Search jobs > Diamond Bar, CA > Financial advisor
Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. If youre interested please read on and send in your resume.
In this role you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus.
The client is looking to add a Financial Advisor member to their team who can deliver thoughtful intelligent and insightful investment guidance through goal based planning.
The organizational structure provides direct access to executives within the firm.
- Providing financial advisory services to clients
- Working with clients to achieve their specific financial goals & objectives
- Managing investment portfolios and client relationships
- Assisting clients with specific needs and structuring client portfolios accordingly.
- Maintaining uptodate knowledge of investment products various financial markets and regulatory requirements
WHAT YOU WILL NEED TO QUALIFY :
- Bachelors Degree highly preferred
- FINRA Series 7 & 63
- Knowledge and passion for Finance industry
- Excellent communication skills
Financial Advisor Sacramento CA
Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. The client is looking to add a Financial Advisor member to their team who can deliver thoughtful intelligent and insightful investment guidance through goal based planning. Providing financial adviso...
Financial Advisor (Sacramento CA)
Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. The client is looking to add a Financial Advisor member to their team who can deliver thoughtful, intelligent, and insightful investment guidance through goal based planning. Maintaining up-to-date k...
Financial Advisor Sacramento CA
Pathways Consulting is currently looking to fill a Financial Advisor role in the Sacramento CA area. The client is looking to add a Financial Advisor member to their team who can deliver thoughtful intelligent and insightful investment guidance through goal based planning. Providing financial adviso...
Financial Representative Trainee (Sales) - Sacramento, CA
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. As a Financial Representative Trainee, you will embark on a comprehensive program designed to...
Financial Advisor Sacramento CA
Pathways Consulting is currently looking tofill a Financial Advisor role in the Sacramento CA area. Theclient is looking to add a Financial Advisor member to their teamwho can deliver thoughtful intelligent and insightful investmentguidance through goal based planning. Providing financial advisoryse...
Remote Benefits Advisor (CSR)
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility .We are ready to schedule interviews for this week.We're seeking someone who is great with people, building rel...
J.P. Morgan Wealth Management - Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA a...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest...
Financial Services Representative II
A company is looking for a Financial Service Representative II to provide customer service for retirement plans. ...
Benefits Advisor Remote
Excellent benefits package - medical, dental, and prescription coverage. ...
Associate Financial Representative
Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. Our representatives provide financial products to help members protect their families and their futures. Our fin...