Hybrid Financial Advisor: Client Planning & Growth
$50k - $150kFoundation Risk Partners
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 management and compliance with industry regulations. Candidates must have a FINRA Series 66 license (or equivalent), and a bachelor's degree in a related field is preferred. The salary ranges from $50,000 to $150,000 USD, along with a range of benefits including health insurance and a retirement plan. #J-18808-Ljbffr Foundation Risk Partners
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Hybrid Financial Advisor: Client Planning & Growth in Santa Clarita, CA vacancy
$50k - $150k
...Financial Advisor Valencia, California, United States Foundation... ..., CA. This is a hybrid role. This role is an... ...continuously prospecting for new clients Analyze client... ...create tailored financial plans aligned with their... ...support retention and growth Coordinate referrals or...SuggestedWork at officeLocal areaFoundation Risk Partners
Santa Clarita, CA1 day ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...wealth management, including planning for retirement, education, legacy... ...and Wealth Management Client Associates help clients pursue... ...portfolios and driving growth Proven relationship building...SuggestedWork at officeShift workDay shift
Bank of America
Santa Clarita, CA2 days ago $70k - $80k
...guided by a common purpose to help make financial lives better through the power of... .... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and... ...investment goals, building a financial plan, and recommending brokerage products...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...guided by a common purpose to help make financial lives better through the power of... .... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and... ...investment goals, building a financial plan, and recommending brokerage products...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$120k
...the potential to thrive as a financial professional, positively impacting... ...the country. Assist clients by providing peace of mind while... ...financial obstacles like retirement planning and college savings. Present... ...while working as a financial advisor. Leverage digital tools...SuggestedRelocation packageWizeHire
Santa Clarita, CA17 hours ago- ...technology company is seeking a Senior Financial Analyst  to join a high-visibility FP&... ...to senior leadership, ownership of core planning and reporting processes, and the... ...bonus, and benefits Clear opportunity for long-term growth and internal mobility...
- Dormont Manufacturing Co is looking for a Financial Solutions Advisor Stage I in Santa Clarita. This role involves obtaining securities licenses and providing client-centric financial advice. You will build relationships with clients, receive dedicated training, and have...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor (FSA I) in Santa Clarita, CA. This role offers the opportunity to obtain necessary industry... ...training and coaching. The ideal candidate will manage client relationships and collaborate with banking partners to...Hourly payMonday to Friday- ...memorable experiences for our clients and employees, making them feel... ...solutions and cutting‑edge financial technology combined with friendly... ...approach to generate growth in their balances. You will help... ...centers, a retirement savings plan, backup childcare, tuition reimbursement...Afternoon shift
- Fairygodboss is seeking a Private Client Banker in Santa Clarita, CA. This role focuses on delivering personalized banking solutions and... ...or equivalent. The position offers comprehensive benefits and opportunities for professional growth. #J-18808-Ljbffr Fairygodboss
- A leading financial services company in Santa Clarita is seeking a Financial Professional to assist families with their financial goals... ...providing solutions like life insurance and retirement planning. Candidates should possess strong communication skills. A Bachelor...Relocation package
- 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...
$89.61k - $138.9k
Financial Analyst III The Financial Analyst III performs financial analysis and assistance with projects including: product & branch profitability... ...profitability analysis, budget variance analysis and budget planning; asset liability management (ALM) modeling and reporting and...- ...America in Santa Clarita seeks an enthusiastic individual to engage clients in the lobby, assisting them with transactions through various... ...relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess...Day shift
$52.73k
...position responsible for driving profitable residential mortgage loan growth that aligns with the Credit Union's strategy. Responsibilities... ...guidelines Provide consultative service to members, analyzing financial information and identifying appropriate loan solutions Partner...Work at office- ...impact providing expert financial advice with heart.... ...Thrivent’s comprehensive advisor onboarding program.... ...achievable advice and connect clients to Thrivent products... ..., and dedicated planning fees for those who qualify... ...for professional growth as you build your business...
$25 - $26.77 per hour
...Description This job is responsible for engaging clients in the lobby to educate and assist with... ...with clients to understand their financial and life priorities and connecting them... ...impact and contribute to the sustainable growth of our business and the communities we...Hourly payShift workWeekend workDay shiftDormont Manufacturing Company
Santa Clarita, CA7 hours 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... ...connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day...Work at officeImmediate startMonday to Friday- Thrivent in Santa Clarita is seeking a committed financial advisor to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their...
$70k - $80k
Bank of America seeks a Financial Advisor in Santa Clarita, CA to deliver tailored financial advice and develop client investment strategies. Responsibilities include managing client interactions, building financial plans, and ensuring compliance with federal regulations...- 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,...
- A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers... ...extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits including medical and retirement...
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) - your journey starts with obtaining Securities Industry licenses (SIE, Series 7 and Series... ...and coaching. You will acquire, build, and manage client relationships, deliver client reviews and presentations, and...Hourly payMonday to FridayShift workDay shift- ...responsibilities include collecting and analyzing financial data to determine the creditworthiness of the... ...solutions in support of working capital growth, acquisitions and debt restructuring for your new and existing clients with the goal of generating income and enhancing...Local area
MRINetwork
Valencia, CA1 day ago - ...guided by a common purpose to help make financial lives better through the power of... ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$51.48k
...Financial Consultant The Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate... ...management approach, including planning for retirement, education, legacy...Contract workWork experience placementWork at office- Bank of America in San Fernando, CA is seeking a motivated individual for a client engagement role. Responsibilities include assisting clients with transactions and managing financial center operations. The ideal candidate will possess a strong work ethic, effective communication...Hourly pay
- 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
$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 weeks....Work at office$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Financial Advisor: Client Planning & Growth. Be the first to apply!
Related searches
- financial planner Santa Clarita, CA
- financial planning associate Santa Clarita, CA
- financial advisor associate Santa Clarita, CA
- jde finance consultant Santa Clarita, CA
- finance associate Santa Clarita, CA
- estate planning consultant Santa Clarita, CA
- financial planning assistant Santa Clarita, CA
- financial counselor Santa Clarita, CA
- financial advisor Santa Clarita, CA
- financial associate Santa Clarita, CA