Financial Advisor - Santa Monica

We are seeking a career-oriented Service Advisor to join our team. · years of experience in financial services. · CFP designation and Series 7 and 66 or 65 licenses required. · Bachelor's degree, preferably with a GPA above 3.3. · ...

We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. · Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services ...

Peak Mountain Advisors is looking for an associate financial advisor to join our team. · ...

This is a full-time role located in Manhattan Beach, CA. The Financial Advisor will work closely with clients to assess their financial situations, design personalized financial plans, and recommend solutions. · ...

Our district office in Santa Monica, CA is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. · Build and maintain long-term relationships with clients by providing financial planning services · Conduct client meetings ...

We are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Buil ...

Help their clients live more and worry less through our personalized approach to financial planning. · ...

Become a Financial Advisor and build a business that helps your clients and community achieve their long-term financial goals through comprehensive financial planning. You will empower individuals & families, build wealth for generations, expand your network, and grow your own bu ...

This is a full-time role as Financial Advisor located in Manhattan Beach, CA. The job involves working with clients to assess their financial situations and provide personalized advice. · ...

Become a Financial Advisor at Northwestern Mutual to build a business that helps your clients achieve their long-term financial goals through comprehensive financial planning. · ...

Wealth Enhancement is an independent wealth management firm that seeks to perfect its craft of personalized financial planning. · Manage client relationships and assist senior advisors with management of complex clients. · Facilitate the financial planning process and source pros ...

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. · ...

+Are you passionate about building enduring client relationships and providing comprehensive financial guidance? · Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. · +Performance-based compensation · Unlimi ...

Sagient is seeking a dynamic individual to join our team as a financial advisor. The ideal candidate will have excellent interpersonal skills and be able to cultivate lasting client relationships built on genuine interest and empathy. · ...

Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, · and financial ...

We are seeking a Financial Advisor who will help clients achieve their financial goals provide client service that exceeds expectations Our team works together to meet company objectives for customer service quality client retention sales growth This is a succession opportunity t ...

The Financial Aid Advisor is responsible for counseling students and parents regarding all aspects of financial aid including the financial aid application and delivery system, · and other types of aid.counseling/advising students · conducting student financial aid processes · ...

The Financial Advisor Trainee will learn to build an individual practice through distance learning, apprenticeship and training at the firm's international headquarters.The program takes a holistic approach by incorporating training for technical and sales skills to fully positio ...

We are searching for an experienced Financial Aid Advisor to support student counseling services and ensure students receive timely guidance on financial aid. · ...

The Financial Advisor Trainee will learn to build an individual practice through distance learning and training at the firm's international headquarters. · ...