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East West Bank
Pasadena, CA, United States
Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets a
Job Source: East West BankCapstone Partners Financial and Insurance Services (LA)
Los Angeles, CA, United States
Job Description Job Description We are seeking an entrepreneurial, experienced financial advisor to lead point with our growing team in Century City. What is your current firm doing to provide you with client opportunities? We understand that finding qualified clients is the most challenging part of this industry, and we have taken many steps ove
Job Source: Capstone Partners Financial and Insurance Services (LA)Capstone Partners Financial and Insurance Services (LA)
Los Angeles, CA, United States
We are seeking an entrepreneurial, experienced financial advisor to lead point with our growing team in Century City. What is your current firm doing to provide you with client opportunities? We understand that finding qualified clients is the most challenging part of this industry, and we have taken many steps over the past 3 years to provide supp
Job Source: Capstone Partners Financial and Insurance Services (LA)PNC Financial Services Group
Los Angeles, CA, United States
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued a
Job Source: PNC Financial Services GroupElevance Health
Los Angeles
**Location:** This position will take part in Elevance Health's hybrid workforce strategy which **includes virtual work and 1-2 days in office per week** . The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with Pulse
Job Source: Elevance HealthGlobal Financial Impact
Lakewood, CA, United States
Job Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their backg
Job Source: Global Financial ImpactBlue Shield of California
Long Beach, CA, United States
Your Role The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis Finance Manager. In this role, you will work closely and collaborate with other stakeholders
Job Source: Blue Shield of CaliforniaPrincipal Financial Group
Los Angeles
**What You'll Do** As a **Financial Consultant II** , you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few examples of the kinds of things you’ll do: + Provide customers
Job Source: Principal Financial Group, CA, United States
Are you tired of spending your days cold calling or self-sourcing clients to build your book of business?
Our client, a national leader in the broker dealer space, is seeking Licensed Financial Consultants to join their branches throughout the Houston market (Houston/Galleria, Sugarland, Katy, The Woodlands, Champions). In this role, you will be building a career for yourself and forging relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you are able to work the established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on.
Please note this role can have some hybrid options depending on the branch location. BUT all candidates in order to be considered need to live in the Houston area.
Required Licensing and Experience
FINRA Series 7 & 66 or (series 65/63)
Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable).
A CFP is preferred if you don’t already have your CFP, the clients Tuition Reimbursement program can help you with classes to obtain.
The Skills You Need:
As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients.
Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence.
Ability to collaborate with teammates to build tailored investment strategies for clients while engaging in positive, client-centered discussions.
Strong EQ
Team player with the ability to collaborate with multiple business partners.
Strong sense of integrity, insights, and interpersonal skills.
Strong planning and dedication to delivering exceptional customer experiences, helping clients navigate the complexities of the financial landscape and achieve their long-term objectives.
Certifications:
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA
MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
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Email Alert for Licensed Financial Consultant jobs in , CA, United States
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