Financial Advisor
4 weeks ago
Are you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Advisor to join our team at Northwestern Mutual Santa Monica.
Key Responsibilities:- Develop and implement customized financial plans for clients based on their unique needs and circumstances
- Provide expert guidance on investment strategies, estate planning, and business administration
- Identify and secure new clients to serve as trusted advisors for critical financial decisions
- Analyze financial data to help clients achieve their objectives
- Bachelor's degree in finance, business administration, or a related field
- Proficiency in Microsoft Office, Excel, and CRM systems
- Working knowledge of financial products and the financial industry
- Excellent communication and math skills
As a Financial Advisor at Northwestern Mutual Santa Monica, you'll have the opportunity to work with a talented team and make a meaningful impact on people's lives. If you're motivated, organized, and passionate about helping others, we encourage you to apply for this exciting opportunity.
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Financial Solutions Advisor
3 weeks ago
Santa Monica, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We believe trust comes from transparency. Our...
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Financial Solutions Advisor
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Financial Planning Specialist
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Merrill Financial Solutions Advisor
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Financial Planner
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Financial Advisor
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Financial Planning Specialist
3 weeks ago
Santa Monica, California, United States Northwestern Mutual Full timeFinancial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...
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Financial Planning Specialist
3 weeks ago
Santa Monica, California, United States Northwestern Mutual Full timeFinancial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...
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Financial Planning Specialist
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Santa Clara, California, United States Priority Financial Group Full timeFinancial Advisor Job DescriptionPriority 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...
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Merrill Financial Solutions Advisor
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Financial Planning Specialist
3 weeks ago
Santa Monica, California, United States Northwestern Mutual Full timeWe are seeking a highly motivated and driven Financial Advisor to provide comprehensive and innovative financial planning services to clients at Northwestern Mutual.As a Financial Advisor, you will work collaboratively with other professionals to develop and implement financial plans that help clients achieve their financial objectives.Key...
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Merrill Financial Solutions Advisor
4 weeks ago
Santa Clarita, California, United States Bank of America Full timeJob Title: Merrill Financial Solutions AdvisorAs a Merrill Financial Solutions Advisor, you will play a critical role in helping high-net worth clients achieve their financial goals. You will work closely with clients to understand their needs, develop relationships, and provide personalized investment advice.Key Responsibilities:Provide tailored investment...
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Financial Advisor
3 weeks ago
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Financial Services Professional
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Santa Clarita, California, United States Raymond James Financial Services Full timeJoin Raymond James Independent Financial Services in Barrie, ON, as a full-time Financial Advisor. Our company, one of Canada's leading independent investment dealers, offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. As a successful Financial Advisor, you will have a minimum of...
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Financial Services Professional
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Santa Clarita, California, United States Raymond James Financial Services Full timeRaymond James Independent Financial Services is seeking a full-time Financial Advisor in Barrie, ON. As one of Canada's leading independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have a minimum of 5 years of industry...
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Bilingual Financial Advisor
3 months ago
Santa Barbara, California, United States 5HM Hub International Texas Full timePosition Overview:5HM Hub International Texas is a prominent insurance brokerage firm dedicated to delivering a comprehensive array of financial services. Recognized for its outstanding workplace culture, 5HM is committed to fostering employee growth and success.Role: Financial AdvisorKey Responsibilities:Facilitate client consultations to inform and engage...
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Financial Advisor with Tax Planning Expertise
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Santa Rosa, California, United States WealthSpring Full timeAbout WealthSpringWealthSpring is a fee-only Registered Investment Adviser firm that offers cutting-edge financial planning and investment management services. As we expand our business and work with more sophisticated clientele, we are looking forward to soon adding additional services such as tax and legal. With offices in five locations in California,...
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Chief Financial Officer
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Santa Monica, California, United States Providence Service Full timeThe Chief Financial Officer (CFO) at Providence Service is responsible for overseeing the financial operations of the organization, ensuring its financial health and sustainability.This role will manage all financial reporting, an annual operating budget, investments, and total assets, forecasting, financial analysis, and compliance requirements.The CFO will...
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Chief Financial Officer
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Santa Monica, California, United States Joffe Emergency Services Full timeJob Summary:We are seeking a highly skilled and experienced Director of Finance to join our team at Joffe Emergency Services. As a strategic business partner to the CEO and other senior leaders, you will be responsible for directing accounting processes on a day-to-day basis and supervising accounts payable, accounts receivable, and other accounting...