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Financial advisor Jobs in El Monte, CA

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Financial advisor • el monte ca

Last updated: 21 hours ago

Financial Advisor

MassMutual PacificPasadena, CA, US
Full-time

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking approach.Our strength lies in o... Show more

Financial Advisor

Wescom Credit UnionPasadena, US
Full-time

Please use Firefox or Chrome internet browser to complete this application.Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening.We value... Show more

Financial Advisor

BMOSanta Fe Springs, CA, USA
$63,300.00 yearly
Full-time +1

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 more

FINANCIAL ADVISOR- BILINGUAL ENGLISH/MANDARIN

Direct Staffing IncSan Marino, CA, United States
Full-time

Financial Advisor- Bilingual English/Mandarin.Provides retirement planning strategies for clients by assessing the client's past, present and future financial needs, objectives and requirements.Mee... Show more

Financial Analyst

Alexandria Real Estate EquitiesPasadena, CA, United States
$45.68 hourly
Full-time

We are seeking a Financial Analyst in our Pasadena headquarters office (must be able to come into the office on scheduled in-office days).The incumbent will be a highly skilled individual with an a... Show more

Financial Planning, Senior Advisor

Southern California Edison (sce)Rosemead, CA, United States
Full-time

Financial Planning, Senior Advisor.Join Southern California Edison (SCE) as a Financial Planning, Senior Advisor and contribute to the financial strategies that support a cleaner, safer, and more r... Show more

 • New!

Financial Engineer

GalaxEsystemsPasadena, CA, US
Full-time
Quick Apply

Financial Engineer Location – Pasadena, CA, (Onsite) Share resumes to moiz@galaxesystems.The ideal candidate will bridge the gap between finance and technology, leveraging mathematical modell... Show more

VP Financial Advisor

Wealth Enhancement GroupSan Marino, CA, United States
$164,000.00 yearly
Full-time

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California.This role is a key member of the advisory team and will help clients achieve ... Show more

Financial Advisor (Pasadena)

SummitryPasadena, CA, United States
Full-time

Summitry is a Bay Area-based wealth management firm with over $4B in assets under management, 40+ employees, and more than 1,000 clients.We provide personalized financial planning and investment st... Show more

Financial Solutions Advisor - South Bay

Bank of AmericaMontebello, CA, United States
$70,000.00 yearly
Full-time

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key responsibilities include triaging client leads, making ... Show more

Financial Advisor Assistant

Firefighters First Credit UnionPasadena, CA, United States
Full-time

Client Services Representative.Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935.We have built trusting relationships within the fire family as t... Show more

Financial Advisor

BmoSanta Fe Springs, CA, United States
$63,300.00 yearly
Part-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 more

Financial Advisor

Paul Mitchell SchoolsPasadena, CA, USA
$22.00 hourly
Full-time
Quick Apply

Are you ready to make a meaningful difference in the lives of aspiring beauty professionals? Paul Mitchell The School is hiring!.As a Financial Advisor, you will enjoy a consistent,.In this role, y... Show more

Associate Financial Advisor

Northern TrustPasadena, CA, United States
$85,330.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Financial Advisor - Greater Los Angeles and Surrounding area

Thrivent Financial for LutheransPasadena, CA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

Financial Analyst

RIDE MobilityPasadena, CA, United States
Full-time

Establish and lead budgeting and analysis processes for Ride Group with guidance from Director of Finance.Establish budgeting and analysis structure and processes utilizing Vena FP&A system; Design... Show more

Financial Analyst

Precision CastpartsCovina, CA, United States
Full-time

This is the job post for a Financial Analyst.The job description and details are provided below.Job Description: The Financial Analyst will be responsible for analyzing financial data, preparing re... Show more

Financial Analyst

CaltechPasadena, CA, United States
Full-time

Caltech Payment Services Analyst.Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental sci... Show more

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Financial Advisor

Financial Advisor

MassMutual PacificPasadena, CA, US
30+ days ago
Job type
  • Full-time
Job description
About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual Pacific fosters a culture of collaboration, continuous learning, and service to community. The Opportunity: We are seeking a Financial Advisor to join our team. Here at MassMutual Pacific you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory. What's in it for you: * Unlimited compensation potential * One on One mentorship * Digital Platforms * Support and resources from a top 7 Broker Dealer locally and nationally * Culture of collaboration and teamwork Job Responsibilities: * Cultivate client relationships * Advise clients on investment strategies, aligning with their financial goals and risk tolerance. * Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs. * Communicate effectively with clients to build long-lasting relationships * Monitor financial market trends to ensure that the client's plans are effective. * Complying with all industry rules and regulations, and with the company's policies. Desired Qualifications: * 3-5 years experience as a Financial Advisor or similar role. * Health and Life License * Successful completion of FINRA Series 7 and 66 exams. * Strong critical thinking skills and ability to solve complex problems. * Exceptional interpersonal and relationship building skills. * A Bachelor's degree in finance or a related field. Nice-to-Haves: * CFP (Certified Financial Planner) certification * Understanding and experience with financial planning software * Proven track record of success in a sales role * Experience with CRM software, ideally Salesforce. * Passionate about providing excellent client service. #LI-MMGLA1