Top Financial Advisor Jobs in Los Angeles, CA

Build and maintain long-term client relationships while providing comprehensive financial guidance. Identify client goals, develop personalized investment strategies, prepare and verify financial plans, and recommend insurance, investment management, risk management, and wealth management products. The role includes marketing and prospecting support, training, mentorship, and autonomy to develop a personal advisory practice.

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.

Advises students on financial aid eligibility, applications, scholarships, grants, VA and vocational rehabilitation funding. Packages and updates awards, performs tuition adjustment and Return to Title IV calculations, conducts student exit interviews, explains unfunded balances, and secures payment plans. Maintains accurate records in student tracking systems while meeting deadlines and providing detailed financial counseling.

Volunteer financial advisor mentoring collegiate financial officers, advising on annual and monthly chapter budgets, monitoring spending and member balances, supporting retention interventions, ensuring IRS filing and financial policy compliance, and serving on the chapter advisory board and affiliated house corporation. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor supporting a collegiate chapter’s financial wellness. Responsibilities include mentoring and coaching financial officers, reviewing budgets and financial reports, monitoring member balances and prepaid card transactions, supporting IRS filings and savings goals, promoting retention, resolving conflicts, and participating in advisory board and house corporation activities. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Build and manage a financial advisory practice serving individuals, families, and business owners. Develop personalized strategies covering wealth management, retirement, insurance, estate, and business planning. Grow a client base through networking, referrals, and business development; conduct ongoing reviews; collaborate with internal specialists; use technology and marketing resources; and maintain ethical and regulatory standards.

Build and manage a financial advisory practice serving individuals, families, and business owners. Develop comprehensive strategies covering wealth management, retirement, insurance, estate, and business planning. Grow a client base through networking, referrals, and business development; conduct ongoing reviews; collaborate with specialists; and maintain regulatory compliance, professionalism, and strong client relationships.

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.

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

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

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

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.

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.

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.

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.

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.