Financial Advisor
TradeJobsWorkforce90001 Florence-Graham, CA, USFinancial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more
Financial aid advisor • downey ca
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more
American All Care Services (AACS) is a premier home care company that has been in business for over 20 years.Our mission is to provide the highest quality care and superior customer service.We are ... Show more
Camping World is seeking a Service Advisor to join our growing team.As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing a... Show more
Financial Auditor Job Duties: Plans financial audits by understanding organization objectives,... Show more
Benefits/Incentive Information.LensCrafters is a place for visionaries.We’ve got a vision for pairing state-of-the-art technology with a truly personal approach to eye care.Everything we do is cent... Show more
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 Planning & Analysis Analyst.Votaw Precision Technologies is a trusted leader in the manufacturing of complex precision components, assemblies, and systems for the aerospace, defense, and ... Show more
SYNERGY HomeCare of Whittier -.Caregiver (Home Care Aid) - Santa Fe Springs, California.Join our team of compassionate caregivers at SYNERGY HomeCare of Whittier and make a difference in people's l... Show more
Join our team of compassionate caregivers at SYNERGY HomeCare of Whittier and make a difference in people's lives! We are seeking a reliable and dedicated Caregiver to provide exceptional care to o... Show more
Training and Compliance Instructor - First Aid and Safety.Location: Paramount, CA, US, 90723 Requisition Number: 228624.Cintas is seeking a Training and Compliance Instructor - First Aid and Safety... Show more
Experience a place of energy, passion, and excitement.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiencesfor true beauty enthusiasts.At Ulta Bea... Show more
Since its establishment, TAWA Services, Inc.Leveraging our extensive network and global resources, we ensure timely and efficient delivery of quality goods across the United States.Our dedication t... Show more
We're a results-focused, performance-driven team that knows how to deliver.Every role here plays a key part in shaping an exceptional experience for our customers and for each other.We offer the ki... Show more
Director, performs a broad range of financial management services to schools and administrative offices with primary emphasis in the areas of revenue and budget; responsible for the coordination of... Show more
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... Show more
Caregiver (Home Care Aid) - Santa Fe Springs, California.Join our team of compassionate caregivers at SYNERGY HomeCare of Whittier and make a difference in people's lives! We are seeking a reliable... Show more
Welcome to Centr - The Home of Strength.Centr is a globally recognized wellness platform founded by Chris Hemsworth in 2019.Centr is where the strong get stronger with state-of-the-art fitness equi... Show more
If you are as passionate about helping those in need as you are about growing your career, consider AltaMed.At AltaMed, your passion for helping others isn't just welcomed it's nurtured, celebrate... Show more
Welcome to Gelson's! For almost 75 years, Gelson's has been a trusted name in Southern California grocery retail, distinguished by an uncompromising commitment to quality, service, and excellence.O... Show more
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.