Financial Advisor
$120kWizeHire
Overview New York Life Insurance - Southern California • Santa Clarita , CA , US Posted 3 days ago Description Do you embody the following traits? Competitive Creative Receptive to feedback Exceptional communicator If you resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York Life presents you with the opportunity to craft your career journey. As a member of a prominent Fortune 100 company in the financial industry, you will undergo thorough training covering key aspects such as marketing, CRM, and interpersonal skills. Supported by a dedicated team for development and sales assistance, New York Life is devoted to fostering your achievements. $120,000 + signing bonus + quarterly incentives Responsibilities Make a significant impact on the financial well-being of individuals, families, and small businesses throughout the country. Assist clients by providing peace of mind while guiding them through intricate financial obstacles like retirement planning and college savings. Present a variety of financial products and solutions, such as life insurance, annuities, and investment products, to help clients reach their financial objectives. Develop expertise and specialize in different areas like wealth management, estate planning, and business solutions while working as a financial advisor. Leverage digital tools provided by New York Life to effectively manage day-to-day operations and attract and retain clients in Tucson, AZ. Qualifications Bachelor's degree preferred but not required. Strong communication skills and the ability to build relationships are crucial attributes required for this position. California Life & Health License (sponsored upon hiring). Securities Licensing (sponsored upon hiring). Applicants must have U.S. work Authorization to apply for this opportunity. Compensation $120,000 + bonus About New York Life Insurance - Southern California New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We\'re proud to be recognized by the following organizations Fortune 2024: World\s Most Admired Companies Handshake 2025: Early Talent Award Forbes 2024: America\'s Best Employers for Diversity Seramount: 2024 Best Companies for Multicultural Women #J-18808-Ljbffr
$50k - $150k
...Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role. This role is an excellent opportunity to earn additional compensation...SuggestedWork at officeLocal areaFoundation Risk Partners
Santa Clarita, CA5 days ago- A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based compensation and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits...Suggested
- ...A leading financial services company in Santa Clarita is seeking a Financial Professional to assist families with their financial goals. The role includes providing solutions like life insurance and retirement planning. Candidates should possess strong communication skills...SuggestedRelocation package
WizeHire
Santa Clarita, CA4 days ago $50k - $150k
Foundation Risk Partners is looking for a Financial Advisor to join their LBW team in Valencia, California. This hybrid role offers the opportunity to manage a book of business and create personalized financial plans for clients. Key responsibilities include client relationship...Suggested- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...Suggested
Thrivent Financial for Lutherans
Valencia, CA2 days ago - ...Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James... ...the Portfolio Manager and entire team, providing comprehensive financial planning support to the team and clients. This is a permanent full...Permanent employmentFull time
Raymond James Financial Services
Santa Clarita, CA4 days ago - ...offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Financial Planner (Future Opportunities) How does the role impact the organization? The Financial Planner will be part of...Flexible hours
Raymond James Financial Services
Santa Clarita, CA4 days ago - A leading financial institution in California seeks a Financial Solutions Advisor Registration Candidate to develop skills for advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships...
$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...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shiftBank of America
Santa Clarita, CA4 days ago$91.68k - $142.1k
.... Come be part of something amazing where your contributions truly matter. If you have a passion for helping people achieve their financial goals, we are looking for you! Come be part of a thriving team! The Business Banking Officer works with new and existing business...Full timeWork at officeRemote workWeekend workAfternoon shiftLogix Federal Credit Union
Valencia, CA11 days ago$95k - $135k
...Senior Financial Planner Valencia CA - Valencia, CA 91355; Los Angeles CA - Los Angeles, CA 90064 Overview Salary Range $95,... ...Degree Travel Percentage Up to 25% Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion...Full timeTemporary workWork at officeLocal areaFlexible hoursShift workEP Wealth Advisors
Valencia, CA5 days ago- ...Description Raymond James Independent Financial Services is seeking a Senior Wealth Advisor Assistant to work in our Downtown Toronto Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and...Work at office
Raymond James Financial Services
Santa Clarita, CA1 day ago - ...customized solutions to their wealth management needs. Wealth Advisor Assistant How does the role impact the organization? The... ...primary role of the Wealth Advisor Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is...Work at officeFlexible hours
Raymond James Financial Services
Santa Clarita, CA2 days ago $28 - $33 per hour
Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market role at Bank of America . This range is provided by Bank of America. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more...Work at officeImmediate startMonday to Friday- Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community,...
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- About Bank of America We help make financial lives better through responsible growth and by delivering for our clients, teammates, communities and shareholders every day. Job Summary Engage clients in the lobby to educate and assist with conducting transactions through...Shift workWeekend workDay shift
- ...transactions through various self-service resources. A strong focus on client relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess a High School Diploma or equivalent, with a passion for delivering...Day shift
- ...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
$17.28 - $25.92 per hour
...Branch Teller I Or II The Branch Teller I (or II) is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, and other related transactions. Knowledgeably addressing member concerns and questions as well as identifying...Work at officeFlexible hoursLogix Federal Credit Union
Valencia, CA5 days ago$37.15 - $55.73 per hour
...maintains applicant's loan files ensuring completeness using a stacking order checklist. Corresponds with applicant to gather required financial information for the loan approval process. Follows up with applicants as to the status of pending loans at least every two...Full timeWork at officeRemote workLogix Federal Credit Union
Valencia, CA16 days ago- ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital...Local area
MRINetwork Jobs
Valencia, CA19 days ago $45k
...delivering exceptional member experience. This includes acting as an advisor to identify additional cross sell opportunities, referrals to... ...by providing high-quality sales and service, identifying financial needs, and recommending appropriate financial products and services...Full timeRemote workLogix Federal Credit Union
Valencia, CA11 days ago$52.73k
...urgency Maintain knowledge of loan products and underwriting guidelines Provide consultative service to members, analyzing financial information and identifying appropriate loan solutions Partner with Logix Retail Banking team to deepen member relationships...Full timeWork at officeRemote workLogix Federal Credit Union
Valencia, CA16 days ago- Job Title Essential Job Functions: Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services. Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. Communication...Work at office
JBA International
Valencia, CA2 days ago $24.81 - $37.21 per hour
Loan Resolution Representative The Loan Resolution Representative notifies or locates customers with mid-stage (30-49 days) delinquent loans or negative share accounts and attempts to secure payment. Answers general and escalated collection questions from members and staff...Work at office- ...customized solutions to their wealth management needs. Investment Advisor Associate How does the role impact the organization?... ...member of a dynamic team dedicated to supporting clients’ financial well-being and delivering a high standard of service. This role...
Raymond James Financial Services
Santa Clarita, CA1 day ago $69k - $75k
...departments. Manages delinquent customer receivables, negotiates special customer payment plans and participates in development of financial packages. Monitors credit activity including monthly review of large accounts, location compliance with credit policies and...$37.15 - $55.73 per hour
Logix Federal Credit Union is looking for a Senior Commercial Loan Processor with comprehensive knowledge in SBA and commercial loan processing. The role involves handling all aspects of loan applications and servicing, communicating with various stakeholders, and ensuring...Hourly pay- ...Our Investment Banking team of over 350 investment bankers across North America is focused on servicing the corporate finance and financial advisory needs of our clients. We offer a complete range of capital markets services with strong expertise in mergers & acquisitions...Immediate start
Raymond James Financial Services
Santa Clarita, CA3 days ago
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