Jobs
>
Sacramento

    Financial Advisor - Sacramento, United States - Hariri Financial Partners

    Hariri Financial Partners
    Hariri Financial Partners Sacramento, United States

    2 weeks ago

    Default job background
    Description


    Elevate Your Career at Hariri Financial Partners

    Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team. This role isn't just a job-it's a journey of professional development, personal fulfillment, and a chance to make a real difference in the lives of our clients.

    Why Join Hariri Financial Partners?
    • A Career That Matters: You will play a pivotal role in shaping our clients' financial futures, turning their aspirations into reality.
    • Comprehensive Training and Support: Our robust five-year training program is designed to help you build a thriving practice and achieve long-term success.
    • Collaborative Environment: Work alongside industry experts, benefiting from mentorship and a team dedicated to mutual success.
    • Innovative Resources: Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
    Key Responsibilities:
    • Client Relationship Management: Foster enduring relationships with clients through regular reviews and proactive engagement.
    • Client Acquisition and Prospecting: Utilize our proven prospecting techniques to grow your client list through direct outreach and referrals.
    • Portfolio Management: Analyze market trends and tailor recommendations to optimize client portfolios.
    • Wealth Management Strategies: Develop personalized financial strategies that align with clients' goals and risk tolerance.
    • Team Collaboration and Continuous Learning: Stay at the forefront of industry trends and regulatory changes to provide the best advice possible.
    What We Look For:
    • Motivation and Entrepreneurship: A robust entrepreneurial spirit eager to build a prosperous career.
    • Integrity and Effective Communication: Strong ethical standards and the ability to communicate complex concepts clearly.
    • Analytical and Problem-Solving Skills: Sharp analysis skills to solve challenges creatively and efficiently.
    • Interpersonal Skills: Excellent ability to connect with clients and colleagues alike.
    Our Offerings:
    • Competitive Compensation: Attractive salary and bonuses tied to performance.
    • Growth Opportunities: Clear pathways for career advancement and professional development.
    • Supportive Culture: A work environment that values collaboration, innovation, and a balanced life.
    • Impactful Work: Help individuals and families secure their financial futures.
    Commitment to Diversity and Inclusion:
    • Equal Opportunity Employment: We proudly support diversity and are committed to creating an inclusive environment for all employees.
    • Accessibility and Accommodation: We ensure reasonable accommodations for a diverse range of needs. Find out more about our commitment to accessibility in our FAQs.
    Hariri Financial Partners is not just a workplace. It's where you can make a significant impact. Join us and shape your future as well as the futures of our clients.

    Responsibilities

    •Embrace the role of a structured yet coachable team player open to continued education and training from other team members

    •Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

    •Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

    •Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

    •Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

    Qualifications

    •Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired

    •Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

    •Requires a Bachelor's degree in business administration, finance, or other related field

    •Valid FINRA Series 7 & 63/66 preferred but not required

    •Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • SilverTech

    Financial Advisor

    2 weeks ago

    SilverTech Valley, United States

    With nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and a specialist in insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 years. · We ...

  • LPL Financial

    Financial Advisor

    6 days ago

    LPL Financial Golden Valley, United States Full time

    Financial Advisor – MidwestOne Bank · Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at MidwestOne Bank in Golden Valley, MN would allow you to join ...

  • Bankers Life

    Financial Advisor

    6 days ago

    Bankers Life Sacramento, United States

    Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. · As a Financial Advisor, y ...

  • Allworth Financial

    Financial Advisor

    2 weeks ago

    Allworth Financial Sacramento, United States

    SUMMARY · Allworth Financial, the 4 th · fastest growing RIA in America, is seeking an experienced financial advisor in the greater Sacramento area to join our rapidly expanding team. · At Allworth Financial, we allow our advisors the opportunity to do what they do best, which ...

  • Hariri Financial Partners

    Financial Advisor

    1 week ago

    Hariri Financial Partners Sacramento, United States

    Elevate Your Career at Hariri Financial Partners · Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to j ...

  • LPL Financial

    Financial Advisor

    6 days ago

    LPL Financial Sacramento, United States Full time

    Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at SchoolsFirst Federal Credit Union in Sacramento, CA would allow you to join the Inv ...

  • LPL Financial

    Financial Advisor

    6 days ago

    LPL Financial Sacramento, United States Full time

    Your career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at SchoolsFirst Federal Credit Union in Sacramento, CA would allow you ...

  • Hariri Financial Partners

    Financial Advisor

    1 week ago

    Hariri Financial Partners Sacramento, United States

    Job Description · Job DescriptionElevate Your Career at Hariri Financial Partners · Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic ...

  • Campus Inc.

    Financial Aid Advisor

    1 week ago

    Campus Inc. Sacramento, United States

    Position Overview · The Financial Aid department has a critical team of Financial Aid Specialists across the country who interact with potential and active students on a daily basis. Our Financial Aid Specialists serve as the point of contact to assist students and their familie ...

  • Campus Inc.

    Financial Aid Advisor

    1 week ago

    Campus Inc. Sacramento, United States

    Campus is on a mission to maximize access to a world-class education. · At Campus, students come first, and we mean it. Our goal is to enable everyone to have access to a superb education without having to take on student debt. We power online two-year degree programs featuring ...

  • Campus Inc.

    Financial Aid Advisor

    2 weeks ago

    Campus Inc. Sacramento, United States

    Campus is on a mission to maximize access to a world-class education. · At Campus, students come first, and we mean it. Our goal is to enable everyone to have access to a superb education without having to take on student debt. We power online two-year degree programs featuring ...

  • City Of West Sacramento

    Finance Manager

    1 week ago

    City Of West Sacramento West Sacramento, United States

    **The Position** · **THE IDEAL CANDIDATE** · Key Attributes and Characteristics · - A "roll up one's sleeves" type of leader who can foster strong, collaborative working relationships with all levels of City staff. · - The ability to creatively communicate complex financial infor ...

  • State Street

    Alpha Portfolio Services

    1 week ago

    State Street Sacramento, United States

    Who we are looking for · Why this role is important to us · Join us if making your mark in the financial services industry from day one is a challenge you are up for. · What you will be responsible for · What we value · Performs work independently and analyzes and recommends solu ...

  • ESI NORTHAM

    Project Management, Advisor

    6 days ago

    ESI NORTHAM Sacramento, United States

    Requisition ID: Location: Sacramento, US, B**What You Can Expect** · The Project Management, Advisor is the primary manager of all phases of an energy project, with the objective of successful completion on time and within budget, while maintaining quality, safety, and cash manag ...

  • Avison Young

    Administrative Coordinator

    2 weeks ago

    Avison Young Sacramento, United States

    Our Story: · Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to best serve our clients by enhancing collaboration across our organization. · At ...

  • Coach

    Lead Supervisor

    1 week ago

    Coach Central Valley, United States

    Reports to: Store Manager · Lead Supervisor · The Lead Supervisor role is an integral part of the stores overall success; modeling the behaviors needed to directly impact all aspects of our Company's business: Sales and Operational Processes. This individual shows exemplary perfo ...

  • NAPA

    Area HR Manager

    1 week ago

    NAPA Sacramento, United States

    **Area HR Manager, People** · **Job Summary** · The Area HR Manager, People serves as a trusted HR advisor and leader for the NAPA People (HR) team in their assigned 2 -3 distribution centers to implement high impact people initiatives. Reporting to the Director, People, they par ...

  • Motorola Solutions

    Channel Sales Executive

    1 week ago

    Motorola Solutions Sacramento, United States

    **Company Overview**: · At Motorola Solutions, we're guided by a shared purpose - helping people be their best in the moments that matter - and we live up to our purpose every day by solving for safer. Because people can only be their best when they not only feel safe, but are sa ...

  • Morgan Stanley

    Business Service Officer

    5 days ago

    Morgan Stanley Sacramento, United States

    Business Service Officer · Job Number: · 3251147 · POSTING DATE: Apr 24, 2024 · PRIMARY LOCATION: Americas-United States of America-California-Sacramento · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Assistant Vice President · DESCRIPTION- Business Service Of ...

  • Fidelity Investments

    Investment Consultant

    3 days ago

    Fidelity Investments Sacramento, United States

    **Investment Consultant**: · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicat ...