Top 16 Personal financial advisors Jobs in San Luis Obispo, Ca

Financial Services Professional - Hybrid Remote (CA)
Bankers Life —San Luis Obispo, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Advisor
EP Wealth Advisors, LLC —San Luis Obispo, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Healthcare Business Banking Relationship Manager
U.S. Bank National Association —San Luis Obispo, CA
- $124,355 - $160,930 a year
- Full-time
- 7 years
- Office
- Microsoft Office
- Paid holidays
- Disability insurance
4d
Real Estate Agent
Windermere Real Estate —Paso Robles, CA
- $89,000 - $107,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Sales
- Mid-level
- 401(k)
- Employee assistance program
Quick Apply
Vice President, Advisor (San Luis Obispo)
EP Wealth Advisors, LLC —San Luis Obispo, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid parental leave
- Health savings account
Quick Apply
Deputy Director of Public Works - Mobility and Business Services
City of San Luis Obispo —San Luis Obispo, CA
- $147,992 - $184,990 a year
- Full-time
- Writing skills
- Office
- 3 years
- Wellness program
- AD&D insurance
D365 Finance and Operations Functional Lead
Trust Automation —San Luis Obispo, CA
- $150,000 - $180,000 a year
- Computer science
- Clean driving record
- Azure
- Profit sharing
- AD&D insurance
12d
Member Service Specialist (SLO County) (Full-Time/Part-Time)
Golden 1 Credit Union —Paso Robles, CA
- $21.50 - $23.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Senior Home Lending Advisor - San Luis Obispo CA
JPMorganChase —San Luis Obispo, CA
- $16.90 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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Wealth Advisor
EP Wealth Advisors, LLC —San Luis Obispo, CA
Interest to develop career within financial services industry; working towards CFP certification preferred. Basic knowledge of financial and investment concepts…
$60,000 - $120,000 a year
Quick Apply
Financial Solutions Advisor - CA Coastal Region
Bank of America —San Luis Obispo, CA
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…
$70,000 - $80,000 a year

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
$60,000 - $70,000 a year
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
Quick Apply

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personal financial advisors jobs near san luis obispo, ca

Financial Services Professional - Hybrid Remote (CA)

Bankers Life -
San Luis Obispo, CA

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Qualifications

Customer communication

Full Job Description

Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!

Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning

As a Bankers Life Financial Services Professional Expect To:

Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.

How Bankers Life will provide support:

Flexible in-office schedules once you complete your agent training and take off as a Full- time producing agent.
Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Our training, conducted in office, by successful field leaders, will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for twelve years and counting and a CLO LearningElite winner for five years and counting.
First year agents can also receive up to $19,000 in additional income through our sales matching programs.
Once established as a successful producing sales professional, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.
This is an exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

What makes a great Financial Services Professional?

Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
Strong relationship building and communication skills will bond you with clients and colleagues.
Competitive and entrepreneurial spirit to achieve success both for yourself and others.

The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals!

About us:

With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.

Compensation & Benefits:

Commission structure designed to grow with you
Diverse and flexible income portfolio and Bonus programs
Retirement Savings Program

Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS

Quick Apply

Refine Your Search

personal financial advisors jobs in san luis obispo, ca

Financial Services Professional - Hybrid Remote (CA)

Wealth Advisor

Healthcare Business Banking Relationship Manager

Real Estate Agent

Vice President, Advisor (San Luis Obispo)

Deputy Director of Public Works - Mobility and Business Services

D365 Finance and Operations Functional Lead

Member Service Specialist (SLO County) (Full-Time/Part-Time)

Senior Home Lending Advisor - San Luis Obispo CA

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