Junior Financial Advisor
2 months ago
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- Series 7 and 66
- 2+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
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Financial Advisor
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Financial Advisor
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Sacramento, California, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at SchoolsFirst Federal Credit Union in Sacramento, CA would allow you to join the Investment Program at SchoolsFirst Federal Credit Union as a Financial Advisor...
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Financial Advisor
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Sacramento, California, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at SchoolsFirst Federal Credit Union in Sacramento, CA would allow you to join the Investment Program at SchoolsFirst Federal Credit Union as a Financial Advisor...
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Financial Advisor
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Financial Advisor
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Sacramento, United States Hariri Financial Partners Full timeDescriptionElevate Your Career at Hariri Financial Partners Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team. This role isn't just a job-it's a...
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Financial Advisor
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Financial Advisor
1 month ago
Sacramento, United States Hariri Financial Partners Full timeJob DescriptionJob DescriptionElevate Your Career at Hariri Financial PartnersAre you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team. This role isn't...
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Financial Advisor
2 weeks ago
Sacramento, United States Hariri Financial Partners Full timeJob DescriptionJob DescriptionElevate Your Career at Hariri Financial PartnersAre you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team. This role isn't...
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Junior Financial Advisor
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Sacramento, United States Robert Half Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...
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Junior Financial Advisor
2 weeks ago
Sacramento, United States Robert Half Full timeThe ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...
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Advisor Development Program
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Financial Solutions Advisor
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Sacramento, United States The Bank of America Corporation Full timeAt 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 Financial, Solutions Advisor, Investment, Solutions, Advisor, Brokerage
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Wealth Advisor
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Sacramento, United States gpac Full timeATTENTION WEALTH ADVISORS Are you passionate about making a difference in people's lives through financial empowerment? We're seeking a talented and experienced Wealth Advisor! You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success. Key...
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Wealth Advisor
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Junior Marketing Coordinator
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Sacramento, United States Solstice Marketing Corporation Full timeOur company is a business consulting firm looking to hire a talented individual to take our company to new heights. Our mission is to continue facilitating the growth of our partners through innovative marketing campaigns and intangible brand strategies with consumers that diverge us from competitors. As a Junior Marketing Coordinator, you can acquire...
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Junior Marketing Coordinator
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Sacramento, United States Solstice Marketing Corporation Full timeOur company is a business consulting firm looking to hire a talented individual to take our company to new heights. Our mission is to continue facilitating the growth of our partners through innovative marketing campaigns and intangible brand strategies with consumers that diverge us from competitors. As a Junior Marketing Coordinator, you can acquire...
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Advisor Development Program
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Sacramento, California, United States Bank of America Full timeJob Description:At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial...
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Advisor Development Program
2 months ago
Sacramento, California, United States Bank of America Full timeJob Description:At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial...
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Associate Financial Planner
2 weeks ago
Sacramento, United States New York Life - Greater Sacramento Full timeJob DescriptionJob DescriptionOur 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...