- Sands Investment Group (Santa Monica, CA)
- …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- Umpqua Bank (Los Angeles, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- JPMorgan Chase (San Clemente, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Atria Wealth Solutions (Dublin, CA)
- …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco… more
- Citigroup (San Francisco, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
- JPMorgan Chase (Walnut Creek, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
- JPMorgan Chase (Laguna Niguel, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- US Bank (Aptos, CA)
- …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
- Guardian Life (Sacramento, CA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- US Bank (Watsonville, CA)
- …discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in ... low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to… more
- Robert Half Finance & Accounting (San Carlos, CA)
- …Minimum of 8 years in the financial services industry, preferably within a Registered Investment Advisor (RIA) environment + At least 3 years of experience ... financial solutions. This high-performing firm offers a broad suite of investment and advisory services, including financial planning, retirement accounts, insurance… more
- Thrivent Financial (Lakewood, CA)
- …and prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA ... in this position will be focused on securities and investment advisory products and services as well as fixed...their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans… more
- Bank of America (Redding, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Redding Merrill Office Redding, California **To proceed with your application, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Redding/ Advisor -Development-Program Financial-Solutions- Advisor -Trainee--Centralized Redding-Merrill-Office\_25001807) **Job Description:** Merrill… more
- Bank of America (Bakersfield, CA)
- Merrill Financial Solutions Advisor - Pasadena Central Valley Market Pasadena, California;Fresno, California; Santa Clarita, California; Visalia, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pasadena/Merrill-Financial-Solutions- Advisor Pasadena-Central-Valley-Market\_25014648) **Job Description:** Merrill Wealth Management is a… more
- Bank of America (Modesto, CA)
- Merrill Financial Solutions Advisor - Sacramento Market Sacramento, California;Modesto, California; Redding, California; Chico, California; Stockton, California **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sacramento/Merrill-Financial-Solutions- Advisor Sacramento-Market\_25014715) **Job Description:** Merrill Wealth Management is a… more
- Bank of America (Redwood City, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: Redwood Shores Financial Center Redwood City, California **To proceed with your application, ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Redwood-City/ Advisor -Development-Program Financial-Solutions- Advisor -Trainee--Redwood-Shores-Financial-Center\_25026346) **Job Description:** Merrill… more
- Bank of America (Whittier, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- Washington Center- Bilingual Spanish Preferred Whittier, California **To proceed with your ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Whittier/Financial-Solutions- Advisor -Registration-Candidate--Consumer-Investments--Washington-Center--Bilingual-Spanish-Preferred\_25028153) **Job Description:** The… more