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. Our commitment to our clients, associates, and community has garnered many awards and recognition from leading media outlets such as Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and various TV and radio stations. A current list can be viewed at
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 will be responsible for expanding a business practice through effective prospecting, referral-based strategies, and 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 are offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121. Contact: View phone number on click.appcast.io. California Insurance License#0I29680 | 7540390.1 Exp. 01/27 #J-18808-Ljbffr WestPac Wealth Partners- ...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
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$43k
...Investment Advisor Position **This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000... ...Major Job Accountabilities Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and...SuggestedWork experience placementWork at officeImmediate start$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 hours$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 office$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 hours$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 office- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
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$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...$20.54 - $29.42 per hour
Herzing University is seeking Financial Aid Advisors to assist a diverse student population by guiding them through the financial aid process. This customer service role involves counseling prospective and current students on funding options, backed by comprehensive onboarding...Remote jobHourly payAfternoon shift- 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
- ...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
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- ...loans and borrowersTimely renewal and/or extension of loansMinimizes all delinquencies (payment and tickler delinquencies)Follows financial trends of respective borrowersAppropriately recommends waivers/amendmentsMaintains credit files incompliance with Bank Credit Policies...Work at office
- Position Function:The Cash Management Manager is a senior commercial banking leader with full accountability for the financial performance, product strategy, and operational health of CPB's commercial cash management and treasury management services business. This role...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
- Under the direction of the Manager, this role is responsible for preparing and delivering comprehensive financial and estate planning solutions and advice to clients of Bank of Hawaii wealth management. This position contributes to process improvements that enhance departmental...Work at officeFlexible hoursAfternoon shift
- Under the direction of the Manager, the Cash Management Product Manager III is responsible for actively managing a line of cash management products and services by establishing and ensuring that short and long term plans are successfully met.Certified Treasury Professional...Ongoing contractTemporary workWork experience placementFlexible hoursAfternoon shift
- A leading financial wellness company is seeking passionate individuals to conduct virtual consultations and assess clients' financial needs. This role emphasizes building strong client relationships without cold calling and comes with performance-based advancements. Enjoy...Remote jobWork from homeFlexible hours
- A flexible career agency in Honolulu is seeking passionate individuals for a unique role focused on client consultations and financial security. You'll conduct virtual meetings, assess client needs, and maintain strong relationships with check-ins. Enjoy a flexible schedule...Remote jobFlexible hours
- ...investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business... ..., analytical, and clerical sales support to the Wealth Advisors, if the position is with a Wealth Advisor Team.Performs all duties...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
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal 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$50 - $60 per hour
...Responsibilities include evaluating AI outputs and providing structured feedback to improve performance. Candidates should have expert financial reasoning, preferably with advanced degrees like a Master's or PhD. Compensation starts at $50-$60 per hour with project bonuses....Hourly payFull timePart timeRemote work$48k
...Job Description Job Description The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They will actively seek opportunities to...Flexible hours$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$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- ...Relationship Officer Join a spirited, dynamic team with Hawai`i's leading credit union as we make a difference in our community providing financial value, exceptional service, and state-of-the-art convenience to our members. Position Purpose: Consistently provides an...Work experience placementWeekend work
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