Financial Consultant - San Diego, CA Fidelity InvestmentsFinancial Consultant - San Diego, CAEncinitas, CA$60,000–$75,000Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Consultant - Santa Barbara, CA Fidelity InvestmentsFinancial Consultant - Santa Barbara, CACarpinteria, CARemote$60,000–$75,000p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewSr. Supply Demand Planner - Contract TalentBurst, Inc.Sr. Supply Demand Planner - ContractSunnyvale, CA$79.10–$79.10 / hourThe SIOP planning function is an excellent way to broaden your experience, skills and network of colleagues, while leveraging knowledge on large data sets to compute demand and supply plans to meet customer demand and maintain inventory targets. Partner with NPI/ Engineering/ Marketing teams to understand product lifecycle/ buffer strategy, develop robust plans to enable new product launch and product end of life (EOL) planning.
NewMaterials Planner 4 - Contract TalentBurst, Inc.Materials Planner 4 - ContractSunnyvale, CA$64.56–$73.57 / hourThe candidate will work with multiple cross-functional teams such as Manufacturing, Supply chain, IT and Engineering teams to achieve both tactical and strategic goals by fully understanding production demand and supply needs. • Single point of contact for their business unit, representing planning function at IPR and CCB meetings, coordinate with PMO, R&D and ME on introduction of new materials, material planning for part revision changes.
NewPlanner/Scheduler II Disneyland ResortPlanner/Scheduler IIAnaheim, CA$87,200–$106,400 / yearp/>As the Planner/Scheduler II, you will provide strategic and detailed planning, scheduling, and materials control to support Facility Shared Services planning within the Facilities and Operations Services (FOS) organization. Develop cogent business cases to improve team efficiency; able to develop, plan, and status complex projects, schedules, and presentations; able to support teams and projects with some guidance.
NewVP, Assistant Branch Manager - Campbell, CA Charles SchwabVP, Assistant Branch Manager - Campbell, CACampbell, CAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
NewProject Controller Vaco LLCProject ControllerSan Diego, CARemote$150,000–$160,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. • Own financial setup and ongoing maintenance of projects within a project accounting system such as NetSuite SuiteProject, including WBS alignment, labor planning, vendor setup, revenue planning, and cash milestone tracking.
NewRetail Operations Manager PetSmartRetail Operations ManagerChico, CAAccountable for, provides oversight, and validates proper execution of inventory management and pricing processes, including, but not limited to, inventory accuracy, receiving, stocking/re-stocking, inventory counts (live and non-live), product rotations and planner/planogram sets in a timely and organized manner. Facilitates the associate experience and supports associate development; including but not limited to ensuring associates are appropriately trained across the store, onboarding, associate reviews, labor management, mentoring, succession planning, and coaching for accountability.
Range Control Facilitator (Air Mission Planner 3) Company ConfidentialRange Control Facilitator (Air Mission Planner 3)Coronado, CA$95,175–$105,000Full timeMust have experience as Navy Air Intercept Controller or Anti-Submarine Air Controller or actively engaged in air traffic control at either a TRACON or CATTC facility or a qualified tactical aircrew member of a C2 platform aircraft within two years. . Monitors aircraft ordnance drops and, as applicable, electronically score for accuracy when required in the San Clemente Island Range Complex (SCIRC) and other services required for the NITE.
Associate Financial Planner (Danville, CA) Edelman Financial Engines LLCAssociate Financial Planner (Danville, CA)Danville, CA$83,500–$111,300 / 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.
Senior Financial Planner (San Francisco Bay Area) Mercer AdvisorsSenior Financial Planner (San Francisco Bay Area)San Francisco, CaliforniaFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Senior Financial Planner Virtus Investment Partners IncSenior Financial PlannerLos Angeles, CA$100,000–$121,000 / yearResponsibilities • Analyzing, creating, and developing financial plans • Running tax analyses • Reviewing estate reviews • Summarizing client financial documents • Collaborating on strategic opportunities with the Wealth Advisors • Assisting in closing new business • Helping Wealth Advisors monitor clients progress in meeting their plan goals and manage follow-up meetings. Below, you will find a brief benefits overview: Competitive Pay Medical, Dental, and Vision Insurance (starting day 1) Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days.
Wealth Management Financial Planner One Capital Management, LLCWealth Management Financial PlannerWestlake Village, CA$70,000–$90,000The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.
Financial Planner Aldrich CPAs + Advisors LLPFinancial PlannerSan Diego, CA$80,000–$105,000 / yearli>Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
Financial Planner Beacon Pointe AdvisorsFinancial PlannerNewport Beach, CACFP designation Four-year college degree, Bachelors degree in Finance, Business, or Economics preferred 3-5 years of financial planning experience Proficiency in Salesforce and eMoney is preferred Proficiency in Microsoft Office is required Strong analytical, investigative, and critical thinking skills and excellent written and verbal communication skills. Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Financial Planner Flagstar Bank NAFinancial PlannerBeverly Hills, CA$63,251.25–$121,200 / yearp>Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Financial Planner Beacon Pointe Advisors LLCFinancial PlannerNewport Beach, CAp>Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
Senior Financial Planner Beacon Pointe Advisors LLCSenior Financial PlannerNewport Beach, CAp>Specific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Senior Financial Planner EP Wealth Advisors LLCSenior Financial PlannerValencia, CA$95,000–$135,000 / yearMergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
Senior Financial Planner - Irvine (Hybrid) EP Wealth Advisors LLCSenior Financial Planner - Irvine (Hybrid)Irvine, CAAs a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.
Senior Financial Planner/Wealth Strategist - KAR Kayne Anderson RudnickSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaIrvine, CAli style="font-weight:400">You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Senior Financial Planner/Wealth Strategist - KAR Virtus Investment PartnersSenior Financial Planner/Wealth Strategist - KARLos Angeles, Californiap>This is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M–$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies—with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
Financial Planner Career Changer Opportunity Loper DistrictFinancial Planner Career Changer OpportunityFresno, CaliforniaBeyond career growth, we are deeply committed to giving back, proudly hosting the annual “Cure-Funding Golf Classic,” which raised over $50,000 last year to advance childhood cancer research and make a lasting impact in our community. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Senior Financial Planner Beacon Pointe AdvisorsSenior Financial PlannerNewport Beach, CAUsing our eMoney financial planning technology to input financial information • Link client accounts and deliver a personalized comprehensive planning experience • Working directly with clients to collect key documents for financial planning • Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans • Partnering with clients to provide objective education to help them meet their goals and ensuring they follow up on suggested action items • Analysis of client portfolios using internal portfolio management database Tamarac as well as basic Excel functions • Frequent communication with clients and internal associates - both verbally and in writing • Participate in client meetings where needed • Other duties as assigned. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning investment and impact solutions as part of our allWEALTH experience.
Financial Planner Career Changer Opportunity Monterey DistrictFinancial Planner Career Changer OpportunityMonterey, CaliforniaWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics.
Financial Planner (San Francisco Bay Area) Mercer AdvisorsFinancial Planner (San Francisco Bay Area)San Francisco, CaliforniaFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Financial Planner (Newport Beach, CA) Mercer AdvisorsFinancial Planner (Newport Beach, CA)Newport Beach, CaliforniaFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Financial Planner Mercer AdvisorsFinancial PlannerWoodland Hills, CaliforniaPrepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Financial Planner, Product Recruiting From ScratchFinancial Planner, ProductSan Francisco, CaliforniaCollaborate with cross-functional teams using tools like Notion and Slack to streamline workflows and enhance communication. We're representing a leading crypto portfolio and tax optimization tool that empowers users to engage with cryptocurrency confidently.
Asset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San FranciscoSan Francisco, CASKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's degree required 1 - 4 years of work experience FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork * Must be able to be innovative, pro-actively manage time and follow through to complete tasks ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Financial Planner (Director) One Capital Management, LLCFinancial Planner (Director)Westlake Village, CA$100,000–$125,000 / yearSpecific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.
Financial Planner Career Changer Opportunity San FranciscoFinancial Planner Career Changer OpportunitySan Francisco, CaliforniaIndustry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Senior Financial Aid Planner American Career CollegeSenior Financial Aid PlannerLos Angeles, California$28.53–$38.51 / hourJob Posting Title: Senior Financial Aid Planner Choose To Make A Difference: Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. Serving as VA Certifying Official for campus, including monitoring eligibility status for students receiving military education benefits, timely update of enrollment and eligibility details in VA Once software, and responding to student questions or requests for information.
Financial Aid Planner American Career CollegeFinancial Aid PlannerAnaheim, California$23.59–$31.84 / hourFull timeJob Posting Title: Financial Aid Planner Choose To Make A Difference: Come care with us at American Career College where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.
Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San FranciscoSan Francisco, CA$75,000–$125,000 / yearOur comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President - Private Wealth PlannerLos Angeles, CASeries7 and 66 required upon hire or must successfully obtain within 90 days from start date • Strong presentation skills in one-on-one and group meetings • Strong working knowledge of Microsoft Office suite • Excellent attention to detail with strong written and oral communication skills • Strong team player with a predisposition to service • Experience working with financial planning software such as Moneyguide Pro, eMoney, or Wealth Bench is a plus. Morgan to provide clients with holistic financial planning advice to better serve their needs • Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation • Structure and present financial plans/presentations in a simple to understand conversational manner • Promote J.P.
J.P. Morgan Advisors - Wealth Planner - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Wealth Planner - San Francisco, CASan Francisco, CAChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerSan Francisco, CAFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Team Wealth Planner Rockefeller Capital ManagementTeam Wealth PlannerLos Angeles, California$75,000–$175,000 / yearFull timePosition: A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London.
Wealth Management Planner One Capital Management, LLCWealth Management PlannerWestlake Village, CA$70,000–$90,000The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.
Vice President, Wealth Planner - San Diego (Rancho Bernardo) FidelityVice President, Wealth Planner - San Diego (Rancho Bernardo)San Diego, CaliforniaRemotediv>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts) . Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.Tax Planner Associate Pure Financial Advisors IncTax Planner AssociateSan Diego, CAThe technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.Financial Advisor Northwestern MutualFinancial AdvisorLos Angeles, 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.Financial Solutions Advisor Stage I- Cupertino Financial Center Bank of America CorpFinancial Solutions Advisor Stage I- Cupertino Financial CenterCupertino, CA$65,000–$75,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clienteleRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).•Financial Solutions Advisor - Tracy Marketplace Financial Center Bank of America CorpFinancial Solutions Advisor - Tracy Marketplace Financial CenterTracy, 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 - Stonestown Financial Center Bank of America CorpFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, 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- Smith Ranch Financial Center Bank of America CorpFinancial Solutions Advisor- Smith Ranch Financial CenterSan Rafael, 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 - Corte Madera Financial Center Bank of America CorpFinancial Solutions Advisor - Corte Madera Financial CenterCA$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.12345678910Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesFinancial Analyst Jobs in CaliforniaEstate Planner Jobs in CaliforniaFinancial Analyst Jobs in Torrance, CAFinancial Planner Jobs in San Francisco, CAFinancial Planner Jobs in Sacramento, CARemote Finance JobsEntry Level Finance Jobs
Tax Planner Associate Pure Financial Advisors IncTax Planner AssociateSan Diego, CAThe technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Financial Advisor Northwestern MutualFinancial AdvisorLos Angeles, 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.
Financial Solutions Advisor Stage I- Cupertino Financial Center Bank of America CorpFinancial Solutions Advisor Stage I- Cupertino Financial CenterCupertino, CA$65,000–$75,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clienteleRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).•
Financial Solutions Advisor - Tracy Marketplace Financial Center Bank of America CorpFinancial Solutions Advisor - Tracy Marketplace Financial CenterTracy, 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 - Stonestown Financial Center Bank of America CorpFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, 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- Smith Ranch Financial Center Bank of America CorpFinancial Solutions Advisor- Smith Ranch Financial CenterSan Rafael, 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 - Corte Madera Financial Center Bank of America CorpFinancial Solutions Advisor - Corte Madera Financial CenterCA$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.