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.
NewProject Manager / Sales - Commercial Roofing JobotProject Manager / Sales - Commercial RoofingBuena Park, CA$80,000–$200,000 / 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 specialize in re-roof and repair work — focusing on single-ply systems, coatings, and proactive maintenance programs that protect our clients’ investments year after year.
NewInside Sales Representative JobotInside Sales RepresentativeChatsworth, CA$100,000–$145,000 / 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 Inside Sales / Account Manager is a fast-paced, customer-facing role combining inside sales, account management, and purchasing responsibilities within the fasteners business.
NewSales Director (Finance and Accounting Consulting Staffing Agency) Vaco LLCSales Director (Finance and Accounting Consulting Staffing Agency)Los Angeles, CA$80,000–$100,000Determining 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. Travel: Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Acute Care Specialty Sales Manager Medline IndustriesAcute Care Specialty Sales ManagerAnaheim, CA$134,000–$201,000 / yearFull timeThe Manager of Specialty Sales will be responsible for overseeing and managing the development and performance of all sales activities in the division, staff and direct an Acute Clinical Specialty sales team and provide leadership towards the achievement of maximum profitability and growth in line with company vision and values. Hiring staff, recommending pay increases, performing performance reviews, training and development of staff, estimating personnel needs, assigning work, meeting completion dates, interpreting and ensuring consistent application of organizational policies.
NewLife Sales Agent Auto Club Of Southern CalifLife Sales AgentRancho Palos Verdes, CASee Auto Club Of Southern Calif Privacy Policy at https://careers.ace.aaa.com/us/en/privacy-policy and Terms & Conditions at https://www.ace.aaa.com/legal/terms-of-use.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. After completion of the training program, our full-time Sales Agents successfully meeting sales goals earn on average between $86,200 - $105,300 annually.
Sales Representative - Los Angeles, CA (Korean Requirement) System OneSales Representative - Los Angeles, CA (Korean Requirement)Los Angeles, CA$82,000–$82,000 / yearIn this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform. This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow.
NewResidential Real Estate Sales Agent The Berns TeamResidential Real Estate Sales AgentPasadena, CA$127,000–$219,000 / yearOur mission is: to influence the lives of others and assist them in their life decisions with honest, fair, and ethical dealings; to assist them in reaching and exceeding their personal and financial goals; to make a positive daily impact on our fellow team members, associates, clients, and passions; to influence the lives of others, especially children, locally and internationally through education and mentorship. We are a business following a model that is all about relationships, making our main sources of business our past clients, referrals, and those we meet through our 6-Day Blitz Marketing of our listings.
NewFloor Care Sales Representative Herc Rentals IncFloor Care Sales RepresentativeAnaheim, CA$75,000–$85,000 / yearFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
NewOutside Sales Rep United RentalsOutside Sales RepBaldwin Park, CA$70,000–$110,000 / yearThe actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability. We're an award-winning company (recently named a Glassdoor Best Place to Work in 2026) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family.
NewProSolutions Sales Representative Herc Rentals IncProSolutions Sales RepresentativeLa Mirada, CA$75,000–$85,000 / yearProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
NewFinancial Services Management Trainee New York Life - Greater Los AngelesFinancial Services Management TraineeSan Dimas, CA$65,000–$150,000 / yearManage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.
NewProSolutions Pump Sales Representative Herc Rentals IncProSolutions Pump Sales RepresentativeCarson, CA$75,000–$85,000 / yearProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
NewTerritory Sales Representative Herc Rentals IncTerritory Sales RepresentativeNorth Hollywood, CA$75,000–$85,000 / yearFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Inside Sales Rep United RentalsInside Sales RepTorrance, CA$22.90–$34.35 / hourAs an Inside Sales Rep, you will serve as a key customer contact and consultant at our branch, with responsibility for recommending solutions to the customer, quoting, selling and fulfilling orders for our equipment and services based on their needs. We're an award-winning company (recently named a Glassdoor Best Place to Work in 2026) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family.
NewPsychiatry Area Sales Manager - Los Angeles LundbeckPsychiatry Area Sales Manager - Los AngelesRancho Palos Verdes, CA$180,000–$210,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
Sales Representative Company ConfidentialSales RepresentativeLos Angeles, CAFull timeAs a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.
Financial Advisor with Sales Background The Fadil GroupFinancial Advisor with Sales BackgroundTorrance, CAWe 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” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.
Fixed Income - Financial Institutions Group Sales Fifth Third BancorpFixed Income - Financial Institutions Group SalesCASKILLS FOR SUCCESS: Successful candidates will demonstrate a high degree of proficiency (typically from 10 years of practical experience or advanced academic exposure) across the following areas: Executive Relationship Management - Ability to cultivate and sustain high-value client partnerships at the executive level. ABOUT THE ROLE: The Fixed Income FIG Sales Director is responsible for driving revenue growth through strategic client relationships, leading complex fixed income transactions, and overseeing regional sales initiatives.
Enterprise Sales Director, Financial Services 360pi (Inactive)Enterprise Sales Director, Financial ServicesCA$115,000–$140,000 / yearAs a critical contributor to Numerator's growth, you will report to the Head of Financial Services and own the full enterprise sales cycle while consistently meeting or exceeding sales targets - from prospecting new accounts through product trials, ad hoc scoping, negotiation, and close, all while expanding relationships within existing clients. You will build strategic relationships and drive adoption of Numerator's solutions across Institutional Investors (hedge funds, asset managers, long-only funds) and Financial Institutions (banks, card networks, and payment providers).
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Los Angeles, CARemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this roleReal estate salesMortgage / lendingAuto salesTelecom / wireless salesB2B / SaaS salesTimeshare / vacation salesSolar / home servicesAny commission-based roleWhat you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Financial Sales Representative II Citizens Business BankFinancial Sales Representative IISanta Ana, CA$20–$23 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Financial Sales Representative III Citizens Business BankFinancial Sales Representative IIIBurbank, CA$20–$22.12 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Financial Sales Representative IV Citizens Business BankFinancial Sales Representative IVEncino, CA$20–$24.08 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesLos Angeles, CADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Future Opportunity: VP of Sales, KF Talent Suite (Healthcare, Life Sciences & Financial Services) Korn FerryFuture Opportunity: VP of Sales, KF Talent Suite (Healthcare, Life Sciences & Financial Services)CAThis role leads a team of enterprise sellers and is accountable for building a high-performance culture, elevating execution discipline, and delivering predictable revenue outcomes.\n \nThe Vice President will operate as both a people leader and a hands-on operator, responsible for coaching, deal leadership, cross-Korn Ferry collaboration, disciplined forecast management, and advancing the use of AI to improve seller productivity and effectiveness. Rather than addressing talent challenges in silos, the platform connects insights across:\n\n Organizational Strategy\n Talent Acquisition\n Assessment and Succession\n Leadership and Professional Development\n Sales and Service Effectiveness\n Total Rewards\n \nJob description\n \nOPPORTUNITY TO ENHANCE YOUR CAREER - It's about exceeding your potential.\n \nKorn Ferry is seeking a first-line sales leader to drive growth, execution rigor, and operational excellence within our Digital (Talent Suite) business.
Financial Sales Manager First Citizens BancShares IncFinancial Sales ManagerDuarte, CA$87,000–$130,000 / yearBachelor''s Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerCulver City, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Financial Sales Manager I Target First Citizens BancShares IncFinancial Sales Manager I TargetEl Segundo, CA$100,000–$132,000 / yearBachelor''s Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. RequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, financial analysis, knowledge of business banking products and services, business development, networking and building centers of influence.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesLos Angeles, CARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Oracle Technology Sales Director - Financial Services Accenture PlcOracle Technology Sales Director - Financial ServicesCulver City, CAInteracts with senior management levels at clients and within Accenture, determines pursuit strategies, develops client messaging plans and relationships, and applies industry-leading Oracle transformation strategies and practices. You develop relationships with key buyers and decision-makers at new and existing clients by utilizing a differentiated roadmap and framework leveraging the latest cloud-based technologies.
WW Sales Finance - Financial Analyst Apple IncWW Sales Finance - Financial AnalystCulver City, CAThis person will manage the strategic decisions supporting a line-of-business: ideating and executing on the promotional strategy, judging key supply decisions, driving consumption of excess supply, conveying insights by market, earnings considerations, and additional topics pertaining to sales performance. This person should have strong leadership skills, exceptional business / product acumen, strong analytical capabilities, outstanding verbal and written communication skills, and a deep interest in Apple's products, business, and strategy.
Platform Solution Sales - Financial Services Fair Isaac CorpPlatform Solution Sales - Financial ServicesCA$112,000–$176,000 / yearCollaborate with internal FICO teams, including Global Solution Architecture, Product Development, Finance, and Professional Services, to shape a cohesive sales effort that educates our customers on the tremendous business value the FICO Platform delivers. Enterprise Solution Sales Expertise: A track record of structuring and closing complex, multi-million-dollar deals, including SaaS-based solutions that expand existing offerings or integrate into larger solution bundles.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesLos Angeles, CADeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Senior Financial Analyst I for Sales Ops MaxLinear, Inc.Senior Financial Analyst I for Sales OpsIrvine, California$79,000–$109,000 / yearFull timeOne such example was the acquisition of Intel’s Home Gateway Platform Division that added Wi-Fi, Ethernet, and Broadband Gateway Processor SoC technology to our connected home portfolio creating a complete and scalable platform of connectivity and access solutions to fully address our customers’ needs. We are a fabless system-on-chip product company, striving to improve the world’s communication networks for everyone through our highly integrated radio-frequency (RF), analog, digital, and mixed-signal semiconductor solutions for access and connectivity, wired and wireless infrastructure, and industrial and multi-market applications.
Financial Analyst (Sales & Marketing) (P1-5227155-1) Panda Restaurant Group IncFinancial Analyst (Sales & Marketing) (P1-5227155-1)Rosemead, CA$72,500–$101,000 / yearSummary of Job Description: The Financial Analyst (Sales/Marketing) is responsible for providing analytical support to Operations and Marketing leadership, contributing insights to the company's sales performance and marketing programs. With close to 2,800 locations globally, we continue our mission of delivering exceptional Asian dining experiences by building an organization where people are inspired to better their lives.
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.
Strategic Sales Manager- West Coast Territory, Advisor Custody Betterment Holdings IncStrategic Sales Manager- West Coast Territory, Advisor CustodyCA$110,000–$130,000 / yearClient Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions custody solutions. What were looking for: Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions).
Financial Advisor Edward D Jones & Co LPFinancial AdvisorEl Segundo, 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.
NewInvestment Executive (Financial Advisor) Greater Los Angeles, CA Fifth Third BankInvestment Executive (Financial Advisor) Greater Los Angeles, CALos Angeles, CaliforniaInvestment Executive (Financial Advisor) Greater Los Angeles, CAAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Real Estate Agent / Associate (Investment Sales) Greysteel CompanyReal Estate Agent / Associate (Investment Sales)Los Angeles, CaliforniaYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
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.
Financial Advisor Ameriprise Financial IncFinancial AdvisorLos Angeles, CA$66,640–$70,300 / yearPreferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven 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. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.
Financial Advisor Pointwealth Capital ManagementFinancial AdvisorEncino, CAYou will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.
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.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankPico Rivera, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Centralized Financial Advisor - Orange County's Credit Union LPL FinancialCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CaliforniaThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.
Financial Advisor - Logix Federal Credit Union LPL Financial Holdings IncFinancial Advisor - Logix Federal Credit UnionBurbank, CAThis position will offer: • The ability to build a strong client base with the credit unions exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
Centralized Financial Advisor - Orange County''''s Credit Union LPL Financial Holdings IncCentralized Financial Advisor - Orange County''''s Credit UnionSanta Ana, CAThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.