, CA
- From $70,000 a year
- Full-time
- CPA
- 5 years
- English
Quick Apply
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor Senior
City National Bank —Beverly Hills, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
15h
Client Service Associate
KTF Investments, LLC —Seal Beach, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
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 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
Experienced Financial Sales Representative
New York Life —West Covina, CA
- $50,000 - $115,000 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Licensed Health Insurance Agents Wanted
Advocate Health LLC —Los Angeles, CA
- $1,000 - $100,000 a year
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
Financial Advisor
Beer Financial Group —Woodland Hills, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Burbank, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
12d
Accounting Manager
Accurate Laminated Products, Inc. —Anaheim, CA
- $70,000 - $90,000 a year
- Part-time
- CPA
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
8d
Litigation Attorney - Personal Injury
SFA Law —Glendale, CA
- $100,000 - $250,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
7d
Financial Advisor
Edward Jones —Los Angeles, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
12d
Senior Health & Benefits Broker
Heal —Los Angeles, CA
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- 7 years
- Bachelor's degree
- Contracts
- Disability insurance
- Health insurance
Quick Apply
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
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
New York Life —Glendale, CA
- $65,358 - $150,685 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply

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client advisor jobs near los angeles, ca

Financial Advisor Senior

City National Bank -
Los Angeles, CA

Apply Now

Job Details

$90,000 - $100,000 a year
15 hours ago

Benefits

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

Qualifications

Customer communication
Financial sales
FINRA
Series 7
FINRA License
Practicing in the securities industry
Series 63

Full Job Description

FINANCIAL ADVISOR SENIOR

WHAT IS THE OPPORTUNITY?

The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete responsibility for all duties associated with non-primary branch locations within the team's

WHAT WILL YOU DO?

Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank
Responsible for revenue production goals related to advisory services and securities products.
Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new business and cross sell to existing clients.
Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues.
Establish sales calls and travel to attend sales meetings and client and colleague presentations at PBB branch offices and client locations.
Lead discussions about all aspects of Wealth Management Services and be the primary point of contact for all new investment management opportunities.
Relationship Management
Take a lead role in managing investment services by planning, delivery, and regular review with clients.
Communicate and provide regular updates on all client communications with PBB colleagues.
Proactively communicate with clients about current conditions in the financial markets, and make necessary adjustments to their investment strategies. Communicate strategic shifts in the marketplace.
Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum.
Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
Responsible for the overall on-boarding process and maintenance of new accounts.
Ensure all client materials/presentations are prepared and analyzed prior to the scheduled client meeting.
Provide on-going communication to client regarding adjustments or actions that should be taken.
Client Portfolio Review and Management
For Managed Solutions, structure client asset allocation appropriate with client’s investment objectives and risk tolerance based on CNAM models.
Review the assets in each account regularly to ensure that investments meet the client’s investment objective and the executed Investment Policy Statement.
Responsible for the preparation and presentation of the portfolio review materials at client meetings.
Risk Management and Compliance
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 all required account documentation is collected and completed.
For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations and advise clients regarding appropriate portfolio diversification.
Comply fully with all Bank and CNS Operational policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Code of Conduct, FINRA, etc.).

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Minimum 5 years of investment related experience
Minimum 3 years experience in investment sales
FINRA Series 7 and 63 and 65 or 66
California Insurance License

Additional Qualifications

The SFA shows demonstrated success in an investment product sales role over a multi-year period.
Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
Solid product knowledge and relationship management skills.
Contributes positive suggestions and demonstrates productive collaboration with line of business partners.
May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience.
May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.
FINRA Series 7 and 63 securities licenses and state insurance license required.
CFP designation highly preferred.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $90,000- $100,000 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.

Apply Now

Refine Your Search

client advisor jobs in los angeles, ca

Financial Advisor Senior

Senior Elder Abuse Litigation Attorney Opportunity | Century City / Hybrid

Senior Tax Manager

Financial Advisor - Orange County

Financial Advisor - Greater Los Angeles and Surrounding area

Financial Advisor Senior

Client Service Associate

Financial Planning Associate

Financial Advisor / Sales Opportunity

Experienced Financial Sales Representative

Licensed Health Insurance Agents Wanted

Financial Advisor

Financial Advisor

Accounting Manager

Litigation Attorney - Personal Injury

Financial Advisor

Senior Health & Benefits Broker

Financial Professional

Financial Advisor

Financial Advisor

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