Financial Advisor Jobs in Brea, California

98 jobs

Financial Advisor Entry-Level or Experienced Company and Career Overview John Hancock Financial Network evolved from John Hancock's rich tradition of outstanding insurance and investment products and services, a tradition that has been growing for more than 140 years. The merger of John Hancock and Manulife Financial builds on this tradition, forming one of the most innovative and recognized fi...

Financial Consultant West Covina Branch Full-Time POSITION SUMMARY: As part of the Wescom Financial Services team, this position sells financial products and services to members by supporting and promoting our full service investment platform. ESSENTIAL POSITION FUNCTIONS: As a Financial Consultant, you become part of the credit union environment providing investment services to members and b...

CyberCoders Matching Great People with Great Companies Learn more about CyberCoders Financial Advisor - CFP & Series 7 Orange, CA Unspecified Apply Apply Financial Advisor - CFP & Series 7 Orange, CA Unspecified Apply Job Details Keep reading if you have 3-6+ years of Financial Investment Management & Planning Industry experience! We're an Investment Institution hiring for mid-level ...

FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds....

FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds....

FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify profiles and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds....

The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors th...

Qualifications Required Education or Equivalent Experience: High school diploma or equivalent combination of education and work experience Highly desire bilingual English/Spanish or Mandarin speaker Required Experience: Two+ years of sales experience in securities/financial industry Required License/Certification: ACTIVE FINRA Series 7, and 65 or series 66 and state insurance license(s) Fi...

IN ORDER TO BEST SERVICE OUR CLIENTS, THIS POSITION HIGHLY DESIRES SOMEONE WHO IS BILINGUAL-ENGLISH/SPANISH OR MANDARIN SPEAKER What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern west...

IN ORDER TO BEST SERVICE OUR CLIENTS, THIS POSITION HIGHLY DESIRES SOMEONE WHO IS BILINGUAL-ENGLISH/SPANISH OR MANDARIN SPEAKER What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern west...

First Command Financial Services is committed to helping military families get their financial lives squared away and pursue their goals and dreams through coaching and guidance from trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven men and women to join our Financial Advisor team. As a First Command Financial Advisor you will: Develop a bus...

Division CUSO Financial Services, L.P. Position Licensed Financial Advisor - Credit Union of Southern California Location Credit Union of Southern California Full-Time/Part-Time Full-Time Description Join a winning Credit Union team! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a...

For more than 80 years, SchoolsFirst Federal Credit Union has remained rooted in the philosophy of “people helping people.” Today, SchoolsFirst FCU is the nation’s largest educational credit union, with more than 600,000 Members, $10 billion in assets, and over 40 service locations in Southern California. Originally based in Orange County, the credit union now operates in 10 counties througho...

One of our LPL Advisors in the Orange County area is seeking an experienced Sales Assistant. This individual will be responsible for client communication, both verbal and written. The position is the first and sometimes primary contact with clients; therefore, the position must maintain those relationships by delivering superior customer service, problem solving, and follow-up. Often is the liaiso...

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investme...

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investm...

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance,...

Help Connect Faith and Finances as a Thrivent Financial advisor What if your next career could change lives? What if you could succeed by helping others succeed? What if you could help Christians connect their faith and finances? As a financial advisor with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career. Why Thrivent? We believe money is a too...

Help Connect Faith and Finances as a Thrivent Financial advisor What if your next career could change lives? What if you could succeed by helping others succeed? What if you could help Christians connect their faith and finances? As a financial advisor with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career. Why Thrivent? We believe money is a too...

Anticipated Private Client Advisor - Chase Wealth Management - North Orange County, CA-150020825 Job Description Financial Advisor Business Description: Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consum...