Financial Advisor - Licensed
RK Partners
Job Description
Job Description
As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
- Prospecting for clients through referrals, personal observation and networking
- Developing and maintaining long-term relationships with clients
- Fact gathering and needs analyses to arrive at client-centric financial solutions
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
- Strong interpersonal skills and customer service focus
- Experience working with vlients virtually
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
- BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION:Mutiple Locations
Vacancy posted 10 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Licensed in Los Angeles, CA vacancy
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7/66) and to develop core advisory skills, including client intake, needs discovery and proposal delivery. In-office training and progression through the advisory...SuggestedWork at office
- Bank of America is recruiting a Financial Solutions Advisor Stage I in Glendale, CA. The role starts with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and progresses toward advising clients on a broad range of financial solutions. You will build client...SuggestedWork at office
- A leading banking institution is seeking a Financial Solutions Advisor Registration Candidate in Monterey Park, CA. This full-time position involves obtaining essential industry licenses while building and managing client relationships. Candidates should possess a high...SuggestedFull time
- Northwestern Mutual’s College Financial Representative internship provides guidance, connection, and a framework for building an integrated... .... The program offers a flexible schedule around classes, licensing support (SIE, Series 6/63), and opportunities to advance to a...SuggestedFull timeInternshipFlexible hours
$120k
...communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to...SuggestedWorthington Financial Partners
Los Angeles, CA5 days ago$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud... ...behind you. We believe the strongest advisor-client relationships are built on trust,... ...Life, Accident & Health insurance licenses. Active FINRA registrations, including...Local areaFlexible hoursGoldBook Financial
Los Angeles, CA5 days ago$55k - $120k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...of education and experience. FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses. Life and Health Insurance...Contract workPart timeLocal areaBMO Financial Group
South Gate, CA2 days ago- ...with students and prospective students to provide information on financial aid and options that can help them develop a financial plan... ...Bachelor's Degree from an accredited College or University. Licenses/Certifications: ~ May not be in default on a federal...
West Coast University
Los Angeles, CA2 days ago $60k - $80k
...: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars... ...and industry guidelines, policy, procedure, compliance, licensing and training requirements. Maintain proficiency with organization...Temporary workLocal areaGlobal Credit Union
Glendale, CA1 day ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...wealth management Insurance/risk management Training and licensing support: ~ First Command offers a comprehensive...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Glendale, CA4 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Santa Monica, CA4 days ago$45k - $100k
...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner... ...way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Pasadena, CA5 days ago$70.3k - $115k
...determine the most appropriate products to meet their long term financial goals. Provide advice and guidance regarding retirement... ...Applications (Word, Excel, Power Point, Outlook). CERTIFICATES, LICENSES, REGISTRATIONS: Required FINRA Series 7, 65 or 66, and California...Remote workWescom Central Credit Union
Pasadena, CA3 days ago- ...Our Los Angeles office in California is looking for a Financial Advisor working as part of an advisory team to help clients achieve their... ...Series 7, 66 (BD/RIA) ~ Series 65 (RIA Only) ~ Insurance Licenses ~4+ years of experience within the wealth management industry...Work at office
Tentek
Los Angeles, CA2 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...training to maintain registrations and licenses in good standing. A firm-provided branch...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, CA5 days ago- ..., dynamic firm of MassMutual, a leading financial services organization with a long history... ...We are seeking a motivated Financial Advisor who is ready to take the next step in their... ...: Active Life Insurance license required. Previous experience in financial...
MassMutual Pacific
Pasadena, CA3 days ago $57.6k - $66.1k
Charles Schwab is seeking a Regular-position service professional to provide financial guidance and build lasting client relationships. You will engage with clients on inbound calls, take ownership, and resolve complex issues while upholding Schwab’s standards of service...$28.85 - $33.65 per hour
...are guided by a common purpose to help make financial lives better through the power of every... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is... ...paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66...
- ...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... ...applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America Corporation
Santa Monica, CAmore than 2 months ago - ...Experienced Financial Advisor Location: El Segundo, CA | Company: Sagient Financial Build the Practice You Envision—With the Right... ...-planning resources Dedicated transition support for licensing, onboarding, technology, and client segmentation Marketing...Full time
Sagient
Los Angeles, CA17 days ago $90k - $110k
...Job Description Job Description Job Title: Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients—but is tired of chasing leads and cold prospecting? What if your primary focus was simply doing what...Providence Financial and Insurance Services, Inc.
Los Angeles, CAa month ago$110k
...insurance Vision insurance Pointwealth Capital Management - Financial Advisor. We are a boutique wealth management firm (~$500M AUM) based... ...Series 7, Series 63/65 or 66 (required) Life, Accident & Health license (required) Bachelor’s degree (preferred) Compensation &...$90k - $100k
Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking... ...: 4‑year college degree preferred but not required. Licenses: Series 65 or must obtain within 90 days of start date. Experience...Temporary workLocal areaFlexible hours- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer... ...& 66 preferred Life & Health Insurance Licenses Desire to assist clients meet their...Local area
$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads,... ...registration requirements and requires completion of all mandated licenses and trainings. Responsibilities Works with clients to plan...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$70k - $80k
...Financial Advisor The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history... ...applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$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 financial... ...system. Requirements include having a Series 7 and 66 license and three years of investment sales experience. The...$22.39k - $136.47k
...Bonus and Commission Director @ Thrivent | Financial Planning READ CAREFULLY *** US citizens... .... We are looking for experienced advisors (bonuses) and non-experienced candidates... ...interpersonal skills. Resources and support Paid licensing and coaching to obtain Life, health, &...Full timeLocal area$24.23 - $26.92 per hour
...individual needs in a supportive, student-centered environment. The Financial Aid Advisor’s primary responsibility is to promote a student-centered... ...with ELM, NSLDS, COD. Have a valid California driver license to travel domestically. Preferred Bachelor’s degree in Business...Hourly payTemporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Licensed. Be the first to apply!
Related searches
- international financial advisor Los Angeles, CA
- financial advisor Los Angeles, CA
- financial associate Los Angeles, CA
- oracle financial functional consultant Los Angeles, CA
- estate planning consultant Los Angeles, CA
- associate leveraged finance Los Angeles, CA
- financial advisor associate Los Angeles, CA
- financial planning associate Los Angeles, CA
- financial planning assistant Los Angeles, CA
- finance associate Los Angeles, CA