Top Tech Jobs & Startup Jobs in Los Angeles, CA

Leads insurance product sales across an assigned territory, including annuities, life insurance, disability, and property and casualty products. Develops market opportunities, coordinates sales initiatives with regional and home-office teams, segments Financial Advisor populations, supports advisor education, and manages Salesforce-based activities. Presents at regional, branch, and client events while driving revenue growth and achieving sales targets.

The Risk Officer ensures compliance and risk management at branch locations, promotes business ethics, oversees audits, and supports training.

Supports Financial Advisors and Private Wealth Advisors with client service, portfolio allocation updates, financial planning, investment research, client reporting, and estate, trust, retirement, and insurance objectives. Participates in client meetings, reviews prospects, executes marketing support activities, and recommends improvements to portfolio management tools. Requires financial services product knowledge, strong organization, client service skills, and active securities licenses.

Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.

Support wealth management teams through market research, marketing and sales assistance, and analytical tasks. Gain exposure to products, clients, and financial services while developing business, financial, communication, and teamwork skills in a limited-duration internship.

Build and deepen relationships with prospective and existing high-net-worth E*TRADE clients through high-touch service, proactive outbound calls, financial product education, onboarding, and asset gathering. The role identifies sales opportunities, guides clients across E*TRADE platforms, coordinates issue resolution with internal teams, supports retention, and maintains compliance with company policies and procedures.

Provides client service and business development support to Financial Advisors and Private Wealth Advisors. Responsibilities include cultivating client and partner relationships, coordinating service activities, supporting money movement and account inquiries, preparing financial plans and reports, assisting with digital and in-person marketing, conducting research, and participating in client meetings. The role also assigns team work, supports firm initiatives, and ensures compliance with policies and procedures.

Support Financial Advisors and Private Wealth Advisors by delivering high-quality client service, preparing for meetings, executing transactions, assisting with financial planning and reports, and supporting digital and in-person marketing and business development activities. Act as a senior service-team member, mentor others, and participate in firm initiatives and special projects.

Support wealth management teams through marketing and sales assistance, market research, and business exposure. Develop analytical, financial, and interpersonal skills while working on team assignments and learning about products, services, and client needs.

Provide marketing and sales support, perform market research, and assist branches while developing business, financial, and analytical skills. Gain exposure to wealth management products, services, and client needs through daily assignments and team collaboration.