Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaTustin, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; El Segundo, CA Magellan Health IncPersonal Financial Counselor; El Segundo, CAEl Segundo, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; El Segundo, CA Magellan Health ServicesPersonal Financial Counselor; El Segundo, CAEl Segundo, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewFinancial Solutions Advisor Regal Executive SearchFinancial Solutions AdvisorTorrance, CAThe FSA will build and maintain effective partnerships with internal business partners including other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, in Consumer Banking Services (CBS) and Merrill Edge Advisory Center (MEAC). Customer reviews/presentations will include a review of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, annuities, banking, and managed money solutions.
Financial Services Professional - CA, Irvine (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - CA, Irvine (5261)Irvine, CA$250–$1,000420868'',''true'',''420868'',''false'',''Submission for the position: Financial Services Professional - CA, Irvine (5261) - (Job Number: 260000G5)'',''false'',''420868'',''false'',''true'',''Financial Services Professional - CA, Irvine (5261)'',''260000G5'',''UNITED STATES-CA-Irvine'',''UNITED STATES-CA-Irvine'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420868'',''420868'',''true'',''420868'',''false'',''Submission for the position: Financial Services Professional - CA, Irvine (5261) - (Job Number: 260000G5)'',''false'',''420868'',''false'',''true''.
Director, Financial Planning Financial EnginesDirector, Financial PlanningEl Segundo, CA$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Financial Planning Associate Morton WealthFinancial Planning AssociateCalabasas, CaliforniaWork alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents. Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team.
Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningEl Segundo, California$125,000–$350,000 / yearRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningEl Segundo, CA$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
NewFinancial Advisor GoldBook FinancialFinancial AdvisorLos Angeles, CA$50,000–$150,000 / yearYou will work with individuals, families, and business owners to develop long-term strategies across areas such as wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning. This is an entrepreneurial, relationship-driven role designed for advisors who want greater ownership of their career and client relationships while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow.
Financial Solutions Advisor - Eastland Bank of America CorpFinancial Solutions Advisor - EastlandWest Covina, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Northwest Houston AreaCypress, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Central OC Bank of America CorpFinancial Solutions Advisor - Central OCWestminster, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Central LA Bank of AmericaFinancial Solutions Advisor - Central LABeverly Hills, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - West San Gabriel Valley Bank of AmericaFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, ArizonaUS - CA - Alhambra - 160 E Main St - ALHAMBRA MAIN OFFICE (CA8108), US - CA - Alhambra - 444 E Valley Blvd - VALLEY-ALMANSOR BC (CA8156), US - CA - Altadena - 735 E Altadena Dr (CA9155), US - CA - Arcadia - 1234 S Baldwin Ave - WEST ARCADIA BC (CA9107), US - CA - El Monte - 10426 Lower Azusa Rd - MIDWAY CENTER BC (CA8147), US - CA - El Monte - 11138 Main St - EL MONTE BC (CA8110), US - CA - Monterey Park - 110 W Garvey Ave - MONTEREY PARK BC (CA8163), US - CA - Monterey Park - 300 N Atlantic Blvd - ATLANTIC-GARVEY BC (CA8201), US - CA - Pasadena - 145 W California Blvd - CALIF AND PASADENA BC (CA9183), US - CA - Pasadena - 3555 E Foothill Blvd - FOOTHILL-ROSEMEAD BC (CA8151), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110), US - CA - Rosemead - 8856 Valley Blvd - ROSEMEAD BC (CA8154), US - CA - San Gabriel - 102 E Las Tunas Dr - SAN GABRIEL BC (CA8132), US - CA - San Marino - 2180 Huntington Dr - SAN MARINO BC (CA8170), US - CA - South Pasadena - 929 Fair Oaks Ave - SOUTH PASADENA BC (CA9164), US - CA - Temple City - 9545 Las Tunas Dr - TEMPLE CITY BC (CA8162). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Gateway Cities Bank of AmericaFinancial Solutions Advisor - Gateway CitiesCerritos, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - CA Coastal Region Bank of AmericaFinancial Solutions Advisor - CA Coastal RegionAgoura, CaliforniaUS - CA - Agoura - 5667 Kanan Rd - AGOURA BC (CA6144), US - CA - Arroyo Grande - 200 W Branch St (CA0268), US - CA - Camarillo - 2400 E Ponderosa Dr - CAMARILLO BC (CA6106), US - CA - Goleta - 5892 Calle Real (CA6118), US - CA - Moorpark - 730 New Los Angeles Ave (CA7132), US - CA - Newbury Park - 2345 Borchard Rd - NEWBURY PARK BC (CA6133), US - CA - Ojai - 205 W Ojai Ave - OJAI VALLEY BC (CA6110), US - CA - Oxnard - 1855 N Oxnard Blvd - OXNARD MAIN OFFICE (CA6152), US - CA - Oxnard - 2475 Saviers Rd - SOUTH OXNARD BC (CA6125), US - CA - Oxnard - 670 TOWN CENTER DR - RIVERPARK CENTER (CA6260), US - CA - San Luis Obispo - 1102 Higuera St - San Luis Obispo FC (CA0274), US - CA - Santa Barbara - 1096 Coast Village Rd - Montecito (CA6161), US - CA - Santa Barbara - 3790 State St - North Santa Barbara (CA6121), US - CA - Santa Barbara - 834 State St - Santa Barbara Main (CA6113), US - CA - Santa Maria - 2060 S Brdway - South Broadway (CA0269), US - CA - Santa Maria - 300 Town Ctr E (CA0264), US - CA - Santa Paula - 715 E Main St - SANTA PAULA BC (CA6105), US - CA - Simi Valley - 1307 E Los Angeles Ave - SIMI VALLEY BC (CA6138), US - CA - Simi Valley - 2830 Cochran St - SYCAMORE PLAZA BC (CA7173), US - CA - Thousand Oaks - 1440 N Moorpark Rd - THOUSAND OAKS BC (CA6149), US - CA - Thousand Oaks - 50 W Hillcrest Dr - Thousand Oaks - Hillcrest (CA6268), US - CA - Ventura - 1130 S Victoria Ave - Ventura Main (CA6101), US - CA - Ventura - 2698 E Main St - BUENA VENTURA BANKING CENTER (CA6116), US - CA - Westlake Village - 30895 E Thousand Oaks Blvd - Lindero Canyon (CA6145), US - CA - Westlake Village - 954 S Westlake Blvd - WESTLAKE VILLAGE BC (CA6132). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor- Los Angels Metro Bank of AmericaFinancial Solutions Advisor- Los Angels MetroLos Angeles, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
Financial Solutions Advisor - Beverly West Region Bank of AmericaFinancial Solutions Advisor - Beverly West RegionLos Angeles, CaliforniaUS - CA - Los Angeles - 10731 W Pico Blvd - RANCHO PARK BC (CA9174), US - CA - Los Angeles - 11911 San Vicente Blvd - BRENTWOOD DISTRICT BC (CA8127), US - CA - Los Angeles - 12316 W Washington Blvd - WASHINGTON-CENTINELA BC (CA9160), US - CA - Los Angeles - 930 Westwood Blvd - WESTWOOD VILLAGE BC (CA8106), US - CA - Malibu - 23717 Malibu Rd - MALIBU BC (CA8149), US - CA - Marina Del Rey - 4625 Admiralty Way (CA8217), US - CA - Pacific Palisades - 15150 W Sunset Blvd - Palisades Relo Temp Trailer (CA0057), US - CA - Santa Monica - 1301 4th St (CA8115), US - CA - Santa Monica - 1430 Wilshire Blvd - WILSHIRE-15TH BC (CA8134), US - CA - Santa Monica - 287 26th St - WEST BRENTWOOD BC (CA8192), US - CA - Venice - 121 Windward Ave - VENICE BC (CA8189), US - CA - West Los Angeles - 11501 Santa Monica Blvd - WEST LOS ANGELES BC (CA8101). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.