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Financial Advisor Jobs in Carlsbad, California

22 jobs

Description Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securiti...
Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry a...
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 individuals to join our Financial Advisor team. As a First Command Financial Advisor you will learn how to: De...
Division CUSO Financial Services, L.P. Position Licensed Financial Advisor - Mission Federal Credit Union Location Mission Federal Credit Union - Vista, CA Full-Time/Part-Time Full-Time Description Join a winning team at Mission Federal Credit Union! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/deal...
Join a winning team at Mission Federal Credit Union! 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 stable, 18 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensiv...
Join a winning team at Mission Federal Credit Union! 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 stable, 18 year track record of serving the investment needs of credit unions and their members. Our Financial Advisors work in tandem with the financial institution to provide comprehensiv...
As a Financial Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objecti...
Division CUSO Financial Services, L.P. Position Licensed Financial Advisor - Mission Federal Credit Union - North County Coastal Location Mission Federal Credit Union - Encinitas, CA Full-Time/Part-Time Full-Time Description Join a winning team at Mission Federal Credit Union! CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment a...
Job Title: Personal Banker Reg (SAFE) 2- Solana Beach Job ID Number: 5183638 Schedule Type: Reg-Time Work Hours: 40 Location: Solana Beach,CA Qualifications: Job Description At Wells Fargo, our vision is to satisfy our customers’ financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. Y...
Are you an organized individual capable of self-managing your time? Does it excite you to provide a high level of service in a team environment? Would others describe you as someone with strong communication skills both verbal and written with an ability to build strong relationships? If so, continue reading about how you can play an important role in helping clients and the success of your branch...
Description The Relationship Manager (RM) is responsible for managing a portfolio of commercial relationships who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the RM is accountable for relationship selectivity, acquisition and deepening existing relationships through cross-selling, driving ...
Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book of business.” Wa...
Job Description Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book...
Job Description Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book...
Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book of business.” Wa...
Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book of business.” Wa...
You’re a great listener and a natural collaborator. You enjoy interacting with people and build lasting relationships – in fact you thrive on it. You have a knack for finding creative solutions to everyday challenges. Join us as a Relationship Banker and apply your exceptional people skills to shape the customer banking experience at Chase. As a Relationship Banker in our Branch Banking team, you...
Job Description Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book...
Financial Solutions Advisor (Registered) The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book of business.” Wa...
You’re a great listener and a natural collaborator. You enjoy interacting with people and build lasting relationships – in fact you thrive on it. You have a knack for finding creative solutions to everyday challenges. Join us as a Relationship Banker and apply your exceptional people skills to shape the customer banking experience at Chase. As a Relationship Banker in our Branch Banking team, you...