Top Financial Advisor Jobs in Los Angeles, CA

As a Financial Solutions Advisor, you will obtain necessary licenses, build client relationships, and provide financial advice while progressing within the role.

Build and grow an independent financial advisory practice by managing client relationships, delivering holistic investment and protection planning, expanding assets under management, developing referrals and partnerships, and collaborating with investment, insurance, and planning specialists. The advisor will maintain compliance and client-service standards while potentially building a team, acquiring practices, and developing scalable growth and succession strategies.

This role provides financial advice and customized solutions, collaborates with clients to build financial plans, and refers clients to business partners based on needs.

Provide client consultations to identify goals and risk tolerance, develop and implement investment strategies, collaborate with traders and advisory team, document client interactions in Salesforce, monitor markets and execute recommendations, set personal sales goals, and deliver high-level client service while participating in training and team initiatives.

Serve as primary advisor for high‑net‑worth clients, creating and delivering comprehensive financial plans across investments, tax, equity compensation, estate, and retirement. Lead client meetings, coordinate with portfolio management, tax and estate professionals, manage a book of typically <100 households, and drive organic growth via referrals, COIs, and business development.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relationships, review financial goals, and recommend investment strategies while collaborating with advisory teams to grow your business.

The Financial Advisor provides financial planning and investment advice, manages client relationships, and implements business strategies to acquire new business and support sales targets.

This role provides financial advice to clients, building tailored financial plans and making recommendations on investments and banking strategies.

As a Financial Solutions Advisor, you will obtain industry licenses and gain skills in client relationship management, providing financial advice, and solutions based on client needs.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

Work alongside an LPL Advisor to support portfolio trading, develop financial plans, analyze client data, prepare communications, ensure compliance, prospect clients, and adopt tools to grow client relationships and transition into a Financial Advisor role.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans, recommend brokerage and banking products, make internal referrals, engage new clients, mitigate risk, and complete required licenses and SAFE Act registration.

The Financial Advisor provides financial planning and investment advice, develops solutions, manages client relationships, and supports business development to meet sales targets.

Cross Financial seeks experienced financial advisors with a transferable book of business to transition to a high-payout platform with true client ownership and long-term growth opportunities.

As a Financial Solutions Advisor, you will obtain necessary licenses and develop skills to manage client relationships, providing financial advice and solutions based on their needs.

The Financial Advisor Trainee learns to build a financial advisory practice through training and mentorship while managing client relationships and meeting production targets.

Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Provide real-world financial planning expertise to train and evaluate AI systems. Review scenarios, assess AI recommendations for accuracy, compliance, and suitability, document client conversations, define planning methodologies, give structured feedback, identify compliance/referral needs, and improve AI workflows and financial planning processes.

Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.