Financial Advisor
Regions Bank
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial standing and short and long term goals. The ideal candidate is customer-focused and partnership centric with previous branch‑based Financial Advisor experience. Primary Responsibilities Provides a broad range of investment solutions and products to help meet customer goals and offer in‑depth guidance through Financial Planning services. Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement. Builds and maintains a strong client network and pipeline. Provides and demonstrates expert‑level portfolio planning skills and comprehensive industry and investment knowledge. Conducts and/or participates in investment performance and relationship reviews. Keeps junior level staff informed about investment products and opportunities. Adheres to compliance requirements and follows corporate and industry protocols. Requirements High School Diploma or GED. Six (6) months of related experience. Series 7. Series 63 & 65 or Series 66. Life Insurance License obtained within 60 days from employment start date. Preferences Bachelor's degree. Certified Financial Planning. Chartered Financial Consultant. Certified Retirement Specialist. Two (2) years of Financial Advisory experience. Benefits Paid Vacation/Sick Time. 401K with Company Match. Medical, Dental and Vision Benefits. Disability Benefits. Health Savings Account. Flexible Spending Account. Life Insurance. Parental Leave. Employee Assistance Program. Associate Volunteer Program. Location Beverly Hills, Florida. Equal Opportunity Employer/including Disabled/Veterans. Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the posting date. Job postings for higher‑volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company. #J-18808-Ljbffr
$45k - $100k
...or equivalent work related experience within the securities or financial services industry. Financial services and or sales experience.... ...and basic ADDD coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, a health savings...SuggestedFlexible hoursEdward Jones
Los Angeles, CA1 day ago$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, CA1 day ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
Bank of America
Los Angeles, CA18 hours ago $66.64k - $70.3k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you...SuggestedFull timePart timeWork experience placementLocal areaAmeriprise Financial
Los Angeles, CA3 days ago- ...Company Description Principal Financial Group® is a global leader committed to enhancing the financial security, wealth, and well-being... ...investment advisory solutions. Role Description The Financial Advisor role is a full-time, on-site position based in the Los Angeles...SuggestedFull timeWorldwide
Principal Financial Group
Los Angeles, CA18 hours ago $28.53 - $38.51 per hour
...Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put...West Coast University
Los Angeles, CA3 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Los Angeles, CAa month ago- Pinnacle Staffing is hiring a Service & Installation Technician for a well-established company specializing in the installation and service of BBQ grills, outdoor kitchens, fireplaces, gas logs, wood and gas stoves, and other gas-fired appliances. We’re looking for a mechanically...Local area
Pinnacle Staffing Group
Los Angeles, CA2 days ago $123k
...Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships in the financial services industry. We seek an individual who can develop effective, analytics‑based strategies, exhibit great listening and communication skills...New York Life
Los Angeles, CA18 hours ago$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...Temporary workLocal areaFlexible hoursCAPTRUST
Los Angeles, CA2 days ago- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
Bankers Life
Los Angeles, CA1 day ago $50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, CA1 day ago- ...We're seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. About Navalign Wealth Partners Founded in 2002, Navalign Wealth Partners is a fast...Work at officeWork from home2 days per week1 day per week
Tentek
Los Angeles, CA4 days ago $110k
...(k) matching Bonus based on performance Competitive salary Dental insurance Vision insurance Pointwealth Capital Management - Financial Advisor. We are a boutique wealth management firm (~$500M AUM) based in Encino, CA, serving clients nationwide. We are seeking an experienced...- ...is seeking driven professionals for an asset management role where the potential for success is unlimited. You will leverage your financial expertise to manage client assets effectively, ensuring exceptional service and strong relationships. The ideal candidate will have...
- Bank of America is hiring for a Financial Advisor position in West Hollywood, California. The role involves providing comprehensive financial advice to clients, helping them meet their financial goals by developing personalized financial plans. Key responsibilities include...
- Bank of America is seeking a dedicated professional to provide clients with personalized financial advice and customized solutions. Responsibilities include planning financial goals, triaging leads, and recommending brokerage products to help clients achieve their goals...
$150k
...one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Experienced Financial Advisor - Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or...Temporary workTraineeshipLocal area$70k - $80k
Bank of America is seeking a Financial Advisor in Beverly Hills, California. This role focuses on providing tailored financial advice and solutions to clients, guiding them to achieve their financial goals. Key responsibilities include triaging client leads, making referrals...- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, California. The role involves securing necessary securities licenses and providing bank and investment solutions to clients. Successful candidates will progress to more advanced roles while...
- ...life insurance company that is run for the benefit of its members and participating policy owners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible...Work experience placement
$70k - $80k
...Overview This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It includes triaging client leads, making referrals to business partners based on client needs and asset thresholds,...Temporary workMonday to FridayShift workDay shift$70k - $80k
Job Description Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, including reviewing financial and investment objectives, building financial plans, and recommending brokerage products. Position is subject to SAFE...Work at officeMonday to FridayShift workDay shift$70k - $80k
...FINRA. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...Temporary workMonday to FridayShift workDay shift$70k - $80k
Job Description: The role involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift- Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of...Temporary work
- Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I to begin their career in finance at our Los Angeles location. The advisor will obtain necessary licenses through world-class training. Your role includes building client relationships and delivering...
- Bank of America is seeking a dedicated financial advisor in Beverly Hills, California. This role involves offering customized financial solutions, building financial plans, and meeting with clients to guide them towards achieving their financial goals. The ideal candidate...
- Meaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Local area
- Thrivent Financial in Los Angeles, CA is looking for motivated individuals to join as financial advisors. In this role, you'll guide clients through their financial journeys, providing actionable advice while maintaining long-term relationships. As part of a Fortune 500...Flexible hours
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