Find Employment In California
Search Results for Licensed Financial Consultant
- Financial Consultant - Sacramento Area
- First Banks Inc. - Sacramento, California
- Sales / Sales Management
- Financial Consultant with First Brokerage America, LLC (an affiliate of First Bank through common ownership) Seeking career-minded, successful securities professionals who desire to build a thriving planning-based practice in a growing bank-brokerage program: As a Financial Consultant within FBA LLC, you will appreciate the ability to work as an individual practioner with your clients as well as help train and develop a staff of licensed bankers who look to you for mentoring. As a Financial Consultant, you will find encouraging bank partners interested in helping you build strong relationships (see more)
- Financial Associate II
- Lockheed Federal Credit Union - Long Beach, California
- Banking / Mortgage
- Financial Associate IIJob#: 2012-66Positions: 1Posted: 05/12/2012Job Type: Full TimeLocation: Burbank, CADepartment: Brokerage/Insurance ServicesCategory: SalesSalary: Base Plus Bonus OpportunityBenefits: Benefits Eligible Apply To This JobReturn To ListJob DescriptionThe Financial Associate II supports licensed financial consultants with all clerical and customer service aspects of their business, including setting appointments, completing transaction paperwork, conducting research and report generation. Day to day responsibilities include but are not limited (see more)
- Brokerage Sales Assistant - Unlicensed
- DM Stone JobsInBrokerage.com - San Francisco, California
- Accounting / Finance
- Small but prestigious financial services firm is looking for an unlicensed but experienced sales assistant to support a newly transferring Financial Consultant. Must be polished and professional, with great client service skills and have experience in the investment industry in a client facing role. This does not require a Series 7 coming in, nor will you be required to get licensed. In many cases you will be the first contact with the client, so your written and verbal skills must be very strong. You will be drafting emails, covering phones, handling reports and account docs, following up (see more)
- OPERATIONS MANAGER
- DM Stone JobsInBrokerage.com - San Francisco, California
- Other / Miscellaneous
- This position functions as a member of the leadership team, responsible for a wide variety of strategic and tactical functions related to the overall operations & client service responsibilities. The individual has day-to-day responsibility for the Operations staff and Client Service associates and you will also play a critical role in the development and maintenance of the firm's product offerings as they relate to appropriate supervisory processes and written procedures.You will support business objectives by influencing Investment Consultants and other professionals on business (see more)
- Brokerage Sales Assistant - Unlicensed
- DM Stone JobsInBrokerage.com - San Francisco, California
- Sales / Sales Management
- Small but prestigious financial services firm is looking for an unlicensed but experienced sales assistant to support a newly transferring Financial Consultant. Must be polished and professional, with great client service skills and have experience in the investment industry in a client facing role. This does not require a Series 7 coming in, nor will you be required to get licensed. In many cases you will be the first contact with the client, so your written and verbal skills must be very strong. You will be drafting emails, covering phones, handling reports and account docs, following up on (see more)
- Dedicated Life Consultant (DLC) - Phoenix
- The Hartford - Anaheim/Huntington Beach, California
- Insurance
- Title: Dedicated Life Consultant (DLC) - PhoenixLocation: United States-California-IrvineOther Locations: United States-Arizona-Phoenix Responsible for the sale of Individual Life Insurance products through financial advisors located in wirehouses, banks, identified independent broker dealers and P&C agencies. This includes both wholesaling and point of sale activities with a clear emphasis on point of sale.RESPONSIBILITIES:* Accountable for sales results within assigned territory through financial advisor relationships- includes assisted (point of sale) and unassisted sales activity, (see more)
- Dedicated Life Consultant (DLC) - Phoenix
- The Hartford - Anaheim/Huntington Beach, California
- Accounting / Finance
- Title: Dedicated Life Consultant (DLC) - PhoenixLocation: United States-California-IrvineOther Locations: United States-Arizona-Phoenix Responsible for the sale of Individual Life Insurance products through financial advisors located in wirehouses, banks, identified independent broker dealers and P&C agencies. This includes both wholesaling and point of sale activities with a clear emphasis on point of sale.RESPONSIBILITIES:* Accountable for sales results within assigned territory through financial advisor relationships- includes assisted (point of sale) and unassisted sales activity, (see more)
- Dedicated Life Consultant (DLC) - Denver
- The Hartford - Anaheim/Huntington Beach, California
- Insurance
- Title: Dedicated Life Consultant (DLC) - DenverLocation: United States-California-IrvineOther Locations: United States-Colorado-Denver Responsible for the sale of Individual Life Insurance products through financial advisors located in wirehouses, banks, identified independent broker dealers and P&C agencies. This includes both wholesaling and point of sale activities with a clear emphasis on point of sale.RESPONSIBILITIES:* Accountable for sales results within assigned territory through financial advisor relationships- includes assisted (point of sale) and unassisted sales activity, (see more)
- Dedicated Life Consultant (DLC) - Denver
- The Hartford - Anaheim/Huntington Beach, California
- Accounting / Finance
- Title: Dedicated Life Consultant (DLC) - DenverLocation: United States-California-IrvineOther Locations: United States-Colorado-Denver Responsible for the sale of Individual Life Insurance products through financial advisors located in wirehouses, banks, identified independent broker dealers and P&C agencies. This includes both wholesaling and point of sale activities with a clear emphasis on point of sale.RESPONSIBILITIES:* Accountable for sales results within assigned territory through financial advisor relationships- includes assisted (point of sale) and unassisted sales activity, (see more)
- Dedicated Life Consultant (DLC) - Orange County
- The Hartford - Anaheim/Huntington Beach, California
- Insurance
- Title: Dedicated Life Consultant (DLC) - Orange CountyLocation: United States-California-IrvineOther Locations: Responsible for the sale of Individual Life Insurance products through financial advisors located in wirehouses, banks, identified independent broker dealers and P&C agencies. This includes both wholesaling and point of sale activities with a clear emphasis on point of sale.RESPONSIBILITIES:* Accountable for sales results within assigned territory through financial advisor relationships- includes assisted (point of sale) and unassisted sales activity, primarily through a point (see more)
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