Top 286 Financial advisor Jobs in Tarzana, Ca

Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
Relationship Manager and Financial Planner
Pasadena Private Wealth —Pasadena, CA
- $100,000 - $175,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
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8d
Financial Planning Associate
Northwestern Mutual - West Los Angeles —Calabasas, CA
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Insurance and Investment Consultant
New York Life & NYLife Securities LLC —Glendale, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Sales
- Health insurance
- Dental insurance
Quick Apply
1d
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
1d
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
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Financial Advisor / Sales Opportunity
Northwestern Mutual —Calabasas, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Military
- Health insurance
- Dental insurance
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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
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Financial Advisor
New York Life Insurance Company —Woodland Hills, CA
- $75,000 - $85,000 a year
- Full-time
- US work authorization
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
10d
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 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 Advisor
New York Life —Beverly Hills, CA
- $65,358 - $150,685 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Senior Private Wealth Advisor - Practice Lead
Empower —Los Angeles, CA
- $125,400 - $181,875 a year
- Remote
- Management
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Financial Advisor - Career Changers Encouraged
Northwestern Mutual - Santa Monica - Begley Unit —Santa Monica, CA
- $61,000 - $250,000 a year
- Choose your own hours
- Office
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Client Advisor with Athletic Background
Salinas Financial Group —Manhattan Beach, CA
- $89,000 - $106,000 a year
- Full-time
- Hybrid work
- Surgery
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Quick Apply
13d
Custom Models Consultant
Capital Group Companies —Los Angeles, CA
- $179,273 - $286,837 a year
- Full-time
- Business development
- Travel
- Senior level
- Health insurance
- Benefits from day one
Associate
AllianceBernstein —Los Angeles, CA
- $76,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
13d
Senior Wealth Advisor
Current —Los Angeles, CA
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Associate Advisor - Woodland Hills, CA
Advisor Talent Solutions —Woodland Hills, CA
- $60,000 - $70,000 a year
- Evenings as needed
- Office
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor (Westlake Village)
EP Wealth Advisors, LLC —Westlake Village, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply

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financial advisor jobs near tarzana, ca

Wealth Manager

LourdMurray
Los Angeles, CA

Quick Apply

Job Details

Full-time
$85,000 - $145,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

CFP
Bachelor's degree

Full Job Description

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.

COMPENSATION

$85,000 - $145,000 annually, + discretionary annual bonus

RESPONSIBILITIES

· Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.

· Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.

· Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.

· Works with the client services and portfolio operations team in supporting the client needs.

· Special projects as assigned.

SKILLS/EXPERIENCE

· 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.

· Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.

· Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.

· Familiarity with eMoney or similar portfolio accounting systems.

· Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.

QUALIFICATIONS

· CERTIFIED FINANCIAL PLANNER (CFP®) designation.

· Bachelor’s degree (MBA is a plus).

· A general understanding of personal tax issues.

· Thorough, attentive to the details, and accountable to deadlines and clients.

· Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

ABOUT LOURDMURRAY

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extra ordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Pay: $85,000.00 - $145,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Los Angeles, CA 90024

Quick Apply

Refine Your Search

financial advisor jobs in tarzana, ca

Wealth Manager

Relationship Manager and Financial Planner

Financial Planning Associate

Insurance and Investment Consultant

Financial Advisor

Financial Advisor

Financial Advisor / Sales Opportunity

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

Financial Advisor

Financial Advisor / Sales Opportunity

Financial Services Representative

Financial Advisor

Senior Private Wealth Advisor - Practice Lead

Financial Advisor - Career Changers Encouraged

Client Advisor with Athletic Background

Custom Models Consultant

Associate

Senior Wealth Advisor

Associate Advisor - Woodland Hills, CA

Wealth Advisor (Westlake Village)

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