Top 127 Financial planner Jobs in Santa Clarita Ca

Financial Solutions Advisor - Tri Valley
Bank of America —Canyon Country, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Planning Associate
Northwestern Mutual - West Los Angeles —Calabasas, CA
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
New York Life —Glendale, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
Insurance and Investment Consultant
New York Life & NYLife Securities LLC —Glendale, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Sales
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor / Sales Opportunity
Northwestern Mutual —Calabasas, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Military
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life Insurance Company —Woodland Hills, CA
- $75,000 - $85,000 a year
- Full-time
- US work authorization
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Advisor / Sales Opportunity
Northwestern Mutual- West LA —Los Angeles, CA
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
New York Life —Valencia, CA
- $65,358 - $150,685 a year
- Full-time
- Basic math
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life Insurance Company —Westlake Village, CA
- $85,000 - $250,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Glendale, CA
- $65,358 - $150,685 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
Quick Apply
Management Opportunity
New York Life Southern California General Office —Glendale, CA
- $60,000 - $119,917 a year
- Full-time
- Hybrid work
- Office
- Business development
- US work authorization
- AD&D insurance
- Health insurance
Quick Apply
10d
Financial Services Executive Fast Track to Management
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Financial Professional
Guardian Life —Beverly Hills, CA
- $90,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
New York Life —Beverly Hills, CA
- $65,358 - $150,685 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Professional
New York Life —Glendale, CA
- $87,429 - $104,245 a year
- Full-time
- Hybrid work
- Office
- Entry level
- Health savings account
- Health insurance
Quick Apply
Financial Professional (Fast Track to Management)
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Business development
- Recruiting
- 1 year
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor
First Command —California
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
2d

I want to receive the latest job alert for financial planner in santa clarita ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near santa clarita ca

Financial Solutions Advisor - Tri Valley

Bank of America -
Canyon Country, CA

Apply Now

Job Details

Full-time
$70,000 - $80,000 a year

Qualifications

Customer communication
Financial sales
Customer relationship building
Regulatory due diligence experience
High school diploma or GED
Series 7
Financial product expertise
Industry knowledge of financial regulations
Meeting or exceeding sales goals
Experience practicing in the securities industry
Experience conducting due diligence within finance

Full Job Description

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

Strong computer skills with an ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses

Skills:

Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications

Schedule:

Monday-Friday Open availability required + some Saturdays

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Please note that while this requisition includes multiple locations, there is not an immediate opening at every location listed.

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial planner jobs in santa clarita ca

Financial Solutions Advisor - Tri Valley

Financial Planning Associate

Wealth Manager

Financial Advisor

Insurance and Investment Consultant

Financial Professional

Financial Advisor / Sales Opportunity

Financial Advisor

Financial Advisor / Sales Opportunity

Financial Advisor

Financial Advisor

Financial Advisor

Financial Services Representative

Management Opportunity

Financial Services Executive Fast Track to Management

Financial Professional

Financial Advisor

Financial Professional

Financial Professional (Fast Track to Management)

Financial Advisor

I want to receive the latest job alert for financial planner in santa clarita ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected