Top 14 Wealth manager Jobs in El Centro Ca

Associate Wealth Advisor
Yuma & Imperial Valley Wealth Management —El Centro, CA
- From $50,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Remote Financial Advisor
Tentek, Inc. —United States
Interested in offering a better client experience with modern tools and expert guidance. Client portals, CRM, financial planning tools, and reporting.
$100,000 - $500,000 a year
Quick Apply

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Financial Advisor
BizOps Collective —New Albany, OH
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. The Financial Advisor will develop and present personalized financial…
$100,000 - $400,000 a year
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Associate Wealth Advisor

Yuma & Imperial Valley Wealth Management
El Centro, CA

Quick Apply

Job Details

Full-time
From $50,000 a year

Benefits

Health insurance
401(k)
Paid time off
Parental leave
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Schedule management
Bachelor's degree
Series 65

Full Job Description

Yuma Investment Group, a growing wealth management firm, is seeking an Associate Wealth Advisor or Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Responsibilities & Activities:

Ø Establishing new client relationships.

Ø Maintaining current client relationships.

Ø Annually meeting with each client to review their accounts and update items as needed.

Ø consistently monitor client activity and address needs as they arise.

Ø work closely with the team to continue to improve our client experience.

Ø Process investment changes, client requests in a timely manner.

Knowledge, Skills & Abilities:

¨ Required:

Ø Bachelors Degree

Ø Series 65 license, must be obtained before hiring.

Ø Ability to pass background and credit check.

Ø Excellent attitude and an extraordinary client service orientation

Ø A strong focus on getting the details right

Ø Excellent organizational and time management skills

Ø An ability to handle multiple tasks and handle stress

¨ Helpful:

Ø Previous securities industry experience

Ø Insurance License

Other Qualification Requirements:

To meet the requirements of this job an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The employee may occasionally be required to do light lifting, less than 20 pounds. While performing the duties of this job, the employee is regularly required to sit, and talk or hear. The employee is occasionally required to stand and walk.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee works in an office environment. The noise level is usually quiet. Some city, state or national travel may be required.

Mental Demands:

The mental characteristics necessary to competently perform this job may involve the need to be creative and persuasive. The employee may need exercise resourcefulness in solving problems and be able to multi-task.

We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan

Education:

Bachelor's (Required)

License/Certification:

series 65 License (Required)

Ability to Commute:

El Centro, CA 92243 (Required)

Ability to Relocate:

El Centro, CA 92243: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in el centro ca

Associate Wealth Advisor

Regional Vice President of Sales (North Central)

Regional Vice President of Sales (Great Lakes)

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