Talent.com
FINANCIAL ADVISOR
FINANCIAL ADVISORJamie Grayem • Temecula, CA, United States
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie Grayem • Temecula, CA, United States
22 days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR

$75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis

MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

WE PROVIDE

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • Desired skills :

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.
  • Create a job alert for this search

    Financial Advisor • Temecula, CA, United States

    Related jobs
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 92197 San Diego, CA, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financi...Show more
    Last updated: 30+ days ago • Promoted
    Lead Revenue Accountant

    Lead Revenue Accountant

    Vaco by Highspring • Poway, California, United States
    Permanent
    Technology and Financial Software Industry.Seeking a highly skilled Lead Revenue Accountant to support revenue recognition, month-end close, and process improvements within a large, multi-product t...Show more
    Last updated: 6 days ago • Promoted
    Air Interdiction Agent

    Air Interdiction Agent

    Customs and Border Protection • Alpine, California, US
    Full-time
    Pilot—CBP Air Interdiction Agent Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP), offers skilled Pilots interested in law enforcement an opportunity to work wi...Show more
    Last updated: 30+ days ago • Promoted
    West Texas FPOB opening in beautiful Alpine

    West Texas FPOB opening in beautiful Alpine

    Quorum Health • Alpine, US
    Full-time
    Big Bend Regional Medical Center is seeking a BE / BC FPOB Physician to provide full-time services.This is an amazing opportunity offering high quality of life and high productivity potential.Office ...Show more
    Last updated: 30+ days ago • Promoted
    Program Finance Manager

    Program Finance Manager

    Vaco by Highspring • Santee, California, United States
    Permanent
    Program Financial Operations Manager.Technology and Infrastructure Solutions.This position plays a key role in ensuring strong financial discipline across long term programs.As the Program Financia...Show more
    Last updated: 18 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Encinitas, CA, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 20-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
    Last updated: 30+ days ago • Promoted
    Border Patrol Agent - Entry Level - Recruitment Incentives

    Border Patrol Agent - Entry Level - Recruitment Incentives

    U.S. Customs and Border Protection • Alpine, CA, United States
    Full-time
    Border Patrol Agent (BPA) GL-5 / 7 grade levels.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.Border Patrol deter...Show more
    Last updated: 30+ days ago • Promoted
    Seasonal : Guest Advocate (Cashier), General Merchandise, Fulfillment, Food and Beverage, Front of Store Attendant (Cart Attendant), Style, Tech, Inbou

    Seasonal : Guest Advocate (Cashier), General Merchandise, Fulfillment, Food and Beverage, Front of Store Attendant (Cart Attendant), Style, Tech, Inbou

    Target • Oceanside, US
    Part-time
    Starting Hourly Rate / Salario por Hora Inicial : $18.Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture.Seaso...Show more
    Last updated: 12 days ago • Promoted
    Border Patrol Agent - Entry Level

    Border Patrol Agent - Entry Level

    U.S. Customs and Border Protection • Alpine, CA, United States
    Full-time
    Border Patrol Agent (BPA) GL-5 / 7 grade levels.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.Border Patrol deter...Show more
    Last updated: 30+ days ago • Promoted
    Financial Solutions Advisor - Northern San Diego

    Financial Solutions Advisor - Northern San Diego

    California Staffing • Escondido, CA, US
    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
    Last updated: 1 day ago • Promoted
    Client Enrollment Associate

    Client Enrollment Associate

    3V Expansions Inc • Temecula, CA, US
    Full-time
    V Expansions is on a mission to connect communities through our partnership with Frontier, delivering reliable fiber internet, home phone, and entertainment services. As a Client Enrollment Associat...Show more
    Last updated: 5 days ago • Promoted
    Investor Relations Specialist

    Investor Relations Specialist

    Viasat • Carlsbad, CA, United States
    Full-time
    At Viasat, we're on a mission to deliver connections with the capacity to change the world.For more than 35 years, Viasat has helped shape how consumers, businesses, governments and militaries arou...Show more
    Last updated: 30+ days ago • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 92122 San Diego, CA, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Professional Careers • Palm Springs, California
    Remote
    Full-time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show more
    Last updated: 18 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Raintree Property Management • Carlsbad, CA, US
    Full-time
    Are you a licensed Realtor in North County San Diego who’s tired of the income rollercoaster? We’ve built a model that helps Realtors earn. Build relationships with local property owners...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Hemet, CA - Market 28, Region 135

    Financial Advisor - Hemet, CA - Market 28, Region 135

    Edward Jones • Hemet, CA, United States
    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 more
    Last updated: 22 days ago • Promoted
    Border Patrol Agent - Entry Level - Up to 30k Sign On Bonus

    Border Patrol Agent - Entry Level - Up to 30k Sign On Bonus

    U.S. Customs and Border Protection • Descanso, CA, United States
    Full-time
    Border Patrol Agent (BPA) GL-5 / 7 grade levels.IMPORTANT NOTICE : Duty assignments available at the time of offer may include the Southwest Border, including prioritized locations.Border Patrol deter...Show more
    Last updated: 30+ days ago • Promoted
    Junior Attorney

    Junior Attorney

    Jobot • Hemet, CA, US
    Permanent
    REMOTE Contract to Hire Entry Level Attorney / Associate Attorney Needed for Growing Firm!.This Jobot Consulting Job is hosted by : Reed Kellick. Are you a fit? Easy Apply now by clicking the "Apply ...Show more
    Last updated: 12 days ago • Promoted