Investment Advisor - Member Financial Planning (Hybrid)
SchoolsFirst Federal Credit Union
SchoolsFirst Federal Credit Union is seeking a Financial Advisor to provide member-focused investment guidance and financial planning. You will assist with mutual funds, securities, and consultative services, ensuring compliance and ongoing member relationships. The role requires Series 7/66 or 63/65, California Insurance License, and 7–10 years of relevant experience. Expect on-site work with regular member meetings and annual financial reviews. #J-18808-Ljbffr SchoolsFirst Federal Credit Union
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Advisor - Member Financial Planning (Hybrid) in West Covina, CA vacancy
- SchoolsFirst FCU is seeking a Financial Advisor to provide members with information on investment products and to assist with mutual funds, securities transactions, and financial planning. You will assess members' goals and risk tolerance, discuss investment alternatives...Suggested
- CU SoCal in Pomona, CA is seeking a Member Service Officer II to act as a trusted financial advisor, identifying needs and matching credit union products and services to members. The role supports branch operations with typical hours Mon-Fri 8:30-5:30 and Saturdays 8:45...SuggestedWeekend work
- ...Edison is seeking an Energy Marketing & Trading Financial Analyst, Associate Specialist to provide... ...initiatives and contribute to corporate strategy. This hybrid role focuses on utilizing quantitative tools to analyze grid planning, carbon emissions, and market dynamics. The...SuggestedPart timeRemote work
$27.02 - $39.18 per hour
SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...SuggestedHourly payPart time$27.02 - $39.18 per hour
...We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels...SuggestedSchoolsFirst Federal Credit Union
Pico Rivera, CA4 days ago- ...our exceptional team. Financial Advisor Scheduled Weekly Hours... ...excellent service to Members seeking information on alternative investment products offered through... ..., and financial planning. Discusses financial investment... ...to two days remote. Hybrid teams coordinate on-...Work at officeRemote work3 days per week
$24.56 - $35.62 per hour
We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels...Part timeNight shiftDay shiftAfternoon shift- ...California Edison (SCE) seeks a Senior Advisor, Financial Analysis to support corporate financial goals through investment strategies and regulatory compliance. This hybrid role requires extensive experience in financial planning and oversight of critical financial projects...
- Credit Union of Southern California is seeking a Member Service Officer II in Pomona, CA to deliver exceptional member experiences by identifying and matching CU SoCal products to member needs. The role requires strong communication and a service mindset with ability to...Flexible hours
- Bank of America in California seeks a Financial Services Advisor to triage leads, build financial plans, and recommend brokerage and banking products to meet client... ...Series 7 & 66 licenses, at least one year in investments or financial services, and strong relationship skills...
- Bank of America in Alhambra is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions... .... The role involves engaging clients to plan their financial goals and recommending appropriate investment products. The ideal candidate will have...
$80k - $95k
...The Budget and Finance Analyst is a key member of the Finance and Treasurer’s Office... ...responsible for supporting the College’s financial planning, budgeting, reporting, and... ...participation and more.**Work Model:** Hybrid* Must have access to reliable and secure...Full timeWork at officeRemote workWeekend workAfternoon shift- ...RevolutionBecome a Senior Advisor, Financial Analysis at Southern California... ...on long and short-term investments and risk management, devise... ...of experience in financial planning, modeling and/or forecasting... ...This position’s work mode is hybrid. The employee will report...Temporary workRemote work
- Southern California Edison is seeking a Financial Planning Advisor to research and analyze financial assets, forecast plans, and support regulatory... ..., with SAP and Power BI experience. The position is hybrid, based in California, with remote work options and an emphasis...Remote work
- Southern California Edison is seeking a Financial Planning, Senior Advisor to deliver high-quality financial analysis, strategic insights, and decision... ...performance, and contribute to regulatory filings. Hybrid work from Rosemead, CA is expected. #J-18808-Ljbffr Southern...Temporary work
- ...Langin - State Farm Agent in Diamond Bar, California, is seeking a Financial Services Representative to market financial products while assisting customers with their financial planning and investment needs. The successful candidate will possess strong analytical skills...
$250k
...through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in... ...business client and implement appropriate sales plans to target Book of Business customers... ..., and present product offers/financial solutions Understand and comply with Citibank...- Benefits Life insurance Team Member Travel Reward ROTH SIMPLE IRA Bonus based on... ...off Training & development As a financial services rep with Peggy Langin State Farm... ...Responsibilities Consult customers with financial planning and investment options. Assist customers with...Flexible hours
- ...primarily responsible for supporting financial planning, modeling, analysis, and forecasting,... ...providing occasional mentoring to team members; listening and responding to, seeking,... ...sales inventory, analysis spreadsheets, investment schedules).Supports assessment of the...Work experience placement
- ...an Energy Marketing & Trading Financial Analyst, Associate Specialist... ...help shape SCE’s work on planning for long-term electricity supply... ...legal proceedings, and future investment strategies. Additionally, you... ...position’s work mode is hybrid. The employee will report to...Contract workRemote workRelocation
$90k - $110k
...Controller Corp of Strategic Planning Come grow with us! Working at... ...for energetic, motivated team members to expand our nest. Your Role and Impact The Sr. Financial Analyst will take a proactive... ...equipment Office Presence : Hybrid: 3 days in office, 2 days local...Work experience placementWork at officeLocal areaWorldwideShift work- ...clients achieve their financial goals! At CWMG we believe... ...We Offer: Competitive Advisor Funding : Transition... ...to succession planning, we help you grow your... ...thrive. Make your smartest investment yet—apply here directly... ...Advisor Networks LLC, member FINRA/SIPC. Advisory Services...Permanent employmentFull timeRelocationRelocation package
- ..., a premier boutique financial firm in Greater Los Angeles... ...a robust platform for advisors to elevate their... ...personalized financial plans/strategies aligned with... ...risk management, and investment services. Collaborate... ...Insurance Agency LLC), member FINRA/SIPC. Advisory Services...Local areaFlexible hours
- ...Job Description Experienced Financial Advisor Job Description Strategic... ...designing and implementing financial plans, managing resources,... ...Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment...
Strategic Fortune Wealth Management
West Covina, CA8 days ago $38 - $46 per hour
...practice of Ameriprise Financial Services Location... ...Build Financial Plans That Make a... ...is about more than investments—it's about helping... ...Working alongside our advisors, you'll support... ...success of its team members. This position offers... ...possibility of a hybrid schedule in the...Full timePrivate practiceWork at officeLocal area$19 - $23 per hour
...through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Travel to various... ...make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders...Full timeWork experience placementBank staffFlexible hoursShift workCathay Bank in
Alhambra, CA21 hours ago- ...Bank of America in Baldwin Park seeks a frontline financial center associate to uncover personal banking needs, assist with self-service transactions, and deepen client relationships. You will connect clients to specialists, train them on digital tools, and ensure accurate...Weekend work
Bank of America
Baldwin Park, CA1 day ago $25 - $27.88 per hour
...Mandarin, with strong communication skills. Responsibilities include processing cash transactions and building relationships to meet financial needs. The pay range is $25.00 - $27.88 per hour based on experience, plus benefits including paid time off. #J-18808-Ljbffr...Hourly payBank of America
West Covina, CA21 hours ago- ...... * A diversified portfolio of investment, insurance, retirement solutions - all... ...* A one-stop shopping hub for financial and advanced planning solutions when your clients' needs must... ...first three years for inexperienced advisors. * Transition packages for experienced...Local areaFlexible hours
MassMutual Pacific
Rowland Heights, CA1 day ago $20 - $26 per hour
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...professionals help guide businesses and community members on both sides of the Pacific looking to... ...create, maintain, and implement business plans designed to identify revenue growth...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor - Member Financial Planning (Hybrid). Be the first to apply!
Related searches
- financial planning assistant West Covina, CA
- estate planning consultant West Covina, CA
- wealth advisor West Covina, CA
- financial consultant West Covina, CA
- financial counselor West Covina, CA
- associate corporate finance West Covina, CA
- finance associate West Covina, CA
- jde finance consultant West Covina, CA
- financial planning administrator West Covina, CA
- financial planning associate West Covina, CA