Financial Advisor

2 weeks ago


San Diego, United States Priority Financial Group Full time

Role:


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 products and services.


Knowledge and Skills:


  • Excellent organizational and time management skills. Ability to work independently and consistently with minimal or no direction and proactively demonstrates initiative.
  • Excellent interpersonal/communication skills.
  • Pays close attention to detail with a high degree of accuracy.
  • Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills.
  • Maintains high level of confidentiality.
  • Excellent decision-making/problem solving skills relating to highly diversified, complex financial planning issues. Utilizes computer, general office equipment adeptly.


Essential Duties and Responsibilities:


  • Leverage fee-based financial planning tools to help clients reach their personal, education, business, retirement, and estate planning goals.
  • Conduct Investment, Insurance, and Estate Planning sales with assigned Members.
  • Provide Financial Education services to Credit Union Members.
  • Achieve activity and sales goals as agreed upon.
  • Conduct prospective client interview, implement the client’s financial plan, and provide servicing appointments with commitment to client satisfaction.
  • Perform pro-active prospecting activities to Credit Union members and also outside of the credit union in order to introduce new member relationships.
  • Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional sales opportunities i.e.: Insurance, Estate Planning, and Financial Planning.
  • Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce.
  • Perform all related job duties and office operations in accordance to established Credit Union and broker dealer policies and procedures.
  • Follow credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies and Confidentiality Policies.
  • Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.


Benefits

• Full Benefits

• Office Space

• Marketing Provided by Financial Institution

• Fees Covered

• Started Book (Amount will be discussed on initial outreach call with recruiter)


Qualifications

• Bachelor's Degree (BS) from four-year College or University: or associate degree (AAS) from two-year College or equivalent job experience.

• 2+ years of financial industry experience in related financial planning/sales field, or equivalent combination of education.

• Possess FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance).

• Certified Financial Planner designation preferred. Credentials recommended.

• Possess a clean credit and U-4 CRD history.


Knowledge and Skills

• Strong understanding of the investment industry

• Excellent interpersonal and listening skills


The income range is dependent on a number of factors, including the applicant’s skill, experience, and work location. The posted salary range is subject to increase based on annual commissions. We believe in rewarding exceptional performance, and our commission structure is designed to provide you with the opportunity to substantially boost your earnings.


  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    San Diego, United States Priority Financial Group Full time

    Role: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 products and...


  • San Diego, United States Maetz Consulting, LLC Full time

    Job Description I'm recruiting for a growing financial services firm who is looking to hire several experienced Financial Advisors to join their team. You can be located anywhere in the U.S. and it's a 100% remote role. In order to be considered for this role, they have a few minimal requirements: You must be licensed and have experience as a Financial...


  • San Antonio, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the San Antonio area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457...

  • Financial Specialist

    2 weeks ago


    San Diego, United States Richtr Financial Studio Full time

    Job DescriptionJob DescriptionWe are looking for:A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time. What a typical day might be like:Each day is filled with a variety of tasks from recording and...

  • Financial Specialist

    53 minutes ago


    San Diego, United States Richtr Financial Studio Full time

    Job DescriptionJob DescriptionWe are looking for:A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time. What a typical day might be like:Each day is filled with a variety of tasks from recording and...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    San Diego, United States Northwestern Mutual Full time

    Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a...

  • Financial Aid Advisor

    Found in: Talent US C2 - 7 days ago


    San Diego, United States Success Education Colleges Full time

    Job Details Description Become an Education Leader and join our team of dedicated Professionals. North-West College is part of a stable and growing system of seven campuses in California and Nevada, which is a leader in Medical Career Training since 1966. Visit our Website at The College's everyday mission is to train students in short...


  • San Diego, United States Success Full time

    Job Details Job Location : San Diego - San Diego, CA Position Type : Part-Time Education Level : High School Diploma Salary Range : $20.00 - $24.00 Hourly Job Shift : Day Description Become an Education Leader and join our team of dedicated Professionals. North-West College is part of a stable and growing system of seven campuses in California and Nevada,...

  • Financial Advisor

    20 hours ago


    San Jose, United States CareerBuilder Full time

    SUMMARY Allworth Financial, the 4 th fastest growing RIA in America, is seeking an experienced financial advisor in San Jose to join our rapidly expanding team. At Allworth Financial, we allow our advisors the opportunity to do what they do best, which is to provide fiduciary investment management and holistic financial planning advice to our valued clients...


  • San Antonio, United States Maetz Consulting, LLC Full time

    Job DescriptionJob DescriptionIm recruiting for a growing financial services firm who is looking to hire several experienced Financial Advisors to join their team. You can be located anywhere in the U.S. and its a 100% remote role. In order to be considered for this role, they have a few minimal requirements:You must be licensed and have experience as a...


  • San Diego, United States Job Juncture Full time

    Job Description Job description: Senior Wealth AdvisorLOCATIONS: San Diego, CAJob Type: Full Time (Hybrid)We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team.The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical...


  • San Antonio, United States Hallmark University Full time $38,000 - $50,000

    SUMMARY OF THE JOB:   The Financial Planning Advisor assists in carrying out the department’s mission to provide professional knowledge, personalized services and support to students and their families to bridge the gap between family resources and educational expenses.  They develop student financial plans and handle them until they are finalized. ...


  • San Antonio, United States Hallmark University Full time

    Job DescriptionJob DescriptionAbout the JobSUMMARY OF THE JOB:   The Financial Planning Advisor assists in carrying out the department’s mission to provide professional knowledge, personalized services and support to students and their families to bridge the gap between family resources and educational expenses.  They develop student financial plans...


  • San Diego, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for...


  • San Diego, United States LPL Financial Full time

    LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the...

  • Advisor Services

    Found in: beBee S US - 2 weeks ago


    San Diego, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. When you join us as an Advisor Services Associate, you're starting your career with the industry leader in providing...

  • Financial Planner

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    San Diego, United States AlphaCore Wealth Advisory Full time

    About AlphaCore Wealth Advisory:AlphaCore Wealth Advisory is a leading financial advisory firm dedicated to providing high-net-worth clients with comprehensive wealth management services. Our mission is to help our clients achieve their financial goals through a client-centric approach, guided by our seven core values. We are seeking a motivated and...

  • Investment Advisor

    5 days ago


    San Diego, United States Navy Federal Credit Union Full time

    **Overview** To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial...


  • San Diego, United States KDS Search Full time

    Job DescriptionJob DescriptionThe CompanyA fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based on our clients' specific objectives and needs.We think differently. While traditional allocations to stocks, bonds, and real estate are...


  • San Antonio, United States Financial Life Advisors Full time

    Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well-established and fast-growing, fee-only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full-time) CERTIFIED...