Financial consultant • huntington beach ca
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 ins... Show more
About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms.At GoldBook Financial, you get the freedom to build your busines... Show more
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.It’s a big ask, but it’s one that we... Show more
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more
The Year for Growth, Opportunity and Flexibility Are you ready for a career change in 2021?.At American Income Life, we are searching for ambitious individuals who are ready to build a successful c... Show more
Sales Consultant Opportunity At DeLillo Chevrolet.DeLillo Chevrolet is looking for two motivated sales consultants to join our team!.Are you an experienced salesperson looking for a dealership wher... Show more
Clean Energy is changing the way the world fuels its vehicles.Reducing pollution from the transportation industry is an important goal for our nation, and we at Clean Energy know just how realistic... Show more
We are seeking a Financial Reporting Manager to serve as a key link between accounting and business operations.Unlike traditional technical compliance roles, this position is highly focused on busi... Show more
As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products.You’ll have access to powerf... Show more
Senior Consultant, Strategy, Growth, and Transformation Help finance organizations modernize core processes, improve transparency, and drive better business decisions.As part of Deloitte's F... Show more
Financial Planner Job Duties: Provide financial planning and investment advisory services.Res... Show more
Financial Advisor Or Investment Advisor Representative.We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and... Show more
Don't stay stuck in the same place, continue to grow with us!.Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as... Show more
Harbinger Senior Financial Analyst.Harbinger Motors is seeking a skilled Senior Financial Analyst to lead budgeting and forecasting for Engineering OpEx, CapEx and headcount.This position will part... Show more
Lead Financial Analyst, Consolidations.Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century... Show more
Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest.From executing Victra's sales process to sharing yo... Show more
Package and Technology Enablement | Package Functional Transformation.Available in multiple locations including Atlanta, Georgia; Austin, Texas; Baltimore, Maryland; Boston, Massachusetts; Charlott... Show more
DeLillo Chevrolet is looking for 2 motivated Sales Consultants to join our team!.Are you an experienced salesperson looking for a dealership where you can.We're looking for motivated, customer-focu... Show more
Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more
Gulfstream Staffing is partnered with a well-established nationally recognized behavioral health organization in Southern California.This stable and growing company has a top leadership team that p... Show more
The average salary range is between $ 70,167 and $ 144,081 year , with the average salary hovering around $ 98,859 year .
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.
