Talent.com
TradeJobsWorkforce
Financial AdvisorTradeJobsWorkforce • 90001 Florence-Graham, CA, US
Financial Advisor

Financial Advisor

TradeJobsWorkforce • 90001 Florence-Graham, CA, US
30+ days ago
Job type
  • Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
Create a job alert for this search

Financial Advisor • 90001 Florence-Graham, CA, US

Similar jobs

Financial Advisor (Registered Investment Advisors)

Right Hire ConsultingLos Angeles, CA, United States
Full-time

Financial Advisor (Registered Investment Advisors).Are you a seasoned financial advisor with a successful book of business looking for better support, succession planning, or growth opportunities?.... Show more

 • Promoted

Financial Advisor

BmoSouth Gate, CA, United States
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

 • Promoted

Financial Advisor - Endowments and Foundations

CAPTRUSTLos Angeles, CA, United States
Full-time

Endowment And Foundations Advisor.Are you ready to make a meaningful impact in the financial services industry? As an Endowment and Foundations Advisor your clients will include endowments, foundat... Show more

 • Promoted

Financial Advisor - Logix Federal Credit Union

LPL FinancialBurbank, CA, United States
Full-time

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Logix Federal credit Union in Burbank, CA would allow... Show more

 • Promoted

Financial Aid Advisor

West Coast UniversityLos Angeles, CA, United States
Full-time

Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan... Show more

 • Promoted

Voya Financial Advisors Los Angeles

Voya Financial AdvisorsLos Angeles, CA, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Los Angeles area to work plan sponsor relationships, in tax exempt markets and retail.This position will be... Show more

 • Promoted

Associate Financial Advisor - Santa Monica, CA

AbacusSanta Monica, CA, United States
Full-time

Financial Advisor Apprenticeship.Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money.We treat each other with the same level of care and resp... Show more

 • Promoted

Financial Advisor

TradeJobsWorkforce90090 Los Angeles, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more

 • Promoted

Financial Advisor - Greater Los Angeles and Surrounding area

Thrivent Financial for LutheransLos Angeles, CA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce90017 Los Angeles, CA, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Financial Advisor

Ameriprise FinancialLos Angeles, CA, United States
Full-time +1

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r... Show more

 • Promoted

Licensed Financial Advisor

Worthington Financial PartnersLos Angeles, CA, United States
Full-time

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs.Our products help individuals plan for the future with c... Show more

 • Promoted

Financial Advisor Senior

City National BankLos Angeles, CA, United States
Full-time

The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent indi... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyLong Beach, CA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

VP Financial Advisor

Wealth Enhancement GroupLos Angeles, CA, United States
Full-time

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.We continually seek to perfect our craft of personalized financial plannin... Show more

 • Promoted

Private Client Advisor

International Search ConsultantsLos Angeles, CA, United States
Full-time

Private Client Advisor/h2pOur client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships ... Show more

 • Promoted

Financial Advisor - Training Provided

True Path FinancialLos Angeles, CA, United States
Full-time

As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others.You'll build lasting relationships with clien... Show more

 • Promoted

Associate Financial Advisor

Northern TrustLos Angeles, CA, United States
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

 • Promoted

Senior Wealth Advisor

CitigroupLos Angeles, CA, United States
Full-time

Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have the opportunity to grow your caree... Show more

 • Promoted

Wealth Advisor (Los Angeles)

EP Wealth AdvisorsLos Angeles, CA, United States
Full-time

Los Angeles CA - Los Angeles, CA 90064.Base+Commission/year Position Type Full Time Category Advisor.EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.AUM as of March 31,... Show more