Financial Solutions Advisor - Licensing & Client Growth
Dormont Manufacturing Co
Dormont Manufacturing Co in San Diego, California, is looking for a Financial Solutions Advisor Stage I (FSA I) to build and manage client relationships while providing tailored investment and banking solutions. This role requires obtaining necessary securities licenses through a structured training program. The ideal candidate should possess strong client relationship skills, a results-driven mindset, and the ability to manage multiple tasks effectively. Benefits include paid time off and comprehensive training support. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor - Licensing & Client Growth in San Diego, CA vacancy
- Bank of America in Lemon Grove is seeking a Financial Solutions Advisor Stage I, where you will begin by obtaining your Securities Industry licenses. This role involves developing client relationships and providing comprehensive advice tailored to clients’ financial goals...Suggested
$70k - $80k
Responsibilities Works with clients to plan short- and long-term financial goals by building a... ...banking and money‑managed solutions. Recommends banking and... ...Currently holds Series 7 & 66 licenses (optionally 63 & 65 in... ...to the sustainable growth of the business and the...SuggestedTemporary workMonday to FridayShift workDay shift$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities... ...7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold... ...and contribute to the sustainable growth of our business and the communities...SuggestedTemporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities,... .... As a Financial Solutions Advisor Stage I (FSA I), your journey... ...Securities Industry licenses, where you receive dedicated...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shiftDormont Manufacturing Company
Lemon Grove, CA21 hours ago$28.85 - $33.65 per hour
...Advisor Development Program Financial Solutions Advisor Stage I Merrill Wealth Management is... ...Advisors and Wealth Management Client Associates help clients... ...Securities Industry licenses, where you receive... ...contribute to the sustainable growth of our business and the...SuggestedHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift$70k - $80k
...for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Triage client leads and... ...Series7 & 66 (or Series63or65 in lieu of 66) licenses; missing 66 can be earned within 60 days of hire....Monday to FridayShift workDay shift- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...by completing required licenses and trainings. This...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...by completing required licenses and trainings. This...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment... ..., 2026) and services clients across the nation. We... ...to providing growth and development to not... ...limited to, experience, licenses/certifications, industry... ...retirement planning solutions and tax-optimized...Pure Financial Advisors
San Diego, CA3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ...and obtaining licenses. Our award‑winning training... ...Services • Retirement Solutions • Business Needs... ...including investments for growth, insurance for...Work at officeUnavailable
San Diego, CA2 days ago- Private Client Banker As a Private Client Banker in a Chase... ...delivering the latest banking solutions and cutting‑edge financial technology combined with... ...approach to generate growth in their balances. You will... ...63 if required), and Life licenses are minimum requirements....Immediate startAfternoon shift
- Bank of America is recruiting for a financial advisor role in Lemon Grove, CA. You will work with clients to plan short- and long-term financial goals using brokerage... ..., bonds, mutual funds, annuities) and banking solutions. Responsibilities include recommending...Temporary work
- Edward Jones is seeking a dedicated Financial Advisor in Santee, California, to help clients achieve their long-term financial goals. This role involves building... ...-building skills, and must obtain necessary licensing. The position offers excellent benefits including...
$45k - $100k
...applicants. Join a financial services firm where... ...With over 9 million clients and 20,000 financial advisors across the U.S. and... ...Get registered and licensed and learn how to be... ...potential and growth, and your compensation... ...investment and financial solutions to your clients?...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Bank of America in San Diego seeks a financial advisor to help clients achieve their financial goals by providing customized solutions and strategic plans. You will review goals, build financial plans, and recommend brokerage products such as stocks, bonds, funds, annuities...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial... ...about helping clients achieve their financial... ...investment management solutions, and risk management... ...but not required. Licenses: Series 65 or must obtain... ...opportunities for personal growth. Our Employee...Temporary workLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals... ...building and obtaining licenses. Our award-winning... ...Services Retirement Solutions Business Needs Analysis... ...plansincluding investments for growth, insurance for...Full timeContract workFor contractorsWork at office- ...tailored to suit their financial needs. As a Private Client Banker in Branch... ...to generate growth in their balances.... ...Specialists (Private Client Advisors, Mortgage Bankers... ...required) and Life licenses are required - or... ...cities grow, delivering solutions to solve all their...Full timeImmediate startAfternoon shift
$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment... ..., 2026) and services clients across the nation. We... ...to providing growth and development to not... ...limited to, experience, licenses/certifications, industry... ...retirement planning solutions and tax-optimized...$80k - $90k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...experience to promote portfolio growth. The Merrill Advisor... ...highly customised solutions to meet client needs Recommending... ...(63 & 65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shiftDormont Manufacturing Company
San Diego, CA1 day ago- JPMorganChase is seeking a Private Client Advisor in San Diego, California. The... ...will provide comprehensive financial planning, deliver exceptional investment solutions, and foster client... ...Advisor role and valid financial licenses. The job offers a competitive...
$60k - $120k
EP Wealth Advisors in San Diego, California is seeking a Wealth Advisor to provide comprehensive services to existing clients and assist in developing new business. This role involves working... ...field, and good knowledge of financial concepts. Competitive annual compensation...Flexible hours$45k - $100k
Role, Inc. is hiring a Financial Advisor in San Diego to establish long-term client relationships and identify new clients. The role involves reviewing investment... ...training program and must secure required licenses including SIE, Series 7, and Series 66. Benefits include...Flexible hours$50k - $150k
True Path Financial is seeking a Financial Advisor in San Diego, California. This role involves conducting financial needs analysis, advising clients on various financial products, and building enduring... ...while enjoying resources for growth. Competitive compensation...- Boutique Recruiting is seeking an Associate Wealth Advisor in San Diego, CA to grow alongside senior advisors. The... ...starts with learning operations, securities trading, and client onboarding, then expands into financial planning and investment modeling for existing clients...
- ...committed to assisting our clients in every aspect of their financial lives. Our focus centers... ...personal financial solutions. The commitment to our clients... ...When searching for future advisors, we look for a variety of... ...SIE, Series 7 & 66 License, Life and Health (Have or...
WestPac Wealth Partners
San Diego, CA21 hours ago - ...firm committed to assisting clients in every aspect of their financial lives. Our focus centers... ...personal financial solutions. The commitment to clients... ...When searching for future advisors, we look for a variety of... ...state Life/Health Insurance License, SIE, Series 7 & Series 6...
Frey Consulting Group
San Diego, CA3 days ago - ...Investment Executive (Financial Advisor) Make banking a Fifth... ...developing a team of licensed retail bankers. May handle large book of clients with more complex financial... ...and product solutions. Conduct solo and joint... ...business development and growth. Prioritize client...
- ...Private Client Banker You have a passion for taking... ...to suit their financial needs. As a Private... ...approach to generate growth in their balances. You... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...if required) and Life licenses are required - or must...Immediate startAfternoon shift
$109.2k - $202.8k
Fairygodboss is looking for a Banking Advisor III based in San Diego, California. In this role, you will provide guidance on banking solutions to high‑net‑worth clients and manage a book of business. The ideal candidate will have over five years of experience and a Bachelor...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor - Licensing & Client Growth. Be the first to apply!
Related searches
- financial planning administrator San Diego, CA
- financial advisor development program San Diego, CA
- wealth advisor San Diego, CA
- financial planner cfp San Diego, CA
- private wealth advisor San Diego, CA
- associate corporate finance San Diego, CA
- project finance associate San Diego, CA
- financial associate San Diego, CA
- strategic finance associate San Diego, CA
- estate planning consultant San Diego, CA