Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide customized financial advice and solutions to clients, manage financial plans and investments, and build client relationships. responsible for meeting sales goals and managing risks.

This role involves advising clients on financial goals, recommending products, managing risks, and collaborating with team members. It requires specific licenses and industry experience.

The Financial Solutions Advisor provides personalized financial advice, triages client leads, and recommends investment strategies while managing client relationships and achieving financial goals.

This role involves planning financial goals for clients, recommending investment strategies, triaging requests, and collaborating with internal partners to enhance client relationships.

This role involves providing tailored financial advice, building financial plans, managing client relations, and ensuring compliance with regulations. Responsibilities include triaging leads, making referrals, and mitigating risks.

Provide comprehensive advice and customized financial solutions to clients, build financial plans, triage leads, and mitigate risks while achieving financial goals.

The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring compliance with banking policies.

Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.

This role involves originating loans for clients, providing advice on mortgage products, and managing client relationships while ensuring compliance with regulations.

The Community Lending Officer manages mortgage referrals for Low to Moderate Income clients, facilitates loans, and conducts buyer education workshops. Responsibilities include building networks, achieving production goals, and providing exceptional customer service.