Financial Advisor
$60k - $75kAppleOne Employment Services
Job Summary A growing financial planning and wealth management firm in Fresno, CA is seeking a full-time Financial Advisor to join its client-focused advisory team. This direct hire opportunity is ideal for a driven financial services professional with 1 to 2 years of experience who is passionate about helping individuals, families, and businesses build confidence in their long‑term financial future. The Financial Advisor will work closely with clients to understand their goals, evaluate financial needs, and deliver personalized planning and investment guidance. This role offers a supportive team environment, access to professional tools and resources, and the opportunity to build lasting client relationships while continuing to grow within the financial services industry. This is a strong opportunity for someone who values integrity, professionalism, collaboration, and career development. The firm offers a positive culture, supportive leadership, and a relationship‑driven environment where advisors are encouraged to succeed through thoughtful planning, client service, and strategic business development. Key Responsibilities Develop and maintain strong client relationships through ongoing financial planning, communication, and advisory support. Assess client financial situations, goals, risk tolerance, and life changes to create tailored financial strategies. Provide guidance on investments, retirement planning, insurance, tax strategies, and estate planning considerations. Monitor client portfolios and recommend adjustments based on market conditions, financial objectives, and client needs. Identify and pursue new business opportunities through networking, referrals, prospecting, and relationship building. Stay current on financial products, wealth management strategies, industry trends, and regulatory requirements. Compensation and Benefits Salary range: $60,000 to $75,000 per year. Competitive compensation package with base pay plus incentives or commission structure. 401(k) matching. Financial planning services. Health insurance. Health savings account. Paid time off. Retirement plan. Full‑time employment. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact the staffing representative who will reach out to the HR team. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment‑qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #J-18808-Ljbffr AppleOne Employment Services
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$64k - $148k
**Only candidates currently residing in the greater Fresno area will be considered for this role** Financial Advisor Trainees at Northwestern Mutual come from diverse professional backgrounds including business development, management, athletics, agriculture, education,...SuggestedTraineeship$145k - $225k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...SuggestedFull timeLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...SuggestedFull timeInternshipLocal areaFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$100k
...insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with Loper District - Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career: Build...Work at officeLocal areaImmediate startWork from homeVisa sponsorshipFlexible hours- ...educate and assist with transactions Processing cash transactions for clients as needed Having deep conversations with clients about financial and life priorities Connecting clients to solutions that meet their financial goals Following established processes and guidelines...Weekend work
$25 - $26.77 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$24 - $25 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...Local areaFlexible hoursAfternoon shift- Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products,...Work experience placement
$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift work- ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Job Summary Under direct supervision: Provides quality service to customers....Work at office
$20 - $23 per hour
...Financial Sales Representative Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Financial Sales Representative is responsible for selling the bank's products and services...Hourly pay$250k
...service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business...- Educational Employees Credit Union in Fresno, CA, is seeking a friendly teller to join our Branch Operations team. You will process teller transactions, handle cash and negotiable instruments, and deliver excellent member service. This role emphasizes accuracy, cross-selling...Weekend workAfternoon shift
- ...people helping people." We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values. WHO YOU ARE: At Golden 1, we believe in investing in our...Hourly pay
$37 per hour
...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking...$20 - $26 per hour
...digital tools, self-service options, or the appropriate team member. Build relationships, actively listen to understand everyday financial needs, and connect customers to relevant information, services, digital tools, or bankers. Identify potential product or service needs...Work experience placement$70.3k - $89k
...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under General Managerial Guidance: Reviews and...Full time- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- Who We Are Our mission is to enhance the lives of people by creating inspiring living environments - enhance and inspire. For over 35 years, Trumark has been a leading real estate development company with divisions in Colorado, Washington, Northern, Central, and Southern...Work at officeWork from home
$50k
...a difference. We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before...Work at officeLocal areaImmediate startWork from homeVisa sponsorshipFlexible hours$5,787 - $6,021 per month
Apply now Job no: 558019 Work type: Staff Location: Fresno Categories: Unit 9 - CSUEU - Technical Support Services, Probationary, Full Time, Information Systems & Technology Position Description (Information Security Analyst I) Compensation and Benefits Anticipated Hiring...Full timeWork at office$95.08k - $121.24k
...diligently using assigned delegated lending authority where applicable, and performing all aspects of underwriting - such as evaluating financial information, developing financial analyses, and interpreting and applying Association credit standards relevant to each...Full timeSeasonal workWork visa$25.49 - $31.15 per hour
...Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal area$25 - $30 per hour
...mission: to help businesses, professionals, and successful individuals reach their goals through personalized service and flexible financial solutions. As one of the top-performing community banks in the nation, FFB offers a full range of banking services, including...Hourly payFull timeWork at officeLocal areaFlexible hours- ...Profile:Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and... ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to...Work experience placementLocal areaImmediate startRelocation
$37.13k - $61.88k
...OPT for this position. Job Description Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive...Full timeTemporary workPart timeWork experience placementWork at office- ...credit requests. Prepare and recommend credit authorizations. Analyze and interpret profitability, cash flow, credit reports and financial ratios to determine if they meet guidelines. Evaluate and verify collateral. Analyze borrower's competitive and economic...
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