Financial Advisor
Regions Bank
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch‑based Financial Advisor experience. Primary Responsibilities Provides a broad range of investment solutions and products to help meet customer goals and offer in‑depth guidance through Financial Planning services. Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement. Builds and maintains a strong client network and pipeline. Provides and demonstrates expert‑level portfolio planning skills and comprehensive industry and investment knowledge. Conducts and/or participates in investment performance and relationship reviews. Keeps junior level staff informed about investment products and opportunities. Adheres to compliance requirements and follows corporate and industry protocols. Requirements High School Diploma or GED. Six (6) months of related experience. Series 7. Series 63 & 65 or Series 66. Life Insurance License obtained within 60 days from employment start date. Preferences Bachelor's degree. Certified Financial Planning. Chartered Financial Consultant. Certified Retirement Specialist. Two (2) years of Financial Advisory experience. Benefits Paid Vacation/Sick Time. 401K with Company Match. Medical, Dental and Vision Benefits. Disability Benefits. Health Savings Account. Flexible Spending Account. Life Insurance. Parental Leave. Employee Assistance Program. Associate Volunteer Program. Location Beverly Hills, Florida. Equal Opportunity Employer/including Disabled/Veterans. Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the posting date. Job postings for higher‑volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company. #J-18808-Ljbffr Regions Bank
$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in Culver City is seeking a dedicated financial advisor to provide tailored advice and solutions that help clients achieve their financial goals. The advisor will engage with clients to create financial plans and recommend suitable banking and investment...Suggested
$70k - $80k
Bank of America is seeking a Financial Advisor in Beverly Hills, California. This role focuses on providing tailored financial advice and solutions to clients, guiding them to achieve their financial goals. Key responsibilities include triaging client leads, making referrals...Suggested$70k - $80k
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...SuggestedTemporary workMonday to FridayShift workDay shift- Bank of America is seeking a Financial Advisor to offer top-notch financial advice and tailored solutions to clients in West Hollywood, CA. Key responsibilities include triaging client leads, meeting clients to assess financial goals, and delivering customized brokerage...Suggested
$28.85 - $33.65 per hour
...Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining securities licenses, including Securities Industry Essentials (SIE),...Hourly payWork at officeMonday to FridayShift workDay shift$34.32k - $75k
...assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills... ...and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the...ApprenticeshipTraineeshipWork experience placement$70k - $80k
Job Summary We are looking for an Investment Advisor to provide comprehensive advice and customized solutions to clients. This role involves... ...client leads, making referrals, meeting with clients, building financial plans, and recommending brokerage products. Key...Permanent employmentTemporary workMonday to FridayShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Los Angeles, CA1 day ago$23 - $26 per hour
...Financial Aid Advisor MFSON GCC - Glendale, CA 91203 Overview Salary Range $23.00 - $26.00 Hourly Position Type Full-Time Job Shift Day Education Level High School Diploma Description Success Education Colleges (SEC) is a family of institutions comprised of North-West...Hourly payFull timeTemporary workWork at officeFlexible hoursShift workSuccess Education Colleges
Glendale, CA1 day ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Glendale, CA1 day ago $61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...For contractorsWork at officeNorthwestern Mutual
Manhattan Beach, CA4 days ago$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You...Temporary workLocal areaFlexible hoursCAPTRUST
Encino, CA3 days ago- ...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...Work at officeShift workDay shift
Bank of America
Los Angeles, CA18 hours ago - ...Responsibilities Meet with existing and prospective clients to promote financial planning and investment services Conduct educational seminars and workshops Present client financial plan and investment proposals in a professional manner Collect all required documentation...
Jobtailor
Glendale, CA18 hours ago $85.33k - $145.13k
...the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most... ...Securities, Inc (NTSI). In partnership with a Senior Financial Advisor, this motivated and client-focused individual will work to help...Full timeH1bWorldwideFlexible hoursSacbar
Los Angeles, CA3 days ago$110k
...Bonus based on performance Competitive salary Dental insurance Vision insurance Pointwealth Capital Management – Financial Advisor We are a boutique wealth management firm (~$500M AUM) based in Encino, CA, serving clients nationwide. We are seeking an experienced...Pointwealth Capital Management
Encino, CA2 days ago$57.5k - $106.5k
...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...Contract workPart timeLocal areaBMO Financial Group
Manhattan Beach, CA4 days ago- Description:: Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives....Full time
Sagient
El Segundo, CAmore than 2 months ago - A financial services staffing company is seeking entry-level Financial Professionals to work remotely or hybrid in Glendale, Arizona. Candidates will help clients achieve financial independence through personalized plans. This is a commission-based 1099 independent contractor...For contractorsRemote work
GFI Pros
Glendale, CA4 days ago - ...building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating... ...Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their...
Sagient
El Segundo, CA1 day ago $66.64k - $70.3k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you...Full timePart timeWork experience placementLocal areaAmeriprise Financial
Los Angeles, CA3 days ago$169.38k - $207.02k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Financial Advisor (Career Changers Encouraged) Northwestern Mutual – Santa Monica, California (Hybrid) Role Description Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual...Work experience placementWork at office
Northwestern Mutual
Santa Monica, CA4 days ago $90k - $110k
...Job Description Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing what...Providence Financial and Insurance Services, Inc.
Los Angeles, CA2 days ago$85k - $300k
...Job Description Job Description Financial Sales Representative - Interview with one of the Top New York Life Partners in Los Angeles... ...ll see more of the specifics below: Insurance & Financial Advisor $85,000 to $300,000+ Annually with an average first year...Fixed term contractNew York Life
Los Angeles, CA11 days ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$24.23 - $26.92 per hour
...serving students with a holistic approach to address their individual needs in a supportive, student‑centered environment. The Financial Aid Advisor’s primary responsibility is to promote a student‑centered environment by engaging and supporting students with all aspects...Hourly payTemporary workWork experience placementLocal area- Los Angeles - In officeAbout 49 FinancialAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial... ...a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience...Full timeTemporary workWork at officeLocal areaFlexible hours
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