Elite Financial Advisor & Portfolio Planner
SchoolsFirst Federal Credit Union
Schoolsfirst-Federal-Credit-Union is seeking a Financial Service Advisor to provide expert financial advice and develop portfolios for clients. This role involves advising on investments, managing client relationships, and ensuring compliance with financial regulations. The ideal candidate will have a High School Diploma, a Bachelor's degree, and extensive experience in financial services, including necessary certifications like Series 7 and 66. Diverse candidates are encouraged to apply! #J-18808-Ljbffr
$125k - $150k
...adoption of products across global markets. This role combines portfolio ownership with market insight, commercialization strategy, and... ..., campaigns, and launch plans. Shape pricing strategies, financial models, and forecasts to optimize adoption and profitability....SuggestedLocal areaImmediate start- ...Mercor is hiring experienced Portfolio Managers in Garden Grove, California. In this role, you will provide expertise in portfolio construction and risk management, contributing to the development of AI-driven asset management systems. The ideal candidate has over 8...SuggestedRemote work
- A leading financial institution in Newport Beach is seeking a Financial Advisor to deliver comprehensive wealth management services. This role involves cultivating... ...wealth management, proven ability to develop client portfolios, and the required FINRA registrations. A...Suggested
- ...We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data,...SuggestedWork at office
- ...Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Fountain Valley, California To proceed with your application... ...learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Newport Beach is seeking an experienced Wealth Advisor to enhance client relationships and drive... ...wealth solutions, and conducting regular portfolio reviews. The ideal candidate should have 8-10 years of experience in the financial services sector, exceptional communication...
$65k - $105k
...Contract Design and Manufacturing company that offers a comprehensive portfolio of services for implants and instruments with significant... ...(United States of America) A BRIEF OVERVIEW The Senior Planner/Buyer is responsible for developing and executing complex production...Contract workWork experience placementWork visaShift work$28.85 - $33.65 per hour
Job Description The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including... ...Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen...Hourly payMonday to FridayShift workDay shift$95k - $118k
...strategies to life. What You'll Do Own and evolve our card portfolio strategy Lead development and optimization of credit and... ...~5+ years in card services, payments, or product management (financial services preferred) ~ Proven success driving product growth...$99k - $130k
...seeking a dedicated Events Coordinator to own and execute a diverse portfolio of internal events while supporting external engagements and... ..., please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand...Full timeWork experience placementWork at officeImmediate startShift work- ...Qualifications A minimum of 5 years' progressive experience in a Portfolio Manager or similar position Project Management... ...Client, Partner, OEM, etc.) Experience working with Global Financial customers Excellent written and verbal communications...Full timeShift work2 days per week1 day per week
$96.5k - $207.5k
...Fifth Third Bank. GENERAL FUNCTION: The Commercial Senior Portfolio Manager is key member of the "coverage team", managing... ...managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit...Work at office- A financial institution in Newport Beach is seeking a Portfolio Banker responsible for credit analysis and portfolio management with a focus on law firms. The role requires a Bachelor's degree and 5-10 years of experience in credit analysis or portfolio management. The...
$100k - $120k
...initiatives. In addition to managing a robust portfolio of key accounts, this position plays a... ...Sales Manager creates innovative, financially successful events while coordinating closely... ...advanced proficiency in Momentus Elite, Prismm, and related systems Monitor...Work at officeLocal areaImmediate start$100k - $120k
...initiatives. In addition to managing a robust portfolio of key accounts, this position plays a... ...Sales Manager creates innovative, financially successful events while coordinating... ...Demonstrate advanced proficiency in Momentus Elite, Prismm, and related systems * Monitor...For contractorsWork at officeLocal areaImmediate start- Corient Services LLC in Newport Beach is seeking a Wealth Advisor to empower clients through comprehensive financial solutions. The successful candidate will proactively identify and acquire high-net-worth clients while developing tailored wealth management strategies....
$39 - $43 per hour
...Financial Analyst - Portfolio & Technology Operations Location: Irvine, CA Schedule: Hybrid Duration: Through end of 2026 with potential extensions $39-$43/hr Orion Group is seeking a Financial Analyst to support portfolio financial management, budgeting, forecasting...Work at officeRemote workWorldwide$98k - $130k
...manufacturing finance team is responsible for overseeing the financial execution of our Global Manufacturing Organization. We are the... ...This individual will directly own financials for a given product portfolio, guiding strategic decision-making, and optimizing financial...Full timeWork experience placementImmediate startAfternoon shift- ...Bank of America in Fountain Valley is seeking a Financial Solutions Advisor Stage I. The role focuses on building client relationships while providing financial advice and solutions to help clients achieve their goals. Ideal candidates should have experience in client...
$28.85 - $33.65 per hour
...the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins by obtaining your... ...Stage II, where you will deepen client relationships within a portfolio of clients and have opportunities to advance further in...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$51k - $320k
...About Us Are you ready to 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 where you directly contribute to a clients' financial future that transcends...InternshipLocal areaFlexible hours- ...Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services... ...at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. Under this model Financial...Local area
$45k - $100k
...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland... ...production Experience managing client portfolios and driving growth Proven... ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning...Shift workDay shift
- ...relationships and providing comprehensive financial guidance? Sagient, a leading firm... ...California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying... ...products and services from our portfolio, including fee-based financial planning,...
$70.3k - $75k
...Job Title Financial Consultant Job Description To provide basic financial consulting services to assist members and non-members... ...achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries,...Local areaMonday to Friday- ...Financial Solutions Advisor - OC West Newport Beach, California;San Clemente, California; Costa Mesa, California; Rancho Santa Margarita, California... ...professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - Central OC Los Alamitos, California;Irvine, California; Garden Grove, California; Fountain Valley, California... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$73.44k - $91.8k
...or What will you do? A day in the life of a Wholesale Planner at Vans looks a little like this. The Wholesale Planner is... ...manage seasonal demand and inventory plans by account, aligning to financial targets and product strategies Analyze historical...Seasonal workLocal area$32 per hour
...Description Title: Discharge Planner Location: Fountain Valley Department: Care Coordination Status: Per-diem Shift: Day Pay Range*: $32.00/hour MemorialCare is a nonprofit integrated health system that includes four leading hospitals...Daily paidWork experience placementShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Financial Advisor & Portfolio Planner. Be the first to apply!
- finance associate Santa Ana, CA
- financial advisor Santa Ana, CA
- estate planning consultant Santa Ana, CA
- financial planning assistant Santa Ana, CA
- associate corporate finance Santa Ana, CA
- financial planning administrator Santa Ana, CA
- financial planning associate Santa Ana, CA
- jde finance consultant Santa Ana, CA
- financial planner Santa Ana, CA
- financial counselor Santa Ana, CA


