Top 111 Wealth management advisor Jobs in San Fernando Valley Ca

Wealth Management Advisor II
Sunflower Bank NA —Los Angeles, CA
- $106,200 - $157,200 a year
- Online Application
- 7 years
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
2d
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)
JPMorganChase —Northridge, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
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
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
Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Los Angeles, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Strategy Specialist, Wealth Solutions
Griffin Capital Company —El Segundo, CA
- $85,000 - $105,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid holidays
- Disability insurance
Wealth Advisor - California
Zions Bancorporation —Los Angeles, CA
- $75,000 - $125,000 a year
- Analysis skills
- Bachelor's degree
- Computer skills
- Profit sharing
- Paid training
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas)
JPMorganChase —Pasadena, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
1d
Wealth Advisor
Mariner Wealth Advisors —Woodland Hills, CA
- $97,000 - $145,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
Private Wealth Advisor
Masterworks —Beverly Hills, CA
- $118,000 - $170,000 a year
- Full-time
- Mid-level
- 1 year
- Commuter assistance
- Paid parental leave
Quick Apply
Financial Advisor - OR, NY, NJ, FL, or CA
Current —Los Angeles, CA
- $150,000 - $600,000 a year
- Full-time
- In-person
- Senior level
- Banking
- Disability insurance
- Health insurance
Advisor Development Program - Financial Solutions Advisor Trainee: North Toluca Lake Financial Center
Bank of America —Burbank, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
PWM Private Wealth Advisor
U.S. Bank National Association —Pasadena, CA
- $159,970 - $207,020 a year
- Hybrid work
- Writing skills
- Office
- Business development experience
- Paid holidays
- Disability insurance
Wealth Planner
Cerity Partners —Pasadena, CA
- $85,000 - $125,000 a year
- Email
- Hybrid work
- Mid-level
- Bachelor's degree
- Quality control
- Commuter assistance
- Dental insurance
2d
Wealth Advisor
Cerity Partners —Pasadena, CA
- $110,000 - $165,000 a year
- Email
- Hybrid work
- 7 years
- Microsoft Outlook
- CPA
- Commuter assistance
- Dental insurance
2d
Wealth Management Associate
Equitable Advisors —Los Angeles, CA
- $36,200 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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Wealth Management Advisor II

Sunflower Bank NA -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$106,200 - $157,200 a year

Benefits

Paid holidays
Dental insurance
Tuition reimbursement
Paid time off
401(k) 6% Match
Vision insurance
401(k) matching
Gym membership
Life insurance

Qualifications

Business development management
Financial sales
Business development experience
Business development within finance
Banking business development
Series 65
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission; it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A./ First Foundation Advisors is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Advisor II at our Los Angeles, CA Location.

The salary range for this position is $106,200 to $157,200 depending on knowledge, skills, abilities, experience, and location.

Summary:

The Wealth Management Advisor II is responsible for collaborating and co-managing with the Managing Director in the maintenance of a high-net-worth client base. They will collaborate with the team and independently manage client portfolios while maintaining active contact with existing clients. The Wealth Management Advisor II will also act as a liaison between the client and the rest of the organization for purposes of expanding client relationships across the enterprise’s wealth offerings. The Wealth Management Advisor II will be engaged in asset allocation, investment strategy, and financial planning solutions with the client using discretionary and independent judgment. While continuing the work with the Managing Director, the Wealth Management Advisor II may begin co-managing client relationships.

Responsibilities:

Support Managing Directors in business development activities and in determining client wealth management needs
Work with the Managing Director to maintain and expand client relationships
Work independently and alongside the Wealth Planning department to provide and present financial planning solutions
Manage client requests including account setup/paperwork, daily maintenance, execution of service requests, and resolution of service issues
Attend and participate in client and/or prospect meetings, and conference calls with clients and the Managing Director
Prioritize and take ownership of client post-meeting action items
Document client correspondence utilizing the company CRM system and maintaining client databases according to firm processes and compliance requirements
Work with the team to prepare for client and prospect meetings by compiling portfolio allocation and performance reports, ensuring accuracy, and providing status updates on all client wealth management issues
Prepare investment proposals to address the complex needs of prospective clients
Responsible for working both independently and with the trading desk to accurately and properly invest, rebalance, and maintain client portfolios relative to their identified and documented investment strategy.
Required to be familiar with investment solutions, trade rationale, and market activity and be able to relay or answer client questions when necessary.
Responsible for working with the Trust Department to perform annual portfolio reviews.
Actively participate in department discussions to improve the client service model and enhance client experience
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.

Education / Experience Preferred:

Bachelor’s degree and/or MBA required in Finance
Series 65 required
Certified Financial Planner (CFP) designation preferred
Minimum of 7-10 years of strong investment management experience
Must possess strong sales skills, the ability to recognize sales opportunities, and the drive to pursue them vigorously.
Must possess a high level of emotional intelligence and the ability to read situations accurately.
Must possess business development, COI development, and creative networking skills.
Must have a professional appearance and manner.
Must be self-motivated and able to develop a sales culture.
Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing, and compliance.
Experience analyzing and assessing personal financial planning and investment strategy
Must be able to work flexible hours.
Must be bondable

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused

Associates enjoy outstanding benefits, including:

401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers.

You’ve never worked anyplace like Sunflower Bank!

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available in our privacy policy.

Quick Apply

Refine Your Search

wealth management advisor jobs in san fernando valley ca

Wealth Management Advisor II

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Wealth Advisor, Schwab Wealth Advisory

Associate Wealth Advisor, Schwab Wealth Advisory

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)

Lenox Advisors - Financial Advisor

Financial Advisor

Wealth Manager

Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside

Strategy Specialist, Wealth Solutions

Wealth Advisor - California

J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas)

Wealth Advisor

Private Wealth Advisor

Financial Advisor - OR, NY, NJ, FL, or CA

Advisor Development Program - Financial Solutions Advisor Trainee: North Toluca Lake Financial Center

PWM Private Wealth Advisor

Wealth Planner

Wealth Advisor

Wealth Management Associate

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