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Financial associate Jobs in Los Angeles, CA

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Financial associate • los angeles ca

Last updated: 3 days ago

Associate Financial Advisor

NYL - Los Angeles, CALos Angeles, CA, US
$123,000.00 yearly
Full-time

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.Our ideal candidate will be driven by th... Show more

Senior Associate, Financial Due Diligence

KPMGLos Angeles, CA, US
Full-time

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG.Looking ahead, we anticipate cont... Show more

 • Promoted

Associate Financial Analyst

Government JobsLos Angeles, CA, United States
$111,883.20 yearly
Full-time

Housing Authority of the City of Los Angeles (HACLA), 2600 Wilshire Blvd.The posted salary is an estimate of the potential annual pay.Final offer will be dependent on qualifications and experience.... Show more

Financial Analyst

The Coffee Bean & Tea LeafLos Angeles, CA, United States
Full-time

The Coffee Bean & Tea Leaf is seeking a Financial Analyst.This role will assist the Americas Finance Team in supporting franchise business growth, carrying out market research, analyzing past recor... Show more

Associate Mid-Cap Financial Sponsors Group

ChaseLos Angeles, CA, United States
Full-time

As an Associate with the Mid-Cap Financial Sponsors Group, you will play a key role in supporting senior team members, building strong client relationships, and contributing to the execution of tra... Show more

Financial Services Litigation Associate

GpacLos Angeles, California, United States
Full-time

Mid-Level Financial Services Litigation Associate.Position: Business & Financial Services Litigation Associate .Location: Remote (California-based) Compensation: $175,000 – $220,000 ... Show more

Senior Tax Associate, Financial Services

CroweLos Angeles, CA, United States
$72,700.00 yearly
Full-time

At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact.We embrace you for who you ar... Show more

Senior Associate Financial Due Diligence

JobotLos Angeles, CA, US
$120,000.00 yearly
Full-time

REMOTE! Competitive compensation, annual bonus, Fantastic health benefits, Pay back student loans, Gym Membership, Phone reimbursement, Quarterly events/retreats, Unlimited PTO, WORK/LIFE BALANCE T... Show more

Associate - Transaction Advisory Group - Financial Due Diligence

Alvarez & MarsalLos Angeles, CA, United States
$100,000.00 yearly
Part-time

Associate Transaction Advisory/Financial Due Diligence.Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 cou... Show more

Los Angeles Branch - Financial Analyst Associate/AVP

Bank of China USALos Angeles, CA, United States
Full-time

Credit Risk Management Specialist.This position is responsible for underwriting and monitoring the credit quality of the loan portfolios.This includes closing and booking of transactions; post-lend... Show more

State and Local Tax Financial Services Senior Associate

PwC (US)Los Angeles, CA, United States
Full-time

Senior Associate, State and Local Tax Financial Services.A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity ... Show more

Associate Financial Analyst

Housing Authority of the City of Los Angeles, CALos Angeles, CA, United States
Full-time

Under general supervision, an Associate Financial Analyst performs a variety of professional level analytical assignments and projects concerned with the improvement and/or implementation of financ... Show more

Financial Systems Associate Director

Brilliant CornersLos Angeles, CA, United States
$110,000.00 yearly
Full-time

Financial Systems Associate Director.Location: SF or LA Metro Areas.Compensation: $110,000 - $130,000 per year, exempt.We develop, own, and manage multi-family supportive housing and licensed resid... Show more

Associate - Financial Restructuring, Los Angeles

Houlihan Lokey, Inc.Los Angeles, CA, United States
$175,000.00 yearly
Full-time

Financial Restructuring Associate.NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governm... Show more

Financial Due Diligence Senior Associate

Grant Thornton LLPLos Angeles, CA, United States
$96,000.00–$144,000.00 yearly
Full-time

Financial Due Diligence Senior Associate.As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who ... Show more

Senior Associate - Transaction Advisory / Financial Due Diligence

AndersenLos Angeles, CA, United States
$115,000.00 yearly
Full-time

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!.At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation,... Show more

Associate Financial Advisor

Northern TrustPasadena, CA, United States
$85,330.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Associate Director of Financial Aid

Success Education CollegesGlendale, CA, United States
Full-time

Associate Director of Financial Aid.Glendale Career College - Glendale, CA 91203.Our Financial Aid Director helps change student lives every day while serving as the Financial Aid Advisor and Team ... Show more

Associate Mid-Cap Financial Sponsors Group

JPMorgan ChaseLos Angeles, CA, United States
Full-time

As an Associate with the Mid-Cap Financial Sponsors Group, you will play a key role in supporting senior team members, building strong client relationships, and contributing to the execution of tra... Show more

Financial Analyst

APLA HealthLos Angeles, CA, United States
$33.23 hourly
Full-time

David Geffen Health Center Koreatown - Los Angeles, CA 90005.Hourly Position Type Full Time Job Shift Day Education Level BA - Bachelors Degree Travel Percentage None Category Finance.Under the dir... Show more

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Associate Financial Advisor

Associate Financial Advisor

NYL - Los Angeles, CALos Angeles, CA, US
3 days ago
Salary
$123,000.00 yearly
Job type
  • Full-time
Job description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$123,000 at plan earnings


Responsibilities:
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional

Qualifications:
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Strong relationship management skills and/or experience
  • Ability to successfully network to prospect for new potential clients
  • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
  • Ability to work at our office at least three days per week

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #73 on Fortune 100 in 2020
  • A leading company with many agents qualifying for MDRT2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity