Junior/Senior Financial AdvisorHire Options, Inc. • Los Angeles, CA, US
Junior / Senior Financial Advisor
Hire Options, Inc. • Los Angeles, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBachelor's degree. Minimum 2+ years of experience in financial services, asset gathering, research, and relationship management. Series 65 licensing preferred. Proficiency in MS Office Suite. Salary Range : $60,000 - $70,000 Seniority Level : Entry level Employment Type : Full-time Job Function : Finance and Sales Industry : Staffing and Recruiting
Job Title : Junior Financial Advisor
Join to apply for the Junior Financial Advisor role at Hire Options, Inc.
Asset management company is seeking a Junior Financial Advisor to join their team in the Los Angeles or Chicago office.
Responsibilities
- Assist in asset gathering efforts by identifying and prospecting potential clients.
- Conduct research and analysis on investments, financial markets, and client portfolios.
- Collaborate with senior advisors to develop tailored financial plans and investment strategies.
- Manage relationships with clients.
- Prepare reports, presentations, and other client-facing documents.
- Assist with the preparation and review of client portfolios.
Qualifications
Hire Options Inc. and its clients are equal opportunity employers. We consider qualified applicants with criminal histories in accordance with local ordinances and the Fair Chance Initiative for Hiring.
Additional Information
J-18808-Ljbffr
serp_jobs.job_alerts.create_a_job
Financial Advisor • Los Angeles, CA, US
Job_description.internal_linking.related_jobs
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more
Pasadena, CA Office of National RIA seeks hungry, ambitious Financial Advisor .Independent Advisory Firm & .Barron’s Top 100 RIA Firm 2024 & 2025”.
Comfortable Communicating with H...serp_jobs.internal_linking.show_more Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_more 
serp_jobs.internal_linking.show_more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
Meet with and profile credit union members in order to determine the most appropriate products to meet their long term financial goals.
Provide advice and guidance regarding retirement planning, col...serp_jobs.internal_linking.show_more
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Provides exemplary client serv...serp_jobs.internal_linking.show_more
Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Provides exemplary client serv...serp_jobs.internal_linking.show_more
Job Opportunity In Wealth Sales & Service.Application Deadline : June 26, 2025.Job Family Group : Wealth Sales & Service.
Provides financial and investment planning and advice in collaboration with ot...serp_jobs.internal_linking.show_more
The position is meant to help counsel students in completing their financial aid, translate the complexities of how financial aid and billing work, and ensure students are set up to succeed in thei...serp_jobs.internal_linking.show_more
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...serp_jobs.internal_linking.show_more
Platt College Los Angeles consists of four Southern California campuses located in Alhambra, Ontario, Riverside, and Anaheim.
Platt offers certificate and degree programs in several subject areas in...serp_jobs.internal_linking.show_more
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Southland Credit Union in Long Beach, CA would allow ...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more 
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_more
Position Type : RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and...serp_jobs.internal_linking.show_more
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_more
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.Consults and coordinate...serp_jobs.internal_linking.show_more
Assistant to Financial Advisor
Cathay Bank - Headquarters • Arcadia, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Pasadena, CA 270MM succession plan
pearlrecruiter • Pasadena, CA, us
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_variable_days
Financial Advisor
Cathay Bank - Headquarters • San Gabriel, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Hermosa Beach, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data Annotation • Burbank, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor (West Covina, CA)
Wescom Credit Union • West Covina, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Investment Advisor
Fifth Third Bank • El Segundo, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Investment Advisor
Fifth Third Bancorp • Newport Coast, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Bmo • Covina, CA, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Advisor
The Los Angeles Film School • Los Angeles, CA, United States
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Financial Advisor
Ameriprise Financial • Los Angeles, CA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Advisor
Platt College Los Angeles • Alhambra, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor - Southland Credit Union
LPL Financial • Long Beach, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data Annotation • Monrovia, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
TradeJobsWorkforce • 90087 Los Angeles, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor, Schwab Wealth Advisory - Century City
Charles Schwab • Los Angeles, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Finacial Advisor
TradeJobsWorkForce • 90038 Los Angeles, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor
M&T Bank • Costa Mesa, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted