Financial Advisor
Pursuit
A growing wealth management firm is looking to add Financial Advisors to its team across multiple markets, including Roseville, CA. This is an excellent opportunity for an experienced Financial Advisor who wants to work within an established organization while continuing to grow professionally and build meaningful, long-term client relationships. Why Consider This Opportunity? STRONG base salary range, depending on experience Additional bonus opportunity with $120K-180K+ total earning potential Employee-based advisor model with a stable base salary Comprehensive benefits including medical, dental, vision, 401(k) match, and unlimited PTO 4-week sabbatical every 3 years Hybrid and fully virtual opportunities available Strong support, resources, and a collaborative team environment Opportunity to work with clients across comprehensive wealth management and financial planning What You'll Do: Develop and maintain strong, long-term client relationships Provide comprehensive financial planning and wealth management guidance Identify opportunities to grow client relationships through additional assets, planning, and insurance solutions Serve as a trusted advisor and resource for clients throughout their financial journey Collaborate with internal teams and resources to deliver an exceptional client experience Depending on your background, take an active role in business development and bringing in new assets, or focus more heavily on managing and servicing an existing client base What We're Looking For 2+ years of Financial Advisor experience Series 7 and Series 66, or equivalent licensing Strong communication and relationship-building skills High level of professionalism, integrity, and character Comfortable working in a collaborative, team-oriented environment Ability to work independently while leveraging firm resources and support Both growth-oriented and relationship-focused advisors are encouraged to apply LOCATIONS: *Virtual/Remote employees must live near an airport that offers a direct flight to Fresno, CA* Hybrid advisors can expect to travel to the office approximately once per month. Fully virtual advisors will participate in team meetings and conferences approximately 4-6 times per year. If you're an experienced Financial Advisor looking for a strong compensation package, flexibility, and the resources of an established wealth management organization, we'd love to connect. #J-18808-Ljbffr
- ...has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a... ...leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor,...SuggestedFull timeContract workTemporary workPart timeFor contractors
- ...opportunities for professionals to contribute to an evolving environment with room for professional development. Role Description The Financial Advisor is a full-time, remote role responsible for providing comprehensive financial guidance to individual and business clients. Day...SuggestedFull timeRemote work
- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's... ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...SuggestedWork experience placementLocal areaRemote workFlexible hours
- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve...SuggestedFull timeContract workWork at officeRemote workMonday to Friday
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build...Remote work
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$64k - $148k
**Only candidates currently residing in the greater Sacramento 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...Traineeship$31 - $35 per hour
Financial Aid Advisor CA Job Type Full-time Description TITLE: Financial Aid Advisor LOCATION: Hybrid (on-site + remote) REPORTS TO: Director of Financial Aid Impact STATUS: Full-time, Non-exempt OUR MISSION 10,000 Degrees is unlocking student success at scale by giving...Full timeRemote workAfternoon shift- Pursuit is expanding its wealth management team in California and seeks experienced Financial Advisors to deliver comprehensive planning and proactive asset growth for clients across multiple markets, including Roseville. This role offers a strong base salary, generous...Remote job
- ...Financial representative Contract type: Full-time Location: Sacramento Industry: Financial Services Date published: 10-01-2026 About the role Our financial representatives at Modern Woodmen...Full timeContract workLocal area
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours$4,037 per month
...Financial Representative Job no: 558162 Work type: Staff Location: Sacramento Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)...Full timeWork at office- ...Organization : Name SACRAMENTO CA Default: Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
$85k - $125k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity... ...create strong relationships with new clients as their trusted advisor • Assist clients with decisions related to life insurance,...Full timePart timeImmediate start$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Work experience placementLive inWork at officeLocal area- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide end-to-end services — from strategy through delivery and managed operations — that address the unique challenges faced by Finance...Live inWork at officeLocal area
- ...collaboratively, and support our broader purpose.Think of us as financial partners, because at Columbia, we believe the best way forward... ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower...Full timeImmediate start
- ...with finance stakeholders, and collaborating across functional and technical teams. You bring the core capabilities of a Workday Financials / FDM Lead, with a particular focus on R2R, and can confidently guide design decisions, challenge legacy processes, and drive solutions...Contract workWork experience placementLive inWork at officeLocal area
- ...Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and offering personalized financial solutions. The role includes opening accounts, facilitating credit applications, and promoting digital self-service options to...
$70.3k - $73.98k
...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. Manages branch's commercial loan portfolio/deposits/growth. Works to...Full time- ...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Workday Financials P2P/WSS...Work experience placementLive inWork at officeLocal area
$24 - $28 per hour
...Summary The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV...Hourly payWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise. Position Overview and Purpose... ...client relationships; they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients....Interim role
- ...entrepreneurs, business leaders, and multigenerational families — and the advisors who serve them — exactly where they are. Today, Certuity... ...RIA Firm, and our advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work Model : Flexible...Work at officeRemote workFlexible hours
- Position Overview The Financial Aid Advisor guides students and their influencers through the financial aid process, administers aid accurately and in compliance with federal and state regulations, and resolves funding barriers that may affect enrollment or continued education...Immediate startFlexible hours
- ...CFOs and controllers transform core accounting and finance operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...Work experience placementLive inWork at officeLocal area
$98k - $163k
...proposals, including 4% and 9% Low Income Housing Tax Credit (LIHTC) projectsDeveloping and analyzing project budgets, sources and uses, financial pro formas, and underwriting modelsConducting feasibility analyses, benefit‑cost analyses, and subsidy layering reviewsAssisting...Permanent employmentFull timeWork experience placementLocal areaRemote workFlexible hours
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