Financial Advisor
$70.3k - $77kRaymond James Financial Services
Advisory Mastery Program (AMP)Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.Essential Duties and Responsibilities:Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.Seeks expertise of internal resources to identify investment opportunities and solutions for clients.Develops a book of business consistent with AMP program goals for assets under management and required production.Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.Performs other duties and responsibilities as assigned.Knowledge of:Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.Basic principles and methods for showing, promoting, and selling products or services.Skill in:Preparing and delivering clear, effective, and professional presentations.Strong communication and interpersonal skills to build relationships with clients.Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.Ability to:Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.Accept criticism and deal calmly and effectively in high stress situations.Effectively communicate portfolio losses while preserving client loyalty.Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.Network in the community and effectively market him or herself and Raymond James.Education/Previous Experience:Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. OR ~An equivalent combination of experience, education, and/or training as approved by Human Resources.Licenses/Certifications:SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program. Series 7 & 66 or ability to obtain within 4 months from start of program. Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.Salary Range: $70,304.00-$77,000.00Travel: Less than 25%Workstyle: ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.comAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
$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...SuggestedWork at officeWork from homeHome officeFlexible hours- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...SuggestedFull timePart time
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$34 - $60 per hour
...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...SuggestedTemporary workWork experience placementImmediate start$34 - $60 per hour
...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...SuggestedTemporary workWork experience placementImmediate start- ...maintaining knowledge of Patelco products, fees, policies, and procedures. You will assist with account and loan inquiries, process payments and transfers, help with online banking issues, and identify opportunities to improve members’ financial wellbeing. #J-18808-Ljbffr...Full timeTemporary work
$45.38k - $75.63k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...Full time$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutionsUnderstand and comply with Citibank policies, standards and proceduresAppropriately assess risk when business decisions...- Citigroup Inc. in Modesto, CA is seeking an entry-level Teller to support branch activities and deliver high-quality client services. You will handle routine banking transactions, cash management, and referrals to banking products. The role emphasizes customer service,...Part time
$21 - $26 per hour
...to expand their team. For over 75 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of...Full timePart timeWork at officeFlexible hours- ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Job Summary Under direct supervision: Provides quality service to customers....Work experience placementWork at office
- ...to demonstrate care, build relationships, and complete requested transactionsIdentify information and services to meet customers financial needsRequired Qualifications:1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination...Work experience placementWeekend work
- ...problem-solving skills. This entry-level position provides opportunities to educate clients and create solutions tailored to their financial needs while adhering to bank policies and ensuring asset safety. Comprehensive benefits are available to eligible employees. #J-18...Part time
$70.3k - $71.69k
...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general managerial review: Achieves sales goal...Full timeWork experience placement$24 - $28 per hour
...Summary The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV...Hourly payWork at office- ...demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: ~1+ year of experience interacting with customers, or equivalent demonstrated through one or a...Work experience placementWeekend work
$117.44k - $176.16k
...Organization:SGMF-Sutter Gould Med FoundationPosition Overview:Supports system's Finance strategic objectives, providing long-term financial planning, operational performance analysis, financial feasibility studies, and special purpose reports for senior leadership....Full timeLocal areaRemote workShift work$110k - $160k
Quality/Risk Director Compensation Range: $110000 - $160000 Quality/Risk Director Career Opportunity Are you seeking a career that not only utilizes your skills but also aligns with your personal values, providing a profound sense of belonging and the opportunity to make...Full timePart timeLocal areaFlexible hours- Director of Quality and Risk Management Modesto, CA ABOUT THE COMPANY: This acute care hospital is a respected healthcare provider serving the Modesto, California community. The organization is dedicated to delivering safe, high-quality, patient-centered care...Relocation package
$93.8k - $140.6k
...America. View our Corporate Values and Mission Statement here. A Taste Of What You'll Do Are you passionate about analyzing financial data and making a tangible impact within an organization? We are looking for a Senior Finance Analyst to join our dynamic team. In...Full timeLocal areaRemote work- ...E. & J. Gallo Winery, a family-owned leader in wine and beverages, seeks a Senior Finance Analyst to analyze financial data, forecast trends, and influence strategic decisions. You will collaborate across manufacturing, sales and finance to drive improvements, develop...
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...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shift$41.71k - $69k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workLocal areaImmediate startDay shift$24 - $27 per hour
...serve our members best Overview Our Street Outreach Advisors work directly in the community to connect individuals with the... ...FSAs or other wellness benefits Disability and EAP Financial & Professional ~401(k) ~ Stipends ~ Professional...Hourly payFull timeLocal area$20 per hour
Job Description Job Description Benefits: ~401(k) matching ~ Bonus based on performance ~ Dental insurance ~ Free food & snacks ~ Free uniforms ~ Health insurance ~ Opportunity for advancement ~ Training & development ~ Vision insurance 911 Hazmat...Hourly payPart time- ...Controller to join their dynamic team. The successful candidate will be responsible for overseeing and reviewing all processes related to financial reporting and accounting for multiple real estate equity and credit funds. This includes managing investor contributions and...
$242.11k - $387.38k
...glad you are interested in joining Sutter Health!Organization:SHSO-Sutter Health System Office-ValleyPosition Overview:The Physician Advisor (PA) is a key member of the hospital's leadership team charged with meeting the organization's goals and objectives for ensuring...Full timeFor contractorsWork at officeShift workNight shift$16.5 - $24.5 per hour
...touch athlete experience by guiding athletes through checkout, loyalty programs, and services with confidence and expertise. As an Advisor, you build strong connections, drive engagement, and help create a seamless and memorable end-to-end shopping journey. Be part of a...Hourly payMinimum wage
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