Financial Solutions Advisor (Insurance & Investments)
Western & Southern Financial Group
GREATER LOS ANGELES AGENCY CA in Cerritos is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and ethically recommend and sell suitable financial solutions. You will identify markets, travel to meet prospects, and schedule appointments to deliver comprehensive financial guidance while maintaining client records and adhering to regulatory requirements. #J-18808-Ljbffr Western & Southern Financial Group
- Western & Southern Life is seeking a Financial Representative in the Greater Los Angeles area to educate clients on risk protection, financial... ..., and wealth creation. You will analyze client needs, present solutions, and ethically sell appropriate financial products. The role...Suggested
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...deliver the company's core banking, investment solutions and approach to client care....SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- United States Digital Space LLC is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses and... ...banking and Merrill partners to deliver core banking and investment solutions while building long-term client relationships....SuggestedWork at office
$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial... ...(CRPC). Obtained your insurance licenses Skills: Account Management...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...Bank of America’s core banking, investment solutions and approach to client care....SuggestedHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...by a common purpose to help make financial lives better through the power of... ...annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client... ...Counselor (CRPC). Obtained your insurance licenses Skills: Account...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial... ...(CRPC). Obtained your insurance licenses Skills Account Management...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial... ...(CRPC). • Obtained your insurance licenses. Minimum Education...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...the United States seeks a client-focused financial professional to plan short- and long-... ...goals with brokerage products and banking solutions. You will build financial plans,... ...& 66 (or 63/65), at least one year in investments, and a sales or financial services background...Temporary workWork at officeFlexible hours- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support:...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...generosity at the center of saving and investing. Here, you’ll make an impact in the lives... ...purpose-based advice, investments, insurance, banking and generosity. At Thrivent...
- ...Description Job Description Financial Advisor The Fullerton... ...manage and service a book of investment-oriented clients by identifying... ..., flexible products and solutions so your clients can access... ...products of The Guardian Life Insurance Company of America (...Flexible hours
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...clients to review financial and investment goals, building a financial... ...Counselor (CRPC) Obtained insurance licenses Skills:...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- BMO Financial Group is seeking a Retail Banking Sales & Service professional in California to deliver exceptional service and needs-based... .... The role emphasizes advice on everyday banking, lending, investments, and digital/self-serve options, while maintaining risk controls...
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs... ...including investments for growth, insurance for protection, and annuities...For contractorsWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...· Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis... ...including investments for growth, insurance for protection, and annuities...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada... ...Canada than any other investment firm, serving over... ...information seeking the right solutions for clients... ...record of success State insurance licenses preferred...Work at officeWork from homeHome officeFlexible hours$65k - $140k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration... ...members to deliver a comprehensive banking solution in the best interest of the customer.... ...wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans,...Contract workPart timeLocal area$72k - $141k
...premier providers of professional liability insurance. CNA offers excellent work/life... ...seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in... ...institutions, insurance companies and investment advisors. The Individual in this position will...Full timeWork experience placementWork at officeLocal areaShift work$50k - $100k
...provides advice and guidance regarding financial solutions that are in the best interests of... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...and rewards. BMO also offers health insurance, tuition reimbursement, accident and life...Contract workPart timeLocal areaImmediate startDay shift$22 - $23.5 per hour
...the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams... ...offering tailored product and services solutions leveraging the bank’s latest... ...management, deposits, wealth management investment products, international deposits/wires,...- Kinecta in Lakewood, CA is seeking a Full-Time Administrative Associate to support member services and sales production. You will conduct member conversations, complete standard teller transactions, and promote Kinecta products and services with courtesy and accuracy. Requirements...Full time
- A leading financial services firm in California is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families... ...relationships and delivering personalized investment solutions. Candidates should have at least 2 years of...
- Bank of America in Downey, CA is hiring a Financial Consultant to provide comprehensive advice and customized solutions to clients to help them meet their financial goals. You will triage client leads, refer to partners based on client needs and asset thresholds, meet with...
- Bank of America is hiring for a Financial Advisor role in an in-office setting. Build comprehensive financial plans using brokerage products... ...stocks, bonds, and funds, while recommending banking solutions aligned to client goals. You will triage requests, refer to...Work at office
- ...CERRITOS Overview The purpose of the Financial Representative is to meet the needs... ...selling the corresponding financial solutions. A Financial Representative must educate... ...appropriate marketing plan to sell insurance and investment solutions. Travels throughout market...Work at officeLocal area
$20.67 - $31.25 per hour
...SummaryBe a problem solver, trusted advisor, and partner to the people and... ...uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and... ...influence of partners such as Key Investment Services, Mortgage and Business Banking...Hourly payDay shift$110k - $130k
...supported by a disciplined, long‑term investment model. Sensorex operates within Halma’s... ...analysis and environmental monitoring solutions. Position Overview Sensorex is seeking... ...play a key role in strengthening our financial planning, forecasting, and decision-...Permanent employmentFull timeWorldwide$52k - $55.68k
...guided by a common purpose to help make financial lives better through the power of every... ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...in small business, lending, and investments Manages financial center traffic,...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...budgeting, forecasting, management reporting, pricing analysis, and financial decision-making across CAPTEK. Reporting to the FP&A Manager,... ...Prepare ROI and financial feasibility analyses for proposed investments and summarize key assumptions, risks, and expected returns to...Contract workLocal areaWorldwide
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