Financial Planner
$36.2kEquitable Advisors LLC
A leading financial services firm is seeking an entry-level Financial Planner in Los Angeles, CA. You will build relationships with clients, develop personalized financial strategies, and have access to comprehensive training and support for licensing. This role offers a base pay of $36,200 annually along with commissions and bonuses. Join us to make a positive impact in the lives of clients and achieve your career goals in wealth management. #J-18808-Ljbffr
$100k
...Mission Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence...SuggestedFull timePart timeImmediate start$51.45k - $84k
...Associate Financial PlannerWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...visit have an exciting opportunity for an Associate Financial Planner! This role provides centralized support to Financial Advisors and...SuggestedFull timeWork at officeFlexible hours$150k
...Mutual, Aaa rated by Moody’s Key Responsibilities Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and...SuggestedWork at officeRemote workWork from homeFlexible hours3 days per week$80k - $90k
Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible...SuggestedTemporary workWork at officeLocal areaHome officeMonday to Friday$81.6k - $96k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,... ...communication abilities. Essential Job Functions The Financial Planner’s responsibilities include, but are not limited to: Preparing...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$70k - $80k
Bank of America is seeking a financial consultant to provide tailored advice and solutions to clients in Montebello, CA. The role involves building financial plans using various brokerage products, as well as mitigating risks and managing client needs strategically. The...$70k - $80k
Bank of America is seeking a financial advisor in Los Angeles. The role involves providing comprehensive advice and solutions, managing client relationships, and meeting financial goals through various products. Qualifications include holding Series 7 & 66 licenses and...$200k - $300k
...of clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business which have significant financial implications.* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.* Build...Full time- ...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build...
$22 - $25 per hour
...and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers...Full timeFlexible hoursWeekend work- ...applying for any new position.** Acknowledge ( **Job Description:** 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,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...BMO Financial Group is seeking a customer-focused Banking Advisor to deliver exceptional service at our branches in California. You will identify customer needs, advise on financial solutions, and guide clients through banking channels to address everyday banking, lending...
$25 - $26.77 per hour
...Bank Of America Job OpportunityAt 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 officeWeekend workDay shift$27 - $41 per hour
...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...Temporary workWork experience placementImmediate start- First Bank is seeking a Banking Specialist III focused on operations to support branch profitability and customer service. You will supervise day-to-day teller activities, assist the Branch Manager with operations, and train junior specialists while expanding client relationships...Shift work
- ...Engage clients to educate and assist with transactions Process cash transactions for clients accurately Build relationships to meet financial needs Follow established processes and guidelines Requirements Strong work ethic and intense focus on results Effective...Weekend work
$22.36 - $33.51 per hour
...opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needsPartner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needsProvide self...Ongoing contractTemporary workWork experience placementWork at officeImmediate start- ...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 meaningful...Immediate startAfternoon shift
$41.71k - $69k
...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...Part timeLocal areaImmediate startDay shift- Cathay Bank is hiring for a Relationship Banker II (Administrative) to open new accounts and cross-sell bank products while delivering exceptional customer service. The role supports the Beverly Hills branch opening and involves processing teller transactions and operational...Weekend work
- ...Third Bank is seeking a Personal Banker I in Los Angeles to deliver an exceptional customer experience and help customers address financial needs through teller transactions and consultative sales across the lifecycle. You will work within a team to ensure customer solutions...
$24 - $27 per hour
East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...Hourly pay$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- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workWork experience placementWork at office
$27.02 - $39.18 per hour
SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...Hourly payPart time- SchoolsFirst FCU in California is seeking a Personal Banker (Member Service Representative II) to deliver World Class service at branch locations. You will promote credit union products, process transactions, and support daily branch operations, including notary tasks ...
- ...-service resources, and assist with transactions. You will build relationships, process cash transactions, and connect clients to financial solutions to meet their goals. Responsibilities include handling client flow, adhering to regulations, and participating in a team...Weekend work
$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 overall...- SchoolsFirst FCU in Pasadena, CA is seeking a Personal Banker (Member Service Representative II) to deliver world-class member service, promote credit union products, and process transactions across savings, loans, and auxiliary services. Responsibilities include account...
- Citi in Los Angeles, CA is seeking an entry-level Personal Banker to support sales and service activities with the customer service team. The role aims to foster client loyalty and grow relationships with individual consumer clients. You will participate in small business...Full time
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