- Atria Wealth Solutions (Dublin, CA)
- …+ Series 24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
- Bank of America (San Francisco, CA)
- Credit Solutions Advisor - Mandarin Towers Financial Center - Bilingual Mandarin Preferred San Francisco, California **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Credit-Solutions- Advisor Mandarin-Towers Bilingual-Mandarin- Preferred \_25034725-2) **Job Description:** At Bank… more
- Edward Jones (Irvine, 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...**Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if… more
- Edward Jones (Fairfield, CA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own… more
- Bank of America (Monterey, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...(CRPC) is a plus. + Obtained insurance licenses is preferred . **Skills:** + Account Management + Client Investments… more
- Edward Jones (Ontario, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...a track record of success + State insurance licenses preferred + Preferred additional professional designations such… more
- Bank of America (Bakersfield, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead… 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 ...starting in the role as a condition of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial… more
- Platt College Los Angeles, LLC. (Alhambra, CA)
- …opportunities in a growing organization. + Compensation Range: $ 20.00-24.00 /hour The Financial Aid Advisor helps applicants and existing students develop a ... their educational expenses while attending Platt College. The FA Advisor assists students with the financial aid...related fields of accounting, finance, business, administrations, etc. is preferred + Prior related work experience is a plus… more
- City National Bank (Los Angeles, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more