Top 31 Financial consultant Jobs in Tracy, Ca

Financial Representative
Modern Woodmen of America —Modesto, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- US work authorization
- Financial services
- Paid training
- Health insurance
Quick Apply
Financial Advisor Trainee (Modesto, CA)
Raymond James Financial, Inc. —Modesto, CA
- $70,304 - $77,000 a year
- Full-time
- Mid-level
- Travel
- Accounting
- Paid holidays
- Health insurance
8d
Investment Consultant - Stockton, CA
Charles Schwab —Stockton, CA
- $30.10 - $49.71 an hour
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
4d
Relationship Banker - East Bay Valley- Livermore, CA
JPMorganChase —Livermore, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
4d
Insurance and Financial Services Position - State Farm Team Member
Michael Affholter - State Farm Agent —Salida, CA
- $35,000 - $55,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- 401(k)
- Paid time off
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor Trainee (Modesto, CA)
Raymond James Financial, Inc. —Modesto, CA
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…
$70,304 - $77,000 a year
8d
Wealth Management Trainee
Bankers Life —Pleasanton, CA
Applicants must reside in the state of position to be considered. Continuous support with tech tools, marketing leads, and team collaboration.
$70,000 - $100,000 a year
Quick Apply

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
11d
Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
Quick Apply

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financial consultant jobs near tracy, ca

Financial Representative

Modern Woodmen of America -
Modesto, CA

Quick Apply

Job Details

Full-time | Contract
$60,000 - $80,000 a year

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Financial planning services
Pension plan
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program

Qualifications

Life Insurance License
Risk management advisory services
Investment management advisory services
Securities Industry Essentials
Insurance planning
Financial services
Experience practicing in the securities industry
Retirement planning advisory services
Series 63

Full Job Description

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

About the role

Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.

About Modern Woodmen of America

Named to Forbes’ list of World’s Best Insurance Companies for 2023 and 2024.

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact.

Our representatives provide financial guidance and products to help members protect their families and their futures.
Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs.
Our programs build and strengthen relationships, allowing for membership growth and greater community impact.

We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community!

In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.

About you

Show integrity and character.
Demonstrate leadership skills.
Team-oriented.
Focus on results/success driven.
Can or have overcome adversity.
Grow by helping others.
Show volunteer spirit in the community.
Look for self-improvement opportunities.
Enjoy building long-term relationships.
Credible, trustworthy and honest.

Education and training

Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.

Qualifications

Passion for bettering members’ financial lives.
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Benefits and perks

Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.

Modern Woodmen is an equal opportunity employer.

Job Types: Full-time, Contract, Commission

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid training
Professional development assistance
Referral program
Vision insurance

Work Location: On the road

Quick Apply

Refine Your Search

financial consultant jobs in tracy, ca

Financial Representative

Financial Advisor Trainee (Modesto, CA)

Investment Consultant - Stockton, CA

Relationship Banker - East Bay Valley- Livermore, CA

Insurance and Financial Services Position - State Farm Team Member

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Empower Financial Planner

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