Investment Consultant
$72k - $110kGrabJobs
Benefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Salinas Financial Group (a thriving District within Northwestern Mutual) is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. The Backbone of Our Success, Our Local Leaders: Ulises Leach - Lead Recruiter: How long with NM? Joined Northwestern Mutual in November 2022 as a recruiter in the Santa Monica office. Prior Experience? Ulises served in the United States Navy for 4 years, then graduated with a degree in Political Science from UCLA in 2020. He has since focused on helping veterans transition into civilian careers. Passionate About? Ulises enjoys connecting with individuals looking to pivot their careers and find opportunities with Northwestern Mutual. Outside of work, he loves spending time with his fiancé, Alexa, their two dogs, Coqueta and Chata, and attending Los Angeles sporting events. Devin Salinas - Managing Director: How long with NM ? Joined NM in 2009 as an intern and became a full-time Financial Representative in 2010. Prior Experience? Studied Finance and Economics at Linfield College. Devin was one of the top producing College Financial Representatives during his internship and has been a perennial Lives Leader Summit qualifier since 2012. Passionate About? Enjoys working with entrepreneurs, business owners, and retirement clients. Outside of work, he is a passionate husband, “girl dad” and has completed many long-distance triathlons, where he has been recognized as an Ironman All World Athlete and multi-time USAT All American. Kyle Billings – Director of Development: How long with NM? Joined NM in January 2022 and was promoted to Director of New Advisor Development within three months. Prior Experience? Kyle has a background in journalism and marketing, with an MBA from Pepperdine University. He previously worked as a Champagne Specialist, Marketing Manager for Moet Hennessy, and Director of Marketing for an Australian Non-Alcoholic Spirits Brand. Passionate About? Kyle is passionate about mentoring and has led the Class of 2024 to the number 1 position nationwide. He is also an Advanced Sommelier, one of fewer than 700 in the world, and is currently studying for his CFP designation. Erik Gutierrez - Field Director: How long with NM? Joined in 2020. Career Accolades? Erik quickly grew his practice, helping the Santa Monica office become one of the top-producing firms in the region. He has earned numerous awards, including Pacesetter 40 and qualifying for FastTrack Academy. Passionate About? Erik is a gifted athlete with a background in baseball at Lipscomb University and maintains an interest in golf and pickleball. He is also active in his church and community. Dominique Jackson – Field Director: How long with NM? Dominique has been with Northwestern Mutual since the start of her career and has seen consistent year-over-year growth. Career Accolades? She is the top-producing new advisor in the network, qualifying for FastTrack Academy and advancing into leadership early in her career. Passionate About? Dominique is passionate about travel and making an impact, and has been instrumental in building one of the top district offices in California. Eric Cho – Financial Representative: How long with NM? Eric joined Northwestern Mutual in August 2024, early in his career, and has quickly demonstrated his dedication and ambition. Early Career Acceleration? A graduate of Berkeley, Eric comes from a family of entrepreneurs and has a strong foundation in relationship-building and productivity. Despite being early in his career, he has already set goals for leadership and is off to a great start in building enterprise value. Passionate About? Eric is passionate about building a lasting financial practice and helping clients achieve their financial goals. He is committed to financial planning and, as a family man, values work-life balance with his wife and child. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Our thriving office is located: 2800 28th St, Suite #327 Santa Monica CA 90405 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Devin Salinas is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $72,000.00 - $110,000.00 per year
£60k - £75k per year
We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer ...SuggestedWork at officeRemote workRelocationVisa sponsorshipFlexible hours- ...meaningful \n relationships, grow your skills, and contribute to a client-first culture that drives innovation. \n As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first \n step on the path toward becoming a Financial Consultant....SuggestedFull timeFlexible hours
$101.23k - $172.36k
...their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research,... ...wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT - Remote based in/around Baltimore, DC or northern Virginia...SuggestedRemote work- ...applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $26.77 per hour
...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$45.9k - $75.9k
...both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeImmediate startDay shift- General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening...Hourly payWork at office
$37 - $65.5 per hour
...defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts,...Temporary workWork experience placementImmediate start$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$37 - $65.5 per hour
...defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts,...Temporary workWork experience placementImmediate start- BMO is seeking an experienced Credit Analyst for Commercial Banking in Downey, CA. You will analyze credit information, structure loans, and support lending decisions within bank policy to maintain exceptional client service. The role emphasizes portfolio management, risk...
$122.4k - $244.8k
...Francisco or Seattle. This is a hybrid role that has a requirement of working at least three days a week in the office. As an Investment Consultant, you will advise institutional clients—both defined benefit and defined contribution—on investment objectives, policy, asset...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Investment Consultant Opportunity At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a...Flexible hours
$88.39k - $110.49k
Grow Healthy If you are as passionate about helping those in need as you are about growing your career, consider AltaMed. At AltaMed, your passion for helping others isn't just welcomed - it's nurtured, celebrated, and promoted, allowing you to grow while making a...Flexible hours$86.36k - $101.6k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area$124.36k - $146.3k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeLocal area3 days per week- Director Of Risk Management The Director of Risk Management is responsible for continual improvement in the quality, safety and satisfaction of care delivery at all Pipeline Health facilities; and works closely with the Executive Team, hospital leadership and hospital...Local area
- ...to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well...Full timeTemporary workDay shift
$27 - $41 per hour
...planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking... ...build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs...Temporary workWork experience placementImmediate start$111.1k - $130.7k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeLocal area- ...Network Security Analyst Location: Downey, CA Duration: 12 Months The Consultant must meet all the following minimum qualifications: 1. One (1) year of experience in the last three (3) years managing and/or supporting a production security incident response...
- ...to applicable laws and regulations Grow business knowledge and network by partnering with experts in small business, lending, and investments Manage financial center traffic, appointments, and outbound calls Drive the client experience Manage cash responsibilities...Weekend work
- U.S. Bank is seeking a results-driven, customer-focused professional to provide comprehensive financial solutions to small businesses with revenues between $500K and $2.5M. The role blends digital tools with personal relationship-building to grow revenue and deepen existing...
- Citi in Downey, CA invites applications for an entry-level Personal Banker SAFE Act. The role supports sales, service and relationship-building with consumer clients, and cross-sells banking products through a customer-centric approach. Responsibilities include assisting...
- Citigroup Inc. in Downey, CA is seeking an entry-level Personal Banker under the SAFE Act to support sales and service activities with the customer service team. The role aims to foster customer relationships, drive loyalty, and help increase sales to individual consumer...
$165k - $265k
At Netflix, our mission is to entertain the world. Together, we are writing the next episode - pushing the boundaries of storytelling, global fandom and making the unimaginable a reality. We are a dream team obsessed with the uncomfortable excitement of discovering what...Hourly payFull timeImmediate startFlexible hours$75k - $150k
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and...Full time- Monitor, analyze, and respond to security events, service requests, and identity-related activities across the technological environment Serve as an escalation point from the IT Helpdesk for security and access-related issues Support Identity and Access Management (IAM)...
$88.8k - $165.6k
...BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works...Full timeContract workPart timeLocal area$102.36k - $190k
About the Role:A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.Proven ability...Full timeWork experience placementWork at officeImmediate start
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