Senior Financial Advisor — Retirement & Investment Planning
Wescom Financial Services, LLC
Wescom Financial Services, LLC in Marina, CA is seeking a Financial Advisor to meet with members, assess needs, and recommend long-term investment strategies including retirement planning and college funding. You will guide members toward appropriate products to achieve their financial goals. You will also train branch staff on referrals and collaborate with management to develop plans that support investment objectives while staying compliant with FINRA, SEC and California insurance rules. #J-18808-Ljbffr Wescom Financial Services, LLC
$85k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory... ...careers. Summary The Senior Financial Planner works closely... ...deliver tailored financial plans to clients within the... ...including tax planning,retirement planning, estate planning, investment strategies, and more....SeniorRetirementTemporary workWork at officeLocal areaFlexible hours$46.99k - $122.4k
...annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to... ...to support strategic decision-making, investment analysis, and business planning.... ..., and vision coverage, paid time off, retirement savings options, wellness programs, and...SeniorRetirementHourly payFull timeTemporary workWork experience placementLocal area- Wescom Financial in the United States seeks an experienced investment services professional to meet with credit union members, profile needs, and propose suitable long-term financial products for retirement planning, college funding, and investing. You will train branch...RetirementRemote job
- Wescom Central Credit Union seeks an Investment Services Advisor to meet with members, profile long-term financial goals, and provide retirement planning, college funding, and investment guidance. The role emphasizes building trusted relationships and delivering suitable...RetirementWork at office
$70.3k - $115k
...members in order to determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement planning, college funding, long term investing to support the members’ financial health. Responsible for providing suitable...RetirementRemote work$90k - $110k
Join to apply for the Financial Advisor role at Covenant Trust. Looking... ..., purpose‑driven financial planning solutions to individuals and... ...clients from a network of retirement communities and affinity networks... ...Covenant Trust’s investment management services, trust...Retirement$70k - $80k
...clients to help them achieve their financial goals. Key responsibilities... ...with clients to review financial and investment goals, building a financial plan, and recommending brokerage products... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....RetirementTemporary workMonday to FridayShift workDay shift$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...their goals through financial planning. On your path to becoming a... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis...RetirementFull timeContract workFor contractorsWork at office$70.3k - $115k
## Financial Advisor (Marina, CA)Applylocations: Marina Branch: King City Branch: Soledad Branch: Salinas Branchtime... ...goals. Provide advice and guidance regarding retirement planning, college funding, long term investing the members’ financial health. Responsible for providing...RetirementFull timePart timeRemote workFlexible hours$200k - $250k
...our craft of personalized financial planning with our team-based Roundtable... ...unique financial plans and investment management services to over... ...Vice President, Financial Advisor to join a growing team... ...and dental insurance, 401k retirement plan, paid time off and other...RetirementFull timeTemporary workWork at officeRemote workFlexible hours$46.99k - $122.4k
...has an exciting opportunity for a Senior Financial Analyst, FP&A (Financial Planning & Analysis) to join our Finance... ..., tracking strategic technology investments, and delivering actionable... ...vision coverage, paid time off, retirement savings options, wellness programs...SeniorRetirementHourly payFull timeTemporary workLocal area$90k - $180k
...for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year An excellent retirement savings plan with high employer contribution... ..., CA currently has an opportunity for a Senior Financial Analyst. The Senior Financial Analyst...SeniorRetirementWork at office$115k - $140k
...Squatch is looking to hire a Senior Associate of Strategic Finance... ...individual with exceptional financial modeling experience and problem... ...Assist in liquidity planning and forecasting Business partnership... ...of finance experience in investment banking or private equity (required...SeniorFull timeLocal area- ...Federal Credit Union is seeking an experienced Wealth Advisor to join our growing team in Southern California. You will partner with members to craft personalized financial plans, investment strategies, and retirement solutions while leveraging the backing of a full-...Retirement
- CommunityAmerica Federal Credit Union is seeking an experienced Wealth Advisor to join the Southern California team. You will partner with members to craft long-term financial plans, combining investment management, retirement planning, and insurance strategies within a full-service...Retirement
- ...members nationwide. As a not-for-profit financial institution, we are deeply... ...are seeking an experienced Wealth Advisor to join our growing team in Southern... ...success through personalized financial planning, investment management, retirement planning, and insurance strategies...Retirement
$180k - $275k
..., and APAC Lead long‑range planning with an eye toward execution... ...guest satisfaction in line with financial and operational targets... ....g., management consulting, investment bank) and internal corporate... ...mental health support, a 401(k) retirement plan with employer match,...RetirementHourly payFull timeWork at officeFlexible hours$103k - $141k
...real estate, technology and financial industries, and where they... ...As professionals, Private Investment Fund Senior Paralegals are offered opportunities... ...at the same time Adept at planning ahead and meeting deadlines... ...and disability insurance Retirement & Savings Plan Emergency...SeniorRetirementWork at officeAfternoon shift$215.9k - $327.9k
...creativity by providing financial insight, reporting... ...Overview: Our Financial Planning and Analysis (FP&A)... ...embedded and trusted senior advisor to Studio & Franchise... ...and return on investments. Manage the holistic... ...well-being support, retirement savings, paid time off...SeniorRetirementFull timeWork at officeLocal area3 days per week$105k
Senior Financial Analyst of Financial Planning & Analysis Sausalito, CA or Remote Summary Serena & Lily, a fast-growing home furnishings brand, is seeking... ...Minimum of 3 years of progressive experience in investment banking, financial analysis, or FP&A Experience in the...SeniorFull timeWork at officeRemote work- ...and opportunities Coordinate planning processes involving data input... ..., product launches, and investment decisions Lead monthly forecasting... ...and recommendations to senior leadership Provide analysis and... ...promotion spend Develop and maintain financial models to automate and...Senior
- ...Description Job Description Experienced Financial Advisor Job Description Strategic Fortune... ..., designing and implementing financial plans, managing resources, collaborating with... ...Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser...
- Senior Financial Analyst, FP&A Our client, a publicly traded and rapidly growing diagnostics... ...Analyst to support strategic financial planning and reporting. Location This position... ...benefits as well as the company's 401(k) retirement plan. #J-18808-Ljbffr Vaco by...SeniorRetirementWork at officeLocal area3 days per week
$46.99k - $122.4k
...time. POSITION SUMMARY: The Senior Analyst, FP&A - Legislative,... ...the tracking, modeling, and financial integration of legislative impacts... ...in the Network financial plan. Responsibilities: 30% - Monitors... ...coverage, paid time off, retirement savings options, wellness...SeniorRetirementHourly payFull timeTemporary workWork experience placementLocal area$46.99k - $112.2k
...community at a time. Position Summary The Senior Analyst, FP&A - Commercial Network Performance (COGS) supports financial planning, forecasting, and variance analysis for... ...dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other...SeniorRetirementHourly payFull timeTemporary workLocal area$120k
...recruiter in the Bay Area Senior Accountant This established P/E investment firm with over $25... ...assist with all aspects of financial and investor reporting,... ...for cash projections/planning (requires direct interaction... ...the company's 401(k) retirement plan. Seniority level...SeniorRetirementFull timeWork at officeLocal area3 days per week- Selby Jennings seeks a Senior Analyst to support asset management and portfolio oversight across a diversified real estate investment portfolio. You will collaborate with asset management... ...support, valuations, capital planning, and investor reporting across multiple...Senior
- Jobtailor is seeking a knowledgeable financial planning support professional to assist LPL advisors. You will handle inbound inquiries, provide clear guidance on planning concepts, and coordinate with internal resources to deliver optimal planning support. Requirements...Senior
$57.6k - $86.4k
...Responsibilities Perform and analyze financial modeling, economic research,... ...working capital, cash flow, investments, and cost against budget... ..., forecasting, financial planning, and expense comparisons... ...Assistance Program Non‑qualified Retirement Plan Supplement (subject to...RetirementPermanent employmentFull timeWork experience placementInternshipH1bWork at officeLocal areaFlexible hoursShift work- ...a highly skilled and detail-oriented Senior Financial Analyst with 5-10 years of experience... ...variance analysis to support strategic planning and operational decision-making. Extract... ...strategy, revenue trends, and capital investments. Requirements Bachelor's degree in...Senior
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