Financial Advisor
WestPac Wealth Partners
At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. REQUIREMENTS 4-Year Degree Desire to Help Others Highest Level of Integrity & Ethics Interpersonal & Relationship Skills Affinity for Education & Professional Development Goal & Commitment Oriented SIE, Series 7 & 66 License, Life and Health (Have or will Obtain) WHAT WE PROVIDE Industry-Leading, Proprietary Training and Education Systems Proprietary Planning Software Team-Work Culture Free Licensing Access to study and licensing materials– reimbursements for tests. Advanced Planning Team Accountability and Marketing Coaches * Learn more about our accolades here: | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 View phone number on click.appcast.io. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License#0I29680| 7540390.1 Exp. 01/27 #J-18808-Ljbffr WestPac Wealth Partners
$61k - $119k
...Financial Advisor Opportunity 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...SuggestedFull timeContract workFor contractorsWork at office$36k
...branches and licensed branch employees to grow the investment business. Major Job Accountabilities Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need. Uses engagement and discovery...SuggestedWork experience placementWork at officeImmediate start- ...where you can build meaningful client relationships, develop financial expertise and create a business of your own? Sagient is seeking... ...learn to help clients make informed financial decisions. Our advisors take a holistic, educational approach that may include financial...Suggested
$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...SuggestedWork at office- BrokerHunter is conducting a search on behalf of an independent financial planning and wealth management firm seeking a Associate Financial Advisor to join its growing team. This is an excellent opportunity for an early-career financial professional who wants hands-on...SuggestedImmediate start
$48k
...Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation.... ...Benefits and Pay The expected starting pay for the Senior Financial Advisor is $48,000 per year plus applicable eligible commissions. We...Full timeFlexible hours- Financial Advisor Are you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding...Full timeTemporary workWork at officeRelocationMonday to Friday
$43k
...a generous and competitive monthly incentive and annual payout.** Primary Purpose of Job Works collaboratively with a Financial Advisors (FAs) and Sales Manager to proactively grow and service an existing client base, along with developing new clients. Major...- ...Position Type: Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance...
$30.88 per hour
...technical and management operations support for Department of Defense and Federal civilian agencies. We are currently looking for Financial Counselors (FinCO) for our client. The budgeted compensation for these positions includes an hourly rate of $30.88 plus an additional...Hourly payContract workRelocation$47.2k - $84.41k
...Business Segment by working with existing and forming connections with potential new Small Business client's to help them reach their financial goals. The Business Banker also leverages Credit Analysis skills to properly grow their portfolio and does due diligence to...Work experience placementMonday to Friday$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Hourly payFull timeWork at officeDay shift- Description:: Join our expanding team in Los Angeles. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You...Full time
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- ...Experienced Financial Advisor Location: Hawaii, CA | Company: Sagient Financial Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing...Full time
$48k
...Wealth Advisor We are seeking a Wealth Advisor to assist our members with Financial Planning, Estate Planning, and Wealth Advisory needs. You'll bring your expertise and current established network to our member-trusted team, and expand your opportunities through partnership...Full timeWork experience placementFlexible hours- ...Wealth Advisor Provide professional investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific...Work at office
- Job Description Job Description Position Function: The level of the position will be determined based on the candidate’s experience and qualifications. Cash Management Officer is responsible for the implementation and ongoing maintenance of Cash Management services...Work at office
- ...timely manner; timely renewal and/or extension of loans; minimizes all delinquencies (payment and tickler delinquencies); follows financial trends of respective borrowers; appropriately recommends waivers/amendments; and maintains credit files in compliance with Bank Credit...Work at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hours$60k - $65k
.... Bachelor’s degree in accounting, finance, or related field required; advanced degree preferred (MBA, MFin, CPA). Proficiency in financial management software such as QuickBooks; familiarity with Microsoft Excel for financial analysis and reporting is essential. Ability...Full timeFor contractorsWork at officeLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$86.8k - $113.93k
...Manager to develop and grow a portfolio of Hawaii business relationships. As the lead relationship advisor, you will originate new business, understand each member's financial and operating needs, structure sound credit and banking solutions, and bring together the right...Full timeLocal areaFlexible hours- ...new relationships. Manages a portfolio of HVC customers to build and retain customer relationships. Analyzes tax returns and financial statements. Participates in branch or bank wide campaigns. Actively cross-sells and refers customers to the appropriate...Work experience placementWork at office
$72k - $80k
Financial Analyst - Financial Planning & Analysis Redaptive is searching for a detail‑oriented Financial Analyst to join our growing FP&A team. The position reports to the Sr. Manager FP&A and will play an important role in informing strategic decisions, modeling future...Immediate startFlexible hours- Job Overview Reporting to the Director of Strategy and Financial Planning, you will provide timely analysis and deliverables to support Par Pacific's forecasting and business planning process. The Senior FP&A Analyst role involves detailed financial analysis of Par Pacific...Visa sponsorshipFlexible hours
$45k - $55k
...Job Description Job Description Position: Associate Financial Representative Salary Range: $45,000-$55,000 Job Summary This... ...application may be overlooked. Key Responsibilities Advisor Support: - Calendar management with our Scheduling Coordinator...Full timeWork at officeRemote workRelocation packageFlexible hours- ...drivers of reserve changes, trends in portfolio performance, and emerging credit risks. Utilize various data tools to perform risk, financial and data analyses including profiling, sampling, forecasting and due diligence. Work collaboratively with other team members to...Work at office
- ...Purpose of Job Performs due diligence in the monitoring and maintenance of Commercial and Business Banking customers. Prepares financial statements spreads, tax returns analysis, and covenant compliance checks for customers. Underwrites and evaluates the credit risk...Work at office
- DecisionPoint Corporation is seeking an IT Security Analyst to join our US Air Force team supporting the defense of USAF infrastructure (AFIN) at the base level. This position is onsite. This requisition is contingent upon additional funding.* Contractor shall provide...For contractorsLocal areaImmediate start
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