Financial Advisor Jobs in Brea, California

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90 Brea, CA Financial Advisor jobs found on Monster.

Jobs 1 to 20 of 90
Job Description Trilogy Financial Services is seeking enthusiastic, career-minded, self-motivated individuals for our Financial Advisor position. College graduates and those new to the industry seeking a career-change are encouraged to apply. Business, Finance, Economics, Law, Accounting degrees a “plus”, but not required. Previous positions with interpersonal experience preferred. Previous experi...
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...
Bank of America Corporation Yorba Linda, CA
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. ...
Bank of America Yorba Linda, CA
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. ...
Bank of America Corporation Industry, CA, 91714
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. ...
Bank of America Orange, CA
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. ...
Bank of America Corporation Orange, CA, 92856
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. ...
Bank of America Garden Grove, CA
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. ...
Bank of America Corporation Garden Grove, CA, 92846
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. ...
Bank of the West Santa Ana, CA
Qualifications Required Education or Equivalent Experience: High school diploma or equivalent combination of education and work experience 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) Field of Experience: Previous Bank Brokerage experience highly...
Pacific Mercantile Bank is a publicly traded (NASDAQ:PMBC), fast growing, high tech, full service financial institution with corporate offices in Orange County. Primary responsibilities: The Relationship Advisor I contributes to the success of the office by providing exemplary service with a sense of urgency and ownership. · Process deposits and other negotiable instrument transactions, safe d...
Western & Southern Life Orange, CA, 92856
Pursue a career inside a winning company at The Western and Southern Life Insurance Company-an industry leader. Western and Southern has an excellent opportunity for a Financial Representative in your area. Our agents help our middle market customers meet their financial goals using a robust portfolio of solutions. As part of our Sales team, you will: Provide professional advice to your clients...
Thrivent Financial for Lutherans Brea, CA, 92821
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...
Thrivent Financial for Lutherans Fullerton, CA, 92838
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...
Thrivent Financial Anaheim, CA
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...
Thrivent Financial for Lutherans Anaheim, CA, 92808
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...
Thrivent Financial for Lutherans Hawaii, CA
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...
JP Morgan Santa Ana, CA
140038759 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 %242.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online an...
Southern California Gas Company Pico Rivera, CA, 90660
NOTE: This position may be filled at either the Operations Advisor or Senior Operations Advisor role depending on the skillset of the selected candidate. This posting is due to close at 9pm on Monday, December 1, 2014. Responsible for Fleet Services Lease & License operations, management of invoicing operations, vendor account reconciliations, operational financial transactions, and the design, de...
Title: Sales Advisor Type: Part time Location: Brea, California Title: Sales Advisor Function: Sales Department: Store Reports to: Department Manager, dotted line to Department Supervisor Direct Reports: None Overall Job Function: Optimizes the store’s selling by providing the customers with a pleasant shopping experience, including providing customers with garment options and direct servi...

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Finance Career Tools

Financial Planner

Salaries

$26,000.00 - $300,000.00
Typical Salary for Financial Planner in Brea
(5 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
59.7%
Master's
16.9%
Some College Coursework Completed
6%
Professional
6%
Doctorate
5.5%
High School
2%
Vocational
2%
(201 Respondents)
Source: Monster.com Careerbenchmarking Tool

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