Top 40 financial advisor Jobs in monterey ca

Financial Planner Career Changer Opportunity
Northwestern Mutual - Monterey District —Monterey, CA
- $71,000 - $96,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
4d
Client Advisor with Athletic Background
Northwestern Mutual - Monterey District —Monterey, CA
- $69,000 - $94,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Profit sharing
- Health insurance
Quick Apply
4d
Financial Services Representative
The Hire Agency Inc. —California
- $4,200 - $15,000 a month
- Choose your own hours
- Remote
- Sales
- Mid-level
- Finance
- Professional development assistance
- Flexible schedule
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
8d
Financial Advisor
First Command Financial Services, Inc. —Monterey, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
7d
Wealth Management Advisor - Monterey, California
U.S. Bank National Association —Monterey, CA
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability 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)
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Financial Advisor Recruiter
Sourced. —United States
- From $100,000 a year
- Full-time
- Remote
- Bachelor's degree
- Financial services
- Senior level
- Disability insurance
- Health insurance
Quick Apply
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Upper Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Pacific)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (South Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Senior Wealth Advisor
Mariner Finance —United States
- Office
- Bachelor's degree
- Mentoring

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financial advisor jobs near monterey ca

Financial Planner Career Changer Opportunity

Northwestern Mutual - Monterey District
Monterey, CA

Quick Apply

Job Details

Full-time
$71,000 - $96,000 a year
4 days ago

Benefits

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

Qualifications

Insurance needs analysis
Bachelor's degree in finance
Sales referrals
Bachelor's degree in business
Investment planning
Community networking activities
Mid-level
Finance
Business development
Bachelor's degree
Investment client management
Financial goal setting advisory services
Business development within finance
Insurance planning
Financial services
Client referrals
Insurance sales
Relationship building in financial sales
Business
Retirement planning advisory services
Communication skills

Full Job Description

Benefits:

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

Ready to turn your experience into something more meaningful? At Northwestern Mutual – Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities.

Why Career Changers Could Thrive Here:

You already have what it takes, people skills, perseverance, and a desire to make a difference.
We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.

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

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

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 the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

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 Director 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

Financial Planner Career Changer Opportunity

Client Advisor with Athletic Background

Financial Services Representative

Financial Solutions Advisor Registration Candidate - Carmel Center

Financial Advisor

Wealth Management Advisor - Monterey, California

Registered Client Service Associate

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Lower Midwest)

Financial Advisor Recruiter

Regional Vice President of Sales (Northeast)

Regional Vice President of Sales (Great Lakes)

Regional Vice President of Sales (Upper Midwest)

Regional Vice President of Sales (Mid-Atlantic)

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (Pacific)

Regional Vice President of Sales (South Atlantic)

Regional Vice President of Sales (Rust Belt)

Regional Vice President of Sales (North Central)

Senior Wealth Advisor

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