Financial Advisor Jobs in Long Beach, California

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95 Long Beach, CA Financial Advisor jobs found on Monster.

Jobs 1 to 20 of 95
DEVELOP A CAREER IN FINANCIAL SERVICES/ WEALTH MANAGEMENT Experience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth with career growth and professional development. As a 25 year old full service investment advisor, real estate, risk management and management development firm, we are...
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, $9.8 billion in assets, and over 40 service locations in Southern California. Originally based in Orange County, the credit union now operates in 10 counties throughout S...
Ameriprise Financial Inc Long Beach, CA
The Financial Advisor exists to develop an ongoing financial planning relationship with clients focused on accomplishing the client's goals. Using the 6 Key Advisor Tasks: 1) generate leads; 2) schedule/set meetings with current clients and prospects; 3) conduct meetings with clients/potential clients; 4) analyze data (client's, investments, protection options); 5) propose a strategy/solution to s...
Ameriprise Financial, Inc Long Beach, CA
The Financial Advisor exists to develop an ongoing financial planning relationship with clients focused on accomplishing the client's goals. Using the 6 Key Advisor Tasks: 1) generate leads; 2) schedule/set meetings with current clients and prospects; 3) conduct meetings with clients/potential clients; 4) analyze data (client's, investments, protection options); 5) propose a strategy/solution to s...
Bank of America Long Beach, CA
ThePractice Management Development (PMD) Associate role is a 43 month developmentprogram for professionals who wish to build a wealth management business andbecome a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoingcommitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the mos...
Bank of America Corporation Long Beach, CA, 90802
ThePractice Management Development (PMD) Associate role is a 43 month developmentprogram for professionals who wish to build a wealth management business andbecome a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoingcommitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the mos...
Bank of the West Los Altos, 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...
Bank of the West Los Altos, 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...
Bank of America Corporation Carson, CA, 90745
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....
Bank of America Corporation Carson, CA, 90745
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....
Bank of America San Pedro, 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 Carson, CA
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....
Bank of America Carson, CA
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....
Bank of America Corporation San Pedro, CA, 90732
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 Torrance, CA, 90501
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. ...
First Command Financial Services, Inc. Torrance, CA, 90501
First Command is committed to helping American families get their financial lives squared away and pursuit their goals and dreams through coaching and guidance from knowledgeable, trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven individuals to join our team. We offer a competitive compensation package that includes a 12-month salaried positi...
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 America Torrance, 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. ...
CONSUMER & COMMUNITY BANKING Westminster, CA
Job Description Financial Advisor Associate 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 consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit card...
Bank of America Corporation Huntington Beach, CA, 92648
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. ...

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Finance Career Tools

Financial Planner

Salaries

$29,120.00 - $165,200.00
Typical Salary for Financial Planner in Long Beach
(257 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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