- Edward Jones (Laguna Hills, 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...period. + FINRA registrations required within three months. State insurance licenses will be required. + As an associate,… more
- Edward Jones (Long Beach, 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...preferred + FINRA licenses required within three months. State insurance licenses required + As an associate, you are… 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...Retirement Planning Counselor (CRPC) is a plus. + Obtained insurance licenses is preferred. **Skills:** + Account Management… more
- Bank of America (Chico, CA)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent… 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 ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed.… more
- Travelers Insurance Company (Sacramento, CA)
- …Range** $40,100.00 - $66,100.00 **Target Openings** 5 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal ... insurance advisor , helping customers across the country...insurance advisor , helping customers...state. + Each state will evaluate any/all criminal and financial background incidents to determine license eligibility. + Applicants… 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...services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such… 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 ...valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within… more
- Thrivent Financial (San Francisco, CA)
- …Summary: Our well established, high performing team is currently looking for a Financial Advisor - Team Support Launch. This position provides support to ... programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance -related tasks and other… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …a (Job Title) for our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch ... branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial... solutions to clients by offering a range of investment/ insurance solutions * Delivering needs based, comprehensive financial… more