Merrill Financial Solutions 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...

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...

Job Description: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 every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Job Description: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 every day.One of the keys to driving Responsible Growth is being a great place to work for our...

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,...

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,...

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,...

Transcend Solutions is currently partnering with a client of ours for a Financial Analyst in Santa Ana, CA.Contract Length: 6 months+ Work Schedule: 8-5 PST 5 days a week - fully onsiteTop 3 Skill SetsAnalyticResponsibleDeadline DrivenEducation Requirement: Bachelor and aboveYears of experience: 3 years and over• Skills and Qualificationso Bachelor’s...

Transcend Solutions is currently partnering with a client of ours for a Financial Analyst in Santa Ana, CA.Contract Length: 6 months+ Work Schedule: 8-5 PST 5 days a week - fully onsiteTop 3 Skill SetsAnalyticResponsibleDeadline DrivenEducation Requirement: Bachelor and aboveYears of experience: 3 years and over• Skills and Qualificationso Bachelor’s...

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...

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...

Transcend Solutions is currently partnering with a client of ours for a Financial Analyst in Santa Ana, CA. Contract Length: 6 months+ Work Schedule: 8-5 PST 5 days a week - fully onsite Top 3 Skill Sets Analytic Responsible Deadline Driven Education Requirement: Bachelor and above Years of experience: 3 years and over • Skills and Qualifications o...

Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market. The successful candidate will partner with the company's regional leadership that has successfully delivered captive lending solutions nationwide. The Ideal Candidate will lead the growth of the Joint-Venture and Marketing Agreement relationships...

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

Employee Benefits Advisor Leavitt Group is looking for a motivated B2B outside sales professional in the Santa Barbara and Ventura area. If you are confident in your consultative sales abilities, get excited by uncapped earning potential, and want to be in a stable industry, this opportunity may be for you.Leavitt Group is a leading brokerage of broad-based...

**Job Title**:Financial Planner Administrative Assistant** **Status: Full Time in North San Diego, CA; Non-Exempt** **Pay Range: $58 - 67K annual salary, depending on experience** **Relevant Work Experience: 2+ years office administrative and client service experience** **Job Category: Administrative and Support Services** **About us -** We are located...

**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 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...

E-commerce Advisor –  Ontario We’re looking for enthusiastic recent grads and post-secondary students who are interested in building the digital retail marketplace of the future.  Hourly Rate: $20/hour (salaried based)  Mosaic is a leading North American Integrated Agency, specialized in connecting with consumers through Experiential Marketing, Sales...