- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You… more
- Edward Jones (Fairfield, CA)
- …how to be a financial advisor with the industry's top training program1. + Salary for the first five years as you begin to build your practice2 + A firm-provided ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation… 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 assigned line ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- JPMorgan Chase (Granite Bay, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Edward Jones (Irvine, CA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
- CIBC (Newport Beach, CA)
- …trusted advisor , while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor ). + Focus on external calling and ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
- US Bank (San Diego County, CA)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- US Bank (Sacramento, CA)
- …discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team...Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to ... policies. + Maintain accurate documentation of client interactions, financial plans, and investment strategies. Compensation & Benefits + Competitive salary with… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves… more