Top 27 Financial advisor Jobs in Monterey Ca

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
Financial Advisor
First Command Financial Services, Inc. —Monterey, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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 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)
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
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
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 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
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Partnership Executive/Investment Sales & Business Advisor
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply

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Financial Representative
Northwestern Mutual —Campbell, CA
*Educate*—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Retirement Package and Pension Plan.
$125,000 - $270,000 a year
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Campbell, CA
Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA®…
$120,000 - $174,000 a year

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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 Sales Representative(Greater Columbus Area-Multiple Locations)
Western & Southern Life —Columbus, OH
Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, military veterans, college graduates, and…
$65,000 - $85,000 a year
Quick Apply

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WM Affluent Banker - Salinas, CA

U.S. Bank National Association -
Salinas, CA

Apply Now

Job Details

Full-time
$98,345 - $127,270 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Finance advising
Business development management
Wealth management
Financial sales
Series 6
Financial services customer support
Customer relationship building
5 years
Writing skills
Promoting bank products
Series 7
Managing financial planning clients
Business development
Bachelor's degree
Decision making
Financial product expertise
Initial Contact (sales skills)
Prospecting
Business development within finance
Senior level
Solution selling approach
Series 63

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
Series 6-63 or Series 7-63 licenses

Preferred Skills/Experience

Strong relationship management, sales, and business development skills
Moderate understanding of Wealth products and offerings
Strong competency in Financial Planning
Demonstrated expertise in ability to engage in wealth discussions with clients to drive strong increase book of business
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Effective writing, speaking and presentation skills

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $104,130.00 - 127,270.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

financial advisor jobs in monterey ca

WM Affluent Banker - Salinas, CA

Financial Advisor

Financial Solutions Advisor Registration Candidate - Carmel Center

Financial Advisor

Registered Client Service Associate

Financial Representative Entry Level

Wealth Management Advisor - Hollister, CA

Sales Advisor Seeking Former Educator/Coach

Financial Aid Advisor

Remote Financial Advisor

Partnership Executive/Investment Sales & Business Advisor

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