Financial Advisor
$120kNew 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. $120,000 + signing bonus + quarterly incentives 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 Tucson, AZ. 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. Compensation: $120,000 + bonus
• 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 Tucson, AZ.
Compensation:
$120,000 per year
$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- ...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
- 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...Suggested
- ...Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center Santa Clarita, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$50k - $150k
Foundation Risk Partners is looking for a Financial Advisor to join their LBW team in Valencia, California. This hybrid role offers the opportunity to manage a book of business and create personalized financial plans for clients. Key responsibilities include client relationship...Suggested- 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
- ...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...Local area
- ...Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James... ...the Portfolio Manager and entire team, providing comprehensive financial planning support to the team and clients. This is a permanent full...Permanent employmentFull time
$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 hoursRotating shiftDay shift- 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...
$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$100 per hour
...that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview Turing is looking for Financial Consulting professionals to work with our researchers to improve the performance of AI models. You will apply your expertise in transaction...Hourly payFreelanceRemote workFlexible hours- ...customized solutions to their wealth management needs. Wealth Advisor Assistant How does the role impact the organization? The... ...primary role of the Wealth Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is...Work at officeFlexible hours
- ...Description Raymond James Independent Financial Services is seeking a Senior Wealth Advisor Assistant to work in our Downtown Toronto Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and...Work at office
$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,...
$89.61k - $138.9k
Business Banking Officer The Business Banking Officer works with new and existing business members by developing and adding value to their business relationship with the Credit Union. Under minimal supervision and in accordance with Credit Union policies and procedures...Work at officeWeekend workAfternoon shift$27 - $41 per hour
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Temporary workWork experience placementImmediate start$69k - $75k
...departments. Manages delinquent customer receivables, negotiates special customer payment plans and participates in development of financial packages. Monitors credit activity including monthly review of large accounts, location compliance with credit policies and...$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...Full timeWork at officeRemote work$52.73k
...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...Full timeWork at officeRemote work$23.19 - $28.35 per hour
...Consultant 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...Temporary 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$17.28 - $25.92 per hour
...Branch Teller I Or II The Branch Teller I (or II) is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as well as identifying...Work at officeFlexible hours- ...Our Investment Banking team of over 350 investment bankers across North America is focused on servicing the corporate finance and financial advisory needs of our clients. We offer a complete range of capital markets services with strong expertise in mergers & acquisitions...Immediate start
- ...Financial Services Representative Are you seeking a fun, collaborative and dynamic environment where your contributions as a Financial... ...exceptional financial solutions and acting as Trusted Advisors to each of our clients. Mission Valley Bank knows that being...Work experience placementWork at officeLocal areaFlexible hours
- ...customized solutions to their wealth management needs. Investment Advisor Associate How does the role impact the organization?... ...member of a dynamic team dedicated to supporting clients’ financial well-being and delivering a high standard of service. This role...
$69k - $75k
Builders FirstSource is seeking a Credit And Collections Analyst in Santa Clarita, California. This role demands a Bachelor's degree in Accounting or Finance along with at least two years of credit/collections experience. The position involves managing delinquent receivables...$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$22.97 - $34.45 per hour
A financial institution in Santa Clarita is looking for a Loan Resolution Associate to contact members with delinquent accounts and handle loan collection processes. This role involves managing payment reminders, reconciling accounts, and ensuring compliance with regulatory...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- jde finance consultant Santa Clarita, CA
- financial advisor Santa Clarita, CA
- financial planner Santa Clarita, CA
- financial planning assistant Santa Clarita, CA
- financial advisor associate Santa Clarita, CA
- financial counselor Santa Clarita, CA
- financial planning associate Santa Clarita, CA
- finance associate Santa Clarita, CA
- estate planning consultant Santa Clarita, CA
- financial planning administrator Santa Clarita, CA

