Sales Associate jobs in the Accounting, Finance, Insurance category and Financial Services industry in Culver City, California

Financial Associate with Series 7 & 63 Designation We are seeking a Financial Associate for our firm inWest Los Angeles and want to hear from you if you meet our requirements (see below). You will be one of our primary contact points with clients, responsible for supporting and following up with them, both on the phone and via email. You will assist them with opening investment accounts, generatin...
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Description An Investment Associate may act on behalf of the employing Wealth Management Advisor to prospect, prepare materials, and maintain client relations. We are looking to fill positions in both our Los Angeles and West Los Angeles offices. Specific Responsibilities: Proposal and Case Preparation: – Gathering information for financial advisor’s meeting with client/prospect; – Preparing advis...
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Are you an Administrative Assistant / Client Service Associate with Broker-Dealer and/or RIA experience looking for part-time work? Financial Advisor with a Wealth Management company in Calabasas seeks a part-time Administrative Assistant, 20-25 hours per week, with some flexibility allowed on days and times. Tasks include paperwork processing, answering phone calls, assisting clients, scanning an...
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Join a Winning Team at California Credit Union! California Credit Union has grown into one of the largest credit unions in Southern California, with more than 70,000 members and nearly $1.3 billion in assets. Our call center, phone banking system, website, and 13 branch locations provide a full range of services to members throughout Los Angeles County. We are growing, and have Financial Advisor p...
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CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 15 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members. As a Fin...
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State Farm Insurance is looking to establish new agents in the following area: Sherman Oaks, Van Nuys, Sylmar, Porter Ranch,North Hollywood, Studio City, Glendale, San Fernando, Northridge and Woodland Hills State Farm® -The #1 Insurer of Cars and Homes in California and Nationally!' Ranked 37th on the Fortune 500 list of top companies and one of the largest insurers in the United States, State Fa...
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Los Angeles Federal Credit Union is seeking a Licensed Financial Advisor to service its member base in the Los Angeles area. 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 financial and investment services...
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JOB RESPONSIBILITIES: Maintain internal compliance and provide approvals on daily basis Review & approve New Account paperwork for completion, accuracy, and suitability Review all Strategy, Goal, (mandate) changes for suitability Audit all trading restrictions and client directed trades Maintain Policies & Procedures Monitor Compliance Calendar Monitor Client Passing Procedure Participate in Error...
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Please forward resume to: revi@wallstreetpersonnel.com for review. Job duties include: Investment firm in the Century City / Beverly Hills area is seeking an Sr Hedge Fund Accountant to join their team. We actually have a second role in the same area. Ideal candidate should have degree with 3 - 6 years of industry experience. Public / audit experience is a plus but certainly not required. Firm is ...
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There's no better feeling than helping clients plan to achieve their dreams. We affiliate with leaders in our field with a unique, personalized approach to financial planning that focuses on helping people achieve their long-term goals. The Client Service Specialist provides substantial assistance to a top producing financial advisor in a well-established financial planning practicelocated in Cala...
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