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$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- 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
...registration may result in disciplinary action up to and including termination. Job Overview This role focuses on providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$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...
$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$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- FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within...Remote workShift work
$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$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth...Temporary workLocal areaFlexible hoursCAPTRUST
Los Angeles, CA2 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, 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, CA3 days 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, CA5 days ago $60k - $80k
...alignment with goals & industry requirements. Duties and 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...Temporary workLocal areaGlobal Credit Union
Glendale, CA2 days ago- ...We're seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. About Navalign Wealth Partners Founded in 2002, Navalign Wealth Partners is a fast...Work at officeWork from home2 days per week1 day per week
Tentek
Los Angeles, CA3 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, CA5 days ago $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
Santa Monica, CA2 days 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, CA5 days ago$61k - $119k
...Overview 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...Work at officeUnavailable
Los Angeles, CA9 hours ago- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
Thrivent Financial
Los Angeles, CA1 day ago $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 areaPepperdine University
Los Angeles, CA3 days ago- ...requirements Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments...
Jobtailor
Los Angeles, CA1 day ago $48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the...Shift workDay shiftBank of America
Los Angeles, CA3 days 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, CA4 days ago $100k - $145k
...Serve as the first point of contact for a number of the team's clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client...Temporary workEurevion Danışmanlık A.Ş.
Los Angeles, CA5 days ago$25 - $29.15 per hour
...healthcare college offering an extensive variety of Nursing, Allied healthcare, and Imaging programs. We are currently seeking a Financial Aid Advisor. This is an on-ground position at the Gurnick Academy, Van Nuys Campus. Job Type: Full-time Hourly Pay Range: $25.00 – $29.1...Hourly payFull timeTemporary workWork experience placementFlexible hoursGurnick Academy-Medical Arts
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$66.64k - $70.3k
...the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous...Full timePart timeWork experience placementLocal areaAmeriprise Financial Services, Inc.
Los Angeles, CA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planning assistant Beverly Hills, CA
- estate planning consultant Beverly Hills, CA
- wealth advisor Beverly Hills, CA
- financial consultant Beverly Hills, CA
- financial counselor Beverly Hills, CA
- associate corporate finance Beverly Hills, CA
- private wealth advisor Beverly Hills, CA
- finance associate Beverly Hills, CA
- jde finance consultant Beverly Hills, CA
- financial planning administrator Beverly Hills, CA