Investment Consultant Jobs in Los Angeles, California
16 Los Angeles, CA Investment Consultant jobs found on Monster.Jobs 1 to 16 of 16
GENERAL SUMMARY: The Financial Consultant is responsible to promote and support investments services of CUSO Master Services. NATURE AND SCOPE OF POSITION: The Financial Consultant works with a minimal amount of supervision and direction and is authorized to take reasonable actions necessary to carry out the assigned responsibilities of the position, provided that such action is consistent with co...
Advanced Regulatory Compliance, Inc. is a leading nationally recognized compliance consulting firm serving the regulatory needs of premier investment advisory firms. We are looking for an investment adviser compliance consultant to help serve the needs of our clients by providing regulatory advice, drafting documents and conducting audits. The ideal candidate would have some industry experience, w...
Sales Consultant to Deliver Leading Wealth Management Solution! Job Label:ASMK-SlsConSoCal Creative and strategic professionals with finance industry experience will find significant opportunity to achieve recognition and reap the rewards of their efforts as a Sales Consultant for Assetmark, Inc. Your driven and self-starting personality will be a seamless fit in our empowering environment as you...
Location: Burbank, CA Full Time: 40 hours Department: Brokerage & Insurance Services Job Description The Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate investment products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timel...
Who We Are TicketMob is the premier ticketing and venue management platform. Our forward-thinking entertainment technology company builds progressive tools to help venues, artists and promoters better manage their operations, sell more tickets and know their customers. Position Description Are you an experienced technical product implementation specialist looking to make a significant impact in th...
The Senior Product Consultant is responsible for managing the implementation projects required to install, configure and launch TicketMob online ticket sales, box office management products and services and point-of-entry management, towards successful on time project completion within established budgets. These phased projects may include requirements gathering, client consultation, evaluation an...
LOOKING FOR A GREAT JOB OPPORTUNITY? TEDDY BEAR PORTRAITS IS LOOKING FOR A PHOTOGRAPHER / PORTRAIT CONSULTANT Teddy Bear Portraits by Nationwide Studios, Inc., a Children's Portraiture business servicing 46 states for over 50 years, is looking for a team member to perform a combined Photographer / Portrait Consultant role during peak demand seasons. Successful candidates will be flexible, outgoing...
GENERAL SUMMARY: The Mortgage Loan Consultant is responsible for promoting the products and services of the Credit Union in a positive manner; increasing homeownership among credit union members as well as solicit non-members; and providing professional and timely response for the sale of first mortgage lien loan products to the membership and broker community. Required Skills: ESSENTIAL DUTIES AN...
Position Description As an Associate on our Inbound Call Team, you will use your excellent communication and sales skills to provide detailed product information and respond to agent inquiries. As a member of our team, you will have the opportunity to conduct work that is fulfilling and meaningful. This important and highly visible role is SunAmerica’s “front-line” position that handles advisors’...
Vichara is a leading technology firm building systems for some of the most successful investment banks and hedge funds. Based in downtown Los Angeles, the Salesforce ( SFDC ) Business Analyst/Project Manager will be responsible for supporting major development initiatives for one of the larges investment managers with over $75 billion in assets under management. We are looking for for someone who...
Los Angeles Federal Credit Union is seeking a Licensed Financial Advisor to service its member base in theLA Mall, Culver City, and Gardena branches. As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships. We aspire to maintain high standards in providing credit union members with the comprehensive financia...
Average will earn $50K, Excellent will earn $250K. Please read this entire ad very thoroughly before you apply. Please do not even apply unless you are an outstanding Salesperson. You must be highly motivated to succeed, be extremely client oriented, self-driven and never give up. You can develop deep and meaningful rapport with people, and communicate with piercing persuasiveness. You want to dev...
Financial Services Professional Location: Los Angeles, CA Type: Full Time Min. Experience: Entry Level Introduction: New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives. As a Financial Services Professional (Agent) you will have the freedom to build your network of insurance clients and business associates who are look...
Since 1928, people have been trusting Farmers to provide them with the coverage they want so they can have the peace of mind that comes from knowing that their futures and their families are covered against risk. Farmers Insurance Group of Companies ®includes the country's third-largest Personal Lines Property and Casualty insurance group. We currently operate in 29 states with assets over $20 bil...
Raytheon is seeking a technical expert in advanced Air-to-Ground Surveillance or Air-to-Air Search and Track radar mode software development. Raytheon has a rich history in the radar business and remains at the forefront of the radar revolution through decades of nonstop innovation. We extend you an opportunity to join us as we create the future of airborne radar. This opportunity is matched to an...
The Natural Resources Defense Council (NRDC) is the nation's most effective environmental action organization. We use law, science and the support of 1.3 million members and online activists to protect the planet's wildlife and wild places and to ensure a safe and healthy environment for all living things. NRDC was founded in 1970 and our staff helped write some of America's bedrock environmental...
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Education Career Tools
$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Los Angeles
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Serves clients by obtaining and evaluating client financial situation; developing, recommending, and managing financial plans, services, and actions; developing and expanding business.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Develops relationship plans by evaluating clients' financial situation, objectives, requirements, and preferences; recommending and selecting service options; obtaining acceptance.
Provides financial services by serving as primary point of contact for clients; coordinating development and delivery of services among service team members; providing information to clients' other advisors, such as, attorneys and accountants; issuing and reviewing documents; completing account set-up and settlements.
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