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Financial Advisor Jobs in Brea, California

299 jobs

A Career with Us Will Provide You with: · A marketing plan we help you customize to build your brand effectively · A comprehensive training program focused on people and marketing strategy · Financial support during your early years to help you build your business · Compete with our elite and score trips to awesome places like Hawaii, Beijing and Münich, Germany Realize Your Potential Being ...
A Career with Us Will Provide You with: · A marketing plan we help you customize to build your brand effectively · A comprehensive training program focused on people and marketing strategy · Financial support during your early years to help you build your business · Compete with our elite and score trips to awesome places like Hawaii, Beijing and Münich, Germany Realize Your Potential Being ...
Personal Financial Advisor Kinecta Federal Credit Union was established in 1940 as Hughes Aircraft Employees Federal Credit Union and is one of the leading credit unions in the Los Angeles area. We offer competitive pay and benefits and offer ongoing training and development programs. At Kinecta, we promote from within because we believe that career development is essential to learning and growin...
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financ...
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financ...
Description Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and %242 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world. Merrill Lynch Wealth Management specializes in goals-based weal...
Personal Financial Advisor Kinecta Federal Credit Union was established in 1940 as Hughes Aircraft Employees Federal Credit Union and is one of the leading credit unions in the Los Angeles area. We offer competitive pay and benefits and offer ongoing training and development programs. At Kinecta, we promote from within because we believe that career development is essential to learning and growin...
The Greater Brea Market is hosting a Career Event on Thursday, July 21st, 6:00pm – 7:00pm. This is a great opportunity to learn more about our Financial Advisor Trainee position and meet our managers.Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 tr...
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and $2 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world. Merrill Lynch Wealth Management specializes in goals-based wealth management, ...
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excell...
As a Financial Advisor Associate, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals a...
Position Description: Why VALIC? At VALIC, our Financial Advisors assist clients in the education, healthcare and governmental sectors by partnering to plan for their retirement. Whether you’re an experienced Financial Advisor or new to the business, you will have the support of one of the most well respected 403(b) firms in the country. If you’re looking for opportunities that are truly unique,...
Job Description: Financial Advisor - Licensed Private Banker The primary role of our Financial Advisors is to deepen banking and investment relationships within our clients banking Mass Affluent (MA) customers. Located in Banking Centers with a concentration of mass affluent customers, our Advisors will act as the primary point of contact for MA customers, although will not have a “book of busine...
Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry a...
As a Financial Advisor Associate, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals a...
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values-straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excell...
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values-straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excell...
Job Description: Financial Advisor - Licensed Private Banker The primary role of our Financial Advisors is to deepen banking and investment relationships within our clients banking Mass Affluent (MA) customers. Located in Banking Centers with a concentration of mass affluent customers, our Advisors will act as the primary point of contact for MA customers, although will not have a “book of busine...
First Command Financial Services is committed to helping military families get their financial lives squared away and pursue their goals and dreams through coaching and guidance from trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven men and women to join our Financial Advisor team. As a First Command Financial Advisor you will: Develop a bus...
Division CUSO Financial Services, L.P. Position Licensed Financial Advisor - Credit Union of Southern California Location Credit Union of Southern California - El Monte, CA Full-Time/Part-Time Full-Time Description Join a winning Credit Union team! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer...