Financial Advisor
$110k - $125kGemHarvest Executive Recruiting
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Location : Irvine, CA Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm. Relationship-driven growth role with community networking and referrals; no cold-calling or quotas/No portable book required Highlights Support client relationships as the day‑to‑day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow‑through Ramp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segment Partner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facing Contribute to firm growth through community presence, client referrals, and centers‑of‑influence; a long‑term equity path is available for advisors who demonstrate leadership and bring in new relationships and AUM Competitive compensation package ($110,000 – $125,000 base plus bonuses ranging from $10,000 – $30,000, and excellent benefits) Requirements Bachelor’s Degree Licensing: Series 7 or 66 or Series 65 3+ years of client‑facing financial advisory experience with clear strength in meeting leadership and plan presentation Seniority level Associate Employment type Full‑time Job function Finance, Consulting, and Strategy/Planning Industries Financial Services and Investment Management Compensation Base pay range : $110,000.00/yr – $125,000.00/yr Additional compensation types : Annual Bonus Benefits Medical insurance, 401(k) Recruiter contact Direct message the job poster from GemHarvest Executive Recruiting Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x #J-18808-Ljbffr GemHarvest Executive Recruiting
$50k - $150k
...Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral...SuggestedWork at officeLocal areaFoundation Risk Partners
California, MO3 days ago- A diversified financial services organization is seeking a Financial Advisor to provide expert financial advice and empower clients on their financial journeys. This role offers extensive training, flexibility in scheduling, and unlimited earning potential through commissions...Suggested
- Allstate Insurance Co. is seeking a Financial Specialist to build your own financial services practice supported by Allstate. You'll work with agency owners in your community to generate new business opportunities. The ideal candidate has at least 2 years of customer-facing...Suggested
$50k - $150k
A leading insurance brokerage and consulting firm is seeking a Financial Advisor to join their team in California. The role is hybrid and involves managing client relationships, analyzing financial data, and creating tailored financial plans. Candidates should hold a bachelor...Suggested- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
- The California State University is seeking a Special Programs Coordinator and Financial Aid Counselor to provide essential advising and support services. The role involves managing financial aid programs and collaborating with campus partners to enhance student enrollment...
- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
$70k - $80k
Role, Inc. is looking for a financial advisor to help clients achieve their financial goals. Responsibilities include building financial plans, recommending banking and investment products, and triaging client requests. Ideal candidates will have at least 1 year of experience...$70k - $80k
Job Description: Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients...Temporary workLocal areaMonday to FridayShift workDay shift$5,540 - $5,667 per month
Opt For Healthy Living is seeking a Special Programs Coordinator and Financial Aid Counselor to provide essential support related to financial aid programs and special student populations. This role involves advising students, managing financial aid processes, and collaborating...$24 - $26 per hour
Overview The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance...Work at officeImmediate startFlexible hours- ...Candidates While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management...Local areaRemote work
$70k - $80k
...Description This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift$70k - $80k
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...Temporary workMonday to FridayShift workDay shift- A financial services organization seeks an Associate to provide expert financial advice. You will build a financial practice helping clients achieve clarity and make informed decisions. Responsibilities include establishing trust-based relationships and delivering tailored...
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$90k - $110k
Join to apply for the Financial Advisor role at Covenant Trust. Looking to make an at a unique and mission‑centered financial services organization? Join Covenant Trust as a Financial Advisor! At Covenant Trust, you will be the ambassador and primary driver of our mission...- Corebridge Financial is seeking a Financial Advisor to deliver personalized financial planning and retirement experiences to clients. The role offers flexibility to create your own schedule and build a career. Key responsibilities involve client meetings, using company...Remote job
$100k - $140k
LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in California. This role allows you to build a strong client base through the Bank's referral system and create client solutions tailored to individual financial goals. The position...- A leading financial services firm seeks Financial Advisors to provide expert financial advice and support clients in building and protecting their financial futures. This role offers unlimited earning potential with a bonus structure and comprehensive training programs...
- Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank... ...you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...Local area
- A leading financial services firm seeks a Financial Advisor in California, MO, to provide personalized financial guidance. The role includes fostering long-term client relationships and leveraging support from specialists. Ideal candidates are self-disciplined and motivated...Flexible hours
- A leading financial services organization is seeking a Financial Advisor to guide clients through their financial journeys. The ideal candidate is passionate about helping others achieve financial clarity and has strong interpersonal skills. Responsibilities include building...Flexible hours
- First Command is seeking a dedicated Financial Advisor to support military families in achieving their financial goals. This role involves providing tailored financial guidance on savings, investments, and management strategies while engaging with the military community...Flexible hours
$24 - $26 per hour
Concorde Career Colleges, Inc. is seeking a Financial Aid Advisor to assist students and families with navigating financial aid processes. Responsibilities include evaluating eligibility, advising on funding options, and ensuring regulatory compliance. The role requires...Hourly pay- Bank of America is seeking a Financial Advisor to provide clients with tailored solutions aimed at achieving their financial objectives. The role emphasizes the ability to build strong client relationships and effectively manage client requests for banking and investment...
$23.94 - $30.42 per hour
...Center delivers patient-centered healthcare with compassion, dignity and respect for every patient and their family. Responsibilities Financial Counselor determines patient liability based on benefits and advises patient of their liability prior to scheduled elective...Full timeWork experience placementLocal areaShift workPrime Healthcare
California, MO1 day ago$70k - $80k
Bank of America is looking for a motivated professional to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, making client referrals, and recommending brokerage products. Applicants must hold Series...Weekend work- A financial services firm in California is seeking a Financial Advisor to build a client base and present financial solutions. The ideal candidate will hold active Life & Health licenses and have a strong sales background. The role offers award-winning training, flexible...Flexible hours
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
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