Financial Advisor

Job DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. Our ideal candidate would be from a large firm looking to bring their expertise and knowledge to our boutique firm. Candidates must be personable, efficient, organized,...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Solutions Advisor, Solutions, Financial, Associate, Financial Advisor, Advisor

Job Description:As a Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational...

Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication,...

$70,000 - $170,000 yearly **Responsibilities**: - Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management - Consider clients’ life stage, professional circumstances, and...

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Financial Advisor, Service, Processing, Branch Manager, Retail

Job Title: Certified Public Accountant (CPA) and Advisory Firm Associate Company Overview: We are a leading advisory firm specializing in providing professional services to a diverse clientele. With a commitment to excellence and innovation, we deliver tailored solutions to help our clients achieve their financial goals. Our firm values collaboration,...

**Position Title**: _Admission Advisor 1_ **Location**:Santa Ana Campus **Supervisor**: _Campus Manager _ - **J**_**ob Code**:_Full Time/Hourly_ **Position Description**: Advisor is responsible for the student from time of initial contract through New Student Orientation with responsibilities extending through the first week of classes through action...

Job Title: Education Advisor Location: Vandenberg SFB, CA Duties: Advises active-duty personnel on all programs available through voluntary off-duty. Provides advice and guidance to Active-Duty Air Force members on CCAF degree opportunities by evaluating military training and course completions, reviewing transcripts and applying credit obtained. Pulls the...

Job Title: Education Advisor Location: Vandenberg SFB, CA Duties: Advises active-duty personnel on all programs available through voluntary off-duty. Provides advice and guidance to Active-Duty Air Force members on CCAF degree opportunities by evaluating military training and course completions, reviewing transcripts and applying credit obtained. Pulls the...

Job Description Your Career  We are looking for a highly motivated, results oriented Commercial Finance Manager - North America to join our organization. The primary focus of this role is to partner with Deals Desk, Revenue, and Palo Alto Financial Services teams to help structure profitable and compliant transactions that address the needs of a diverse...

Who we are:Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial planning, investment management, outside professional coordination, etc. We are a...

Who we are:Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial planning, investment management, outside professional coordination, etc. We are a...

Who we are:Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial planning, investment management, outside professional coordination, etc. We are a...

POSITION SUMMARY The Chief Financial Officer ("CFO") is a key member of the Executive Team. In this capacity, the CFO is integrally involved in strategic planning and organization wide decision-making for Martin Luther King, Jr. Community Hospital ("Hospital"). The CFO reports directly to the Chief Executive Officer ("CEO"). The CFO will be a highly...

Job DescriptionJob DescriptionJob Summary:The role of the Program Assistant is to support various programs and day-to-day administrative functions that support the department and the Executive Director to ensure the success of all initiatives.Duties include:--Monitor and manage all referral requests/ques to ensure clinical information is provided and/or...

We are currently seeking an Director of Client Services - Hybrid Remote to fill a vacant position with one of our Client, located in Santa Barbara, CA. If you possess the necessary qualifications and are interested in pursuing this opportunity, we kindly request that you provide us with your most up-to-date resume. We appreciate your consideration and look...

Job Summary Under the direction of the Director of External Fiscal Services, plans, organizes and directs the daily operations necessary to process financial transactions and fulfill requirements of AB1200; provides advisory services and fiscal oversight to school districts and charters on financial matters. Requirements / Qualifications Application...

Responsibilities: - Provide financial consulting services to clients - Conduct financial analysis to assess clients' financial health - Assist clients with budgeting strategies - Build and maintain strong customer relationships through effective communication and trust-building - Collaborate with other professionals, such as tax advisors and attorneys, to...