Finance Representative Jobs in Salida, CA

Are you an experienced Financial Advisor seeking a leadership opportunity with significant growth potential? Veraz Advisors is expanding into San Jose, and we're seeking a dynamic and motivated professional to establish and lead our newest office. Compensation: $60,000 - $150,000 Base Salary + Commissions (%) Why Join Veraz Advisors: Autonomy with Robust Support: Lead the San Jose office independently while leveraging our proven marketing strategies and established lead-generation systems. Client-Centric Approach: Engage directly with pre-qualified leads, enabling you to focus exclusively on providing exceptional financial planning services without the stress of prospecting. Growth and Expansion: Begin your role with dedicated administrative support and the opportunity to expand your team as your client base develops. Key Responsibilities: Develop, implement, and present personalized retirement and investment strategies. Build and nurture lasting client relationships, effectively generating referrals and expanding your network. Participate in educational events and workshops to engage and acquire potential clients. Qualifications: Proven experience as a Financial Advisor. Active Life Insurance License and Series 65 License (or equivalent). Demonstrated success in closing business in financial planning, retirement planning, and wealth management. Proficiency and experience with fixed indexed annuities, AUM investment strategies, and fee-based financial planning. At Veraz Advisors, we cultivate genuine partnerships, collaborating closely to navigate clients' financial journeys and achieve their long-term goals. As a full-service advisory firm, we pride ourselves on fiduciary guidance through our proprietary "Veracity Formula," focusing on high-net-worth families and business owners who align with our values and seek comprehensive financial solutions. Explore more about our mission and approach at verazadvisors.com. Join us in making a meaningful impact in San Jose!

Senior Financial Planner/Wealth Advisor About Sierra Pacific Financial Advisors Sierra Pacific Financial Advisors (SPFA) is a fast-growing SEC registered investment advisory firm (RIA) based in Pleasanton, CA. We specialize in providing comprehensive financial planning and tax-efficient investment management for executives and professionals in the IT and biotech industries. Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives. Position: As a member of the SPFA team, this role has a direct impact on the lives of clients. The successful candidate will work on various analysis & planning projects and deepen relationships by delivering exceptional client experience. Potential career path to be a partner in the firm. Salary & Benefits: The base salary range for this position will be $130K-160K based on experience Bonus and revenue-sharing payout Health care and dental plan 401(k) and profit-sharing plan Partnership opportunity Professional work environment with excellent support staff Responsibilities: As a lead planner responsible for all aspects of the client's financial plan strategies and outcomes Create comprehensive financial plans and investment strategies (e.g. equity rewards analysis, retirement planning, insurance gap analysis, tax planning, concentrated stock position diversification, and wealth transfer & estate planning) Provide objective, unbiased financial advice by analyzing client needs and associated investment opportunities. Prepare planning updates, portfolio changes and reviews, and new opportunity identification. Manage client relationships, including ongoing and regular contact and communications. Research investment models and opportunities, maintain financial planning platform updates. Assist in business development activities, such as designing marketing strategy, making presentations, hosting podcasts & engaging various social events. Qualifications: 5 years of experience in the financial planning field with demonstrated ability to develop comprehensive financial plans and manage relationships for HNW clients. Bachelor's degree and CFP (Certified Financial Planner) designation is a must Proficiency in Microsoft Office, financial planning platforms, CRM (Redtail), and portfolio management software Experience building plans with eMoney is a must An enthusiastic, pro-active and client service-oriented attitude A self-starter who can work independently Excellent verbal and written communication skills Strong desire to learn and contribute in a team-oriented environment Strong analytical skills and ability to focus on details Organized, upbeat, efficient, positive, and outgoing personality Good entrepreneurial skills including leadership, management, creative thinking and problem-solving Willingness to work full-time schedule in Pleasanton office Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.

New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life Foundation. We value development, career growth, collaboration, innovation, and diversity & inclusion. Role Description This is a full-time on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. As a Financial Professional, you will be responsible for day-to-day tasks in financial planning, financial reporting, and communication. You will utilize your analytical skills and finance expertise to provide valuable insights and recommendations to clients. Qualifications Financial Planning and Finance skills Analytical Skills Financial Reporting skills Excellent written and verbal communication skills Strong attention to detail Ability to work effectively in a team Experience in the insurance or financial services industry is a plus Bachelor's degree in Finance, Economics, or related field

Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. By joining our team, you'll have access to the following: Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP. Unique opportunity to pursue leadership and specialized roles. An award-winning training program to help you get started. Personalized coaching, assistance with market development, and administrative support. Benefits: Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation. While you help your clients achieve financial security, Northwestern Mutual will also help you. Comprehensive medical coverage. Two company-funded retirement plans. Group life and disability income insurance. Sponsorship of licensing and designations. Personalized mentorship from top-performing advisors. Mentorship and professional development training throughout your entire career. A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards. Full financial support for professional designations and professional business growth certifications. Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends. Responsibilities: Identify potential clients with marketing and branding resources provided by NM. Schedule appointments and meetings with potential clients. Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Make product recommendations to help your clients meet their financial goals. Provide ongoing support and service for your clients Manage and update client portfolios. Answer client questions about financial plans and provide financial advice. Qualifications Bachelor's Degree. Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance. Strong interpersonal, verbal, and written communication skills. Ability to work independently. A commitment to ongoing learning, including staying current on financial changes. Must complete a background check.

Project Finance Associate - Clean Energy Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions. We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting. Key Responsibilities: Conduct detailed financial analysis and build project finance models Collaborate with project teams to prepare budgets, forecasts, and financial reports Manage financial databases, ensuring data integrity and accessibility Prepare and present financial insights to leadership, supporting strategic decisions Assist in corporate financial planning, budgeting, and forecasting Qualifications: Experience in solar asset finance modeling. Proven track record of raising asset-level financing. Familiarity with GAAP accounting principles is a plus. Benefits: Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses Comprehensive health, dental, and vision insurance coverage Generous vacation time and paid time off benefits If you are interested in this opportunity, please apply here or reach out to me directly, *************************

Responsibilities 1. Project Finance Analysis • Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives • Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports • Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams) • Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance 2. Data Management and Analysis • Collaborate cross-functionally to analyze renewable energy project economics • Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis • Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility 3. Reporting and Insights • Prepare monthly, quarterly, and annual financial reports for various stakeholders • Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making • Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members) • Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting) Basic Qualifications • Undergraduate degree • 2-4 years' experience in project finance, development finance, corporate finance, or related • Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis • Advanced Excel skills and demonstrated ability to create detailed financial reports and models • Understanding of the three financial statements • Excellent organizational skills and keen attention to details and accuracy • Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively • Excellent interpersonal, organizational, and communication skills • Proactiveness in identifying problems/opportunities and finding solutions • Located in (or willingness to relocate to) the Bay Area Preferred Qualifications • Experience modeling solar asset finance • Experience raising asset-level financing facilities • Understanding of GAAP accounting a plus Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities Benefits • Competitive compensation package, including salary, equity, and performance bonuses • Comprehensive health, dental, and vision insurance plans • Generous vacation and paid time off policies • Professional development opportunities

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team! This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. This role will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 2+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Analyze, prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed portfolio Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Learn and grow into lead advisor or relationship advisor to have a long last career in the firm Salary $90,000-$120,000 Lead Advisor when promoted salary range on average $300,000 - $400,000 Benefits Full medical benefits after probation Hours M-F 9am-6pm Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!Junior Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Associate Advisor to our Team! This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. The Junior Advisor will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 2+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Analyze, prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed portfolio Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Learn and grow into lead advisor or relationship advisor to have a long last career in the firm Salary $90,000-$120,000 Lead Advisor when promoted salary range on average $300,000 - $400,000 Benefits Full medical benefits after probation Hours M-F 9am-6pm Presented by Advisor Employee Services Thank you for your interest in the Junior Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. Responsibilities What you'll be doing: Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations. Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice, and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends. Network regularly with existing clients and referrals to build relationships and gain referral business. Be your clients' main point of contact and be accountable for responding to their questions and concerns. Be part of a broader team all working together to build client loyalty through a “one team” approach. Qualifications What we're looking for: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork, and accountability. Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs. A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals. Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in a language that clients understand. Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in: Sales, business development, or relationship management Executive leadership Former athletes Military background You're a results-driven, highly motivated, self-starter Bachelor's degree and/or career changer Ability to obtain, with training, State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63

Financial Advisor - Lead, Grow, and Thrive Are you a seasoned financial professional looking for the next level of impact and success? At Ameriprise, we offer an unparalleled opportunity for experienced advisors to grow their practice within a firm that values entrepreneurial spirit, integrity, and long-term client relationships. As a Financial Advisor, you'll leverage your expertise and existing book of business to deliver tailored financial solutions, deepen client relationships, and drive your own success-while benefiting from the support, resources, and stability of a leading global financial firm. We offer a competitive base salary, uncapped earnings potential, and full benefits. You'll have access to industry-leading technology, robust investment solutions, and a collaborative culture that empowers you to scale your practice. What You'll Do • Expand and manage your client portfolio while delivering comprehensive financial planning and investment advice. • Leverage firm resources to enhance client experience, optimize investment strategies, and grow assets under management. • Network and acquire high-net-worth clients through strategic marketing, events, and referrals. • Lead with integrity-ensuring compliance with regulatory requirements and best practices. • Achieve top-tier results and unlock additional earning opportunities, professional recognition, and leadership pathways. What You Bring ✅ 5+ years of experience as a financial advisor with a proven track record of client acquisition and retention ✅ An established book of business and strong professional network ✅ A client-first mindset and expertise in investment planning, wealth management, and risk mitigation ✅ Active Series 7, 63/65 (or 66), and state life/health insurance licenses ✅ Ability to drive revenue growth while maintaining high ethical standards Why Ameriprise? We're a global financial leader managing $1 trillion+ in assets across 2 million clients. At Ameriprise, you'll gain the autonomy to run your practice while benefiting from cutting-edge technology, marketing support, and a values-driven culture. If you're ready to elevate your career, expand your reach, and serve clients at the highest level, join us at Ameriprise. Ameriprise Financial is an equal opportunity employer.

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team-no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams. Salary: $115,000 - $225,000, DOE Please submit your resume for additional details and a full job description.

Brio Financial Group (BrioFG.com) Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients' interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect complement to our already amazing team of five financial planners, three associate financial advisors, and four staff members! We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry. While a commitment to our clients' best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters. Education and internal learning form the cornerstone for what makes us great. At the same time, our fun-spirited team approach creates an amazing office for both clients and team members. Brio doesn't view financial planning as a one-time event, but rather a collaboration that takes place over a number of years, even decades, and is centered on unique ideas for each client's personal and financial future. Our goal is to be both innovative and ethical in helping turn our clients' dreams into a financial reality. People who place their trust in us can rely on our skills and confident guidance, as well as objective advice from their advisor who can help them make sense of today's complex financial options. We are currently looking for financial planners with their own clients to join our firm and be part of Brio's explosive growth. The degree of experience and current practice size will determine the level at which you would be joining. We have openings for advisors with small practices to transition or purchase, as well as for a large practice to merge. If you are interested in growing and being challenged in a job you'll love, please come talk to us. Specific Job Skills · The ideal candidate must be extremely trustworthy and handle confidential information · This person should be very detail oriented, highly organized, a multi-tasker, have an assertive and energetic personality with a professional demeanor · Self-motivated and proactive with an entrepreneurial spirit · Superior people and communication skills · Ability to make each client feel a true affinity to Brio Financial Group · Must be team player willing to assist others at all levels of the organization · Ability to carry oneself well in COI interactions, business conferences and client meetings · Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology Education and Experience · High School diploma or equivalent required; college preferred · Prefer 5+ years total work experience; experience in financial services and/or a client-facing role · All appropriate licenses as required by the SEC (Series 65) · Designations and/or board membership as appropriate and requested by the firm · CFP required OR a plan to sit for the exam within the first 2 years not required but recommended

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best - taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Maintain accurate and detailed records of client interactions and financial plans. Why Join SteelPeak? You get to be part of a firm that values your growth and development We're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities

Seeking a highly motivated Financial Professional to join our expanding team. This opportunity allows for an exclusive focus on client advisory services, eliminating the responsibilities of marketing, human resources, and technology management. We offer 5-8 pre-scheduled, high-quality appointments per week, placed directly on your professional calendar. These appointments represent confirmed engagements, not preliminary leads. As an Inc. 5000 award recipient, recognized as one of the fastest-growing private companies in the United States, we are committed to continued growth by integrating accomplished advisors into our network. Our executive leadership possesses a proven track record of generating over $4 billion in annuity sales through sophisticated marketing strategies and advanced sales training over the past two decades. Offerings: Pre-Scheduled Appointments: 5-8 confirmed client appointments weekly. Comprehensive Training: Established training protocols and a structured success roadmap designed to double advisors' business performance. Supportive Infrastructure: Technology solutions designed by advisors for advisors, streamlining operational processes. Ongoing Professional Development: Quarterly mastermind workshops focused on advanced sales techniques. Significant Earning Potential: Annual earnings ranging from $150,000 to $350,000, with top performers exceeding $500,000. Independent Role: Concentration on advisory services without administrative burdens. Extensive Back Office Support: Including Case Design (comprehensive strategies, not limited to illustrations), New Business Processing, Marketing, and related functions. Responsibilities: Conduct in-home consultations to provide comprehensive financial advice and retirement planning services. Facilitate clients' achievement of retirement objectives through strategic financial planning. Engage in continuous training and professional development workshops to enhance sales proficiency and product knowledge. Maintain a schedule of 5-8 client appointments per week. Qualifications: Must be based in California. Possession of an active Life License in California is mandatory. Series 65 or 66 Securities License is preferred. Minimum of 2 years of experience in annuity sales. Demonstrated energy and willingness to travel for in-home appointments. Strong commitment to professional development and receptivity to coaching. You will be an independent contractor Work Schedule: Monday through Friday. Saturdays are optional. Sundays are not included in the work schedule.

Insight Wealth Strategies (IWS) is a fee-only SEC-Registered Investment Advisory Firm providing comprehensive financial planning and investment management services. With over 20 years of experience, we specialize in working with high-net-worth individuals and families, guiding them through all stages of their financial lives. Our team is dynamic, results-driven, and committed to professional growth. We take a collaborative approach to client service, ensuring each client benefits from the collective expertise of our advisors. Our firm offers a structured career path with opportunities for mentorship, leadership, and eventual equity ownership. About the Role We are seeking an established Financial Advisor to become a member of our advisory team. This role is a blend of financial planning and client relationship management responsibilities. The Advisor will work directly with clients, oversee financial plans, provide investment guidance, and collaborate with internal teams to deliver high-quality service. Key Responsibilities Serve as the primary relationship manager for clients, conducting regular financial planning and investment meetings. Develop, present, and implement financial plans tailored to each client's needs. Analyze client portfolios and make strategic investment recommendations. Collaborate with internal teams (client services, portfolio management) to enhance our client experience. Stay up to date on regulatory, tax, and industry trends to ensure best-in-class financial planning strategies. Contribute to firm growth by engaging with prospective clients and participating in business development efforts. Ideal Candidate Profile Minimum 3 years of experience as a financial advisor in a direct client-facing role, currently advising/managing minimum of $10MM in AUM in a fee-based capacity. Knowledge of financial planning and portfolio management (CFP preferred). Excellent communication skills with the ability to build and maintain strong client relationships. Detail-oriented, organized, and able to manage multiple client relationships simultaneously. Commitment to fiduciary standards and ethical financial advising. What We Offer Compensated as1099 independent contractor. Potential to convert to W2 salaried employee after 12 months, with equity ownership as part of conversion. Robust lead generation system creating 3-4 new client opportunities per month. Full benefit package including health, dental, vision, and a 401(k) with company contribution. Clear career progression with opportunities for leadership, and a path toward equity ownership. Best-in-industry technology and access to firm-generated leads for business development. A collaborative, team-oriented culture, with an annual firmwide meeting in California. Professional Development Education provided. Join our growing team and take your financial advisory career to the next level!

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ***************************** com You inspire us. We empower you.

*Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention. At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion: ******************************************************************** We Can Count on Our Financial Advisors To: Build a client base by growing relationships with your network Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team. Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team. Own your business's development and management as you master your craft. Maintain client relationships to review and update your client's financial goals. Within 1 Month, You'll: · Attend and graduate from our 16-day Financial Planning Academy · Work with our Development team to develop a business plan unique to you · Launch your website and digital presence with our Marketing team · Run client facing meetings with support from a mentor and seasoned Financial Advisors Within 3 - 6 Months, You'll: · Participate in your first monthly peer-to-peer study group in our San Francisco office · Build your clientele while working with individuals, families and businesses on personal insurance and investment planning · Pass your Series 6 or 7, and series 63 exams to fully registered · Qualify to attend NM'S Trailblazer Academy at our Headquarters in Milwaukee Within 6 months - 1 Year, You'll: · Impact at least 60 clients with integrated financial plans · Attend Regional and Annual Conferences · Leverage NM's Development Programs Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Your Areas of Knowledge and Expertise that Matter for this Role: · 4-year degree; or equivalent professional work experience · 3 or more years of experience in business or sales · Obtain your California Life, Accident and Health license within 30 days · Complete Securities Industry Essentials (SIE) exam within 60 days · Obtain securities license; Series 6 or 7 and Series 63 within 90 days · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · General knowledge of Microsoft Office · Legal authorization to work in the US without sponsorship · Ability to be in the office to attend in-person meetings 3-5 days per week Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Brio Financial Group (BrioFG.com) Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients' interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect complement to our already amazing team of five financial planners, three associate financial advisors, and four staff members! We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry. While a commitment to our clients' best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters. Education and internal learning form the cornerstone for what makes us great. At the same time, our fun-spirited team approach creates an amazing office for both clients and team members. Brio doesn't view financial planning as a one-time event, but rather a collaboration that takes place over a number of years, even decades, and is centered on unique ideas for each client's personal and financial future. Our goal is to be both innovative and ethical in helping turn our clients' dreams into a financial reality. People who place their trust in us can rely on our skills and confident guidance, as well as objective advice from their advisor who can help them make sense of today's complex financial options. We are currently looking for financial planners with their own clients to join our firm and be part of Brio's explosive growth. The degree of experience and current practice size will determine the level at which you would be joining. We have openings for advisors with small practices to transition or purchase, as well as for a large practice to merge. If you are interested in growing and being challenged in a job you'll love, please come talk to us. Specific Job Skills · The ideal candidate must be extremely trustworthy and handle confidential information · This person should be very detail oriented, highly organized, a multi-tasker, have an assertive and energetic personality with a professional demeanor · Self-motivated and proactive with an entrepreneurial spirit · Superior people and communication skills · Ability to make each client feel a true affinity to Brio Financial Group · Must be team player willing to assist others at all levels of the organization · Ability to carry oneself well in COI interactions, business conferences and client meetings · Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology Education and Experience · High School diploma or equivalent required; college preferred · Prefer 5+ years total work experience; experience in financial services and/or a client-facing role · All appropriate licenses as required by the SEC (Series 65) · Designations and/or board membership as appropriate and requested by the firm · CFP required OR a plan to sit for the exam within the first 2 years not required but recommended

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team-no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams. Salary: $115,000 - $225,000, DOE Please submit your resume for additional details and a full job description.

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best - taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Maintain accurate and detailed records of client interactions and financial plans. Why Join SteelPeak? You get to be part of a firm that values your growth and development We're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities