- 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
- 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
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Certified Financial Planner
1 day ago
Capstone Partners Financial LLC Roseville, United StatesWe love people and are passionate to serve their personal and financial needs. We work with high intention, high service, and a relational imperative. · Our approach is a big factor in our success, which translates into success for our clients. There are 6 components which make u ...
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Senior Financial Planner
2 weeks ago
Retirement Security Centers Sacramento, United StatesJob 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 ...
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Senior Financial Planner
2 days ago
Retirement Security Centers Sacramento, United StatesJoin Us and Take Control of Your Financial Planning Career · Are you tired of feeling lost and unable to control your future? Are you ready to take ownership as a successful business owner? If so, Retirement Security Centers (RSC) invites you to consider an exciting opportunity t ...
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Senior Financial Planner
1 week ago
Retirement Security Centers Sacramento, United StatesJob 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 ...
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Senior Financial Planner
2 weeks ago
Retirement Security Centers Sacramento, United StatesJob 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 ...
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Senior Financial Planner
2 days ago
Retirement Security Centers Sacramento, United StatesJoin Us and Take Control of Your Financial Planning Career · Are you tired of feeling lost and unable to control your future? Are you ready to take ownership as a successful business owner? If so, Retirement Security Centers (RSC) invites you to consider an exciting opportunity ...
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Associate Financial Planner
2 weeks ago
New York Life Sacramento, United StatesOur 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. S ...
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Associate Financial Planner
2 weeks ago
New York Life - Greater Sacramento Roseville, United StatesJob 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 ...
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Team Leader
2 weeks 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 ...
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Penn Foster Inc Sacramento, United StatesAre you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you · Please note: The FINRA Series 7/66 or 6, 63/65, and Resident ...
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Bilingual Water Resources Planner
2 weeks ago
Dudek Sacramento, United StatesWho 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 ...
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Receptionist
2 weeks ago
Axelon Roseville, United States: Greet Prospects & Clients. Support in office functions - copies, mail, scanning as necessary. · As a Client Service Administrative Assistant for our City, ST location, you'll provide floating administrative support to one or more Financial Planning teams and acts as a liaison ...
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Buyer Ii
1 week ago
PRIDE Industries Roseville, United StatesPay 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 ...
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Director of Land Acquisition
2 weeks ago
K. Hovnanian Companies Roseville, United StatesK. Hovnanian is celebrating 60 years of quality and leadership in the home building and community development industry.Do you want to play a large role in those every day decisions that help build dream homes?It's the homes where people will raise their child, form their most imp ...
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Booz Allen Hamilton Roseville, United StatesJob Number: R Defense Manpower Specialist · The Opportunity: As a Defense Manpower Spe cia list, you ask questions others don't. You understand the nuances of complex situations. You use your skills to thi nk bigger and push further, solving complex problems. We're looking for so ...
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Project Manager
5 days ago
Tutor Perini Corporation Roseville, United StatesProject Manager · Office or Project Location Roseville, CA · Company Rudolph and Sletten, Inc. · Job Code 2083 · Rudolph & Sletten, a Tutor Perini Company, is seeking a Project Manager to join our office in Roseville, CA · About Rudolph & Sletten: · In the last six decades, ...
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Lead Civil Engineer
5 days ago
WSP Roseville, United StatesOur Business · We are a global leader in environmental consulting - made stronger with the recent acquisition of Wood's Environment & Infrastructure business and Golder - with world-class expertise in environmental, social and governance (ESG), climate resiliency & sustainabilit ...
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Buyer II
5 days ago
CROSSROADS DIVERSIFIED SERVICES Roseville, United StatesPay 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, ...
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Buyer II
1 week ago
PRIDE Industries Roseville, United StatesPay 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 quali ...
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Senior Geotechnical Engineer Consultant
4 days ago
WSP Roseville, United StatesOur Business · We are a global leader in environmental consulting - made stronger with the recent acquisition of Wood's Environment & Infrastructure business and Golder - with world-class expertise in environmental, social and governance (ESG), climate resiliency & sustainabilit ...
Associate Financial Planner - Roseville, United States - New York Life
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 todayResponsibilities
Qualifications
