Jobs
>
Sacramento

    Associate Financial Planner - Sacramento, United States - New York Life

    New York Life
    New York Life Sacramento, United States

    1 week ago

    Default job background
    Description


    Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks.

    The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals.

    Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

    If this sounds like you, apply today Responsibilities:

    • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
    • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
    • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
    • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
    • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications:
    • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
    • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
    • A required Bachelor's degree in business administration, finance, or similarly related field
    • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Compensation: $125,000+
    #J-18808-Ljbffr
  • Retirement Security Centers

    Senior Financial Planner

    1 week ago

    Retirement Security Centers Sacramento, United States

    Job Summary: · We're seeking a skilled and experienced Financial Planner to join our team. The Financial Planner will work closely with clients to develop comprehensive financial plans and provide strategic advice on investment, retirement, tax, risk, and estate planning. The ide ...

  • Retirement Security Centers

    Senior Financial Planner

    2 days ago

    Retirement Security Centers Sacramento, United States

    Job Summary : · We're seeking a skilled and experienced Financial Planner to join our team. The Financial Planner will work closely with clients to develop comprehensive financial plans and provide strategic advice on investment, retirement, tax, risk, and estate planning. The i ...

  • Retirement Security Centers

    Senior Financial Planner

    1 week ago

    Retirement Security Centers Sacramento, United States

    Job Summary: · We're seeking a skilled and experienced Financial Planner to join our team. The Financial Planner will work closely with clients to develop comprehensive financial plans and provide strategic advice on investment, retirement, tax, risk, and estate planning. The id ...

  • New York Life

    Associate Financial Planner

    1 week ago

    New York Life Roseville, United States

    · Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals ...

  • New York Life - Greater Sacramento

    Associate Financial Planner

    1 week ago

    New York Life - Greater Sacramento Roseville, United States

    Job Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our client ...

  • Dudek

    Bilingual Water Resources Planner

    5 days ago

    Dudek Sacramento, United States

    Who We Are · Dudek is a leading environmental, planning, and engineering firm that help public and private clients plan, design, and build projects that improve communities' built and natural infrastructure. Founded in 1980, Dudek has grown steadily to more than 800 professionals ...

  • Lewis Brisbois Bisgaard & Smith LLP

    Professional Liability Associate Attorney

    1 week ago

    Lewis Brisbois Bisgaard & Smith LLP Sacramento, United States

    Overview · The Sacramento office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an attorney to join its Professional Liability Practice. · The ideal candidate will have strong research and writing skills and at least two (2) to seven (7) years of experience ...

  • Lewis Brisbois Bisgaard & Smith LLP

    Professional Liability Associate Attorney

    1 week ago

    Lewis Brisbois Bisgaard & Smith LLP Sacramento, United States

    Overview · The Sacramento office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an attorney to join its Professional Liability Practice. · The ideal candidate will have strong research and writing skills and at least two (2) to seven (7) years of experience ...

  • Magellan Health

    Personal Financial Counselor, Sacramento, CA

    6 days ago

    Magellan Health Sacramento, United States Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include educat ...

  • PRIDE Industries

    Buyer Ii

    2 days ago

    PRIDE Industries Roseville, United States

    Pay Rate: $23.69 to $25.00 Telecommute Status: Hybrid How many days a week at a regular work location?: 3 days onsite Announcement: · PRIDE Industries is a fast-paced company with a mission: To Create Jobs for People with Disabilities while providing high quality, value-added sol ...

  • Tractor Supply Company

    Team Leader

    1 week ago

    Tractor Supply Company Rocklin, United States

    **Overall Job Summary**: · - Do you love the life out here and want to share it with others? At Tractor Supply we strive to make the life out here a little bit better each day for both our neighbors and our teams._ · **Essential Duties and Responsibilities (Min 5%)**: · It is ess ...

  • Allworth Financial

    Financial Advisor

    1 week 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 ...

  • WSP USA

    Resident Engineer

    1 week ago

    WSP USA Sacramento, United States

    **This Opportunity** · WSP is currently initiating a search for a **Full Time Resident Engineer** for our **Sacramento, California** office. Be involved in projects with our PMCM Team and be a part of a growing organization that meets our client's objectives and solves their chal ...

  • State of California

    Associate Governmental Program Analyst

    1 week ago

    State of California Sacramento, United States

    Job Description and Duties · IF YOU ALREADY APPLIED FOR THIS JOB CONTROL YOU DO NOT NEED TO APPLY AGAIN. · The Governor's Office of Planning & Research (OPR) is recruiting to fill one (1) limited term Associate Governmental Program Analyst position within the Climate and Resilien ...

  • LPA

    Civil Design Engineer

    1 day ago

    LPA Sacramento, United States

    LPA is seeking a passionate · Civil Design Engineer · to join our integrated team of architects, engineers, interior designers, landscape architects and master planners. As a member of our civil engineering team, you will work on a broad range of projects from office, education ...

  • LPA

    Structural Project Engineer

    1 week ago

    LPA Sacramento, United States

    LPA is seeking a passionate · Structural Project Engineer · to join our integrated team of architects, engineers, interior designers, landscape architects and master planners. As a member of our structural engineering team, you will work on a broad range of projects from office ...

  • State of California

    Senior Adaptation and Resilience Planner

    1 week ago

    State of California Sacramento, United States

    IF YOU ALREADY APPLIED FOR THIS JOB CONTROL YOU DO NOT NEED TO APPLY AGAIN. · The Governor's Office of Planning & Research (OPR) is recruiting to fill one (1) limited term, Staff Services Manager I (Specialist) position within the State Planning and Policy Development Branch . T ...

  • State of California

    associate environmental planner

    1 week ago

    State of California Sacramento County, United States

    Job Posting: Associate Environmental Planner · California Governor's Office of Emergency Services · JC Associate Environmental Planner · ASSOCIATE ENVIRONMENTAL PLANNER $6, $8,239.00 per Month · Final Filing Date: 1/22/2024 · Application Methods: Electronic (Using your Cal ...

  • State of California

    Staff services Analyst

    1 week ago

    State of California Sacramento, United States

    Job Description and Duties · As the Executive Management Support Analyst for the Director and Executive Team within the Department of FISCal (FI$Cal), this role plays a pivotal part in ensuring the smooth operation of the department. From providing administrative support to condu ...

  • WSP

    Structures Representative

    6 days ago

    WSP Sacramento, United States

    This Opportunity · WSP is currently initiating a search for a Full Time Structures Representative for our Sacramento California office. Be involved in projects with our PMCM Team and be a part of a growing organization that meets our client's objectives and solves their challenge ...