Branch Wealth Advisor: Investment & Insurance Solutions
LPL Financial LLC
Mechanics Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver NDIPs and advisory services to branch clients. You will act as a dedicated representative for one or more branches, soliciting new investments and coordinating with branch managers. The role requires an advisory mindset, strong client focus, and the ability to work in a fast-paced environment while meeting sales goals in a regulated setting. #J-18808-Ljbffr LPL Financial LLC
- Jobtailor is seeking a licensed investment sales professional to manage a branch-based book and deliver NDIPs and insurance solutions. You will build relationships with branch staff, provide holistic financial planning, and drive referrals while meeting sales goals in a...Suggested
- ...representative assigned to a specific branch or multiple branches Deliver Non-Deposit Investment Products (NDIPs) and services... ...Provide advice-based financial solutions for an assigned book of... ...new and existing investments and insurance solutions from retail clients...SuggestedWork at office
- Bank of America in San Ramon is hiring a Financial Advisor to provide comprehensive financial planning and customized solutions. You will triage client leads, refer to partners, review goals, and build plans with brokerage products. Licensing requirements include Series...Suggested
$100k
...Description:Merrill Wealth Management is a... ...wealth management and investment products and... ...Merrill’s Financial Advisors and Wealth Management... ...in a Merrill branch with annual revenues... ...strategiesUnderstands client solutions that are best... ...(CRPC)Obtained insurance licensesSkills:...SuggestedFull timeWork at officeDay shift$350k - $400k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...financial planning, investment management, business... ..., tax, estate, insurance, and more, all managed... ...and challenges. Regis Wealth Advisors work hand-in-... ...of clients and propose solutions that fit each client's...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$70k - $80k
...providing comprehensive advice and customized solutions to clients to help them achieve their... ...with clients to review financial and investment goals, building a financial plan, and... ...Counselor (CRPC). Obtained your insurance licenses. Minimum Education Requirement...Temporary workMonday to FridayShift workDay shift- ...to join our employee advisor model as a Wealth Advisor affiliated... ...serves California, with branches reaching from the... ...deliver Non-Deposit Investment Products (NDIPs) and... ...approach to financial solutions for an assigned book... ...investments and insurance solutions from retail...Work at officeLocal area
$75k - $85k
...providing comprehensive advice and customized solutions to clients to help them achieve their... ...with clients to review financial and investment goals, building a financial plan, and... ...Planning Counselor (CRPC). Obtained insurance licenses. Skills: Account Management...Temporary workWork at officeShift workDay shift$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with... ...goals, and creating tailored solutions for investment, retirement, and estate... ...Responsibilities Work closely with branch team to provide service to... ...Health services, Life Insurance, Long & Short-Term...Temporary workWork at officeImmediate startFlexible hours- ...America in Walnut Creek, CA, is seeking a client-focused advisor to deliver tailored financial solutions and planning. You will triage leads, refer to partners, and meet with clients to align goals with investments and banking products. You will complete required...
$100k - $120k
...in 2008, Hightower is a wealth management firm that provides investment, financial and retirement... .... Hightower’s capital solutions, operational support services... ...-minded wealth advisors to grow their businesses... ...management, financial planning, insurance, estate, and retirement...Permanent employmentLocal areaImmediate start$90k - $100k
Join Our Team as a Financial Advisor at CAPTRUST Are you... ...build and manage a holistic wealth management practice. You will... ...financial planning, investment management solutions, and risk management to retirement... ...benefits such as life insurance, short‑term disability, and...Temporary workLocal areaFlexible hours- ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...with clients to review financial and investment goals, building a financial plan, and... ...Counselor (CRPC). • Obtained your insurance licenses. Minimum Education Requirement...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$350k - $400k
...Why Work at Mercer Advisors? For more than 40 years... ...integrating financial planning, investment management, business... ..., tax, estate, insurance, and more, all managed... ...and challenges. Regis Wealth Advisors work hand-in-... ...clients and propose solutions that fit each client's...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$75k - $80k
Associate Wealth Advisor - Hightower Signature Wealth 3160 Crow Canyon... ...management firm that provides investment, financial and retirement... ...corporations. Hightower's capital solutions, operational support... ...Medical, Dental, and Vision insurance Paid parental leave (16 weeks...Permanent employmentWork experience placementLocal area- Bank of America is seeking a proactive client advisor responsible for providing tailored financial advice to clients. This role includes... ...of Series 7 and 66 licenses, with at least one year in the investments industry. The successful candidate will demonstrate a goal-...
- ...Banker in San Ramon, California. This role is key to supporting the DeNovo branch expansion, where you'll engage with customers, delivering exceptional service and identifying financial solutions to enhance client relationships. Candidates should have 2-3 years of...
$250k
...client experience Provide Tellers and other branch staff with coaching and guidance on... ...opportunities, and present product offers/financial solutions Understand and comply with Citibank... ...401(k) life, accident, and disability insurance wellness programs paid time off packages...Full time- ...innovative thinking meets disciplined investing as we challenge the status... ...what matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...investment advisory solution built on trust, personalized... ...to our clients. As a Wealth Advisor, you’ll manage ongoing client...Full timeWork at office
$150k - $200k
...opportunities for long term wealth creation. Our talented, global... ...success.Franklin Templeton Investment Solutions (FTIS) is a division of... ...FTIS offerings to the Retail Advisor Channel.Primary ResponsibilitiesServe... ...bonus, 401k plan, health insurance, and other perks. There are...Full timeWork experience placementLocal area- ...innovative thinking meets disciplined investing as we challenge the status... ...what matters most.Schwab Wealth Advisory is a fee‑based, non‑... ...investment advisory solution built on trust, personalized... ...clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client...Full timeWork at office
- ...logo on your business card. Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice... ..., and time horizon Coordinate investment, retirement, insurance, estate-planning, and...Full time
- ...thinking meets disciplined investing as we challenge the... ...matters most. Schwab Wealth Advisory is a fee‑... ...discretionary investment advisory solution built on trust,... ...clients. As a Wealth Advisor, you’ll manage ongoing... ..., dental, and vision insurance #J-18808-Ljbffr...Work at office
- ...services organization is seeking a Financial Advisor as part of the Advisor Development... ...financial needs and providing tailored investment solutions. The position emphasizes career growth... ...with the skills necessary to succeed in wealth management. The role offers competitive...
$140k - $150k
...( ) is an independent investment financial advisory firm... ...investment planning solutions and advice to help clients... ...equity backed, multi branch Registered Investment Advisor. Founded in Sacramento... ...platform, including: Wealth Planning Team Insurance Planning Tax Planning...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeWork from homeFlexible hours$50k - $100k
...guidance regarding financial solutions that are in the best... ...collaboratively within the branch and through various channels... ...g. everyday banking, retail investments, lending solutions, home financing... ...rewards. BMO also offers health insurance, tuition reimbursement,...Contract workPart timeLocal areaImmediate startDay shift$63.3k - $117.2k
...Blvd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in... ...comprehensive banking solution in the best interest of... ...accounts, ETF wrap accounts, insurance, annuities, retirement... ...) and cultivate branch employee referrals. Identifies...Local area- ...relationships and deliver exceptional investment strategies. The ideal... ...providing tailored financial planning solutions. This role offers benefits such as full health insurance and retirement plans, ensuring... ...work environment. #J-18808-Ljbffr Bluespring Wealth Partners
- JPMorgan Chase is seeking a Private Client Advisor in Walnut Creek, California, responsible for offering comprehensive financial planning and personalized investment solutions. In this role, you will build strong relationships with clients, utilizing your financial expertise...
- Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization. This opportunity is designed for advisors who...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Wealth Advisor: Investment & Insurance Solutions. Be the first to apply!
- insurance sales part time Danville, CA
- insurance Danville, CA
- work from home dental insurance Danville, CA
- customer service representative insurance Danville, CA
- insurance customer service advisor Danville, CA
- dental insurance Danville, CA
- dental insurance billing Danville, CA
- insurance follow up rep Danville, CA
- rn insurance assessment Danville, CA
- insurance training Danville, CA


