Finance Planner Jobs in East Rancho Dominguez, CA

Our client, a boutique investment firm is seeking for an Investment Analyst to join their team in Santa Monica! Salary: $115-140k Key Responsibilities Investment & Market Research Support the VP of Finance in analyzing new and existing investments, conducting in-depth market and data research to guide decision-making. Prepare financial models and forecasting analysis to assess investment opportunities. Monitor and evaluate market trends, identifying potential risks and opportunities. Financial Reporting & Analysis Build, review, and interpret financial reports, performance metrics, and budgetary analysis. Develop and update monthly management reports, tracking budget variances and financial performance. Assist in preparing presentations for investors and senior leadership, ensuring data is clear and compelling. Finance Operations & Optimization Contribute to the day-to-day financial operations across Satya Capital's portfolio of businesses. Work on strategic ad hoc financial analysis to support evolving business needs. Identify opportunities to enhance financial processes and drive operational efficiencies. Cross-Functional & Strategic Initiatives Collaborate with cross-functional teams to support high-impact projects and initiatives. Assist in reviewing and approving invoices, monitoring budgets, and ensuring financial accuracy. Help develop and monitor divisional budgets, providing insights for management decision-making. Work closely with leadership, including the founder and key executives, on financial strategy and execution. You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

Are You Ready to Elevate Your Career in Commercial Real Estate Investment Sales? We are looking for experienced, driven, and results-oriented professionals to join our elite team of Commercial Investment Sales Advisors in California. If you have a minimum of one year of experience in commercial real estate sales, leasing, or investment, and you're serious about taking your career to the next level, this is your opportunity. At One West Group, we don't just do deals, we build legacies. Our advisors work directly alongside top-producing brokers, gaining hands-on experience in high-stakes negotiations, market analysis, and investment strategy. This is not an entry-level position; we are seeking individuals who are ready to hit the ground running, leveraging their existing knowledge to close deals and grow their book of business. What You'll Get: Direct mentorship from seasoned industry leaders Access to premium market data and cutting-edge analytics A proven system to help you accelerate deal flow and earnings Exposure to institutional and private investors looking to place capital Ongoing training & development to sharpen your skills and maximize your potential Highest Industry Commission Splits Who We're Looking For: Licensed real estate professionals (California DRE required) At least one year of experience in commercial real estate sales, leasing, or investments A self-starter with a strong work ethic and a hunter mentality Someone with the ability to build relationships and negotiate at a high level A professional who thrives in a fast-paced, high-performance environment If you're ambitious, highly motivated, and ready to compete at the highest level of commercial investment sales, apply now. About Us One West Group at ExP Commercial is a premier boutique commercial real estate firm specializing in investment sales. We are dedicated to delivering strategic solutions that help our clients maximize value and build long-term wealth. Our team-oriented approach, combined with deep market expertise, ensures successful transactions and lasting relationships.

*hybrid - onsite in Irvine 3 days per week* Must-haves - 2-5+ years of experience in investment banking, management consulting, and/or M&A - Bachelor's degree required - Proven strong numerical and analytical skills. - Excellent teamwork and team leadership skills. - Strong communication and interpersonal skills. - Project and time management ability. Plusses - Experience working in a large investment management firm -Experience working with PowerBI, Tableau and data visualization Day-to-Day This individual is expected to have deep industry expertise while providing strategic initiatives with internal stakeholders. They will be responsible for informing strategic product development. This may include evaluating existing products as well as assessing new business development opportunities. This person will also be responsible for building business cases to launch new products and initiatives. Additionally, they will develop long term strategies for business units. They will also be responsible for compiling data, producing presentations, and completing reports/analyses.

Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an Analyst / Jr. Broker to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside. The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role. Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions. Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment. Investment Real Estate Expertise Supporting the valuation process, creating spreadsheets and preparing financial analysis Conducting research on comps and similar data Creating pitch presentations for new listings Scheduling inspections and managing due diligence Drafting letters of intent / purchase and sales agreements Drafting correspondence Overseeing transactions through to closing including reviewing written agreements Showing properties Sales Making introduction calls (Cold Calls and Warm Calls) to potential new clients Supporting the Senior Vice President with his pipeline of potential new clients Managing marketing processes to support the sales process Project Management Managing deal-flow in Salesforce Ensuring that deadlines are met Tracking and monitoring negotiations Seeing tasks through to completion Core daily functions will include: Project Management Sales Operations Support Required Skills and Experience ~ 4 Year Bachelor's Degree ~ Mastery of Microsoft Office, especially Outlook, Word, and Excel ~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one. Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING! Minimum Requirements: Bachelor's degree preferred 3-5 years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred This position requires you possess the following skills: Strong relationship-building and communication abilities Expertise in financial planning and strategy development Commitment to following structured processes and ensuring compliance Excellent organizational and time management skills Strong Initiative Proficiency with financial tools and CRM systems Responsibilities: Engage with warm leads provided by our marketing efforts, establishing trust and credibility Conduct financial consultations to assess client needs, goals, and objectives Develop and present customized financial plans, ensuring alignment with client priorities Follow a consistent advising process to ensure compliance, accuracy, and efficiency Maintain ongoing client relationships through regular communication and portfolio reviews Stay updated on financial products, market trends, and regulatory changes Collaborate with internal teams to enhance the overall client experience Compensation: For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees Benefits: 401k after 1 year Medical, Dental, Vision - after 90 days PTO Hours: Monday-Friday, 8:30am-5:30pm or 9am - 6pm In office days are Tuesday-Thursday, Monday and Friday are remote Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Royal Business Bank located Los Angeles, CA. For more information, and to apply online, please scroll down. MANDARIN SPEAKING PREFERED Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the driver's seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. You'll own your own business within a successful framework of support including our network of specialist, training programs, development coaches and mentoring opportunities. Check out our : **************************** Learn why our is unique: **************************** THE OPPORTUNITY Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve while growing their assets for the future. Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships. Develop rapport with clients and foster long-term relationships. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Integrating into the #1 district office in the entire company for new advisor growth and development. Leveraging the strength of our team to address individual client concerns and needs. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO Nationally ranked training programs to launch your career Mentorship and professional development training throughout your entire career Development stipends and expense allowance Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins) Leadership opportunities Leading industry products and solutions built on an integrated technology platform Full heath benefits, group disability, retirement plans and an equity stake A culture that promotes diversity, teamwork, work/life balance, recognition and rewards A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results DESIRED SKILLS & EXPERIENCE College-educated, Bachelor's degree Candidate must be an accomplished communicator with strong and written skills Prior sales and/or business development experience preferred Self-starter mindset preferred We are actively seeking candidates with different backgrounds and work experiences, including but not limited to: Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience) Executive leadership Community Influencers and Natural People Connectors Financial Management, insurance and financial services Former athletes Military background Job Type: Full-time Pay: $75,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to Relocate: Calabasas, CA 91302: Relocate before starting work (Required)

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You'll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link ************************************************************ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength.6 • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the help we've provided and continue to provide our clients.7 • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity AR10511A_052024 SMRU5021157 (Exp.05.30.2025)

At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We work closely with our clients, helping them navigate the expected and unexpected in life, and offer solutions and strategies that simplify financial complexities so they can focus on what matters most to them. At 49 Financial, you will have the ability to flex your creativity in building your practice and providing unparalleled care and service for your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience so you're equipped to create a substantial impact. Overview We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition. In this role, you will build your book of business by identifying, attracting, and onboarding new clients as a part of our financial planning team. You will be the face of 49 Financial, growing your client base through networking, relationship building, and delivering compelling financial solutions. Candidates should possess leadership experience and a desire to be in a client-facing role. Key Responsibilities Client Acquisition: Identify and pursue new business opportunities through networking, referrals, and personal market development. Build and maintain a robust pipeline of potential clients. Sales Presentations: Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services. Relationship Building: Establish and nurture strong relationships with clients, understanding their financial goals and offering solutions that meet their needs. Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, and community involvement. Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction. Collaborative Teamwork: Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients' financial objectives. Knowledge: Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning, and regulatory guidelines. Qualifications Bachelor's degree in Business, Finance, Marketing, or a related field. Strong interest in sales, client acquisition, and financial services. Excellent communication and interpersonal skills. A proactive and self-motivated approach to business development. Strong desire to educate and guide people through finances. Eagerness to learn and grow in a fast-paced environment. Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite.

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Advisor Associate The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors. Responsibilities: Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA'S, business managers, attorney's). Act as project lead or participate extensively in department or firm level projects. Open new accounts and monitor progress. Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports. Execute asset allocation changes based on Advisor recommendation and monitor progress. Schedule Advisor-Client meetings and prepare portfolio review book materials. Attend in house or off-site meetings or events as requested by Advisor. Maintain and update client files, CRM and other portfolio data, as needed. Collaborate with management to improve practices and procedures. Ideal Qualifications: Undergraduate degree Series 7 preferred 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities. Fundamental knowledge of equity and fixed income markets and alternative asset classes Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations. Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments. Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents. Salary Range: $75,000- $96,000 The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. · Competitive Pay · Medical, Dental, and Vision Insurance · Life and Disability Insurance · Health Savings Account with a Company Match · Flexible Spending Accounts including Dependent Care · Wellness Program · Tuition Reimbursement · 24-Hour Employee Assistance Program · Adoption Assistance · Paid Family Care Time · Paid Volunteer days · Gym onsite · Paid Parking · Fully stocked kitchen- lunch provided. · 3/2 Hybrid (subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at **************

****PERMANENT RESIDENTS/US CITIZENS ONLY**** ***CALIFORNIA APPLICANTS ONLY*** Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA. We offer a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Our Advisors can also provide risk protection products such as life insurance, long-term care insurance, and annuities. We believe in creating tailored financial strategies to help clients achieve their unique financial goals. Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2023, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $117,359 Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.4 About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of people protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ***************************** com You inspire us. We empower you.

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultant who is fluent in Mandarin to join their Pasadena, CA team. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Pasadena, CA area. Responsibilities Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) Fluency in Mandarin required CFP strongly preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). CFP strongly preferred Proficient with eMoney MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability.

Job Title: Senior CMBS Investment Analyst Job Summary: We are seeking a highly skilled and experienced Senior CRE/CMBS Credit Analyst to join our Securitized Products Group at a top global asset manager in Los Angeles. The successful candidate will lead efforts related to investing within the CMBS sector, providing comprehensive market coverage with a focus on collateral credit and transaction structure. This role requires a deep understanding of the CMBS market, strong analytical skills, and the ability to mentor junior team members. Key Responsibilities: Market Coverage & Analysis: Lead comprehensive market coverage within the CMBS sector, focusing on collateral credit and transaction structure. Prepare detailed primary market investment reviews and recommendations. Conduct timely surveillance of firmwide CMBS holdings to ensure optimal performance and risk management. Support secondary investment activity by analyzing market trends and identifying investment opportunities. Engagement & Collaboration: Engage with internal and external counterparties on sector-related matters, providing insights and recommendations. Collaborate with cross-sector teams to contribute to decision-making within securitized markets. Maintain strong relationships with key stakeholders, including clients, counterparties, and internal teams. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or CFA preferred. Minimum of 7 years of experience in CMBS/CRE credit analysis or related roles within the securitized products market. Strong analytical and quantitative skills, with a deep understanding of CMBS market dynamics and transaction structures. Proven track record of successfully managing complex investment analyses and recommendations. Ability to work independently and as part of a team in a fast-paced environment.

The Associate position entails analyzing financial statements, creating financial models, performing industry and company research, assisting in the creation of marketing and buyer/investor presentations, drafting offering memoranda, identifying prospective buyers and investors and other tasks related to mergers & acquisitions, corporate finance and investment banking. Candidates should be familiar with valuation methods including discounted cash flow, comparable companies and precedent transaction analyses. The position requires a highly-motivated individual willing to take initiative and work long hours in a fast-paced but rewarding deal-making environment. Ideal candidates should have at least two years of experience in an investment banking analyst role as well as a bachelor's degree in accounting, finance, marketing or economics with coursework in financial accounting and financial statement analysis. Candidates should have expert proficiency in Excel, strong analytical and both oral and written communication skills with a minimum GPA of 3.5 from a top-tier university. The Associate position offers the opportunity to further develop a vast set of finance, accounting and marketing skills and gain deep exposure to mergers & acquisitions and private placement transactions. An Associate will work directly with senior bankers as well as have significant client interaction. Additionally, top performing Associates are considered for direct promotion to a Vice President position. ______________________________________________________________________________ Job description Associates are assigned to a variety of projects and are given a broad range of responsibilities, including: Managing and assisting in the preparation of financial models and business valuations Creating marketing presentations Attending client meetings Conducting industry and company-specific due diligence related to transactions Drafting information memoranda for M&A and corporate finance assignments Assisting in the development and continued cultivation of client relationships Gaining an understanding of the interests and acquisition investment criteria of both strategic buyers and private equity firms, domestic and foreign Contacting potential buyers and investors (once FINRA licensed) for sell-side clients Desired Skills and Experience A strong work ethic, detail orientation and a passion for excellence Knowledge of general accounting and finance principles At least 2 years of experience in an investment banking analyst role The ability to excel in both team and self-directed settings A detailed knowledge of spreadsheet, presentation and word processing software programs

Manhattan West Enterprise Company (“Manhattan West”) is seeking a Financial Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Financial Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Financial Advisor will serve as the firm's primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm's book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: Full-time, exempt position Reports to the CEO Responsibilities: Develop and manage new client relationships, including managing ongoing client communications Act as the primary point of contact to existing and newly onboarded clients Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm Implementation of financial plans including coordination of estate planning, business management, and tax strategies Work with the firm's head of portfolio management to align clients' investment strategies with their planning objectives Work with the firm's various fund managers to successfully advise and allocate client funds into appropriate alternative strategies Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: This role requires a highly motivated, driven and entrepreneurial personality Proven ability to actively pitch and onboard prospective clients Client-centric focus and attitude A team player with strong leadership skills Ability to succeed in a small but fast-growing entrepreneurial company Compensation: This is an incentive-based compensation position. As such, the pay scale for this position will vary depending on employee performance. However, the anticipated pay scale is $120,000 - $300,000+, comprised of a draw and incentive compensation. Featured Benefits: Medical, vision and dental insurance 401(k) retirement savings plan Stock market holidays + Paid time off (PTO) Other fringe benefits as are made available to other similarly situated employees Requirements: Minimum 3 years experience within financial advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities Bachelor's Degree is required Must be legally authorized to work in the United States Successful completion of background check and pre-employment assessments Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: Certified Financial Planner™ designation is preferred but not required Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.