Financial Advisor - Licensed
RK Partners
As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Experience working with vlients virtually Market development/networking abilities Presentation and organization skills Strong work ethic, self-motivated and goal-oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term. Location Mutiple Locations #J-18808-Ljbffr RK Partners
- LPL Financial LLC in Newport Beach is seeking aspiring Financial Advisors to join their Advisor Licensing Program. This program offers foundational skills in wealth management, through rigorous training, support for FINRA licensing, and a roadmap to becoming an Associate...Suggested
- Bank of America is seeking a Financial Solutions Advisor Stage I in Newport Beach, CA. The position involves obtaining securities licenses and developing client relationships to help them manage their finances effectively. You will receive comprehensive training, coaching...Suggested
$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary securities licenses while providing advice and support to clients to enhance financial lives. Candidates should demonstrate strong time management...SuggestedHourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
- ...Northwestern Mutual in Irvine, California, is seeking College Financial Representatives for an internship program. This role offers performance... ...provides exposure to financial planning tools, coaching, and opportunities to pursue licenses and certifications. #J-18808-Ljbffr...SuggestedFull timeInternshipFlexible hours
$120.56k
...Exciting Opportunity- Financial Services Professional Do you embody the following traits?... ...solutions while working as a financial advisor. • Leverage digital tools provided by New... ...this position. • California Life & Health License (sponsored upon hiring). • Securities...Full timeContract work$110k - $185k
...communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most... ...products, options expertise preferred. Required Securities license: Series 7, 66 (or 63/65) Professional designation...H1bWorldwideFlexible hours$51k - $320k
...take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career... ...financial outcomes for clients. Achieve necessary licensing to provide comprehensive financial support to...InternshipLocal areaFlexible hours- RK Partners in Newport Beach is seeking a Financial Advisor to join their team. You will have the opportunity to provide tailored financial solutions to clients while utilizing a broad range of innovative products and powerful sales tools. The ideal candidate will have...Remote job
$70k - $80k
Bank of America is seeking a Financial Advisor in Newport Beach, California, where you will provide comprehensive financial advice and solutions... ...managing risks. The ideal candidate will have Series 7 & 66 licenses and at least one year of experience in the investments...$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. The role involves triaging client leads, making... ...Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 6...Temporary workMonday to Friday- ...independence with meaningful support, Tax & Financial Group (TFG) offers a different path forward. This opportunity is for advisors at any stage of their careers- from those... ...Series 66 State life and health insurance license (or ability to obtain) The right platform...Local areaHome office
$95k - $140k
...a Fortune 500 company, is a globally recognized, award‑winning financial institution that has been in continuous operation since 1889.... ...securities products; options expertise preferred. Required securities license: Series 7, 66 (or 63/65). Professional designation preferred (...$95k - $140k
Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition id... ...products, options expertise preferred.* Required Securities license: Series 7, 66 (or 63/65)* Professional designation preferred...Flexible hours$70k - $80k
...dedicated professional to advise clients and help them achieve their financial goals. The role involves building comprehensive financial... ...to client needs. A successful candidate will hold relevant licenses and have at least one year of experience in the financial services...$80k - $90k
...goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...individuals and businesses achieve their goals and secure their financial futures. We are a full-service financial institution and the... ...experience is a plus. Willingness to obtain required state insurance licenses and securities registrations with company sponsorship, where...Flexible hours
$70k - $105k
BrioWealth is looking for a full-time Associate Financial Advisor in Costa Mesa, CA. This role involves maintaining and developing client... ...process. The ideal candidate will have relevant securities licenses and experience in financial services. A commitment to client...Full time$80k - $90k
...through investment advice and guidance. Role & Responsibilities Financial Advisor - Advisor Development Program Build a book of business by... ...requirements. Qualifications Currently holds Series7 &66 licenses (Series63&65 may be used in lieu of 66). Minimum one year experience...Day shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the...Full timeContract workFor contractorsWork at office- ...relationships and providing comprehensive financial guidance? Sagient, a leading firm... ...California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying... ...interpersonal skills Securities Licenses (Preferred) Life, Health & Accident Insurance...
- ...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
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...: Paid training - Get registered and licensed and learn how to be a financial advisor...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Capstone Partners Financial is a financial planning firm based in Newport Beach that is built around developing people as much as serving clients. We specialize in helping clients achieve financial stability and prepare for life’s milestones, and we welcome individuals...
- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind... ...coaching as you obtain your state insurance licenses (life, health & variable contracts),... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you...
$24.51 - $40.85 per hour
...freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills...Work at officeImmediate startWork from home$70.3k - $75k
Overview To provide basic financial consulting services to assist members and non-members... ...'s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG... ...required. Life & Health Insurance License preferred (or the ability to obtain within...Local areaMonday to Friday$80k - $90k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management... ...location, experience, education, skills, and licenses/certifications. Eligibility for incentive...Temporary workWork at officeLocal areaHome officeMonday to Friday$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration... ...Qualifications Currently holds Series 7 & 66 (or 63/65 in lieu of 66) licenses, or will obtain the missing series within 60 days. At least...Monday to Friday$51k - $320k
GoldBook Financial is seeking a motivated Financial Advisor to build a robust client network, provide tailored financial planning services, and collaborate with expert teams. This role offers significant earning potential from $51,000 to over $320,000 annually based on...
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