Financial advisor Empleos en Irvine ca
Última actualización: hace 1 día
Provides excellent service to Members seeking information on alternative investment products offered through broker / dealer.
Assists Members with financial planning, including but not limited to mutu...Mostrar másÚltima actualización: hace más de 30 días
Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, you can recruit and build your team.
This is the perfect opportunity to get your foot in the door...Mostrar másÚltima actualización: hace más de 30 días
At SAP, we enable you to bring out your best.Our company culture is focused on collaboration and a shared passion to help the world run better.
How? We focus every day on building the foundation for...Mostrar másÚltima actualización: hace 5 días
Northwestern Mutual is a 166-year-old, Fortune 90 financial institution that manages over 340 billion dollars' worth of assets.
Today, we’re focused on working with families, individuals, and small ...Mostrar másÚltima actualización: hace 28 días
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.Using a holisti...Mostrar másÚltima actualización: hace 28 días
The Investor Focused Solutions Team consists of LPL Financial employee advisors who provide investment solutions and holistic financial advice to investors virtually and over the phone.As an adviso...Mostrar másÚltima actualización: hace 22 días
You are a seasoned financial leader who thrives in a collaborative and dynamic environment.You bring expertise in nonprofit accounting, GAAP principles, and hands-on leadership to drive financial e...Mostrar másÚltima actualización: hace 15 días
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent / financial advisor to drive positive impact in the lives of families every day.At New York ...Mostrar másÚltima actualización: hace 14 días
Be in Business for Yourself, not By Yourself.Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and c...Mostrar másÚltima actualización: hace 10 días
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Mostrar másÚltima actualización: hace más de 30 días
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.
Our customized approach is designed to grow, protect, and...Mostrar másÚltima actualización: hace más de 30 días
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relati...Mostrar másÚltima actualización: hace 25 días
Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration, and respect.Do you...Mostrar másÚltima actualización: hace 1 día
RIA) firm headquartered in San Diego, CA.We are looking for an experienced, enthusiastic.FINANCIAL ADVISER, Vice President in the Orange County area.
This is a great opportunity for an established f...Mostrar másÚltima actualización: hace 28 días
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Mostrar másÚltima actualización: hace más de 30 días
Financial Service Advisor
SchoolsFirst Federal Credit UnionTustin, CAA tiempo completo
Financial Advisor / Insurance Agent
Primerica Financial Services - Lake ElsinoreCon Lake, CA, US2000,00 US$ mensual
Quick Apply
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAPNewport Beach, CA, US137.300,00 US$–294.000,00 US$ anual
A tiempo completo
- Oferta promocionada
Financial Advisor
Northwestern MutualIrvine, CA, United StatesA tiempo completo
- Oferta promocionada
Financial Advisor
Pure Financial Advisors, LLCIrvine, CA, United States125.000,00 US$ anual
A tiempo completo
Financial Advisor
First Command Financial Services, IncGarden Grove, California,US Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away.
As we continue to expand our advisor force, we are seeking l...Mostrar másÚltima actualización: hace más de 30 días
Financial Aid Advisor
Concorde Career CollegesGarden Grove, CA, US As a Financial Aid Advisor at Concorde Career College, you will play a vital role in impacting the lives of our students by guiding them through the financial aid process.You'll help students acces...Mostrar másÚltima actualización: hace más de 30 días
Senior Financial Advisor
LPL FinancialNewport Beach CA, Field Mgmt150.000,00 US$ anual
A tiempo completo
- Oferta promocionada
Financial Controller
Nelson ConnectsSonoma County, CA, United States140.000,00 US$–165.000,00 US$ anual
A tiempo completo
Financial Advisor
New York LifeMarin County, CA124.000,30 US$ anual
Financial Advisor - Gamma Eta (California State - Long Beach)
Gamma Phi BetaCalifornia Application Deadline : June 1, 2024.A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and as...Mostrar másÚltima actualización: hace más de 30 días
- Oferta promocionada
Financial Advisor
ThriventRiverside County, CA, United StatesA tiempo completo
- Oferta promocionada
Sr. Financial Advisor
Capstone Partners Financial and Insurance Servicesnewport beach, CA, United States Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm.
The ideal candidate will be entrepreneurial ...Mostrar másÚltima actualización: hace 7 días
Merrill Experienced Financial Advisor
Bank of AmericaNewport BeachA tiempo completo
- Oferta promocionada
Financial Advisor
RK PartnersNewport Beach, CA, US55.000,00 US$–75.000,00 US$ anual
A tiempo completo
- Oferta promocionada
Financial Advisor
BML Wealth ManagementIrvine, CA, United StatesA tiempo completo
Senior Financial Advisor
GpacNewport Beach, California, United StatesA tiempo completo
Quick Apply
- Oferta promocionada
Financial Adviser
Telos Capital Management, Inc.Irvine, CA, United StatesA tiempo completo
Financial Advisor
First Command Financial Services, Inc.Garden Grove, CA, US115.740,00 US$ anual
Financial Service Advisor
SchoolsFirst Federal Credit UnionTustin, CAHace más de 30 días
Tipo de contrato
- A tiempo completo
Descripción del trabajoPerforms other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions Bachelor's Degree or equivalent years of experience required 3-5 years of previous related experience required Previous experience selling mutual funds, securities and insurance required Certifications or licenses including Series 7, 63, and 65 or 66. California Insurance License
What You’ll Be Doing
Provides excellent service to Members seeking information on alternative investment products offered through broker / dealer. Assists Members with financial planning, including but not limited to mutual funds, securities transactions and / or life insurance, 529 plans.
- Discusses financial investment alternatives with Members. Evaluates Member’s goals, risk tolerance and suggests appropriate investments.
- Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
- Proactively engage with a portfolio of Members to discuss their comprehensive investments needs.
- Updates SchoolsFirst FCU team on products and services offered through the investment program.
- Ensures required compliance documents are completed. Maintains regular contact with OSJ.
- Offers financial review sessions for all Members at least annually.
- Initiates Member investment selections and records transactions with broker / dealer.
- Schedules and conducts meetings with Members via phone and virtually through video conference.
Additional Job Functions
Qualifications