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
$22 - $26 per hour
...Financial Aid Advisor Van Nuys - Van Nuys, CA 91411 Overview Salary Range $22.00 - $26.00 Hourly Position Type Full-Time Job Shift Day Education Level High School Diploma Description Success Education Colleges (SEC) is a family of institutions comprised...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursShift workSuccess Education Colleges
Van Nuys, CA5 days ago$75k - $90k
...practice on the mat and putting it into practice in life. OVERVIEW Alo is seeking a highly motivated individual to join our Financial Planning & Analysis team. As the FP&A Analyst, you will support our fast-growing E-Commerce channel. This role will partner...SuggestedFull timeFlexible hoursShift work- ...Exceptional advisors deserve an exceptional platform. At Sagient, you'll combine the personalized support of a boutique firm with the... ...holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering...Suggested
Sagient
Los Angeles, CA4 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Santa Monica, CA2 days 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...SuggestedTemporary workLocal areaFlexible hoursCAPTRUST
Los Angeles, CA1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Los Angeles, CA2 days ago$45k - $100k
...Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned and focus on our clients. Our purpose is to...TraineeshipLocal areaFlexible hoursEdward Jones
Burbank, CA1 day 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, CA20 hours 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 $100k - $145k
...Responsibilities Serve as the first point of contact for a number of the team’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans...Temporary workENCORE NETWORK
Los Angeles, CA20 hours ago- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
MRINetwork
Encino, CA4 days ago $60k - $80k
...alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment...Temporary workLocal areaGlobal Credit Union
Glendale, CA3 days ago$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...Contract workPart timeLocal areaBMO Financial Group
Manhattan Beach, CA4 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...Full timeWorldwide
Principal Financial Group
Los Angeles, CA20 hours 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, CA20 hours ago- ...practices and is consistent with the policy and procedures of Kinecta Federal Credit Union. SUPERVISORY RESPONSIBILITIES: The Financial Advisor has no direct supervisory responsibilities but will be expected to take the lead on assigned projects and may oversee the work...Work experience placementWork at officeFlexible hours
Kinecta FCU
El Segundo, CA1 day ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Glendale, CA1 day ago $25 - $29.15 per hour
...healthcare college offering an extensive variety of Nursing, Allied healthcare, and Imaging programs. We are currently seeking a Financial Aid Advisor. This is an on-ground position at the Gurnick Academy, Van Nuys Campus. Job Type: Full-time Hourly Pay Range: $25.00 – $29.1...Hourly payFull timeTemporary workWork experience placementFlexible hoursGurnick Academy-Medical Arts
Los Angeles, CA4 days ago- ...Responsibilities Meet with existing and prospective clients to promote financial planning and investment services Conduct educational seminars and workshops Present client financial plan and investment proposals in a professional manner Collect all required documentation...
Jobtailor
Glendale, CA15 hours ago $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...Work at officeUnavailable
Santa Monica, CA1 day ago- ...General Description Of Wealth Advisors Of Iowa Wealth Advisors of Iowa (WAI) is an SEC registered RIA only firm located in West Des... ...have provided tailored advice to help our clients reach their financial goals. As an affiliate of MHCS, a long established and well-respected...Local areaShift work
Wealth Advisors of Iowa, LLC
Los Angeles, CA15 hours ago - ...requirements Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments...
Jobtailor
Los Angeles, CA2 days ago $24.23 - $26.92 per hour
...serving students with a holistic approach to address their individual needs in a supportive, student‑centered environment. The Financial Aid Advisor’s primary responsibility is to promote a student‑centered environment by engaging and supporting students with all aspects...Hourly payTemporary workWork experience placementLocal areaPepperdine University
Los Angeles, CA4 days ago$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the...Shift workDay shiftBank of America
Los Angeles, CA4 days ago$100k - $145k
Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies. Responsibilities...Temporary work$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...- 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 your...
- ...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
$66.64k - $70.3k
...the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous...Full timePart timeWork experience placementLocal areaAmeriprise Financial Services, Inc.
Los Angeles, CA1 day ago- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At 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 by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
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