Key Responsibilities:Grow and develop a team of Financial Advisors to assist customers with financial topicsDevelop and monitor standards to enhance customer interaction and build lasting relationshipsCreate and sustain a top performing call center environment to meet department goalsRequired Qualif...
Founded in 1988, WESCAP Group is a fee-only Registered Investment Advisor headquartered in Glendale, CA. The firm manages approximately $850 million of assets and provides financial planning and advice to high-net-worth and ultra-high-net-worth individuals, families, and institu. ...
Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with finan...
As an integral part of our financial advisory practice, you will provide personalized financial planning and investment advice to individuals and businesses. Job Description: Financial Advisor. We are seeking a knowledgeable and client-focused Financial Advisor to join our team on a full-time basis....
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
Los Angeles Police Federal Credit Union (LAPFCU) is a financial institution created by the Los Angeles Police family for the police family. Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to ...
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to ...
AO is seeking enthusiastic, hard-working, and friendly individuals to join our team and provide exceptional support to our vast network of clients.This pivotal position relies on outstanding people skills and a deep commitment to upholding our mission: “to protect every child and serve all wor...
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to...
North Star Resource Group is looking to find a candidate for a financial advising position in San Diego, CA We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. ...
The Financial Advisor will be responsible for developing personalized investment strategies and providing financial guidance to clients. This is a full-time Financial Advisor role at our firm. The role involves providing comprehensive financial planning and investment advisory services to clients. T...
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive impa...
As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwes...
As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals. Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Fin...
Capstone Partners is seeking an experienced financial advisor to join our team in the third quarter, to partner with us on our mission to impact the lives of your clients in Southern California. Fee-based financial planning philosophy, and significant investments being made in local infrastructure. ...
Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. We’re looking for experienced financial professionals to join our team dependable...
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, ...
As a Financial Advisor, you will have a strong background in financial planning and investment management, along with a proven track record of providing exceptional service to clients. Looking for an exciting and fulfilling career as a Financial Advisor? Look no further than our client in Mississaug...
You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,. Wealth management and advisory services offered by Financial Advisors...
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Job Summary</b></p> <p>We are seeking an experienced financial advisor to join Downstream Finance and Performance Management Department (DSF&PMD), focusing on Segment Financial Controlling & Financial Advisory activities for the Downstream Segment based in Dhahran, Saudi Ar...
Manhattan West Enterprise Company (“Manhattan West”) is seeking a Financial Advisor to join our Private Wealth team. The Financial Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Financial Advisor will s...
Assurance Advisor (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young LLP, Los Angeles, CA. Plan and perform audit procedures in accordance with GAAS, including PCAOB rules and regulations, for private and public company financial statements prepared in accordance with GAAP. Ap...
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Less e...