Top 1434 Financial representative Jobs in Walnut Creek Ca

Financial Advisor
City National Bank —Walnut Creek, CA
- $95,000 a year
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Insurance Sales Representative
John Pressley Farmers District —Saranap, CA
- $50,000 - $100,000 a year
- Full-time
- Mid-level
- Business development
- In-person
- Paid training
- Paid holidays
Quick Apply
12d
Financial Advisor
David White & Associates —San Ramon, CA
- $50,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Office
- Profit sharing
- Health insurance
Quick Apply
Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)
Northwestern Mutual —Walnut Creek, CA
- $80,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Office
- Paid training
- Disability insurance
Quick Apply
Client Service Associate - Associate Financial Advisor
Pollak & Pollak Wealth Management —Orinda, CA
- $65,000 - $100,000 a year
- 8 hour shift
- Office
- Administrative experience
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply
Patient Services Representative-Ambulatory
Alameda Health System —Oakland, CA
- $36.55 an hour
- Per diem
- Bilingual
- Dental office
- High school diploma or GED
- Health insurance
Resident Services Representative
Rossmoor Walnut Creek —Walnut Creek, CA
- $22 - $25 an hour
- 8 hour shift
- Microsoft Word
- Background check
- Microsoft Excel
- Disability insurance
- Health insurance
Quick Apply
7d
Pension Call Center Representative
UFCW EMPLOYERS BENEFITS PLANS OF NORTHERN CA —Concord, CA
- $32.66 an hour
- Full-time
- Background check
- Word processing
- Pass drug screening
- Free parking
- Health insurance
Quick Apply
Customer Service Representative
QUIPT HOME MEDICAL INC —Walnut Creek, CA
- Microsoft Excel
- High school diploma or GED
- Typing
- Paid holidays
- Disability insurance
Quick Apply
Patient Services Representative II, Cardiology Call Center
Sutter Health —Emeryville, CA
- $32.16 - $45.02 an hour
- 8 hour shift
- High school diploma or GED
- Experience equivalent to degree accepted
- 1 year
1d
Wealth Management Client Service Associate
Sanctuary Wealth Group LLC —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Member Service Representative Level 1 (Pleasanton, CA)
BeneSys, Inc. —Pleasanton, CA
- $34.12 an hour
- Full-time
- Microsoft Word
- Basic math
- High school diploma or GED
- Paid jury duty
- AD&D insurance
Quick Apply
Registered Client Service Associate
Morgan Stanley —Walnut Creek, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Sales Representative - Entry Level
Walnut Creek - Northwestern Mutual —Walnut Creek, CA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
Service Operations Associate (Walnut Creek, CA)
Mercer Advisors —Walnut Creek, CA
- $32 - $37 an hour
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply
14d
Remote Customer Service Representative
Qureos Inc —San Francisco, CA
- Full-time
- Remote
- Communication skills
- Entry level
- Time management
6h
Financial Advisor - OR, NY, NJ, FL, or CA
Current —San Francisco, CA
- $150,000 - $600,000 a year
- Full-time
- Remote
- Financial services
- Senior level
- Disability insurance
- Health insurance
Account Representative - State Farm Agent Team Member
Gail Williams - State Farm Agent —Concord, CA
- $45,000 - $65,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Paid time off
- Opportunities for advancement
Quick Apply
Member Service Representative
Kaiperm Credit Union —Walnut Creek, CA
- $18 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Entry Level Customer Representative
All For One Group, Inc. —Lafayette, CA
- $52,000 - $60,000 a year
- Full-time
- High school diploma or GED
- In-person
- Entry level
- Professional development assistance
Quick Apply
2d

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Financial Advisor

City National Bank -
Walnut Creek, CA

Apply Now

Job Details

$95,000 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Customer communication
Financial sales
Customer relationship building
FINRA
Series 7
Financial product expertise
Customer relationship management
FINRA License
Strategic asset allocation in risk management
Experience practicing in the securities industry
Series 63

Full Job Description

FINANCIAL ADVISOR

WHAT IS THE OPPORTUNITY?

Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with City National Bank colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete responsibility for all duties associated with non-primary branch locations within the team's

WHAT WILL YOU DO?

Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank
Responsible for revenue production goals related to advisory services and securities products.
Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new business and cross sell to existing clients.
Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues.
Establish sales calls and travel to attend sales meetings and client and colleague presentations at PBB branch offices and client locations.
Lead discussions about all aspects of Wealth Management Services and be the primary point of contact for all new investment management opportunities.
Relationship Management
Take a lead role in managing investment services by planning, delivery, and regular review with clients.
Communicate and provide regular updates on all client communications with PBB colleagues.
Proactively communicate with clients about current conditions in the financial markets, and make necessary adjustments to their investment strategies. Communicate strategic shifts in the marketplace.
Team effectively with PBB colleagues to set strategies and provide wealth management services across the full product spectrum.
Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
Responsible for the overall on-boarding process and maintenance of new accounts.
Ensure all client materials/presentations are prepared and analyzed prior to the scheduled client meeting.
Provide on-going communication to client regarding adjustments or actions that should be taken.
Client Portfolio Review and Management
For Managed Solutions, structure client asset allocation appropriate with client’s investment objectives and risk tolerance based on CNAM models.
Review the assets in each account regularly to ensure that investments meet the client’s investment objective and the executed Investment Policy Statement.
Responsible for the preparation and presentation of the portfolio review materials at client meetings.
Risk Management and Compliance
Keep current on client’s financial information while ensuring that clients understand the solutions being provided.
Maintain all appropriate training and continuing education requirements for licenses and certifications.
Ensure that all required account documentation is collected and completed.
For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations and advise clients regarding appropriate portfolio diversification.
Comply fully with all Bank and CNS Operational policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Code of Conduct, FINRA, etc.).

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Minimum 2 years of investment related experience
Minimum 3 years experience in investment sales
FINRA Series 7 and 63 and 65 or 66

Additional Qualifications

The FA shows demonstrated success in a client relationship role for a minimum of one year, with some sales success desired.
Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
Solid product knowledge and relationship management skills.
Contributes positive suggestions and demonstrates productive collaboration with line of business partners.
May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience.
May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.
CFP designation highly preferred.

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $95,000 per year. This role is eligible for bonuses and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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Apply Now

Refine Your Search

financial representative jobs in walnut creek ca

Financial Advisor

Insurance Sales Representative

Financial Advisor

Financial Advisor (Career Changers Encouraged - Training & Mentorship Provided)

Client Service Associate - Associate Financial Advisor

Patient Services Representative-Ambulatory

Resident Services Representative

Pension Call Center Representative

Customer Service Representative

Patient Services Representative II, Cardiology Call Center

Wealth Management Client Service Associate

Member Service Representative Level 1 (Pleasanton, CA)

Registered Client Service Associate

Sales Representative - Entry Level

Service Operations Associate (Walnut Creek, CA)

Remote Customer Service Representative

Financial Advisor - OR, NY, NJ, FL, or CA

Account Representative - State Farm Agent Team Member

Member Service Representative

Entry Level Customer Representative

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