Financial Advisor
1 week ago
Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise clients and help them make smart, profitable decisions to meet their financial goals.
Responsibilities
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Valid Life & Health Insurance licenses, FINRA Series 7 and 66, are preferred
- Bachelor's degree in business administration, finance, or related field is required
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
-
Financial Advisor
1 week ago
Manhattan Beach, California, United States Northwestern Mutual Full timeOur group in Manhattan Beach, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long-term...
-
PCM National Wholesaler
1 week ago
Newport Beach, California, United States Pence Capital Management Full timeCompanyPence Capital Management integrates academic, behavioral and military-grade intelligence to identify transformative investment ideas, develop investment strategies, and build model portfolios. We believe that big, knowable themes emerge from a simple truth: human behavior drives consumption, which directly impacts the supply chain, and in turn, global...
-
Registered Consultant II
1 week ago
Newport Beach, California, United States Pacific Life Full timeProviding for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. Its a big ask, but its one that we have the power to deliver when we work together. We Registered, Consultant, Financial Planning, Advisor, Client Relations, Customer Experience, Technology
-
Mazda Client Advisor, In Training
1 week ago
Huntington Beach, California, United States Huntington Beach Mazda Full timeMazda Client Advisor, In Training Huntington Beach, CA Patterson Auto Group has an immediate opening for an In-Training Client Advisor at our Mazda dealership in Huntington Beach, CA. We're looking for an individual who feels passionate about customer service. Who wants to build long-term relationships with clients. And who believes that the automotive sales...
-
Branch Office Administrator
2 days ago
Huntington Beach, California, United States EDWARD JONES Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Locum Physician
1 week ago
Huntington Beach, California, United States LocumJobsOnline Full timeLocumJobsOnline is working with to find a qualified Family Practice MD in Bruceton Mills, West Virginia, 26525About The PositionA Federal Corrections facility is seeking a Family Medicine Physician for locum tenens coverage.Explore the serene landscapes and hiking trails of Coopers Rock State Forest in Bruceton Mills, WV.The schedule is Monday - Friday,...
-
Sales Executive
1 week ago
Newport Coast, California, United States Marriott Vacations Worldwide Full timeAre you ready to grow your dream career while making others' vacation dreams come true? Marriott Vacations Worldwide is a world premier organization for Vacation Ownership with resorts at destinations around the globe. Join our team and help deliver unforgettable experiences that make vacation dreams come true.Currently offering $20,000 SIGN-ON BONUS**...
-
Analyst, Diligence
3 weeks ago
Manhattan Beach, California, United States K1 Investment Management Full timePosition Summary: *February 2025 Start Date*K1 is seeking a Private Equity Analyst to join the expanding Investment team for our office located in Manhattan Beach, CA. We are seeking a candidate with strong analytical and communication skills, the capacity to multi-task and the ability to work as part of a team. The ideal candidate will be inquisitive and...
-
Sales Associate II
4 weeks ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Sales Associate II
1 month ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Sales Associate II
3 weeks ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Temporary Sales Associate
1 month ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Sales Associate II
1 month ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Sales Associate II
1 week ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last-for you to be yourself in. Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what's possible. A...
-
Sales Associate II
4 weeks ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Long Beach, California, United States InsideHigherEd Full timeSenior Director, Media Relations and Public AffairsJob no: 538437Work type: Management (MPP)Location: Chancellor's OfficeCategories: MPP, Administrative, At-Will, Full TimeChancellor's Office StatementJoin our team at the California State University, Office of the Chancellor, and make a difference in providing access to higher education. We are currently...
-
Sales Associate III
4 weeks ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Sales Associate III
1 month ago
Pismo Beach, California, United States Tapestry Full timeCoach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in.Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what's possible.A...
-
Financial Advisor
4 weeks ago
Newport, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth....
-
Financial Advisor
1 month ago
Newport, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth....
-
Financial Advisor
4 weeks ago
Newport Beach, United States Capstone Partners Full timeDescription Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb client-facing skills. If this sounds like a fit for your expertise,...
-
Financial Advisor
2 weeks ago
Newport Beach, United States New York Life Full time***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive Management position.Training,...
-
Financial Advisor
1 month ago
Newport Beach, United States New York Life Full time***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors here in Newport Beach, CA. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive...
-
Financial Advisor
3 weeks ago
Newport Beach, United States New York Life Full time***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors here in Newport Beach, CA. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive...
-
Financial Advisor
2 days ago
Newport Beach, United States New York Life Full time***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive Management position.Training,...
-
Financial Advisor
5 days ago
Virginia Beach, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
-
Financial Advisor
1 month ago
Virginia Beach, United States First Command Financial Services, Inc. Full time4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do: Directly engage...
-
Fully Licensed Financial Advisor
2 weeks ago
Newport Beach, United States Capstone Partners Full timeDescription Our firm is rapidly expanding and we are looking for an experienced financial advisor that wants to build their own book of clientele and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb client-facing skills, and customer...
-
Financial Consultant
1 week ago
Newport Beach, United States Capstone Partners Financial and Insurance Services (LA) Full time**Compensation**: $110,000 - $165,000 at plan yearly **Responsibilities**: - Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products - Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations - Seek, identify,...
-
Financial Advisor/Agent
4 weeks ago
Seal Beach, United States Kohr Financial and Insurance Services Full timeWe are seeking Financial Advisor to join our team! We will deliver personalized investment and insurance solutions to help clients work towards their long-term financial objectives. Responsibilities: Network and build relationships with new and existing client base Advise clients on investment, insurance strategies and other financial decisions Assess...
-
Associate Financial Advisor
2 months ago
Virginia Beach, United States Ameriprise Financial - Virginia Full timeJob DescriptionJob DescriptionAn Ameriprise Financial Advisory practice is seeking an Associate Financial Advisor who is dedicated to helping clients plan for a confident retirement and beyond. Our firm works with clients via personalized financial advice in order to help them achieve their current and future goals. We use many tools to help identify those...
-
Associate Financial Advisor
4 weeks ago
Virginia Beach, United States Ameriprise Financial - Virginia Full timeJob DescriptionJob DescriptionAn Ameriprise Financial Advisory practice is seeking an Associate Financial Advisor who is dedicated to helping clients plan for a confident retirement and beyond. Our firm works with clients via personalized financial advice in order to help them achieve their current and future goals. We use many tools to help identify those...
-
Wealth Management Advisor
6 days ago
Newport Beach, United States Capstone Partners Financial LLC Full time**About us** We are professional, collaborative, and innovative in our approach. Our goal is for YOU to choose a life beyond the ordinary, to achieve more, and live a richer, more fulfilling life. At Capstone Partners, we provide holistic wealth and risk management services to craft a financial plan that can help clients realize their vision is a reality....
-
Financial Advisor
5 days ago
Delray Beach, United States The PNC Financial Services Group, Inc Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Financial Advisor
1 month ago
Manhattan Beach, United States Northwestern Mutual Full timeOur group in Manhattan Beach, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long-term...
-
Financial Advisor
4 weeks ago
Manhattan Beach, United States Northwestern Mutual Full timeOur group in Manhattan Beach, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients. Responsibilities: Build and maintain long-term...
-
Financial Advisor
1 month ago
Manhattan Beach, United States Northwestern Mutual Full timeOur group in Manhattan Beach, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Responsibilities:Build and maintain long-term...
-
Financial Advisor
3 weeks ago
Manhattan Beach, United States Northwestern Mutual Full timeOur group in Manhattan Beach, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Responsibilities:Build and maintain long-term...