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Financial advisor Jobs in Concord, CA

Last updated: 14 hours ago
  • Promoted
Financial Advisor

Financial Advisor

Northwestern Mutualwalnut creek, CA, United States
$250,000.00 yearly
Full-time
Must be in San Francisco East Bay Area.At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our ind...Show moreLast updated: 5 days ago
Financial Advisor / Insurance Agent

Financial Advisor / Insurance Agent

Primerica Financial Services - Lake ElsinoreCon Lake, CA, US
$2,000.00 monthly
Quick Apply
Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, you can recruit and build your team. This is the perfect opportunity to get your foot in the door...Show moreLast updated: 30+ days ago
  • Promoted
Financial Professional

Financial Professional

Equitable Advisors LLCWalnut Creek, CA, United States
$135,000.00 yearly
Full-time
We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the f...Show moreLast updated: 1 day ago
  • Promoted
Service Advisor

Service Advisor

Audi ConcordConcord, CA, United States
Full-time
Sunwise Auto Group is looking for an.Audi Concord! Being part of Sunwise Auto Group is more than just new and used sales, parts, and service. Our team strives to simplify every aspect of buying, own...Show moreLast updated: 30+ days ago
  • Promoted
Financial Clerk

Financial Clerk

Race Telecommunications LLCPleasant Hill, CA, United States
Full-time
Hybrid : South San Francisco or Pleasant Hill, CA.Work will be performed onsite at our office or remotely by telecommuting up to 1 day per week. Employee will utilize personal phone or internet servi...Show moreLast updated: 1 day ago
  • Promoted
Financial Analyst

Financial Analyst

Womble Bond Dickinson (US) LLPWalnut Creek, CA, United States
$72,500.00–$130,000.00 yearly
Womble Bond Dickinson (US) LLP, an Am Law 100 law firm with more than 850 US lawyers, is seeking a Financial Analyst.The successful candidate will have a strong analytical background and ability to...Show moreLast updated: 21 days ago
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  • New!
FINANCIAL ANALYST, SR

FINANCIAL ANALYST, SR

ZEISSCA, United States
$121,900.00–$152,400.00 yearly
Full-time
How many companies can say they've been in business for over 177 years?!.Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the everchanging environments in a fast-paced wor...Show moreLast updated: 14 hours ago
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Financial Advisor San Francisco Bay Area (Associate Level)

Financial Advisor San Francisco Bay Area (Associate Level)

Lenox AdvisorsWalnut Creek, CA, United States
Full-time
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit.F...Show moreLast updated: 22 days ago
Financial Advisor

Financial Advisor

New York LifeMarin County, CA
$124,000.30 yearly
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent / financial advisor to drive positive impact in the lives of families every day.At New York ...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

BMOWalnut Creek, CA, USA
$67,200.00–$124,800.00 yearly
Full-time
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...Show moreLast updated: 30+ days ago
Financial Advisor - Gamma Eta (California State - Long Beach)

Financial Advisor - Gamma Eta (California State - Long Beach)

Gamma Phi BetaCalifornia
Application Deadline : June 1, 2024.A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and as...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Financial Analyst

Financial Analyst

PathstoneWalnut Creek, CA, US
Full-time
Advisor Partners, LLC (AP) is an investment management firm that is a leading provider of portfolio and wealth management solutions. The firm specializes in creating comprehensive investment portfol...Show moreLast updated: 16 hours ago
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Financial Planning Director

Financial Planning Director

Morgan Stanleywalnut creek, CA, United States
Full-time
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory ...Show moreLast updated: 5 days ago
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Beauty Advisor

Beauty Advisor

Macy’sWalnut Creek, CA, US
$19.00–$29.00 hourly
Full-time
Bring Your Amazing Self to Work.We know that each person here is unique.So we respect and invest in each individual to create growth, pride, and satisfaction. If we are able to bring our whole selve...Show moreLast updated: 2 days ago
  • Promoted
Entry Level Financial Advisor

Entry Level Financial Advisor

Equitable AdvisorsWalnut Creek, CA, United States
$125,000.00 yearly
Full-time
We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the f...Show moreLast updated: 13 days ago
  • Promoted
Merrill Financial Solutions Advisor - East Bay & Associates Market

Merrill Financial Solutions Advisor - East Bay & Associates Market

Bank of AmericaWalnut Creek, CA, United States
$75,000.00–$85,000.00 yearly
Full-time
Merrill Financial Solutions Advisor - East Bay & Associates Market.Walnut Creek, California;Napa, California; Santa Rosa, California. Pleasanton, California; Oakland, California.Merrill Wealth Mana...Show moreLast updated: 2 days ago
  • Promoted
Financial Advisor - Paid Training Provided

Financial Advisor - Paid Training Provided

Edward JonesPleasant Hill, CA, United States
$45,000.00–$100,000.00 yearly
Full-time
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show moreLast updated: 4 days ago
  • Promoted
Financial Controller

Financial Controller

Abidi Group LLCCalifornia, California, USA
$110,000.00–$130,000.00 yearly
Full-time
The Controller is responsible for overseeing the organization s financial and accounting operations ensuring compliance with applicable regulations and maintaining strong financial controls.This ...Show moreLast updated: 15 days ago
  • Promoted
Principal Financial Analyst

Principal Financial Analyst

IntuitLadera, California, United States
$169,000.00–$229,000.00 yearly
Full-time
OverviewThe Accelerating Functions finance team at Intuit is responsible for the overall process and consolidation of key business results across our Accelerating Functions, which includes Marketin...Show moreLast updated: 2 days ago
Financial Advisor

Financial Advisor

Northwestern Mutualwalnut creek, CA, United States
5 days ago
Salary
$250,000.00 yearly
Job type
  • Full-time
Job description

Financial Advisor

  • Must be in San Francisco East Bay Area

At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.

Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals.

As a Northwestern Mutual Financial Advisor, you’ll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too.

Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention.

At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone’s unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion.

We Can Count on Our Financial Advisors To :

Build a client base by growing relationships with your network

Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team.

Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team.

Own your business’s development and management as you master your craft. Maintain client relationships to review and update your client’s financial goals.

Within 1 Month, You’ll :

  • Attend and graduate from our 16-day Financial Planning Academy
  • Work with our Development team to develop a business plan unique to you
  • Launch your website and digital presence with our Marketing team
  • Run client facing meetings with support from a mentor and seasoned Financial Advisors
  • Within 3 - 6 Months, You’ll :

  • Participate in your first monthly peer-to-peer study group in our San Francisco office
  • Build your clientele while working with individuals, families and businesses on personal insurance and investment planning
  • Pass your Series 6 or 7, and series 63 exams to fully registered
  • Qualify to attend NM’S Trailblazer Academy at our Headquarters in Milwaukee
  • Within 6 months - 1 Year, You’ll :

  • Impact at least 60 clients with integrated financial plans
  • Attend Regional and Annual Conferences
  • Leverage NM’s Development Programs
  • Benefits of Working with Northwestern Mutual :

  • Medical - High deductible and traditional co-pay plans available
  • Dental, Vision & Flexible Spending Accounts available
  • Retirement Package and Pension Plan funded by Northwestern Mutual
  • Life Insurance and Disability Income Insurance
  • Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (Average uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years)
  • Family Planning – Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists
  • Wellbeing – A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life.
  • LGBTQ+ gender health services and transgender care
  • Study groups for insurance licensing, SIE, Series 6, Series 63
  • Flexible work schedule & time off
  • Your Areas of Knowledge and Expertise that Matter for this Role :

  • 4-year degree; or equivalent professional work experience
  • 3 or more years of experience in business or sales
  • Obtain your California Life, Accident and Health license within 30 days
  • Complete Securities Industry Essentials (SIE) exam within 60 days
  • Obtain securities license; Series 6 or 7 and Series 63 within 90 days
  • Entrepreneurial ambitions
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking and communication competencies
  • General knowledge of Microsoft Office
  • Legal authorization to work in the US without sponsorship
  • Ability to be in the office to attend in-person meetings 3-5 days per week
  • Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.