Financial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
Trusts and Estates Paralegal JobotTrusts and Estates ParalegalSan Jose, CA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations.
NewTrust & Estate Planning Attorney JobotTrust & Estate Planning AttorneySan Diego, CA$190,000–$265,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Trust and Estate Planning Attorney to advise clients on estate planning, trust administration, wealth transfer planning, and related transactional matters.
Trusts and Estates Attorney JobotTrusts and Estates AttorneySan Jose, CA$170,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.
NewEstate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
NewField Technology Solutions & Support Consultant II Northwestern MutualField Technology Solutions & Support Consultant IISan Jose, CAThis dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite. The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions.
NewAdministrative Assistant Elite One CapitalAdministrative AssistantSacramento, CAResponsibilities include managing client files, coordinating appointments, tracking pending items, assisting with internal processes, and supporting overall office operations. With over 75 years of combined business and advising experience in the marketplace, our team brings a deep understanding of financial strategies, client service, and long-term planning.
Attorney State Farm Mutual Automobile Insurance CompanyAttorneySacramento, CA$117,700–$195,000 / yearLOCATION: 980 9th Street, Suite 2250, Sacramento, CA *Could consider alternative working arrangements for those that live outside the Sacramento area Responsibilities include, but are not limited to Handle litigation and other legal assignments in accordance with guidelines established by the Law Department Prepare and summarize reports for proceedings Trial strategy and case development Attend litigation events including trials, mediations, depositions, and hearings Qualifications Previous experience required 1 years of experience Litigation experience, preferably in the practice areas of insurance defense, medical malpractice, personal injury, or workers compensation, or an Assistant Public Defender, or Assistant State Attorney Key skills required Knowledge of local and state discovery rules, trial procedures, and applicable substantive law commensurate with level of experience Trial, mediation, and deposition experience File ownership Effective written and oral communication skills Technology/software experience required Ability to work efficiently with cases in electronic form Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licenses and certifications Must have an active law license to practice in the state of California and a member in good standing with the State Bar of California. Potential starting salary range: $117,700.00 - $195,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 24% of base salary At State Farm, we offer more than just a paycheck.
Insurance Defense Trial Attorney State Farm Mutual Automobile Insurance CompanyInsurance Defense Trial AttorneyCosta Mesa, CA$129,250–$180,000 / yearLOCATION: 611 Anton Boulevard, Suite 900, Costa Mesa, CA 92626 Responsibilities include, but are not limited to Handles litigation and other legal assignments in accordance with guidelines established by the Law Department Prepare and summarize reports for proceedings Trial strategy and case development Attends litigation events including trials, mediations, depositions, and hearings Qualifications Previous Experience required 2-15 years of civil trial litigation and jury trial experience preferably in the practice areas of insurance defense, medical malpractice, personal injury, or workers compensation Significant criminal jury trial experience as first chair will be considered Key Skills required Jury trial, mediation, and deposition experience File ownership Knowledge of local and state discovery rules, trial procedures, and applicable substantive law commensurate with level of experience Effective written and oral communication skills Ability to work in a team setting Technology/software experience required Ability to work efficiently with cases in electronic form Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licenses and certifications Must have an active law license to practice in the state of California and a member in good standing with the State Bar of California Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. Potential starting salary range: $129,250.00 - $180,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 24 % of base salary At State Farm, we offer more than just a paycheck.
NewParalegal State Farm Mutual Automobile Insurance CompanyParalegalOntario, CA$62,062–$92,000 / yearPrevious experience required: 2 years of recent civil litigation experience, preferably insurance defense or personal injury Prior paralegal experience, litigation Background in drafting discovery responses, trial preparation, and drafting motions/pleadings Familiarity with California court rules and procedures Experience reviewing medical records and preparing medical chronologies Key skills required Strong organizational skills, ability to work independently, prioritize workload, multi-task in a fast-paced environment, and communicate effectively Strong written communication skills, attention to detail Technology/software experience required Strong software/technical skills Experience using Evermap and/or Adobe Bookmarking Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licensing and certifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree Candidates must meet the California Business & Professions Code 6450 for paralegals requirements Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. Paralegal responsibilities include, but are not limited to: Assist attorneys in discovery and pre-trial matters under attorney supervision Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision Prepare cases for court appearances, depositions, and trial including contacting experts and clients Involvement with medical record collection, medical record and billing summaries, and medical chronologies Draft motions and pleadings Qualifications Please only apply for this position if you meet the minimum requirements.
Legislative/Regulatory Counsel State Farm Mutual Automobile Insurance CompanyLegislative/Regulatory CounselSacramento, CA$151,000–$220,000 / yearPotential starting salary range: $151,000.00 - $220,000.00 Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 30% of base salary At State Farm, we offer more than just a paycheck. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
NewClaim Specialist - Property Field Inspection State Farm Mutual Automobile Insurance CompanyClaim Specialist - Property Field InspectionSanta Monica, CA$64,965.62–$111,595 / yearQualifications Competitive candidates must demonstrate: Experience as a Property Field Inspection Claim Specialist in the insurance industry, specifically in property claims Strong knowledge of property insurance policies, coverage and claim handling practices Knowledge of both residential and commercial building construction Familiarity with local regulations and compliance requirements in your assigned territory Excellent communication and interpersonal skills to effectively interact with clients, agents, and other stakeholders Proven effective communication skills to handle difficult/emotional conversations with a customer-minded focus Proven ability to assess damages, estimate repair costs, and negotiate settlements Detail-oriented with strong organizational and analytical skills Proficient in using claims management software and other relevant tools Physical agility to allow for: frequent lifting, carrying and climbing a ladder; ability to navigate roofs at various heights for inspection of both residential and commercial structures; ability to crawl in tight spaces May be required to complete Rope and Harness Safety Training. A valid driver's license is required Preferred: Bachelor's Degree in a related field or equivalent work experience Experience in handling complex or high-value claims Construction background Water mitigation inspection experience Xactimate, XactContents Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s), Motor Vehicle Record (MVR) checks, and background checks required of various state(s).
NewFinancial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA Thrivent Financial for LutheransTeam Based Financial Advisor - Mountain Financial Group - Irvine, CAIrvine, CA$70,000–$90,000 / yearA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Financial Advisor AmeripriseFinancial AdvisorLos Angeles, CaliforniaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAli>Financial 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.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearSince our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees. Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorSanta Barbara, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CA$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: San Francisco Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: San Francisco MarketSan Francisco, CA$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketWoodland Hills, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: East Bay Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: East Bay MarketWalnut Creek, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Sacramento Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Sacramento MarketSacramento, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: San Diego & Associates MarketIndian Wells, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: San Diego Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: San Diego MarketSan Diego, CA$80,000–$90,000 / yearOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Los Angeles MarketRolling Hills Estates, CA$80,000–$90,000 / yearOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Los Angeles, California; Rolling Hills Estates, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CA$80,000–$90,000 / yearli>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: West LA Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West LA MarketLos Angeles, CA$80,000–$90,000 / yearOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Pasadena Central Valley MarketPasadena, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorFairfield, CAp>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Financial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearp>Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
NewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearp>Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
Financial Advisor MassMutual PacificFinancial AdvisorPasadena, CA$85,000–$350,000 / yearh3>About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorCarlsbad, CAWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
VP Financial Advisor Wealth Enhancement Group LLCVP Financial AdvisorLos Angeles, CA$164,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorLos Angeles, CA$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Assistant to Financial Advisor Cathay General BancorpAssistant to Financial AdvisorSan Gabriel, CAIf you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making), sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearp>The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. This role owns a segment of client relationships (typically <$1M AUM), delivers a high-quality client experience, and partners closely with Financial Advisors on larger, more complex households.
Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
Financial Advisor Associate Stifel Financial CorpFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Client Financial Advisor Sales Assistant Macpower Digital Assets Edge Private LimitedClient Financial Advisor Sales AssistantCarpinteria, CA$50,000–$57,000 / yeardiv style="text-align:justify"> Key Responsibilities: Upon completion of Securities Industry Training & Sales Administration, Sales Assistance will be assigned to Financial Advisors to be assigned various tasks for completion. Job Summary: As Sales Assistant for Client Financial Advisor, you will have an exciting opportunity to learn the securities industry while supporting our Client Advisors.Financial Advisor Trainee (Century City, CA) Raymond James Financial IncFinancial Advisor Trainee (Century City, CA)Los Angeles, CA$35,152–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.Financial Advisor Trainee (Beverly Hills, CA) Raymond James Financial IncFinancial Advisor Trainee (Beverly Hills, CA)Beverly Hills, CAp>Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.Financial Advisor Foundation Risk Partners CorpFinancial AdvisorValencia, CAAlternatively, a combination of a Series 63 and Series 7 or Series 6 • Valid CA Drivers License (Required) • California Life Insurance License is a plus • CFP or ChFC designation preferred but not required • Bachelor's degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services. This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteCARemote$24.03–$26.44 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.Financial Advisor - Managed Programs (CCCU) Cetera Financial Group IncFinancial Advisor - Managed Programs (CCCU)San Diego, CACetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.CFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Qualifications and RequirementsProven experience as a CFO or senior finance executive at a tech startup or high-growth company.Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorSacramento, CA$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.Associate Financial Advisor Wealth Enhancement Group LLCAssociate Financial AdvisorSan Diego, CA$55,000–$75,000 / yearp>Requires a 4-year degree; business, finance, economics preferred Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 2+ years of experience within the wealth management industry Ability to prepare client reviews and assist in meetings with senior advisors Must possess excellent analytical, organizational, and communication skills (both oral & written) Must be able to manage multiple projects at once Engagement in the community OSHA Requirement This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Our San Diego office in California is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals.Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for LutheransAssociate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CARedondo Beach, CAp>As an Associate Financial Advisor, youll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.12345678910Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesFinancial Services Representative JobsFinancial Systems Analyst JobsFinancial Specialist JobsFinancial Coordinator JobsFinancial Counselor JobsFinancial Advisor JobsFinancial Advisor JobsFinancial Advisor JobsRemote FinanceEntry Level Finance
Financial Advisor Trainee (Century City, CA) Raymond James Financial IncFinancial Advisor Trainee (Century City, CA)Los Angeles, CA$35,152–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Financial Advisor Trainee (Beverly Hills, CA) Raymond James Financial IncFinancial Advisor Trainee (Beverly Hills, CA)Beverly Hills, CAp>Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
Financial Advisor Foundation Risk Partners CorpFinancial AdvisorValencia, CAAlternatively, a combination of a Series 63 and Series 7 or Series 6 • Valid CA Drivers License (Required) • California Life Insurance License is a plus • CFP or ChFC designation preferred but not required • Bachelor's degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services. This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks!
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteCARemote$24.03–$26.44 / hourp>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Managed Programs (CCCU) Cetera Financial Group IncFinancial Advisor - Managed Programs (CCCU)San Diego, CACetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
CFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Qualifications and RequirementsProven experience as a CFO or senior finance executive at a tech startup or high-growth company.
Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorSacramento, CA$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Associate Financial Advisor Wealth Enhancement Group LLCAssociate Financial AdvisorSan Diego, CA$55,000–$75,000 / yearp>Requires a 4-year degree; business, finance, economics preferred Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 2+ years of experience within the wealth management industry Ability to prepare client reviews and assist in meetings with senior advisors Must possess excellent analytical, organizational, and communication skills (both oral & written) Must be able to manage multiple projects at once Engagement in the community OSHA Requirement This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Our San Diego office in California is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals.
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for LutheransAssociate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CARedondo Beach, CAp>As an Associate Financial Advisor, youll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.