Financial advisor Jobs in Irvine, CA
Last updated: 11 hours ago
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...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 3 days ago
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 ...Show moreLast updated: 26 days ago
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...Show moreLast updated: 26 days ago
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 ...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 20 days ago
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...Show moreLast updated: 5 days ago
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 ...Show moreLast updated: 19 days ago
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...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 23 days ago
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...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 26 days ago
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...Show moreLast updated: 11 hours ago
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...Show moreLast updated: 30+ days ago
Financial Service Advisor
SchoolsFirst Federal Credit UnionTustin, CAFull-time
Financial Advisor / Insurance Agent
Primerica Financial Services - Lake ElsinoreCon Lake, CA, US$2,000.00 monthly
Quick Apply
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAPNewport Beach, CA, US$137,300.00–$294,000.00 yearly
Full-time
- Promoted
Financial Assistant
C. J. Segerstrom and Sons LLCcosta mesa, CA, United States Segerstrom & Sons is a long standing, privately owned commercial real estate firm in Costa Mesa, CA.The Company owns and manages South Coast Plaza, the largest shopping center on the West Coast wit...Show moreLast updated: 5 days ago
- Promoted
Financial Advisor
Northwestern MutualIrvine, CA, United StatesFull-time
- Promoted
Financial Advisor
Pure Financial Advisors, LLCIrvine, CA, United States$125,000.00 yearly
Full-time
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...Show moreLast updated: 30+ days ago
Financial Advisor
New York LifeLake County, CA$124,000.30 yearly
Senior Financial Advisor
LPL FinancialNewport Beach CA, Field Mgmt$150,000.00 yearly
Full-time
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...Show moreLast updated: 30+ days ago
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...Show moreLast updated: 30+ days ago
- Promoted
Financial Controller
Nelson Connectssonoma county, CA, United States$140,000.00–$165,000.00 yearly
Full-time
- Promoted
Sr. Financial Advisor
Capstone Partners Financial and Insurance ServicesNewport Beach, CA, United StatesFull-time
Merrill Experienced Financial Advisor
Bank of AmericaNewport BeachFull-time
- Promoted
Financial Advisor
BML Wealth ManagementIrvine, CA, United StatesFull-time
- Promoted
Financial Advisor
RK PartnersNewport Beach, CA, US$55,000.00–$75,000.00 yearly
Full-time
- Promoted
Financial Advisor
ThriventIrvine, CA, United StatesFull-time
- New!
Senior Financial Advisor
GpacNewport Beach, California, United StatesFull-time
Quick Apply
Financial Advisor
First Command Financial Services, Inc.Garden Grove, CA, US$115,740.00 yearly
Financial Service Advisor
SchoolsFirst Federal Credit UnionTustin, CA30+ days ago
Job type
- Full-time
Job descriptionPerforms 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