- 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...understanding of legal and regulatory requirements related to selling financial solutions + Critical thinker, problem solver,… 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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… 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...opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial … more
- San Francisco Federal Credit Union (San Francisco, CA)
- …member base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and ... our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative...and assessment tools where appropriate. * Providing comprehensive, needsbased financial solutions to clients by offering a… more
- JPMorgan Chase (San Francisco, CA)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… 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 ... financial information while ensuring that clients understand the solutions being provided. * Maintain all appropriate training and...Minimum 3 years experience in investment sales * FINRA Series 7 and 63 and 65 or 66 *… more
- Thrivent Financial (Costa Mesa, CA)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- Bank of America (Bakersfield, CA)
- …the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland;...prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America… more
- BMO Financial Group (Los Angeles, CA)
- Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap… more
- Robert Half Finance & Accounting (Marin County, CA)
- …the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and ... in financial planning, wealth management. + CFP(R) certification required; Series 65 or equivalent preferred. + Expertise in investment strategies, financial… more