Financial Advisor

4 weeks ago

San Diego, United States International Staff Consulting Full time

Are you already a successful financial planner looking for a smaller, more intimate working environment to supercharge your business? Do you value an environment that nurtures your autonomy and provides you the resources to excel? Join this highly coveted Financial Services firm that prides itself in supporting each member of their team to the fullest extent - which means, the highest commission levels in the industry

Our client is seeking experienced, entrepreneurial Financial Planners wanting to rapidly grow their book of business (and they're compensating them accordingly). Military Veterans are highly preferred

This position requires a candidate who will deeply understand the "wealth" side of the business and the impact insurance can have on the end users. The right candidate should have empathy for his clients and an understanding of their needs. To be a successful Financial Advisor, and an independent business owner, the candidate should be able to develop training for clientele in cooperation, and with the support of local agencies and corporate offices.

Our client has over 33,000 clients, has administered assets worth over $2B and over 200+ representatives in multiple corporate offices across the USA. Their team has experienced professionals who will help guide you on the proper path for your own further professional development.

Compensation: Full Commission; non-recourse loan and uncapped bonus

Location: Portland, OR region

Location: Honolulu, HI region

Location: San Diego CA region

Location: Las Vegas, NV region

Location: Missoula, MT region

Location: Scottsdale, AZ region

Location: Chicago, IL region

Location: Spokane, WA region

Responsibilities:

Provides sound financial recommendations to help ensure financial security for clients

Acts as an advocate for clients

Enhance, enrich, and serve the client baseImplements cutting-edge financial strategies to grow

Develops long-lasting, value-based client relationships

Expanda a business practice by use of effective prospecting and referral-based strategies

Identifies and cultivates new client relationships within target markets

Implements strategies for gaining new clients

Benefits:

Medical

Dental

401K

Work 40 weeks of the year

12 weeks of training / off cycle

Vacation

Qualifications

Requirements:

Entrepreneurial mind, strong work ethic and integrity

Desire to help others

Desire to manage and help others achieve financial security

Strong interpersonal and relationship-building skills with a focus on identifying opportunities and developing strategies

Strong communication and selling skills to move clients to act and implement recommendations

Goal-oriented mindset

Strong affinity for professional development and growth

Desire to engage in a career-long process that includes training, education, and acquiring knowledge of financial products and services

Series 7 and Series 66

Having (or obtaining) State Life and Health Licenses

Preferred Qualifications:

Minimum four-year degree

CFP, AAMS, CIMA preferred

RACP, CEXP preferred

Why is This a Great Opportunity

This is a great opportunity for a Financial Advisor who would like to maintain the freedom of running their own financial planning business with support from a Fortune 200 Company. This is a position for a person excited to make a difference in people's lives. The candidate should have extraordinary communication skills, the ability to learn, and the willingness to develop their own career.

The company hiring is recognized as the best place to work by "Fortune" magazine in several categories: Financial Services and Insurance for 2020, the 7th mid-sized company in the USA for 2019, and the Best Workplace for Millenials in 2021. It is awarded as the Fastest Growing Private Company by "Inc. 5000", as Best Place to work 2020 and it is listed in the Top 100 companies in the USA by "Redwood Media".

Besides offering an excellent opportunity to financial advisors to grow their business, the client company has an excellent "Team" mentality and collaboration culture that ultimately support achieve each client's goals. They also provide an outstanding training and resource program, providing the necessary support to financial advisors to excel in their role.

  • Financial Advisor

    2 weeks ago

    San Diego, California, United States LPL Financial Full time

    Your 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 San Diego County Credit Union in San Diego, CA would allow you to join the Investment Program at San Diego County Credit Union as a Financial Advisor associated with...

  • Financial Advisor

    3 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...

  • Financial Advisor

    2 months 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...

  • Financial Advisor

    2 months 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...

  • Financial Advisor

    1 day ago

    San Antonio, Texas, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in San Antonio, TX would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial...

  • Financial Advisor

    2 weeks ago

    San Francisco, California, United States LPL Financial Full time

    Your 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 The Golden 1 Credit Union in San Francisco, CA would allow you to join the Investment Program at The Golden 1 Credit Union as a Financial Advisor associated with LPL...

  • Financial Advisor

    1 week ago

    San Antonio, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

  • Associate Financial Advisor

    2 days ago

    San Diego, United States FIDES Wealth Strategies Group Full time

    WHO WE ARE:FIDES Wealth Strategies Group, an established financial planning firm, is seeking a Financial Planner to assist us in our mission of guiding clients toward realizing their vision of security and fulfillment. This is your chance to play a key role in the future success of our fast-growing organization! We are a Financial Planning / Wealth...

  • Financial Aid Advisor

    1 week ago

    San Diego, United States Concorde Career College Full time

    Financial Aid Advisor Job Locations US-CA-San Diego Job ID 2024-5793 Overview Financial Aid Advisor - Concorde Career College Are you a passionate advocate for students' success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us impact...

  • Financial Aid Advisor

    3 weeks ago

    San Diego, United States North-West College Full time

    Job Description Job Description Become an Education Leader and join our team of dedicated Professionals. Our everyday mission is to train students in short term programs for gainful employment POSITION SUMMARY The Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to...

  • Financial Aid Advisor

    2 weeks ago

    San Diego, United States North-West College Full time

    Job DescriptionJob Description Become an Education Leader and join our team of dedicated Professionals. Our everyday mission is to train students in short term programs for gainful employment POSITION SUMMARY The Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to...

  • Financial Aid Advisor

    4 weeks ago

    San Diego, United States North-West College Full time

    Job DescriptionJob DescriptionBecome an Education Leader and join our team of dedicated Professionals.Our everyday mission is to train students in short term programs for gainful employmentPOSITION SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to...

  • Financial Aid Advisor

    6 days ago

    San Diego, United States Concorde Career Colleges Full time

    Overview Financial Aid Advisor - Concorde Career College Are you a passionate advocate for students' success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us impact lives, foster community development, and drive our mission forward....

  • Financial Aid Advisor

    5 days ago

    San Diego, United States Concorde Career Colleges Full time

    Overview Financial Aid Advisor - Concorde Career CollegeAre you a passionate advocate for students' success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us impact lives, foster community development, and drive our mission...

  • Voya San Antonio Financial Advisor

    1 month ago

    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...

  • Associate Financial Advisor

    2 weeks ago

    San Diego, United States North Star Resource Group Full time

    North Star Resource Group is looking to find a candidate for a financial advising position in San Diego, CA. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the...

  • Voya San Antonio Financial Advisor

    2 weeks ago

    San Antonio, United States Voya Financial Advisors Inc Full time

    Voya 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 enrollment, retirement and investment...

  • Voya San Antonio Financial Advisor

    4 weeks ago

    San Antonio, United States Voya Financial Advisors Inc Full time

    Voya 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 enrollment, retirement and investment...

  • Business Advisor

    1 week ago

    San Diego, United States Richtr Financial Studio Full time

    Job DescriptionJob DescriptionWe are looking for:Accountant or a Business Advisor as we call the role at Richtr – An experienced accountant and business advisor that is both numbers and people-oriented. An advisor that is also a great communicator, collaborator, and project manager – that has the ability to grow and learn Sr. Business Advisor skills over...

  • Lead Financial Advisor

    7 days ago

    San Diego, United States Claire Myers Consulting Full time

    Compensation - $100-$135K base salary plus motivating commissions, benefits & profit sharing Our client, a well-established Forbes ranked Wealth Management firm, with over 30 years of experience is seeking a motivated, driven individual to serve as a Lead Advisor for existing clients. The firm is in hyper growth mode and is looking for someone to grow with...