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Financial Advisor Jobs in Carlsbad, California

47 jobs

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...

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Description 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 securitie...

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At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color...

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DivisionCUSO Financial Services, L.P. PositionLicensed Financial Advisor - Mission Federal Credit Union - North County Coastal LocationMission Federal Credit Union - Vista, CA Full-Time/Part-TimeFull-Time Description Join a Winning Team! CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Mission Federal Credit Un...

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Join a Winning Team! CUSO Financial Services, L.P. (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Mission Federal Credit Union in the North County Coastal San Diego, CA area. The territory will include Oceanside and Vista. When you join CFS, you enjoy numerous benefits: Warm leads: Partner with branch staff and enjoy warm leads, referral...

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CCB - Financial Advisor - Chase Wealth Management - San Diego, CA-160021770 Job Description As a Financial Advisor, 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,...

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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...

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At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color...

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Description 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 securitie...

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Career Showcase is a Career Fair Company that specializes in Sales, Marketing, Customer Service, Human Resources, Financial Services, and much more. We partner with many fortune 500 companies to help them find the top talent the market has to offer. Companies come to our events to interview and hire the best of the best professionals. Our fairs are open to recent college grads through executive l...

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Career Showcase is a Career Fair Company that specializes in Sales, Marketing, Customer Service, Human Resources, Financial Services, and much more. We partner with many fortune 500 companies to help them find the top talent the market has to offer. Companies come to our events to interview and hire the best of the best professionals. Our fairs are open to recent college grads through executive l...

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Career Showcase is a Career Fair Company that specializes in Sales, Marketing, Customer Service, Human Resources, Financial Services, and much more. We partner with many fortune 500 companies to help them find the top talent the market has to offer. Companies come to our events to interview and hire the best of the best professionals. Our fairs are open to recent college grads through executive l...

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Career Showcase is a Career Fair Company that specializes in Sales, Marketing, Customer Service, Human Resources, Financial Services, and many others. We partner with many fortune 500 companies to help them find the top talent the market has to offer. Companies come to our events to interview and hire the best of the best professionals. Our fairs are open to recent college grads through executive...

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Career Showcase is a Career Fair Company that specializes in Sales, Marketing, Customer Service, Human Resources, Financial Services, and much more. We partner with many fortune 500 companies to help them find the top talent the market has to offer. Companies come to our events to interview and hire the best of the best professionals. Our fairs are open to recent college grads through executive l...

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Job Description About Maverick Trading Established in 1997, Maverick Trading is an award-winning proprietary trading firm that focuses on equity and index options. We are currently seeking motivated and teachable individuals to be a trading representative and trade on behalf of the firm with the firm’s capital. We have some of the greatest traders in the business with backgrounds ranging from for...

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DescriptionThe Wealth Management Lending Officer (WM LO) continually identifies, develops and maintains a quality network of business relationships and relationships with assigned Merrill Lynch Financial Advisors that serves as a recurring source of referrals for new mortgage lending opportunities. The WM LO is aligned to a group of Merrill Lynch Financial Advisors within a Merrill Lynch Market. A...

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The Wealth Management Lending Officer (WM LO) continually identifies, develops and maintains a quality network of business relationships and relationships with assigned Merrill Lynch Financial Advisors that serves as a recurring source of referrals for new mortgage lending opportunities. The WM LO is aligned to a group of Merrill Lynch Financial Advisors within a Merrill Lynch Market. A WM LOs net...

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Are you an organized individual capable of self-managing your time? Does it excite you to provide a high level of service in a team environment? Would others describe you as someone with strong communication skills both verbal and written with an ability to build strong relationships? If so, continue reading about how you can play an important role in helping clients and the success of your branch...

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Are you an organized individual capable of self-managing your time? Does it excite you to provide a high level of service in a team environment? Would others describe you as someone with strong communication skills both verbal and written with an ability to build strong relationships? If so, continue reading about how you can play an important role in helping clients and the success of your branch...

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POSITION SUMMARY: The Producing Branch Manager's primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. In addition, a large emphasis...

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