Current jobs related to Financial Services Professional - Santa Monica, California - Northwestern Mutual Santa Monica
-
Financial Services Professional
2 weeks ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeWe are seeking a detail-oriented and organized individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for clients, providing strategic recommendations for products and investments, and identifying new business...
-
Financial Services Professional
2 weeks ago
Santa Clarita, California, United States Raymond James Financial Services Full timeFinancial Advisor Opportunity at Raymond James Independent Financial Services **About the Role** Raymond James Ltd., a leading independent investment dealer, is seeking a full-time Financial Advisor to join their team in Barrie, ON. As a Financial Advisor, you will be responsible for providing customized solutions to clients seeking wealth management...
-
Financial Services Professional
2 weeks ago
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...
-
Financial Services Professional
2 months ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeAbout the RoleWe are seeking a highly motivated and ambitious Financial Representative to join our team at Northwestern Mutual Santa Monica. As a Financial Representative, you will play a critical role in helping our clients achieve their financial goals and build long-term relationships with them.Key ResponsibilitiesProactively build a clientele base...
-
Financial Services Professional
2 weeks ago
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...
-
Financial Services Professional
2 weeks ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeLaunch Your Career in Insurance with Northwestern Mutual Santa MonicaWe are seeking a motivated and customer-focused individual to join our team as a Financial Representative. As a key member of our team, you will play a critical role in helping our clients achieve financial security and reach their goals.About the RoleAs a Financial Representative, you will...
-
Financial Services Professional
4 weeks ago
Santa Barbara, California, United States Thrivent Financial Full timeThrivent Financial Advisor OpportunityMake a meaningful impact in the lives of others by providing holistic purpose-based financial advice as a Thrivent Financial Advisor. Enjoy the satisfaction of helping clients achieve their goals while having control over your income through commissions and incentives.Key Responsibilities:Build a financial practice...
-
Financial Consultant
4 weeks ago
Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full timeUnlock Your Potential as a Licensed Financial ConsultantMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Licensed Financial Consultant to join our team. As a national leader in the broker-dealer space, we offer a world-class environment and exceptional work opportunities.In this role, you will be responsible for building...
-
Financial Consultant
3 weeks ago
Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full timeFinancial Consultant OpportunityMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.Key...
-
Financial Services Professional
2 weeks ago
Santa Clara, California, United States Priority Financial Group Full timeJob Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...
-
Financial Services Professional
2 weeks ago
Santa Clara, California, United States Priority Financial Group Full timeJob Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...
-
Senior Financial Advisor
2 weeks ago
Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full timeOur company is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, we are consistently recognized as one of the top firms in the industry. We are currently seeking a Licensed Financial Consultant to join our team in the Santa Barbara and...
-
Financial Professional
2 months ago
Santa Clarita, California, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly skilled Financial Professional to join our team at Creative Financial Staffing. As an Accounting Specialist, you will be responsible for managing our financial operations, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Financial Management: Oversee and manage our financial processes,...
-
Financial Services Representative
2 weeks ago
Santa Monica, California, United States Equitable Advisors Full timeAbout Equitable Advisors LLCEquitable Advisors LLC is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated...
-
Financial Services Representative
2 weeks ago
Santa Monica, California, United States Banc of California, N.A. Full timeJob SummaryThe Financial Services Officer is a key role at Banc of California, N.A., responsible for delivering exceptional service to our clients. This position requires a high level of accuracy, efficiency, and professionalism in opening new accounts and performing maintenance tasks.Key ResponsibilitiesOpen new accounts and perform maintenance tasks with...
-
Financial Services Representative
2 weeks ago
Santa Monica, California, United States Kinecta FCU Full timePersonal Financial Advocate IIKinecta Federal Credit Union is a leading financial institution that values community giving and diversity. We are seeking a Personal Financial Advocate II to join our team and help our members achieve their financial goals.About the Role:As a Personal Financial Advocate II, you will be responsible for building and deepening...
-
Chief Financial Officer
1 month ago
Santa Monica, California, United States Providence Health & Services Full timeJob SummaryWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Providence Health & Services. As a key member of our executive leadership team, you will be responsible for leading our financial operations and ensuring the financial health and sustainability of our organization.Key ResponsibilitiesDevelop and implement...
-
Financial Services Professional
1 week ago
Santa Rosa, California, United States Edward Jones Full timeFinancial Advisor Career OverviewAs a financial advisor at Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will work closely with your branch team, home-office team, and regional financial...
-
Financial Services Professional
3 weeks ago
Santa Barbara, California, United States Covenant Trust Full timeFinancial Advisor OpportunityCovenant Trust is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions, leveraging our investment management services, trust administration services, and gift planning products and services.Key...
-
Financial Services Professional
2 weeks ago
Santa Barbara, California, United States Covenant Trust Company Full timeFinancial Advisor OpportunityCovenant Trust Company is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in providing trusted and uncompromising financial guidance and products to our clients throughout the communities we serve.Key ResponsibilitiesProvide holistic, purpose-driven financial planning...
Financial Services Professional
2 months ago
We are seeking a highly skilled and motivated Financial Advisor to join our team at Northwestern Mutual Santa Monica. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Client Acquisition and Relationship Building: Identify and establish new client relationships through proactive measures, including prospecting and referrals.
- Financial Planning and Advice: Develop and implement customized financial plans for each client, taking into account their unique professional, personal, and financial circumstances.
- Financial Profile Development: Work closely with clients to compile comprehensive financial profiles, which will serve as the foundation for providing sound financial advice and guidance.
- Collaboration and Teamwork: Work collaboratively with colleagues to achieve business objectives and participate in ongoing training and development opportunities to enhance your skills and knowledge.
- Product and Investment Recommendations: Provide strategic recommendations and advice to clients on investment products, plans, and strategies to help them achieve their financial goals.
- Basic Understanding of Financial Services: Possess a basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products.
- Strong Communication and Math Skills: Demonstrate excellent communication and math skills, with a proven track record of building strong client relationships.
- Technical Skills: Proficiency in Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools.
- Education and Certifications: Hold a Bachelor's degree in business administration, finance, or a related field, and possess a valid FINRA Series 7 & 63/66 certification (preferred but not required).
