Financial Advisor
TradeJobsWorkforce
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
TradeJobsWorkforce$51k - $320k
...Build and nurture a robust network of clients seeking tailored financial planning services. Expand your reach through effective... ...and a results‑driven attitude. Total Compensation First year advisors’ to experienced advisors’ variable performance‑based compensation...SuggestedInternshipFlexible hoursGoldbook-Financial
Costa Mesa, CA2 days 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
Fountain Valley, CA3 days ago- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
$70k - $80k
...history 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,...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...history 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,...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of... ...Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. Under this model Financial Advisors...Local area
$70.3k - $75k
Navy Federal Credit Union is seeking a Financial Consultant to assist members in achieving their financial goals. This role involves providing investment advice, administering accounts, and building member relationships within a hybrid work environment. The successful candidate...- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Garden Grove, 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 advisor...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Anaheim, CA3 days ago$95k - $140k
...Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type: Full timeposted on: Posted Todayjob requisition id: R155400**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...Flexible hoursNorthern Trust
Newport Beach, CA5 days ago$48k - $100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shiftBank of America
Newport Beach, CA3 days 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
Anaheim, CA5 days ago- ...Capstone Partners Financial is a financial planning firm based in Newport Beach that is built around developing people as much as serving clients. We specialize in helping clients achieve financial stability and prepare for life’s milestones, and we welcome individuals...
Capstone Partners
Newport Beach, CA4 days ago - ...looking for an advisory platform that balances true independence with meaningful support, Tax & Financial Group (TFG) offers a different path forward. This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training,...Local areaHome office
Tax & Financial Group
Newport Beach, CA2 days ago $120k
...resonate with these qualities, you have the potential to thrive as a financial professional, positively impacting families daily. New York... ...planning, and business solutions while working as a financial advisor. Leverage digital tools provided by New York Life to...Relocation packageWizeHire
Newport Beach, CA4 days ago$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...Pure Financial Advisors
Irvine, CA9 days ago- ...building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating... ...team in Southern California and Hawaii. As a Sagient financial advisor, you'll assist clients in identifying and achieving their...
Sagient
Irvine, CA5 days ago $110k - $185k
...whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service...H1bWorldwideFlexible hoursNorthern Trust
Newport Beach, 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
Anaheim, CA5 days ago$28.07 per hour
...Your Role on the Team The Financial Aid Advisor applies professional financial aid concepts to a limited number of aid functions. The role includes interpreting standard policies, procedures, and regulations, advising students and parents on university, federal, and state...Hourly paySeasonal workWork at officeNight shiftWeekend workUC Irvine
Irvine, CA3 days ago$28.07 per hour
.... The division comprises the offices of Enrollment Management, Financial Aid & Scholarships, University Registrar, and Undergraduate Admissions... ..., and/or work‑study awards. Responsibilities The Financial Aid Advisor uses professional financial aid concepts applied to a limited...Hourly paySeasonal workWork at officeLocal areaNight shiftUCI
Irvine, CA5 days ago$28.07 per hour
...of California Irvine Req ID: 148535 Payroll Job Title: 004987-FINANCIAL AID OFCR 2 SV Location: Irvine, California Organization: UCI Campus... ...: USD $48.28/Hr. Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited number...Hourly payFull timeSeasonal workWork at officeNight shiftUniversity Of California Irvine
Irvine, CA2 days ago- Dormont Manufacturing Co in Fountain Valley, California, is looking for a dedicated financial advisor to build client relationships and deliver tailored advisory solutions. This role requires obtaining necessary industry licenses like the SIE, Series 7, and Series 66 within...
- Job Overview Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment...Temporary workMonday to Friday
$61k - $119k
Northwestern Mutual is seeking a financial advisor in Anaheim, California, to help clients achieve their financial goals. As a financial representative, you'll start by building client relationships and obtaining required licenses. The role offers performance-based earnings...$70k - $80k
Dormont Manufacturing Co in Los Alamitos, California is seeking a Financial Advisor responsible for providing customized solutions to help clients achieve their financial goals. The role involves planning investment strategies, triaging client requests, and maintaining...- Financial Advisor Or Investment Advisor Representative We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals. Responsibilities...
$70k - $80k
...Description 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...Temporary workMonday to FridayShift workDay shift- ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning...
$50k - $150k
...As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward...Full timeContract workFlexible hoursWizeHire
Irvine, CA4 days ago
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