Finance Planner Jobs in Los Angeles, CA

Role The Investment Associate provides advisors access to an investment partner with specialized expertise in onboarding new investment clients and acquiring additional assets for existing clients. The onboarding process encompasses the completion of all tasks related to opening, funding, and investing accounts on the Brokerage, Advisory, or Variable annuity platforms. This associate exhibits strong communication skills (both written & oral) to maintain and strengthen the client relationship. The associate promotes optimized production of advisors/teams by providing operational support and creating space to focus on new client acquisition and financial planning. Responsibilities Managing Workflow: Completing work orders (paperwork, proposals, etc.) & ensuring accuracy in preparation for client delivery Maintaining organizational skills to adapt and prioritize workflow daily/weekly Tracking & Monitoring: Maintain clear & up-to-date records of request & case details, as well as an audit trail of operational action Operational Execution: Onboarding: Paperwork preparation Working with clients directly to obtain missing items and/or documents Obtaining client signatures (e-sign & ink sign) Submitting accounts for approval and working with compliance Funding - Confirming & initiating all asset movements (cash deposits, transfers/rollovers, etc.) Investing - Confirming & executing on initial investments/trades (Brokerage & Advisory) Correspondence: Clients: Following up & communicating with clients to ensure the onboarding process is as smooth and seamless as possible (reminders, confirmations, explanations) Coordinating with client's and contra firms to obtain information and/or verbal confirmation. Exhibits strong communication skills (both written & oral) to maintain and strengthen the client relationship Advisors/Teams: Conducting regular team meetings with advisors as desired by the team. Keeping advisors/teams informed on any and all updates on each case in their queue. Providing department process & industry regulations updates as needed Requirements Bachelor's Degree California Life & Health License SIE, Series 63, 6 or 7

We have a current opportunity for an experienced Software M&A Analyst with the Investment Banking arm of a Global Bank. This group in Los Angeles is known for their high performing team comprised of sharp individuals, and entprenurial culture. This team focuses on Mid-Market sell-side, and is looking for experienced Analysts (1+ years of experience) to join their team. Ideal candidates come from other Middle Market Investment Banks, with experience in Software M&A highly preferred, but not required. Qualifications Education: Bachelor's degree in finance, accounting, economics, or a related field. Strong academic performance is required. Experience: 1-2 years of experience Investment Banking with the software/technology sector highly preferred. Technical Skills: Proficiency in financial modeling, Excel, PowerPoint, and databases such as CapIQ and PitchBook. Analytical Skills: Strong quantitative and qualitative analytical skills with attention to detail. Communication: Excellent verbal and written communication skills; ability to present complex concepts in a clear and concise manner. Teamwork: Strong interpersonal skills and the ability to work effectively in a team-oriented environment. Work Ethic: High level of initiative, a strong sense of accountability, and the ability to thrive in a fast-paced environment. If there's interest, don't hesistate to apply!

Investment Counselor & Portfolio Manager Salary Range: $150,000 - $200,000 About the Role A well-established investment management firm is seeking a dedicated Investment Counselor & Portfolio Manager to join their collaborative and client-focused team. This role involves managing investment portfolios, building client relationships, and providing strategic financial advice to meet client goals. Key Responsibilities: Develop and manage investment portfolios, including stocks, bonds, mutual funds, and alternative investments. Provide tailored financial advice and create investment strategies to meet client objectives. Conduct thorough research and analysis of financial markets and securities. Collaborate with a team of Certified Financial Planners to deliver comprehensive financial solutions. Engage in networking and business development to expand the client base. Maintain compliance with regulatory standards and industry best practices. Qualifications: Proven experience in investment management and portfolio analysis. Expertise in stocks, bonds, mutual funds, and asset allocation strategies. Strong interpersonal and networking skills to cultivate and maintain client relationships. Professional certifications such as CFP, CFA, or equivalent are highly preferred. A client-centric approach and the ability to thrive in a collaborative work environment. Benefits: Competitive salary and performance-based bonuses. Opportunities for professional growth and development. A supportive, team-oriented workplace. How to Apply: Submit your resume and a cover letter detailing your experience and qualifications for this rol All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlihan Lokey is the No. 1 investment bank for all global M&A transactions, the No. 1 M&A advisor for the past seven consecutive years in the U.S., the No. 1 global restructuring advisor for the past eight consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2023, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital-raising, restructuring, and financial and valuation advisory services. Our transaction quality and client work benefit from our company culture, where financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for over a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2023, the Industrials Group was ranked as the No. 1 M&A advisor for global industrials transactions under $1 billion. Job Description As a financial analyst in the Industrials Group, you will work on a variety of transactions that provide exposure to various investment banking services, including mergers and acquisitions, private placements of debt and equity, refinancing, and leveraged buyouts. Specific responsibilities include supporting new business development and investment banking engagements, including: (1) preparing, analyzing, and explaining historical and projected financial information; (2) coordinating and performing business due diligence; (3) preparing confidential information memoranda, management presentations, marketing pitches, and other presentations; (4) valuing companies and businesses; (5) assisting in the marketing and planning of engagements; and (6) building relationships and maintaining direct contact with clients, prospective clients, and professional advisors. Industrials analysts based in Los Angeles will primarily support the group's Aerospace & Defense industry coverage. Basic Qualifications The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. Teamwork is essential to the firm's success & creativity and new ideas are encouraged At least one year of investment banking experience is required Coursework in accounting and finance required Strong analytical capabilities and excellent verbal and written communication skills A fundamental understanding of valuation theory, methodologies, and application Preferred Qualifications Strong financial and computer (Excel, Word, and PowerPoint) skills Demonstrated ability to work cooperatively with all levels of staff

At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We work closely with our clients, helping them navigate the expected and unexpected in life, and offer solutions and strategies that simplify financial complexities so they can focus on what matters most to them. At 49 Financial, you will have the ability to flex your creativity in building your practice and providing unparalleled care and service for your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience so you're equipped to create a substantial impact. Overview We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition. In this role, you will build your book of business by identifying, attracting, and onboarding new clients as a part of our financial planning team. You will be the face of 49 Financial, growing your client base through networking, relationship building, and delivering compelling financial solutions. Candidates should possess leadership experience and a desire to be in a client-facing role. Key Responsibilities Client Acquisition: Identify and pursue new business opportunities through networking, referrals, and personal market development. Build and maintain a robust pipeline of potential clients. Sales Presentations: Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services. Relationship Building: Establish and nurture strong relationships with clients, understanding their financial goals and offering solutions that meet their needs. Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, and community involvement. Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction. Collaborative Teamwork: Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients' financial objectives. Knowledge: Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning, and regulatory guidelines. Qualifications Bachelor's degree in Business, Finance, Marketing, or a related field. Strong interest in sales, client acquisition, and financial services. Excellent communication and interpersonal skills. A proactive and self-motivated approach to business development. Strong desire to educate and guide people through finances. Eagerness to learn and grow in a fast-paced environment. Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING! Minimum Requirements: Bachelor's degree preferred 3-5 years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred This position requires you possess the following skills: Strong relationship-building and communication abilities Expertise in financial planning and strategy development Commitment to following structured processes and ensuring compliance Excellent organizational and time management skills Strong Initiative Proficiency with financial tools and CRM systems Responsibilities: Engage with warm leads provided by our marketing efforts, establishing trust and credibility Conduct financial consultations to assess client needs, goals, and objectives Develop and present customized financial plans, ensuring alignment with client priorities Follow a consistent advising process to ensure compliance, accuracy, and efficiency Maintain ongoing client relationships through regular communication and portfolio reviews Stay updated on financial products, market trends, and regulatory changes Collaborate with internal teams to enhance the overall client experience Compensation: For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees Benefits: 401k after 1 year Medical, Dental, Vision - after 90 days PTO Hours: Monday-Friday, 8:30am-5:30pm or 9am - 6pm In office days are Tuesday-Thursday, Monday and Friday are remote Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Manhattan West Enterprise Company (“Manhattan West”) is seeking a Recruiting Associate to join our team. The position affords the opportunity to gain a broad perspective on how talent is attracted to wealth management with a focus on hiring Financial Advisors (FAs) that have the highest probability of transitioning their existing business. FA recruiting requires analytical skills throughout the due diligence process to determine the right transition package. Sales skills and professionalism will be critical while working cross-functionally with other business teams to reach goals and be impactful to the wealth management's talent goals. About this Position: Located at Manhattan West's office in Century City, Los Angeles, CA Full-time exempt Reports to the Chief Operating Officer Responsibilities: Execute across all critical processes regarding external recruiters including invoicing, lead cataloging, contract development, fee management and recruiter conflict resolution. Assist leadership with managing a pipeline of future recruits utilizing external vendors and internal CRM applications. Assist in the recruit onboarding process. Play an integral role in developing and implementing recruiting best practice strategies for training the field. Thoughtful interaction, and delivery of content, with cross-functional business partners and recruited FAs. Support Leadership with the design and implementation of strategic initiatives focusing on the firmwide goal of national recruiting. Assist in implementing strategic and tactical solutions that achieve desired growth objectives through independent efforts. Prepare and synthesize data/reporting to senior leadership to drive transparency through success metrics. Create and maintain content and documentation; written, visual and PowerPoint presentations. Assist and provide backup support to other firm employees, as required/needed. Requirements: Must hold a bachelor's degree with at least three years professional experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field. Possess exemplary communication, presentation, and time-management skills. Stay organized, focused, and highly disciplined. Be able to keep track of simultaneous competing needs and execute all necessary actions in a timely manner. Proactively manage all pipelines and make recommendations to Leadership on how to convert the pipeline into hires. Establish, maintain, and support strong working relationships across the firm. Demonstrate accountability and a strong work ethic to promote confidence and trust in their work. Seek constructive feedback and coaching from Leadership, actively using it to improve how they approach future tasks. Authorized to work in the U.S. without durational restrictions. Compensation: Salary range $100,000 - $125,000 based on qualifications and experience Potential for a significant annual bonus based on performance Featured Benefits: Medical, vision and dental insurance 401(k) profit sharing plan Stock market holidays + Paid time off (PTO) Other fringe benefits as are made available to other similarly situated employees Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

RETS Associates, on behalf of our client, an institutional leading investment firm focusing on Retail and Office, is seeking an Analyst / Senior Analyst on their Investments (Acquisitions) team located in Santa Monica, CA. The Analyst will work on a dynamic investments team driving complex financial underwriting, deep market research, crafting investment materials, working with brokerage teams, and support due diligence. The Analyst will work across their entire platform including with various market leads in different geographies, and is expected to be a self-starter with a passion for commercial real estate. Ideal Candidate Qualifications: Bachelors in real estate, finance, business, economics, accounting, or mathematics. 1-4 years experience within an investment bank, brokerage, or real estate investment firm. Strong cash flow modeling in Excel. ARGUS highly preferred. There is an assessment. High level of initiative, integrity, and strong work ethic.

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction. Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial Responsibilities Provide financial planning to building a clientele of book of business. Provide options in risk and investment portfolios to cultivate client relationships, long term. Prepare and Present financial plans Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm. Qualifications Bachelor's degree or higher 5+ years of industry experience, sales - customer relations. Strong understanding of the investment business with comprehensive planning Excellent interpersonal skills Entrepreneurial spirit with a drive for results - self accountability.

TELOS CAPITAL MANAGEMENT, INC. is a fast growing and successful registered investment advisory (RIA) firm headquartered in San Diego, CA. We are looking for an experienced, enthusiastic FINANCIAL ADVISER, Vice President in the Orange County area with strong initiative to work remotely, independently and collaboratively with our Marketing team. This is a great opportunity for an established financial professional with an entrepreneurial spirit, exceptional interpersonal skills, and a history of professional success who is looking to be part of an established, growing firm. This position will be responsible for driving lead flow within an established referral network and is ideal for an experienced RIA adviser, or a break-away broker with an existing book of business and who is looking for an opportunity to grow with us professionally and financially. Successful candidates are ambitious, aspire to excellence in their craft, and care deeply about their clients. Position Summary: The ideal candidate will be responsible for the following key areas: - identify and attract prospective clients; - establish and cultivate relationships with new clients; - work with and build up an already established referral network; - and function as part of the Marketing team, contributing to the greater good of the department. The primary role will be marketing, including making presentation to brokers, improving the brand of Telos, and developing those relationships for the purpose of doing business together. Additionally, the role will require identifying prospective clients' needs, recommending financial strategies and maintaining client relationships. It is expected that this person seeks to build relationships with existing clients and other business professionals such as CPAs, estate planning attorneys, and centers of influence. Requirements: • 5+ years of proven work experience as a producing financial adviser, planner, or other relevant experience • BA/BS degree in business, finance or related field preferred • Must have FINRA Series 65 license. Other relevant financial designations, such as CFP, AAMS, or CIMA are preferred • Existing client or prospective client relationships are a plus • Strong communication, negotiation, and presentation skills • Strong desire to communicate Telos' value proposition • Must possess a high level of professionalism and exemplary client service skills • Detail-oriented with a high level of interpersonal, organizational and client service skills • Ability to work independently and perform work accurately and consistently • Confident self-starter that demonstrates initiative and good judgment • Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook • Disclosure-free U4 and background check Key areas of responsibility: • Develop and grow new clients within an existing, strategic referral network • Cultivate and expand existing client relationships through business development and marketing activities • Build relationships with industry professionals for referrals through networking • Offer exemplary client service and resolve client service requests in a timely and proficient manner • Provide financial solutions for clients and working with Telos' planners to create financial and retirement plans • Arrange and coordinate appointments, prepare meeting materials and confirm with participants • Perform general office duties such as copying, scanning, filing, doing expense reports, mailings and ordering/storing of supplies to maintain a professional home office • Work with Director of Marketing on any special tasks as may be assigned • Adhere to organizational code of ethics and follow policies and procedures At TELOS CAPITAL MANAGEMENT, INC., we are passionate about helping our clients achieve their financial goals and are committed to exemplary service. We recognize and value the contributions of each staff member to the overall success of the firm and strive to cultivate a work environment that strikes an agreeable balance between professional and personal lives. We foster a diverse environment that offers opportunities for our associates to learn, grow and enhance their skills. If you share these qualities, you can apply by e-mailing your resume to *****************. We offer a great work environment and company culture, along with a competitive benefits package: • Competitive compensation structure; • Health and retirement benefits; • Paid time off (including all stock market holidays); • Professional development reimbursement. Learn more at **************** Job Type: Full-time

The Equity Research Analyst will be based in Newport Beach, CA. As a member of the Fundamental Equity Research team, this individual will be responsible for conducting fundamental research and analysis of companies with a global perspective, covering various geographic regions, industries, and market capitalizations. The analyst also collaborates closely with the quantitative team to generate insights and recommendations to refine and enhance the quantitative process. Primary Responsibilities: Review companies suggested as potential buys by SGA's quantitative tools including verifying financial statement data, assessing the impact of recent corporate news, corporate actions, and industry trends, among other items Review and monitor existing holdings Write portfolio commentaries and participate in quarter-end deliverables Research and write reports on companies of potential value to SGA clients Participate in marketing to prospective and existing clients, as necessary Participate in trading Minimum Experience, Education and Certification: One to three years of fundamental research experience at an asset management firm A demonstrable track record of success, with international markets experience a plus Experience with the Materials, Utilities, and Industrials sectors is appreciated but not required Progress towards CFA designation preferred U.S. citizenship or authorization to work in the U.S. on a permanent basis is required Knowledge, Skills, and Abilities: Willingness to learn and adhere to the team's proprietary investment process Appreciation for quantitative methods (e.g., stock selection, portfolio optimization, multi factor models) Superior written and verbal communication skills, including an ability to clearly articulate the investment process with current and prospective clients Willingness to travel Ability to work in a team environment and interface with all areas of the firm Superior computer and analysis skills, knowledge of FactSet, Bloomberg and other fundamental data platforms a plus Strategic Global Advisors (“SGA”) is an employee-owned Global Equity firm based in Newport Beach, California. SGA manages approximately $3+ billion in international, global and domestic equity strategies, primarily for institutional investors. The firm employs a systematic investment process based on sound fundamental research that integrates proprietary quantitative tools with fundamental analysis. SGA's proprietary stock selection model, risk model, and optimizer produce a focus list of securities for fundamental review as well as assist in portfolio construction. SGA recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, or marital status under applicable laws. SGA is an Equal Employment Opportunity employer. We provide reasonable accommodation for qualified individuals with disabilities, and disabled veterans, in job application procedures. Interested candidates should forward their cover letter and resume to **********************.

Be in Business for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. Job Description Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. We're hiring entrepreneurial people to grow with us. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you. As a Thrivent financial advisor, you'll: Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Build genuine, long-term relationships based on shared values and goals. Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. Have the flexibility to control your schedule, allowing for work-life balance. Desired Characteristics Our culture and our people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're: Self-motivated, independent and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through commission and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Unique perks like pension, 401(k) and retiree medical plans. Ongoing access to training and opportunity for professional growth. Membership programs and award-winning workshops that help you connect with your clients and engage others to make a real impact in your community. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit Thriventfinancial.com/advisorcareers to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

We are looking for a few new associates to join our team of advisors. Training, Development and Licensing Support provided by the firm for the right candidates. Our company is growing at a record pace. We need to expand the team to provide clients with guidance on a wide variety of financial matters from Investments* to Insurance. Seeking people with a strong entrepreneurial mindset, the mentality of a business-owner, and the desire to earn six-figure income yearly. Compensation Package: W-2 Position with Full Corporate Benefits Training Allowance and Activity Stipend Commissions and Residuals Bonuses Paid Throughout The Year Pension (Vested after 5 years) Requirements: Resident of Southern California (Orange County) College Degree (Bachelors) Great Communication Skills (Written and Spoken) Professional Attitude Pleasant Demeanor Computer Savvy Networking Skills Financial Literacy Pass a Background Check Financial Services experience definitely helps but not necessary. Some of the most successful Advisors here transitioned from completely different fields like Teachers, Military, and Coaches. Former Mortgage Loan Officers do very well here also. If you have knowledge or a background in Taxes, this is definitely a position you would want to explore. Sales experience can definitely be helpful as long as it is non-aggressive. Our primary goal is to maintain client relationships for life. *Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

Rails, a global contemporary lifestyle brand, is looking for a Financial Analyst to join our growing FP&A team. This position will report to the Senior Manager and will be responsible for routine financial reporting and review tasks related to overall business channels including wholesale, e-commerce and physical retail sales, as well as the cost-centers that support the business. Responsibilities: Sales, Margins, and Expense Analysis: Conduct detailed monthly analyses of sales, margins, and expenses across different revenue channels and cost centers. Put together and present reports to highlight trends, outliers, and opportunities for saving and boosting revenue. Expense Management: Review invoices and transactions that fall into the expense General Ledger (GL) accounts in order to ensure accuracy of expense allocation between accounts and departments. Budget Prep and Monitoring: Create and manage departmental budgets, making sure they line up with our financial goals. Analytical Models and KPIs: Maintain and refine analytical models to measure Key Performance Indicators (KPIs), consumer insights, and industry trends. Use these models to offer recommendations and guide decision-making. DTC Reporting: Produce and analyze weekly and monthly reports for our Direct-to-Consumer (DTC) channels, including e-commerce and physical retail locations. Spot trends and areas for improvement. Month-End Close Support: Team up with accounting during month-end close. Review and analyze financial statements, help with consolidation, and ensure reports are accurate and timely. Collaboration with Accounting: Work closely with the accounting team to address any issues that affect the Profit and Loss (P&L) statement and keep everything in sync. Qualifications: Bachelor's Degree in Finance, Accounting, or similar area. 2-3 years in an accounting, finance or related analytical role, with a good grasp of financial principles and practices. NetSuite experience preferred but not required. Technical Skills: Advanced Excel skills, including complex formulas, pivot tables, and data analysis. Knowledge of financial software and reporting tools is a plus. Project Management: Ability to juggle short-term and long-term projects and capability to prioritize tasks efficiently. Communication: Great communication skills to explain complex financial info clearly to C-suite, FP&A and accounting teams. Analytical Skills: Strong analytical abilities for working with large data sets and financial transactions. Detail-oriented with good problem-solving skills. Rails is committed to providing equal employment opportunities and building a diverse workplace in all its forms and considers candidates without regard to race, color, religion, age, gender identity, sexual orientation, national origin, disability status, veteran status or any other characteristic protected by applicable laws. As an equal opportunity employer we welcome and consider all qualified applicants.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Financial Analyst Under the direction of the Finance Svcs & Treasury Mgr., the Financial Analyst conducts general analysis of various financial reports to ensure budgets and quarterly forecasts are completed on a timely basis and represents management goals and expectations for the year. Key to this position include the ability to perform monthly flux analysis between actual and budget, taking initiative and ownership on the tasks assigned, and well-rounded background in accounting and finance. Accountability As a skilled employee and responsible professional, the incumbent must work independently, exercise initiative and judgment in the performance of a broad range of administrative support responsibilities in an environment of routinely sensitive and confidential issues. Therefore, the employee must have strong organizational and interpersonal skills to deal effectively with all levels of the company's management staff, visitors and vendors. Summary of Responsibilities: The Analyst interfaces with various internal departments and must work exceptionally well with employees of all levels. The person in this position is responsible for embracing and utilizing available technology as communication and data gathering tools in performing routine and complex a duties for the financial planning team. Core responsibilities include the following: • Conducts annual capital and operations budget-related functions and ensures the integrity of budget information • Performs monthly flux analysis between actual and budget • Provides insightful analyses on trended Return on Equity and Rate of Return for both actual and budget • Updates and modifies, when appropriate, the Company's financial forecasting model • Supports Manager in analyzing acquisitions and new business opportunities • Prepares, maintains, analyzes and publishes financial and key matrixes reports • Assists Manager with data compilation for the rate case filings and responsible for the data compilation on the quarterly audit requests • Updates Sarbanes-Oxley document and ensures control compliance; cooperates with internal and external auditors with information requested • Performs other duties as assigned QUALITIES OF A SUCCESSFUL ANALYST IN THIS POSITION • Flexible, logical, accountable, approachable, and passionate about work • Maintains positive team-building role during pressure-filled, deadline-driven crunch times • High degree of initiative; self-starter, capable of reviewing previous work papers, applying knowledge, skills and due diligence to perform requirements accurately and timely • Communicates with accuracy and precision in writing and speaking • High degree of confidentiality required • Trustworthy; strong personal integrity; emotional maturity • Demonstrates high level of accountability and ownership • Executes with discipline and urgency • Collaborative/Team oriented Other Required Skills: • Competently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information. • Organized with strong attention to detail and time management skills • Exhibits professionalism with internal and external contacts • Possesses strong organizational/multi-tasking and project-planning skills • Able to conduct and carries job functions with minimum supervision MINIMUM POSITION QUALIFICATIONS: • Bachelor's Degree in Economic, Finance, and Accounting or related discipline or seven years of progressively responsible experience in financial analysis • Four plus years of related experience in the Accounting/Finance Department • Ability to read and analyze financial reports and present information and respond to questions from internal/external auditors • Advanced computer skills • Ability to effectively communicate and establish working relationships with other departments and personnel • Prior experience with JD Edwards and Adaptive Insights is highly preferred

Our firm has been exclusively retained to identify a high potential financial analyst to join a dynamic company revolutionizing the real estate market. With unlimited dry powder, backed by one of the biggest institutional investors in the world, they are expanding their portfolio of residential properties across the U.S. They are on a mission to reshape communities and drive sustainable growth. As a Financial Analyst, you'll play a key role in supporting this growth through financial modeling, investment analysis, and sustainability initiatives. This is an exciting opportunity to work in a fast-paced environment where your contributions directly impact the success of the business. Key Responsibilities: Build and analyze financial models for acquisitions, asset management, and sustainability projects. Create detailed investment presentations and work with internal and external teams to develop strategies. Assist with budgeting, forecasting, and reporting for the portfolio. Help screen, underwrite, and execute new real estate investments. Track market trends to inform investment decisions and collaborate across teams to meet business goals. What We're Looking For: Strong financial acumen and attention to detail. Proficiency in Excel, PowerPoint, and Word. Experience with financial modeling and analysis. A proactive, adaptable, and collaborative mindset. 1-3 years in investment banking, consulting, or real estate. If you're ready to dive into a fast-paced, dynamic role with tons of growth potential, we want to hear from you!