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
- ...common purpose to help make financial lives better through the power... ...backgrounds and experiences and invest heavily in our teammates and... ...advice and customized solutions to clients to help them achieve... ...Counselor (CRPC).• Obtained your insurance licenses.Skills:• Advisory•...SuggestedFull timeTemporary workDay shift
- ...Financial Advisor Or Investment Advisor RepresentativeWe seek a Financial Advisor or Investment Advisor... ...strategies and knowledge in investments and insurance to help clients achieve their long-... ...on investment strategies, insurance solutions, and other financial decisions...Suggested
- Bank of America is hiring a Financial Solutions Advisor Stage I in Westminster, CA. The role focuses on obtaining SIE, Series 7 and Series 66... ...licenses, then advising clients on a broad range of banking and investment solutions while building lasting relationships and...Suggested
- ...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....SuggestedWork at officeImmediate start
$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 officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66)... ...advisory services. You will support clients with banking and investment solutions while developing skills to manage complex...
$70k - $80k
Bank of America is seeking a Financial Advisor in Montebello, California, to offer tailored financial solutions and advice to clients. Responsibilities include developing... ...plans, triaging client leads, and recommending investment strategies. The ideal candidate should have...$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of... ...grow, and make an impact. 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....Hourly payWork at officeImmediate startMonday to FridayShift 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....Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a financial advisor to deliver comprehensive client guidance and customized investment solutions. The role involves triaging leads, referring to partners, reviewing goals, building financial plans, and recommending brokerage products. Expect...
$80k - $110k
...Thrivent Financial is a faith based, not for profit financial... ...- through financial solutions, community engagement,... ...goals. Wealth Advisor Benjamin Koehlinger works... ...California Life and Health Insurance License. FINRA... ...offering advice, insurance, investments, banking and...Work at officeLocal areaHome office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First... ...financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and licensing support:...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$80k - $110k
...Thrivent Financial is a faith based, not for profit financial... ...- through financial solutions, community engagement,... ...goals. Wealth Advisor Benjamin Koehlinger works... ...California Life and Health Insurance License. FINRA... ...offering advice, insurance, investments, banking and...Work at officeLocal areaHome office- ...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
$100k - $140k
LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their... ...include having a Series 7 and 66 license and three years of investment sales experience. The position offers a competitive...- ...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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Alex Mora - State Farm Agent in Anaheim, California is seeking a Financial Account Representative to join their team. The role focuses on... ...customer relationships and educating clients about insurance options, providing a rewarding career with excellent income prospects...
$63.3k - $117.2k
...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with... ...members to deliver a comprehensive banking solution in the best interest of the customer.... ...wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans,...Part timeLocal area$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...Full timeContract workFor contractorsWork at office- ...Overview The purpose of the Financial Representative is to meet the needs of... ...selling the corresponding financial solutions. A Financial Representative must educate... ...develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout...Work at officeLocal area
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis... ...including investments for growth, insurance for protection, and...Work 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$57.5k - $106.5k
...BMO U.S. seeks a financial advisor in South Gate, California, to provide financial and investment planning to clients. You will support sales and performance targets by... ...business development strategies, and provide solutions through managed products. A minimum of 4-6 years...$45k - $100k
...applicants. Join a financial services firm where your... ...and 20,000 financial advisors across the U.S. and... ...Canada than any other investment firm, serving over eight... ...investment and financial solutions to your clients?... ...within three months. State insurance licenses will be...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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$43k - $75k
...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...Part timeLocal areaImmediate startDay shift$70k - $80k
Bank of America is seeking a financial advisor in Gardena to provide comprehensive financial advice and customized solutions for clients. This role involves triaging client leads, making referrals, and reviewing financial goals. Ideal candidates should possess strong communication...- ...real opportunity LPL Financial partners with banks to... ...allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial... ...BMO Bank for financial solutions. This position will... ...and 66 (63/65) required Insurance license required Three...Local area
- Bank of America is seeking a financial advisor to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, recommending strategies, and engaging with clients effectively. Candidates should hold necessary licenses...
$72k - $110k
...Retirement Company parties Dental insurance Flexible schedule Health... ...and civilian career? Salinas Financial Group (a thriving District within... ...promoted to Director of New Advisor Development within three... ...through comprehensive insurance solutions. Your responsibilities will...Full timeInternshipWork at officeLocal areaWork from homeLong distanceFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor (Insurance & Investments). Be the first to apply!
- financial banking Cerritos, CA
- senior financial analyst fp&a Cerritos, CA
- financial Cerritos, CA
- finance financial Cerritos, CA
- financial sales Cerritos, CA
- insurance accountant Cerritos, CA
- insurance sales part time Cerritos, CA
- insurance defense attorney Cerritos, CA
- insurance Cerritos, CA
- work from home dental insurance Cerritos, CA


