- Thrivent Financial (Fresno, CA)
- …their financial goals, we'd like to connect with you. As a Thrivent financial advisor , you'll: + Provide one-on-one financial guidance and connect ... a career change, you could be a successful Thrivent financial advisor if you're: + Self-motivated, independent...Attainment of FINRA SIE within 90 days of hire/transfer ( licensed role only). + Satisfactory background check, fingerprinting and… more
- Bank of America (Santa Barbara, CA)
- …you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress ... Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Markets West Los Angeles, California;Malibu, California; West Hollywood,… more
- Bank of America (Campbell, CA)
- …you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress ... Financial Solutions Advisor Registration Candidate- Consumer Investments- San Jose Area San Jose, California;San Jose, California; San Jose, California; San… more
- Bank of America (San Leandro, CA)
- …you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically ... further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated programs, tools… more
- Thrivent Financial (Costa Mesa, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals… more
- Edward Jones (Laguna Niguel, CA)
- …+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. + Salary for the first four ... Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency… more
- BMO Financial Group (San Diego County, CA)
- **This is a licensed position requiring the SIE, Series 6, 63, Life and Health** _The mission of Premier Services is to help mass affluent clientele make real ... financial progress by understanding and planning for what comes...solutions, including checking, savings, and lending needs. As a ** Licensed Senior Premier Relationship Manager** at BMO, you will:… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police ... $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- JPMorgan Chase (Irvine, CA)
- As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans ... scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with...of employment * This role requires you to be licensed in all states **Preferred qualifications, capabilities, and skills:**… more
- Charles Schwab (Los Angeles, CA)
- …providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and ... quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What… more
- Bank of America (Ontario, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... well as uphold the Firms' reputation. Additionally, they ensure Financial Advisors are properly licensed ; respond to...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- City National Bank (Whittier, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/ licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be… more
- City National Bank (Woodland Hills, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/ licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be… more
- Guardian Life (Sacramento, CA)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and … more
- Deloitte (San Diego, CA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Proven ... lines of service. + Acting as a trusted business advisor to clients on a variety of issues including...+ One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible… more
- Deloitte (Los Angeles, CA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...in process, or willing and able to obtain: + Licensed CPA in State of Practice/Primary Office if eligible… more
- Deloitte (San Jose, CA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,...or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible… more
- City National Bank (Santa Clarita, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/ licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be… more
- Deloitte (San Diego, CA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more