Financial Consultant Jobs in Santa Monica, CA (1,345)
Business Development Consultant
Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
$60k - $70k / year
Sales Consultant Specialist
Assetmark
Los Angeles, California
401(k)
Dental Insurance
Vision Insurance
$45k - $50k / year
Advisor Success Consultant
Assetmark
🌎 Remote
Remote
401(k)
Dental Insurance
Vision Insurance
$1 - $15 / hour
Wealth Management, Divisional Annuity Specialist
JPMorgan Chase
Los Angeles, California
Eco-Friendly
Health Insurance
Education
Senior Wealth Advisor - Brentwood/Pacific Palisades
Citi
Los Angeles, California
Dental Insurance
$70k / year
Tax Senior Manager | Private Client
Forvis Mazars, LLP
Los Angeles, California
Parental Leave
$113k / year
‌
Chief Financial Officer - Saint John's Health Center Foundation
Providence Health & Services
Santa Monica, California
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$84 - $137 / day
‌
Wealth Management Associate - CA, Los Angeles (3825)
Equitable Advisors
Los Angeles, California
Hourly
Health Insurance
Dental Insurance
Vision Insurance
$546 - $762 / week
‌
Chief Financial Officer - Saint John's Health Center Foundation
Providence
Santa Monica, California
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$84 - $137 / day
‌
Private Wealth Consultant, Outsourced Advisory Solutions
capital group
Los Angeles, CA
Part-Time
$150k - $175k / year
‌
Oracle Cloud Financial Consultant
Accenture
Los Angeles, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Financial Advisor
BMO Financial Group
Woodland Hills, CA
Part-Time
Health Insurance
Education
$56k - $104k / year
‌
Investment Consultant - Brentwood, CA
Charles Schwab
Los Angeles, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Advisor
Atria Wealth Solutions
Los Angeles, CA
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Los Angeles, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Advisor Senior
City National Bank
Los Angeles, CA
$70k - $130k / year
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Los Angeles, CA
Diversity Leader
$85k - $193.4k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Los Angeles, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Los Angeles, CA
Diversity Leader
$63.4k - $144.3k / year
‌
Merrill Financial Solutions Advisor - West Los Angeles Market
Bank of America
Santa Monica, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Tax Manager - Real Estate Tax (West Region Office Locations)
Deloitte
Los Angeles, CA
Diversity Leader
$104.2k - $193.4k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
JG Wealth Management - Estate Planning Attorney
Black Lawyers
Los Angeles, CA
Hourly
Vision Insurance
$65k / year
‌
Application Development Principal
Cetera Financial Group
El Segundo, CA
PTO
Dental Insurance
Vision Insurance
Parental Leave
$150k / year
‌
Financial Advisor
Northwestern Mutual
Los Angeles, CA
Entry-Level
Education
‌
MilitaryExperienced Financial Advisor
Beer Financial Group
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$150k / year
‌
US Experienced Financial Advisor
Edward Jones
Los Angeles, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$50k / year
‌
Financial Analysis, Senior Advisor
Southern California Edison
Rosemead, CA
New
‌
Licensed Financial Services Professional
Quinlan District - Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Senior Wealth Advisor
Citigroup
Los Angeles, CA
$70k / year
‌
Wealth Consultant with Military Background
The McKernan Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Financial Advisor
WallStJobs.com
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Wealth Management Consultant
Accenture
Los Angeles, CA
New
Diversity Leader
Eco-Friendly
$63.2k - $188.6k / year
Job Description
Working as a Financial Consultant in Santa Monica, CA
There are 1,345 Financial Consultant opportunities available in Santa Monica, CA all with unique requirements.
A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients. Â This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.
Financial Consultant jobs near Santa Monica, CA
Financial Consultants in Santa Monica, CA Resume Data
Average Experience for Financial Consultants in Santa Monica, CA
- More than 10 years: 69%
- 6-10 years: 22%
- 3-5 years: 7%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Consultants in Santa Monica, CA
- Bachelors: 49%
- Masters: 28%
- Diploma: 11%
- Associates: 8%
- Doctorate: 4%
Top Skill for Financial Consultants in Santa Monica, CA
- Customer focus & orientation: 16%
- Sales skills: 16%
- Attention to detail: 15%
- Management & leadership skills: Planning & execution: 9%
- Verbal communication: 8%
- Management & leadership skills: Impact & influence: 8%
- Work style: Reliability: 8%
- Spreadsheets with Microsoft Excel: 7%
- Project timeline management: 6%
- Written communication: 6%
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