Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide comprehensive financial advice and customized investment solutions. Triage leads, refer clients to internal partners, build financial plans, recommend brokerage products, mitigate risk, and identify new clients. Complete required licenses and trainings (SAFE Act, FINRA series) and coach referral partners.

Provide financial advice and customized investment solutions to clients: triage leads, build financial plans, recommend brokerage and banking products, refer to internal partners, manage risk, and meet sales and relationship goals while maintaining required licenses and regulatory registrations.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage and banking products, make referrals to internal partners, manage risk and compliance (SAFE Act), and identify new client opportunities while meeting sales goals.

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.

As a Financial Solutions Advisor, you'll obtain necessary licenses, manage client relationships, provide financial advice, and collaborate with banking partners to meet client needs.

Build and manage a book of business serving high-net-worth clients by sourcing prospects, delivering investment recommendations, conducting KYC and account openings, partnering with specialists, documenting interactions in Salesforce, meeting performance goals, and completing mandated training and SAFE Act registration requirements.

Manage end-to-end consumer mortgage referral requests for low-to-moderate income clients: originate loans from referral sources, guide clients through application to close, provide homebuyer education and workshops, meet production goals, maintain referral networks, and ensure regulatory compliance including SAFE Act registration.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, and build a book of business. Meet performance targets, complete mandated training, follow KYC and SAFE Act requirements, collaborate with internal specialists, and document interactions in Salesforce.

Advise and guide clients across banking and borrowing products to meet financial goals. Acquire and deepen client relationships, conduct outreach and meetings, recommend customized solutions, manage pipelines, refer to internal partners, and coach financial center associates while balancing sales performance, operational risk, and client experience.