Jobs
>
Walnut Creek

    Financial Advisor - Walnut Creek, United States - Insight Global

    Insight Global
    Insight Global Walnut Creek, United States

    1 day ago

    Insight Global background
    Human Resources
    Description

    One of our top financial clients is seeking to hire a Financial Consultant for one of their LA branch locations. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

    Salary: 100K-135K (Base + Commission)

    Qualifications needed:

    -Must have a series 7 license & 66 license (63/65 can override 66)

    -3-5 years of book management experience as an advisor

    -Experience working with at least 200 or more clients as well as $100 million in AUM or more

    -Experience working with a variety of investment products and investment solutions

    -Able to explain how they are able to build successful previous relationships, uncovering needs, and recommending solutions

    -Experience with being client focused and progressing within their career.

    Day to Day:

    -This person will help manage a large book of business of 200+ clients depending on the location.

    -Will work with the client's that have not been engaged in the financial process (still in growth phase)

    -Engage face-to-face with customers

    -Building client relationships with understanding needs and recommending solutions

    -Will help offer guidance and personalized planning

    -Will be giving architecture product platforms and resources

  • Insight Global

    Financial Advisor

    3 days ago

    Insight Global Walnut Creek, United States

    One of our top financial clients is seeking to hire a Financial Consultant for one of their LA branch locations. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will full ...

  • Sapphire Solutions

    Financial Advisor

    1 day ago

    Sapphire Solutions San Mateo, United States

    Join Sparkasse Bayreuth as a · Financial Advisor (m/f/d) · permanent / full-time · Are you a customer-oriented, sales-driven and entrepreneurial-minded advisor looking to take on challenging tasks in the field of needs-based retail customer consulting? Then you've come to the rig ...

  • BMO Financial Group

    Financial Advisor

    1 day ago

    BMO Financial Group Walnut Creek, United States

    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 needs and provides solutions though the sales of managed products and services (e.g. ...

  • Bank of Montreal

    Financial Advisor

    1 day ago

    Bank of Montreal Walnut Creek, United States

    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 needs and provides solutions though the sales of managed products and services (e.g. ...

  • Rival Sourcing LLC

    Senior Financial Advisor

    2 days ago

    Rival Sourcing LLC Walnut Creek, United States

    Private Wealth Advisor · As an Advisor, You Are Expected To · •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience · • ...

  • Fidelity Investments

    Wealth Financial Advisor

    1 week ago

    Fidelity Investments Walnut Creek, CA, United States

    Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existi ...

  • Apex Dynamics

    Junior Financial Advisor

    3 days ago

    Apex Dynamics Tea, United States

    MLP is looking for a Junior Financial Advisor (m/f/d) in Mainz or Wiesbaden. · A meaningful and fulfilling role: · As an independent advisor (m/f/d), you will develop financial concepts and support people in making better career and financial decisions. · You will accompany your ...

  • Bank of America

    Financial Solutions Advisor

    14 hours ago

    Bank of America Danville, United States

    Financial Solutions Advisor - Consumer Investments- Central CA Region · *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** · At Bank of America, we are guided by a common purpose to help make fi ...

  • Atria Wealth Solutions

    Financial Advisor

    2 days ago

    Atria Wealth Solutions Berkeley, United States

    Through its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor to join their team in the Berkeley, CA area. · About Patelco Credit Union · Patelco Credit Union is a not-for-profit credit union with a purpose to build financi ...

  • Edward Jones

    Financial Advisor

    1 day ago

    Edward Jones Oakland, United States

    Job Description · The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by ...

  • Atria Wealth Solutions

    Financial Advisor

    4 days ago

    Atria Wealth Solutions Berkeley, United States

    Job Description · Job DescriptionThrough its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor to join their team in the Berkeley, CA area. · About Patelco Credit Union · Patelco Credit Union is a not-for-profit credit union ...

  • Summitry

    Financial Advisor/Senior Financial Advisor

    2 days ago

    Summitry San Mateo, United States

    Job Description · Financial Advisor/Senior Financial Advisor · Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative ...

  • TalentLink Solutions

    Financial Advisor

    1 day ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • Fremont Bancorporation

    Financial Advisor

    2 days ago

    Fremont Bancorporation Fremont, United States

    Title: Financial Advisor · Job Location: Fremont, CA · Hiring salary range: $64, $91,963.16 annual · Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for ...

  • First Command

    Financial Advisor

    1 day ago

    First Command Fairfield, United States

    4 out of 5 of our Advisors are veterans or military spouses · Who we are: · First Command is committed to helpingmilitary families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial ...

  • DeDora Capital

    Financial Advisor

    10 hours ago

    DeDora Capital Napa, United States

    About the Employer · Growing Registered Investment Advisory (RIA) financial services firm headquartered in Napa, California, looks to add to our team. We seek smart, driven, lifelong learners that are effective and have a history of making a remarkable difference. We are professi ...

  • Thrivent Financial

    Financial Advisor

    2 days ago

    Thrivent Financial San Francisco, United States

    Financial Advisor - Greater San Francisco Bay Area page is loaded · Financial Advisor - Greater San Francisco Bay Area · Apply · locations · CA - San Francisco · CA - San Mateo · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · REQ-12576 · ...

  • DeDora Capital

    Financial Advisor

    2 days ago

    DeDora Capital Napa, United States

    About the Employer · Growing Registered Investment Advisory (RIA) financial services firm headquartered in Napa, California, looks to add to our team. We seek smart, driven, lifelong learners that are effective and have a history of making a remarkable difference. We are professi ...

  • Northwestern Mutual

    Financial Advisor

    1 day ago

    Northwestern Mutual San Francisco, United States

    *Must be in San Francisco Bay Area · At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. · Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500, affirming ...

  • Northwestern Mutual

    Financial Advisor

    2 hours ago

    Northwestern Mutual San Francisco, United States

    *Must be in San Francisco Bay Area · At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. · Northwestern Mutual was named one of the Worlds Most Admired Companies in our industry by Fortunes annual survey in 2024 and ranked 111 by Fortune 500, affirming w ...