Licensed Financial Advisor & Client Wealth Builder
$60k - $120kNew York Life
New York Life - Greater Los Angeles in San Dimas, California, seeks an Insurance/Financial Sales Agent to help clients achieve financial goals. You will guide individuals and businesses in developing personalized financial strategies while building strong relationships through regular communication. The ideal candidate is driven, resilient, and possesses excellent sales and communication skills. Compensation ranges from $60,000 to $120,000 per year, including a robust benefits package. #J-18808-Ljbffr
- ...Edward Jones in Covina, California is seeking a Financial Advisor to build client relationships and support clients in achieving their financial goals. You will develop your own practice while benefiting from a supportive team and extensive training. Ideal candidates will...Suggested
$60k - $120k
...Our Insurance/Financial Sales Agent role has allowed qualified individuals... ...opportunity to step into a client’s life to help them achieve... ...confidence in our agents and advisors to thoughtfully recommend and... ...• Life and Health Insurance License • Guide clients in developing...Suggested- ...established industry player in asset management is seeking a Junior Financial Advisor to enhance profitability by supporting advisory partners.... ..., managing documentation, and engaging with high-profile clients. The ideal candidate will possess a Certified Financial Planner...Suggested
- JPMorgan Chase in California is seeking a Private Client Advisor who will offer comprehensive financial planning and advice to clients. Responsibilities include... ...least 2 years of experience, alongside necessary licenses such as Series 7 and 66. Join a culture that...Suggested
- JPMorgan Chase & Co. is seeking a Private Client Banker in Monrovia, California. In this role, you will be the main point of contact... ...clients, managing their banking relationships and providing tailored financial services. The ideal candidate has experience in client...Suggested
$149.52k - $175.9k
...looking for a seasoned professional to manage and grow high net worth client relationships in Rancho Cucamonga. The role involves building a dedicated team around the client and providing expert wealth management advice. Candidates should have at least 10 years of...- ...Financial Advisor Opportunity Join a financial services firm where your contributions... ...advisors partner with clients to help them achieve their... ...goals: retirement, building wealth, estate strategies, funding... ...: Get registered and licensed and learn how to be a financial...TraineeshipWork at officeHome officeFlexible hours
$149.52k - $175.9k
...serve to make better and smarter financial decisions and enabling the... ...to large size high net worth client relationships. Builds a team... ...capable of handling complex wealth and relationship management issues... ...requires National Mortgage Licensing System (NMLS) registration...Temporary workWork experience placementLocal area$45k - $100k
...of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...goals: retirement, building wealth, estate strategies, funding... ...training - Get registered and licensed and learn how to be a...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$120k
Citi is seeking a Senior Wealth Advisor based in Chino Hills, California. This strategic role involves providing a variety of financial and investment services to ultra high net worth clients. You will analyze economic trends and craft strategies to optimize portfolios...$120k
Citigroup Inc. is looking for a Senior Wealth Advisor to provide a wide array of financial services to ultra high net worth clients in the United States. You will be responsible... ...of experience, holds the necessary FINRA licenses, and possesses strong skills in communication...$28.85 - $33.65 per hour
Bank of America is hiring a Financial Solutions Advisor Stage I in West Covina, California, to guide clients with personalized financial advice. As a new advisor, you will... ...comprehensive training to secure necessary industry licenses, including SIE, Series 7, and Series 66. You...Hourly pay$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own... ...Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of...- ...Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute... ...requirements of existing and new clients. Ensuring a good knowledge of the... ...and investment solution Manage clients' wealth by effective advice and change implementation...Work at officeFlexible hours
- A leading financial institution in California is seeking a motivated individual to engage clients in the lobby and educate them on transaction processes through self-service resources. Key responsibilities include processing cash transactions and building relationships...
- Citi in Upland, California is seeking a Senior Analyst for Wealth Relationship Management. The successful candidate will utilize analytical skills to engage high-value clients, meeting their complex financial needs through tailored solutions. This role demands strong compliance...
$20 - $21.15 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...lowest level of the position posted. Client Relationship Consultants build... ...This position requires National Mortgage Licensing System (NMLS) registration under the terms...Temporary workLocal area$36k - $50k
...Employee discounts Junior Financial Advisor in training Zapata Private Wealth Group Upland, CA ⏱ Full-Time... ...dedicated to delivering exceptional client experiences and long-term financial... ...firm’s success Career Growth & Licensing Support If obtaining your industry...Full timeWork at office- JPMorganChase is seeking a Private Client Advisor in Rancho Cucamonga, California. This role involves offering comprehensive financial planning and investment solutions to clients,... ...financial advisory experience, necessary licenses in place, and demonstrate integrity and...
- ...California is offering an exciting opportunity for the role of Insurance/Financial Sales Agent. Ideal candidates should possess strong people skills and have experience in sales. Agents will guide clients towards tailored financial strategies, benefitting from extensive...
- A leading financial institution is seeking a motivated Client Services Representative to engage with clients and assist them with transactions. This role involves building strong relationships to meet financial needs and requires adaptability and effective communication...Full timeWork at office
- Bank of America in Walnut, California is seeking an enthusiastic individual to engage clients and assist with financial transactions. This role includes processing cash transactions and connecting clients to appropriate financial solutions. The ideal candidate will possess...
- ...for a Relationship Banker in Monrovia, California. This position emphasizes providing top-notch client service and expanding client relationships through various financial solutions. You will be trained to handle teller duties as necessary. The ideal candidate should possess...
- JPMorgan Chase & Co. is looking for a Relationship Banker in Walnut, California. This role involves exceeding client expectations through exceptional service and technology solutions while building lasting relationships with assigned clients. The ideal candidate will have...Flexible hours
$22 - $25 per hour
A leading financial institution in Diamond Bar, California, is seeking an account specialist responsible for opening new accounts and providing exceptional customer service. The role requires 1-2 years of cash handling and customer service experience, preferably in banking...Hourly pay$22.5 per hour
Stiiizy Inc. in Covina, CA, is seeking a Retail Manager to assist the General Manager in leading the retail team while overseeing day-to-day operations. The ideal candidate will embody professionalism and motivate coworkers, creating a collaborative and successful team...Full time- ...time. They’re tougher than any task and they’re not afraid to get a little dirty. If this sounds like you, then you just might be a builder. As part of the Construction Battalion, better known as the Seabees, you’ll be part of a team that crafts the Navy’s infrastructure...Part timeOverseas
- THIRTEENTH FLOOR ENTERTAINMENT GROUP in La Verne is seeking a Builder Maker who will transform design concepts into immersive environments for productions and events. Responsibilities include building scenic elements and collaborating closely with production teams. This...
$25 - $28.75 per hour
...DESCRIPTION: Reporting to the Director of Financial Aid and working closely with the... ...Director of Financial Aid, the Financial Aid Advisor has primary responsibility for advising... ...including Institutional Methodology (IM). LICENSES / CERTIFICATES: None. HOURS & CLASSIFICATION...Hourly payFull timeWork at officeMonday to Friday- ...A financial services recruitment agency is seeking a detail-driven financial professional for fund administration and investment accounting... ...involves portfolio administration, compliance monitoring, and client reporting. Candidates should possess a Commerce degree and...
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