-
Financial Advisor
5 days ago
SilverTech Valley, United StatesWith 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 ...
-
Financial Advisor
1 week ago
LPL Financial Golden Valley, United States Full timeFinancial 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 ...
-
Financial Advisor
3 weeks 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 ...
-
Financial Advisor
1 week ago
Bankers Life Sacramento, United StatesBankers 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 ...
-
Financial Advisor
2 weeks ago
Hariri Financial Partners Sacramento, United StatesElevate 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 ...
-
Financial Advisor
2 weeks ago
Hariri Financial Partners Sacramento, United StatesJob 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 ...
-
Financial Advisor
1 week ago
LPL Financial Sacramento, United States Full timeYour 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 ...
-
Financial Advisor
1 week ago
LPL Financial Sacramento, United States Full timeYour 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 ...
-
Financial Solutions Advisor
3 days ago
The Bank of America Corporation Sacramento, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Financial, Solutions Advisor, ...
-
Financial Solutions Advisor
4 days ago
Bank of America Sacramento, United StatesFinancial Solutions Advisor - Consumer Investments- Town and Country Financial Center · Sacramento, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible ...
-
Financial Aid Advisor
2 weeks ago
Campus Inc. Sacramento, United StatesPosition 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 ...
-
Financial Aid Advisor
3 weeks ago
Campus Inc. Sacramento, United StatesCampus 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 ...
-
Financial Aid Advisor
2 weeks ago
Campus Inc. Sacramento, United StatesCampus 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 ...
-
Financial Advisor
5 hours ago
New York Life Citrus Heights, United StatesNew York Life - Financial Advisor · Are you a leader who has the following traits? · • Competitive · • Entrepreneurial · • Coachable · • Communicative · • Self-disciplined · • Authentic · If the answer is yes, consider becoming an insurance agent/ financial advisor to drive posit ...
-
Finance Manager
2 weeks 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 ...
-
Alpha Portfolio Services
2 weeks ago
State Street Sacramento, United StatesWho 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 ...
-
Project Management, Advisor
1 week ago
ESI NORTHAM Sacramento, United StatesRequisition 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 ...
-
Administrative Coordinator
2 weeks ago
Avison Young Sacramento, United StatesOur 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 ...
-
Lead Supervisor
2 weeks ago
Coach Central Valley, United StatesReports 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 ...
-
Area HR Manager
2 weeks 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 ...
Financial Advisor - Sacramento, United States - Allworth Financial
Description
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 is to provide fiduciary investment management and holistic financial planning advice to our valued clients without the pressure to make recommendations on proprietary investment products.
Whether you enjoy driving in new business, servicing existing clients, or perhaps a little bit of both, Allworth offers you the choice and flexibility to choose a path that best suits you.
Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.
that will require a combination of face-to-face meetings with clients, work in office and allow for some remote.
The position's total compensation is an annual base salary of $100-140K plus a Variable Compensation Plan based on AUM. In addition, we also provide generous benefits to all our full-time employees .
RESPONSIBILITIES
Meet with future clients to discuss their needs and concerns, and to assess their overall financial situation, before explaining how partnering with Allworth will help them meet their financial, investment, and retirement planning goals via our 7 Personal Decision Points tm planning process.
Work closely with support teams to establish relationships and secure accounts with new clients.
Work with the Financial Planning team to create plans for new clients.
Periodically review plan with clients to enable Allworth to fulfill its fiduciary mission in planning and investment management.
Communicate updates from our in-house Investment Management team to clients as needed, while answering questions regarding portfolio allocation, methodology, etc.
party estate planning or insurance providers via our Integrated Solutions team.
Update client records by dictating notes and follow-up activities in a highly customized CRM system that all team members rely on as a single source of client info.
Coordinate and participate with team members to support events and educational outreach.
Provide clear and honest feedback to leadership about improving the Allworth experience.
QUALIFICATIONS
Professional designation of Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) is required.
Must be or willing to become Series 7 and 63/65 (or 66), and Life insurance licensed
Minimum three-years of client-facing wealth management or financial planning experience is required.
BA/BS or master's degree preferred.
Must possess professional enthusiasm, strong communication, presentation, listening, and analytical skills.
Comfort with technology is required; experience with specific tools is a plus:
MoneyGuidePro, Salesforce, Zoom or similar.
Self-starter with the ability to work independently.
Experience presenting and a persuasive nature is also highly desired.
Familiarity with a Client Relationship Management (CRM) database program a plus.
#J-18808-Ljbffr