Financial Advisor
Lucia Capital Group
Lucia Capital Groupis seeking licensed financial advisors to become part of our growing teams in San Diego, Scottsdale, Las Vegas, and Houston. Lucia Capital Group’s financial advisors are the primary point of contact for potential and existing clients. They are responsible for developing client relationships and delivering personalized advice to help clients reach their retirement goals. Financial advisors will build customized retirement plans as well as monitor client accounts on an ongoing basis. Position Requirements Financial services/insurance experience (including sales) The following (current) licenses: Series 7, Series 65 or 66, and Life Insurance Excellent attention to detail, customer service skills, and verbal and written communication skills Microsoft Dynamics experience is a plus If you have a strong desire to help clients retire with confidence, this could be your opportunity to set your career on the right track. To apply, please email View email address on click.appcast.io with a PDF copy of your cover letter and résumé. #J-18808-Ljbffr
- ...quietly, consistently, and at a high standard. We’re hiring a Financial Planner with strong technical skill, sound judgment, and a real... ...vision, and 401(k) with firm match Direct exposure to senior advisors and executive leadership Work inside a growth-focused RIA with...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at office- ...there is not an immediate opening for every location listed. 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,...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$95k - $140k
...the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most... ...service. The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an...SuggestedH1bWorldwideFlexible hours- Financial Advisor Careers at First Command First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. About the Role 9 out of 10 of our Financial Advisors are veterans or military spouses. With 1...SuggestedHourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
- ...the job poster from Thrivent. Make an impact providing expert financial advice with heart. Thrivent is a financial services firm that puts... ...), Series 7 and 66 registrations, and complete Thrivent’s advisor onboarding program. After onboarding, you’ll have control over...Full time
$50k - $80k
Financial Advisor - Bankers Life Base pay range: $50,000.00/yr - $80,000.00/yr 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...Work at officeFlexible hours$90k - $130k
...Corebridge Financial Services Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for...Hourly payLocal areaImmediate startRemote work$80k
...Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine... ...by Investment News as one of the \"Best Places to Work for Financial Advisors\", and are a \"Great Place to Work\" certified company...Work at officeEasy work- Lucia Capital Group (LCG) is seeking experienced financial advisor assistants to join our firm and help service/continue to grow our client base in our San Diego, Las Vegas, and remote offices. As a financial advisor assistant, you will work side by side with a team of...Full timeCasual workWork at officeRemote work
$69.8k - $132k
....Do you have a passion and a curiosity for solving complex casino gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced and hands-on yet flexible and balanced career while being able to work...Full timeWork experience placementInternshipLocal areaFlexible hours- Fidelity Investments is seeking a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals. You will analyze...
- ...A remote opportunity for individuals who want to help families feel more prepared and financially protected. AO Globe Life is seeking Financial Wellness Representatives to support clients as they review important insurance decisions. You will help individuals and families...Hourly payWeekly payFull timeFor contractorsLocal areaRemote work
- AO Globe Life is seeking Financial Wellness Representatives to support clients in reviewing important insurance decisions from a fully remote location. You will conduct virtual appointments, identify coverage needs, and present life, accident, and health options while guiding...Remote job
- Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
$1,000 per week
Job Description for Financial Representative at Western & Southern Life Join a team of talented professionals driven by new challenges and growth opportunities. If you are highly motivated, possess strong interpersonal skills, and aim to make an impact, consider a career...Full time- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
- ...TwinThread is seeking a Private Client Advisor in Las Vegas, NV, to provide comprehensive financial planning and investment solutions to a diverse client base. Candidates must possess at least 2 years of relevant experience along with required licenses such as Series...
- ...Gallagher.How you'll make an impactPrimary focus of role to provide guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting...Work at officeLocal area
$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$69.8k - $132k
...middle market globally. This role is a Senior Associate in Accounting and Finance Consulting (AFC) focusing on Gaming and Hospitality Financial Advisory. Responsibilities and Duties Technical accounting and accounting support to business operations. Business process...Local areaFlexible hours$80 per hour
...their Expert Network in Las Vegas, Nevada. These experts will help train and evaluate cutting-edge AI models using their professional financial insight. Successful candidates will be invited to participate in paid tasks that typically require about an hour of work and can...Hourly pay- J.P. Morgan Chase in Las Vegas is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role emphasizes building relationships and delivering personalized investment solutions. Candidates should have at...Base plus commission
$24 - $26 per hour
...similar retail banking role. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Proficient knowledge of mathematical calculations and standard banking products,...Work experience placementMonday to FridayFlexible hours$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift$160k - $210k
...relationships and enhance existing ones through proactive outreach Maintain ongoing communication with clients to address their financial needs Collaborate with referral sources, including CPAs and attorneys, to generate new business Track client data and...Weekend work$25 - $27.88 per hour
...Bank Of America Job Opportunity 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, teammates, communities, and shareholders...Hourly payWork at officeShift workWeekend workDay shift- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Work experience placementWork at officeImmediate start
- ...Las Vegas, NV to build and manage full-service relationships with high income/high net worth clients. You will provide strategic financial advice and coordinate credit and investment solutions while ensuring compliance and exceptional service. The role is hybrid, requiring...3 days per week
$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...Full timeInternshipLocal areaFlexible hours
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