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
$28.85 - $33.65 per hour
Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) based in Newport Beach, California. In this role, you'll acquire necessary securities licenses and develop foundational skills to manage client relationships effectively. You'll progress through...SuggestedHourly payFull time- 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
- Bank of America in Fountain Valley is seeking a Financial Solutions Advisor Stage I. The role focuses on building client relationships while providing... ...strong communication skills, and complete necessary licensing. Location offers competitive compensation within a supportive...Suggested
- ...Tax & Financial Group is looking for Financial Advisors We believe that investing in our team’s professional growth is not only beneficial to their personal... ...process Bachelor’s Degree State Insurance License– Life and Health Series 7 & 66 registrations...Suggested
$70k - $80k
...Bank Of America Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified... ...applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...Financial Solutions Advisor - OC West Newport Beach, California;San Clemente, California; Costa Mesa, California; Rancho Santa Margarita, California... ...applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$120k
...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...Relocation package$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... ...financial outcomes for clients. * Achieve necessary licensing to provide comprehensive financial support to...InternshipLocal areaFlexible hours$95k - $140k
...a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.... ...products, options expertise preferred. Required Securities license: Series 7, 66 (or 63/65) Professional designation preferred...Flexible 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
...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$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 (...$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...$45k - $100k
Job Overview Financial Advisor job at Edward Jones. Newport Beach, CA. This job posting is anticipated to remain open for 30 days, from 20... ...community. Support and Resources Paid training-Get registered and licensed and learn how to be a financial advisor with the industry's...TraineeshipWork at officeWork from homeHome officeFlexible hours$70k - $105k
...BrioWealth Associate Financial Advisor Overview BrioWealth is seeking a full-time Associate Financial Advisor for our Costa Mesa, CA... ...new business applications Qualifications Securities licenses: Series 7 and 66 (or Series 7, 63, and 65), along with resident...Full timeWork at office- ...Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Newport Beach, California;Brea, California; Irvine, California... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$28.85 - $33.65 per hour
...criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your Securities Industry licenses - Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$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$80k - $90k
...Financial Planner (Newport Beach, CA) Newport Beach Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify... ...relevant experience, education, skills and licenses/certifications. This position is also...Temporary workWork at officeHome officeMonday to FridayFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education...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...
$70k - $90k
...impact working as part of a team providing financial advice with heart. You’ll learn the... ...business surrounded by experienced financial advisors and other experts, building your career... ...will be in office 2-3 days per week. Licensing and Training Over your first 8 to 13...Base plus commissionFull timeWork at officeLocal area2 days per week3 days per week$50k - $150k
...Financial Advisor - In-Office Position Are you ready to take control of your career and make a meaningful impact? We are looking for highly... ...development programs. Sponsorship for required licenses and continuing education. We can only consider applicants...Work at office- ...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
- ...Financial Solutions Advisor - Central OC Los Alamitos, California;Irvine, California; Garden Grove, California; Fountain Valley, California... ...include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...mortgage loan that aligns with their unique goals. Unlike large financial institutions, our clients receive personalized service from... ...full-time, on-site inoubd calls role based in Irvine, CA, for a Licensed Loan Officer. The primary responsibilities include evaluating...Full time
$70k - $90k
...Team-Based Financial Advisor Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with... ...first 8 to 13 weeks, you'll study for and obtain necessary licenses (varies by individual situation), which may include: Resident...Base plus commissionFull timeWork at officeLocal area2 days per week3 days per week$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the... ...uncovering needs and recommending solutions • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to...Full timeWork at officeWork from home- Financial Advisor Opportunity This job posting is anticipated to remain open for 30 days, from 13-May-2026. The posting may close early due... ...of the way, providing: Paid training Get registered and licensed and learn how to be a financial advisor with the industry's...TraineeshipWork at officeLocal areaHome 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...
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