Financial Advisor
$120.56kNew York Life Insurance Company
Exciting Opportunity- Financial Services Professional Do you embody the following traits? • Competitive • Creative • Receptive to feedback • Exceptional communicator • Committed • Authentic If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey. As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements. Benefits Full benefits for full-time agents, including: • Medical, dental, vision, life, and disability insurance • 401(k) and pension plans • Sales incentives and recognition trips for top performers Compensation- In 2024, the average income of our financial professionals under the N8 and N9 Agents’ Contract who met annual minimum sales production requirements was $120,555.4. Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension Responsibilities: • Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country. • Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings. • Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives. • Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor. • Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Carlsbad, CA. Qualifications: • Bachelor's degree preferred but not required. • Strong communication skills and the ability to build relationships are crucial attributes required for this position. • California Life & Health License (sponsored upon hiring). • Securities Licensing (sponsored upon hiring). • Applicants must have U.S. work Authorization to apply for this opportunity.
• Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country. • Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings. • Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives. • Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor. • Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Carlsbad, CA.
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
$50k - $150k
...Financial Advisor Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role. This role is an excellent opportunity to earn additional...SuggestedWork at officeLocal area$120k
...resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York... ...planning, and business solutions while working as a financial advisor. Leverage digital tools provided by New York Life to...SuggestedRelocation package$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor (FSA I) in Santa Clarita, CA. This role offers the opportunity to obtain necessary industry licenses, including the SIE, Series 7, and Series 66, while receiving dedicated training and coaching. The ideal candidate...SuggestedHourly payMonday to Friday- Thrivent in Santa Clarita is seeking a committed financial advisor to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their...Suggested
- A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based compensation and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits...
$70k - $80k
Bank of America seeks a Financial Advisor in Santa Clarita, CA to deliver tailored financial advice and develop client investment strategies. Responsibilities include managing client interactions, building financial plans, and ensuring compliance with federal regulations...$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- A leading financial services company in Santa Clarita is seeking a Financial Professional to assist families with their financial goals. The role includes providing solutions like life insurance and retirement planning. Candidates should possess strong communication skills...Relocation package
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - your journey starts with obtaining Securities Industry licenses (SIE, Series 7 and Series 66 within 30 and 120 days, respectively) and progressing through dedicated training and coaching. You will acquire, build...Hourly payMonday to FridayShift workDay shift- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships...
- Mercor is recruiting Finance Experts for a research project with a leading foundational model AI lab. The role requires candidates to be based in Portugal or Brazil and have at least 2 years of relevant experience in top firms. Engagement is for a minimum of 10 hours per...Part time10 hours per week
$28 - $33 per hour
Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market role at Bank of America . This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more...Work at officeImmediate startMonday to Friday- Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community,...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- About Bank of America We help make financial lives better through responsible growth and by delivering for our clients, teammates, communities and shareholders every day. Job Summary Engage clients in the lobby to educate and assist with conducting transactions through...Shift workWeekend workDay shift
- ...transactions through various self-service resources. A strong focus on client relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess a High School Diploma or equivalent, with a passion for delivering...Day shift
- ...Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service to a select group of Chase’s affluent clients, as well as other branch...Afternoon shift
- ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital...Local area
- Fairygodboss is seeking a Private Client Banker in Santa Clarita, CA. This role focuses on delivering personalized banking solutions and managing relationships with affluent clients. Responsibilities include providing excellent service, educating clients on digital banking...
- Are you seeking a fun, collaborative and dynamic environment where your contributions as a Financial Representative will be recognized? If the answer is yes, apply to become a member of Mission Valley Bank’s valued, talented and proven team dedicated to service excellence...Work experience placementWork at officeFlexible hours
$37.15 - $55.73 per hour
...maintains applicant’s loan files ensuring completeness using a stacking order checklist. Corresponds with applicant to gather required financial information for the loan approval process. Follows up with applicants as to the status of pending loans at least every two weeks....Work at office$24.81 - $37.21 per hour
Loan Resolution Representative The Loan Resolution Representative notifies or locates customers with mid-stage (30-49 days) delinquent loans or negative share accounts and attempts to secure payment. Answers general and escalated collection questions from members and staff...Work at office$37.15 - $55.73 per hour
Logix Federal Credit Union is looking for a Senior Commercial Loan Processor with comprehensive knowledge in SBA and commercial loan processing. The role involves handling all aspects of loan applications and servicing, communicating with various stakeholders, and ensuring...Hourly pay$52.73k
...sense of urgency Maintain knowledge of loan products and underwriting guidelines Provide consultative service to members, analyzing financial information and identifying appropriate loan solutions Partner with Logix Retail Banking team to deepen member relationships...Work at office$51.48k
...Financial Consultant The Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate investment products offered through LFCU Brokerage & Insurance Services...Contract workWork experience placementWork at office$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$20 - $25.14 per hour
...Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role...Work experience placementLocal area$21 - $22.5 per hour
...amazing where your contributions truly matter. If you have a passion for supporting our members in-person, helping people achieve their financial goals, we're looking for you! As a Branch Teller, you'll be trusted to support our members, with achievable goals to guide you and...Work at officeFlexible hours
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