Client-Focused Financial Advisor | Series 7/66 Ready
Soteria Reinsurance Ltd.
Fidelity is seeking a Financial Representative in Palo Alto to serve as the public face of the branch. You will support clients with a high level of service, identify opportunities to deepen relationships, and coordinate with the team to ensure smooth lobby operations. As a team member, you will be expected to embrace new tools, pursue required FINRA licenses such as Series 7 and 66, and help drive branch success while upholding Fidelity's standards for integrity and client engagement. #J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Advisor | Series 7/66 Ready in Palo Alto, CA vacancy
$45k - $100k
...of applicants. Join a financial services firm where your... .... With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... ...-owned, placing the focus on our clients rather than... ...without Firm sponsorship), Series 7 and Series 66 will be required; if...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Menlo Park, CA16 hours ago$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.... ...Branding Customer and Client Focus Oral Communications Active Listening...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan,... ...Required Qualifications Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66)... ...Experience Branding Customer and Client Focus Oral Communications Active...SuggestedTemporary workMonday to FridayShift workDay shift- A leading financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible for providing comprehensive... ...Advisor position, with a focus on relationship management and... ...ideal candidate will hold a Series 7 and Series 66 license. The position offers...Suggested
- ...tailored to suit their financial needs. As a Private Client Banker in Branch... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...24 hours a day/ 7 days a week Adheres... ...Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and...SuggestedImmediate startAfternoon shift
$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job... ...market access while you focus on what you do best -... ...school hours Enroll clients in 403(b), 457(b), and... ...Insurance License (required) Series 65 or willingness to... ...growth is our growth. Ready to Build a Purposeful,...Full timePart timeWork at office- ...purpose to help make financial lives better through... ...and delivering for our clients, teammates,... ...Financial Solutions Advisor Stage I (FSA I), your... ...Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain... ...Customer and Client Focus Portfolio Management...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$80k - $90k
...companies, and institutions. The Advisor Development Program is... ...their passion of becoming a Financial Advisor. Role Overview As a... ...both existing and prospective clients’ objectives. Responsibilities... ...Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66)...Interim roleDay shift- A financial services organization is seeking a motivated Registered Investment Services... ...role involves supporting Wealth Advisors, managing client interactions, and progressing... ...Advisor. Candidates should hold active Series 7 and Series 66 licenses and have experience with...Hourly pay
$60k - $75k
...you will engage face-to-face with your clients, providing mentorship and personalized... ...product platform and top resources in the financial industry, while you nurture... ..., and recommending solutions. FINRA Series 7 & 66 licensed and hold appropriate state registrations...Full timeWork at officeFidelity Investments
Palo Alto, CA2 days ago- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering... ...opportunity to work closely with Financial Advisors, providing personalized... ...s degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully...Local area
- ...Credit Union partners with LPL Financial and TruStage to offer a... ...financial services to credit union clients. This employment opportunity... ...Credit Union as a Financial Advisor working with LPL and... ...step of the way. Requirements: Series 7 and 66 (63/65) required Insurance...Local area
$100k - $250k
We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm.... ...coordinated advice and service to their clients. Our Financial Advisors must be proficient... ...four-year degree and the CFP designation 7+ years in financial and/or estate planning...- Bank of America Newark, CA is seeking a Financial Consultant to provide comprehensive financial... ...customized solutions. You will triage client leads, refer to business partners, meet... ...and compliance. The role requires Series 7 & 66 (or 63/65 with gaps filled) and at least...
$45k - $75k
## Financial Representative - Palo AltoApplylocations: Palo Alto, CAtime type: Full timeposted... ...and honesty, we know you will inspire client dedication and engagement to develop... ...provided to prepare for the required Series 7 and Series 66 licenses* A degree, equivalent...Full time- ...first-class experience to clients within J.P. Morgan's U... ...of investments, financial planning, credit and banking... ...'s Degree required Series 7, 66 and Insurance... ...and banking concepts Focuses on the client experience... ...provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...Qualifications : Currently holds Series 7 & 66 (63 & 65 in lieu of 66)... ...Customer and Client Focus Oral Communications Active...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$165k - $175k
...Principal Wealth Advisor The Principal Wealth... ..., ensuring high client retention by meeting... ...client experience. Your focus will be on growing... ...based on clients' financial goals, risk... ...Bachelor's degree ~ Series 65 ~ Completion of... ...designation/degree ~7-10+ years of...Local areaFlexible hoursCerity Partners
Los Altos, CA16 hours ago- ...Identification 210771217 Job Category Client Advisory Business Unit... ...Associate at J.P. Morgan Advisors, where you'll be at the... ...opportunity to work closely with Financial Advisors, providing... ...degree or equivalent experience. Series 7 & 66 licenses upon hire or must...Full timeLocal area
$106k - $150k
...part of a team dedicated to helping clients build stronger financial futures. From banking and lending... ...are identified, Affluent Wealth Advisors work with a team of Wealth... ...License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance...Temporary workLocal area- Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate...
- ...enthusiasm for helping our clients, taking care of our... ...solutions to meet their financial needs. As a Private... ...support to Private Client Advisors within Wealth Management... ...valid and active Series 7 license is required or... ...valid and active Series 66 (63/65), and Life and...
- ...firm’s commitment to helping clients own their financial futures. In this exciting... ...Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life &... ...relationship by applying a focused client communication...Flexible hours
- ...Jones is seeking an Associate Advisor in our Palo Alto office to support... ...teams and coordinate client service activities. You will handle... ...The role requires 2-4 years in financial planning or related field, an undergraduate degree, and Series 65 within 120 days. #J-18808-...Work at office
$70k - $80k
Bank of America is seeking a qualified Financial Advisor to help clients achieve their financial objectives. This role involves building financial... ...client requests. The ideal candidate will have a Series 7 and 66, relevant experience in investments, and strong communication...Monday to Friday- ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...accurately Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$35 - $36 per hour
...applicants Mariner Advisor Network provided pay... ...profit, member-owned financial institution dedicated... ...who always prioritize clients’ needs. Overview We... ...motivated and client-focused Registered Investment... ...will hold active FINRA Series 7 and Series 66 (or Series 63 & 65)...Hourly payFull timeTemporary work- Bank of America is seeking a financial advisor based in Newark, California, responsible for advising clients on achieving their financial goals. Applicants must hold Series 7 and 66 licenses, and have experience in the financial services industry. Key duties include triaging...Monday to Friday
- Bank of America is seeking a Financial Advisor responsible for providing tailored financial solutions to clients. In this role, you'll build financial plans, recommend investment... ...client requests. A high school diploma and Series 7 & 66 licenses are required. The ideal candidate...
$70k - $80k
Bank of America is hiring a Financial Advisor in Santa Clara, California. This role involves providing... ...advice and planning services, helping clients meet their financial goals through... ...financial services, possess a valid Series 7 & 66 license, and exhibit effective...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Advisor | Series 7/66 Ready. Be the first to apply!
Related searches
- community service representative Palo Alto, CA
- client service representative Palo Alto, CA
- career services representative Palo Alto, CA
- bilingual customer service representative spanish english Palo Alto, CA
- customer experience agent Palo Alto, CA
- client solutions specialist Palo Alto, CA
- customer experience associate Palo Alto, CA
- part time customer representative Palo Alto, CA
- client experience specialist Palo Alto, CA
- part time customer service representative Palo Alto, CA