Financial Advisor
Frey Consulting Group
Responsibilities 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. Your earning potential is upside with a draw against commission set up that is further explained in the interview process. Qualifications Bachelor's Degree (Required) US Work Authorization Entrepreneurial Mindset--desire to work in a commission environment Interpersonal & Relationship Skills Desire to build a business for yourself but not by yourself Strong work ethic Coachable Desire to help others Have or willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66 #J-18808-Ljbffr
$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$28.07 - $30.97 per hour
...Full Time Add to Favorite Jobs Email this Job Job Posting Details Position Number: 40075911 Payroll Title: Financial Aid Advisor; FINANCIAL AID OFCR 2 SV (004987) Job Code: 004987 Job Open Date: 6/12/26 Application Review Begins: 6/29/26 Department...SuggestedFull timePart timeWork at officeLocal areaRemote workMonday to Friday$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 hours- ...Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Westlake Village, California;Santa Barbara, California; Woodland Hills, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
$25 - $31.5 per hour
...on the teller line. Accurately operates network computers/software, and other equipment necessary, to open new accounts and handle financial transactions. Offers information on bank products and services that can benefit the customer and enhance their banking...Hourly payFull timeVisa sponsorship$25 - $32 per hour
...relationships with our world-class client service model. You will deliver a full conversation with every interaction to identify appropriate financial solutions. Leverage internal partnerships to acquire, expand and retain client base. In this Role You Will Client...Remote workFlexible hours$127.63k - $237.01k
...relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages...Remote work- ...Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this...Flexible hours
$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...Full timeWork at office$41.71k - $69k
...assessments to grow loyalty and identify immediate/future opportunities. Engage customers to complete needs assessments that identify financial solutions and preferred banking channels, recommending tailored solutions for sales and service needs (e.g., everyday banking,...Local areaImmediate startWorldwideDay shift$21 - $27 per hour
...About this Role In this role, you will create and deliver a positive customer experience while conducting financial transactions. You must have a positive attitude, be a team player, and actively listen to clients' financial needs to refer them to the appropriate bank...For contractorsWork experience placementRemote work- As a Financial Consultant at Fidelity Investments, you will deliver comprehensive financial planning and advisory services to clients across banking, insurance, and investment needs. You will analyze goals, risk tolerance, and timelines to design tailored portfolios, retirement...Full time
- ...performing analytics necessary to support prudent lending decisions. The Credit Analyst is responsible for gathering and reviewing financial information, preparation of financial spreads and analysis for both client and prospects. The Credit Analyst may be required to...Full timeWork experience placementVisa sponsorship
- ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital...Local area
- Banking Specialist II This position, Banking Specialist II, may be called by many other names: New Accounts Representative, Senior Teller, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have mastered the art of handling ...Immediate startFlexible hours
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work- ...Managers are responsible for monitoring and directing all management related activities with site level personnel to optimize the financial performance of each property. With a mission to build affordable homes, with site-based services that offer opportunities to change...Work at officeWork from home
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining...Full timeImmediate startAfternoon shift
$80k - $90k
...competitive compensation programs to foster career development, reward success and to show our employees just how much they’re valued. Financial Planning and well‑being – No matter what financial goals our employees have set, we want to help them get there. Our plans provide...Contract workRemote work$31.99 - $34.63 per hour
...Position Summary The Financial Services Analyst supports the Division of Student Affairs by performing financial and administrative operations. The role focuses on the Student Enrollment & Success cluster, provides backup to other clusters, and conducts ongoing financial...Casual workWork at officeMonday to FridayAfternoon shift$28 - $30.6 per hour
Working with us takes a certain kind of person; we want someone who identifies with our values and is willing to challenge themselves both personally and professionally. We seek employees who are passionate about serving and making a difference in the lives of others...Hourly payTemporary workWork experience placementWork at officeLocal areaFlexible hours$25.77 - $34.67 per hour
...Details Position Number: 40075222 Payroll Title: STDT ACAD ADVISOR 2 SV (005140) Job Code: 005140 Job Open Date: 4/29/26... ..., Office of the Registrar, Office of Admissions, Office of Financial Aid and Scholarships, Educational Opportunity Program, Campus Learning...Full timePart timeInternshipWork at officeLocal areaRemote workWeekend workAfternoon shift$19 per hour
We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,000+ brands and ...Hourly payPart timeShift work- ...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 every day. Being a...Work at officeShift workWeekend workDay shift
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$85k - $145k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$4,001 - $6,300 per week
...capped at a quota someone else set — this role was built for you. We are hiring experienced sales professionals to join our remote financial services team. You will use the phone and sales skills you already have to help families find the right financial protection...Weekly payPermanent employmentFull timeWork at officeRemote workWork from homeHome officeFlexible hours$16.9 - $19.7 per hour
## Part Time Service AdvisorsApplylocations: Goleta-187 N Fairview Avetime type: Part timeposted on: Posted Todayjob requisition id: R00311412Store - SANTA BARBARA, CADeliver friendly customer service, help customers shop our store, and find what they’re looking for. Ensure...Full timePart timeLocal areaNight shiftEarly shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planner Santa Barbara, CA
- financial planning associate Santa Barbara, CA
- financial advisor associate Santa Barbara, CA
- jde finance consultant Santa Barbara, CA
- finance associate Santa Barbara, CA
- estate planning consultant Santa Barbara, CA
- financial planning assistant Santa Barbara, CA
- financial counselor Santa Barbara, CA
- financial advisor Santa Barbara, CA
- financial associate Santa Barbara, CA



