197 relationship advisor jobs at 61 companies in Los Angeles, CA
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Sr. Relationship Advisor - Fiduciary Advisor
Pasadena, California, United States
$158k-$276k/yr OnsiteFull Time
10+ YOE10+ years managing fiduciary or wealth management relationships; college degree or equivalent experience; JD preferred. Deep fiduciary, trust, tax and estate knowledge, advisory skills, client relationship and leadership experience.
4w
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Client Relationship Associate
Century City, California, United States
OnsiteFull Time
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
2mo
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Financial Advisor (Pasadena)
Pasadena, California, United States
$115k-$150k/yr HybridFull Time
5+ YOEMinimum 5 years in financial services with relationship management and business development; CFP or equivalent lead-advisor experience; experience serving high-net-worth clients; proficiency with eMoney and CRM; strong communication skills.
eMoney, CRM
4w
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Client Advisor - Fashion Island
Newport Beach, California, United States
$24-$28/hr OnsiteFull Time
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and ability to build long-term client relationships; luxury retail experience preferred.
2w
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Automotive Service Advisor
Signal Hill, California, United States
$39k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of Service Advisor experience in a new car dealership, strong communication and relationship-building skills, organization, customer focus, teamwork, and comfort with dealership technology.
1mo
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Senior Financial Advisor – Experienced Professionals
Garden Grove, California, United States
OnsiteFull Time
Required securities licenses (Series 7 & 66 or 6/63/65) and Life & Health license; experienced advisor with consultative planning, client relationship management, and ability to work with military families; CFP/ChFC/RICP preferred.
2mo
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Sales Advisor
Woodland Hills, California, United States
OnsiteFull Time
Sell memberships, achieve sales targets, build relationships; strong communication and motivation; outdoor work.
6d
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Physician Advisor
Long Beach, California, United States
OnsiteFull Time
California-licensed MD or DO with working knowledge of acute-care care coordination and strong communication and relationship-building skills.
3mo
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Advisor - Los Angeles
Los Angeles, California, United States
OnsiteFull Time
4+ YOE4+ years of financial planning/wealth management experience; undergraduate degree; CFP®, CPA, CFA, or JD required; proficient with Microsoft Office; able to manage multiple client relationships.
Microsoft Office
1w
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Beauty Advisor
Tustin, California, United States
OnsitePart Time
Relevant work experience or equivalent education preferred; requires guest service, selling, customer relationship, troubleshooting, basic technology, and flexible schedule skills.
Point of Sale system, Apple devices, Ulta Beauty app
1w
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Service Advisor
Glendora, California, United States
$20-$23/hr OnsiteFull Time, Part Time
Some sales experience, automotive repair knowledge, strong communication and customer service skills, relationship-building ability, and a professional attitude. Diesel repair knowledge is preferred.
mobile
1w
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Financial Advisor
Los Angeles, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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Financial Advisor
Costa Mesa, California, United States
$50k-$150k/yr OnsiteFull Time
Bachelor's or equivalent experience; preferred 3+ years in financial services or insurance; licensing required; business development, sales, and relationship-building skills; strong communication and interpersonal abilities.
19h
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Financial Advisor
Pasadena, California, United States
$71k-$260k/yr HybridFull Time
Strong communication and relationship-building skills, entrepreneurial mindset, networking ability, willingness to obtain financial services licenses, and a high school diploma or equivalent. No prior financial services experience required.
technology, marketing resources
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Wealth Advisor
Pasadena, California, United States
$110k-$165k/yr HybridFull Time
7+ YOEBachelor's degree, Series 65, CFP® or CFA completion, 7+ years industry experience, proven business development and client relationship skills, and proficiency with e-Money, Salesforce, and Microsoft Office.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
2mo
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Lead Advisor, Chicago - KAR
Chicago or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor's in finance/economics required, 5+ years in financial services with wealth advisory experience, Series 65/66 or CFP/CFA, proficiency with eMoney, Salesforce, and Microsoft platforms, strong communication and client relationship skills.
eMoney, Microsoft, Salesforce
1mo
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Selling Advisor - Contemporary
Beverly Hills, California, United States
$17-$25/hr OnsiteFull Time
Proven sales ability, client development, strong product knowledge, consultative selling to exceed sales plans and build long-term client relationships.
1mo
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HVAC Comfort Advisor
Ontario, California, United States
$100k-$175k/yr FieldFull Time
5+ YOE5+ years sales experience, B2C/in-home sales aptitude, strong communication and decision-making, ability to navigate multiple software systems and maintain customer relationships.
CRM
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