Top 27 Financial advisor Jobs in Monterey Ca

Sales Advisor Seeking Former Educator/Coach
Northwestern Mutual - Monterey District —Monterey, CA
- $72,000 - $96,000 a year
- Full-time
- Hybrid work
- Mid-level
- Financial services
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - Carmel Center
Bank of America —Carmel-by-the-Sea, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Representative Entry Level
Northwestern Mutual - Monterey District —Monterey, CA
- $63,000 - $87,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Profit sharing
- Health insurance
Quick Apply
9d
Financial Advisor
First Command Financial Services, Inc. —Monterey, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor
Northwestern Mutual —Monterey, CA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Registered Client Service Associate
Ameriprise Financial —Monterey, CA
- $31.53 - $38.50 an hour
- Full-time
- Research
- Mid-level
- Office
- Dental insurance
- 401(k)
WM Affluent Banker - Salinas, CA
U.S. Bank National Association —Salinas, CA
- $98,345 - $127,270 a year
- Full-time
- 5 years
- Writing skills
- Office
- Paid holidays
- Disability insurance
Wealth Management Advisor - Hollister, CA
U.S. Bank National Association —Freedom, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Financial Aid Advisor
Central Coast College —Salinas, CA
- $23 - $26 an hour
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
12d

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Financial Solutions Advisor Registration Candidate - Carmel Center
Bank of America —Carmel-by-the-Sea, CA
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions…
$28.85 - $33.65 an hour

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Financial Advisor
Edward Jones —Grove City, OH
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year

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Sales Advisor Seeking Former Educator/Coach

Northwestern Mutual - Monterey District
Monterey, CA

Quick Apply

Job Details

Full-time
$72,000 - $96,000 a year

Benefits

Health insurance
Dental insurance
Work from home
Vision insurance
Opportunities for advancement
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication

Full Job Description

Benefits:

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Transition Your Teaching and Coaching Skills into Financial Services:

Do Work That Matters: People are drawn to this career because it offers meaningful work—the kind that provides fulfillment through service to others. That’s why it resonates so deeply with the values teachers and coaches bring to the table.
Leverage Your Communication Expertise: As a teacher or coach, you’ve mastered the art of communication—whether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives.
Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
See the Impact of Your Work: Just as you’ve seen the difference you’ve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients’ lives.
Achieve Greater Rewards: The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionally—while building a future that reflects your values and goals.

Follow this link to hear more about Gina Cimineri’s Northwestern Mutual Experience: https://www.youtube.com/watch?v=-PAcM41CRes&list=PLAFDBB5184E6F3603&index=7

Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940

Meet Our Local Team:

Anthony Ivancich – Managing Director:

Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wife’s uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.

Sarah Willson – Financial Representative:

Time with NM: 8 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelor’s degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.

Chandler Sanguinetti – Associate Financial Advisor:

Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelor’s degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.

About Us: At Northwestern Mutual – Monterey District, we are dedicated to helping individuals and families achieve lasting financial security through intentional planning and growth. As part of a Top 10 Network Office, we foster a culture of education, leadership development, and community engagement, with a strong commitment to diversity, equity, and inclusion. Beyond financial planning, we proudly support local initiatives and organizations such as Toys for Tots, Samaritan House, Oakland Pride, and the Salinas Rodeo, investing time and resources to strengthen the communities we serve.

Position Responsibilities for a Financial Advisor:

Educate clients on financial planning and insurance options.
Provide excellent customer service and build lasting relationships.
Collaborate with a local, supportive team.

Position Requirements:

Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).

Our Unique Angle: Meticulous Training and Support:

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Position Perks:

Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Quick Apply

Refine Your Search

financial advisor jobs in monterey ca

Sales Advisor Seeking Former Educator/Coach

Financial Solutions Advisor Registration Candidate - Carmel Center

Financial Representative Entry Level

Financial Advisor

Financial Advisor

Registered Client Service Associate

WM Affluent Banker - Salinas, CA

Wealth Management Advisor - Hollister, CA

Financial Aid Advisor

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