- Edward Jones (Sacramento, CA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements **Awards… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60… more
- Navy Federal Credit Union (Vacaville, CA)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...and 63 and 65 or 66 * California Insurance License *Additional Qualifications* * The SFA shows demonstrated success ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Financial Advisor for our Golden Gate Branch in San Francisco. About ... is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit...and 65 or 66 registrations; active state life insurance license . (Registration with state insurance must be obtained within… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …role such as Senior Relationship Manager, Digital Banking Consultant, or Virtual Financial Advisor . * Deep expertise in consumer lending, deposit products, ... mobile banking tools and enhancing member confidence in virtual financial services. * Act as a strategic advisor...Who Are You? * Preferred qualifications include Series 7 License and/or NMLS ID. * Bachelor's degree in Business,… more
- TIAA (Los Angeles, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- Travelers Insurance Company (Sacramento, CA)
- …compliance requirements. As a result, InsuraMatch requires that all InsuraMatch Insurance Advisor Trainees obtain and maintain an insurance license (either ... Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a...state. + Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.… more
- Charles Schwab (Sacramento, CA)
- …quo" and transform the finance industry together. Schwab Advisor Services (http://advisorservices.schwab.com/public/ advisor /why\_schwab) , the leading provider ... breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and succeed in their… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience ... a 172 year history of successfully providing advice based financial solutions, this would be a great fit for...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more