Financial advisor jobs in Pasadena, CACreate job alerts

Salary Range:$53,873.00 To $59,859.00 Annually Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to provi...

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and reta...

Job DescriptionBenefits: - Stipend - Retirement - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance Do you have a competitive spirit and a strong passion for t...

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Three or more years a...

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Three or more years a...

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Three or more years a...

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. Three or more years a...

The Assistant City Manager/Chief Financial Officer will serve as a strategic advisor to the City Manager while leading and integrating key internal service departments. The City of South Pasadena is embarking on a bold organizational transformation—and at the center of this turnaround effort is a...

Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services). Achieved ...

The Financial Aid Leader creates and implements a customer-focused financial aid plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the school, and the Future Professionals. Paul Mitchell The School Pasadena is seeking a qualified Financial Aid Leader to ...

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Understand all aspects of an optimal practice and complete the training and development needed to cont...

Job DescriptionBenefits: - Stipend - Retirement - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance Join the Winning Team at Beer Financial Group! Are you bil...

Job DescriptionBenefits: - Stipend - Retirement - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance At Beer Financial Group (BFG), were driven by a vision of i...

Job DescriptionSalary: $130k-$160k POSITION SUMMARY: Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plan; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients. The Attorney w...

Job Description Mortgage Loan Underwriter Our client is a fast-growing national Lender and looking for a new member to join their team. Using established Conventional, Jumbo and Government underwriting guidelines, the potential employee will evaluate borrower financial and credit information in ...

Job DescriptionAbout us: MassMutual Greater Los Angeles, is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our co...

Job Description Position: Paraplanner Location: Pasadena, CA Status: Full-time, in office Compensation: $95,000 - $115,000 (based on experience) We are a rapidly growing, independent wealth management firm based in Pasadena, CA. Our approach to wealth management combines investment consulting...

Job Description Summary: This position is responsible for commercial loan and deposit production and growing the banker’s assigned loan and deposit portfolio in the assigned geographic market. Job responsibilities include preparing and recommending loan requests including review, analysis, and re...

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. Three or more years a...

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. Bachelor’s degree ~

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA)...

Job Description Summary: This position is responsible for leading a team of Commercial Bankers in a specified region to successfully achieve loan and deposit production goals while managing the credit quality of the assigned loan portfolio. In addition, the Commercial Banking Manager is responsib...

Job DescriptionWho We Are Dudek is a leading environmental, planning, and engineering firm that help public and private clients plan, design, and build projects that improve communities’ built and natural infrastructure. Founded in 1980, Dudek has grown steadily to more than 800 professionals acr...

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. Finance may not be your background, but we often found our best advisors may have experience in:.

The Financial Advisor Assistant is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program M...

At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Financial Manage...

Diverse network of support roles to assist you, the financial advisor. We are looking for experienced advisors (bonuses) and non-experienced candidates. Prospect and connect your community into client meetings with highly reputable fiduciary financial planners to build your business practice.

At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Financial Manage...

At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Financial Manage...

Diverse network of support roles to assist you, the financial advisor. Provide one-on-one, holistic financial advice and connect clients to our solutions, businesses and benefits. Blend financial advice with a range of products and services.

Provide financial planning support to clients. Prepare financial plans and check their accuracy. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice. Candidates with prior experience that have demonstrated success in...

Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. Our financial advisors seek to understand their clients' goals and dream

The Financial Advisor works with our team to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Fully licensed financial advisor: Life, Accident, & Health Insurance license, SIE, Series 7, and Series 63 licensed. The ...

Whether you're a seasoned financial professional, just entering the workforce or looking for a career change, you could be a successful Thrivent financial advisor if you're:. Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the ...

You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice. Are you ready for a new opportunity or a career in financial servi...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients....

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients....

The Financial Advisor Assistant is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program M...

Considering a career in the financial services industry? At Northwestern Mutual Los Angeles, our team of financial advisors build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our comprehensive planning pr...

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to th

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the banks consumer and business customers. The Financial Advisor assesses the customers investment portfolio, financial objectives and provides guidance to the c...

At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Financial Manage...

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial e...

Considering a career in the financial services industry? At Northwestern Mutual Los Angeles, our team of financial advisors build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our comprehensive planning pr...

Only individuals who are financial advisors are credentialed to provide investment advisory services. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:. Insurance products, securities and investment adv...

Join Our Team as a Financial Advisor at CAPTRUST!. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. Provide financial planning and education to retirement pla...

Seven or more years of experience in accounting, financial analysis, or financial reporting. As a Financial Reporting AdvisorSEC Reporting, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Become a Financial Reporting AdvisorSEC Reporting at South...