19
financial professional jobs in Davis, CA
New York Life —Elk Grove, CA
\*\*Duties:\*\* - Conduct financial needs analysis and provide suitable recommendations to clients - Develop and maintain client relationships through effective…
$60,000 - $115,000 a year
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10d
New York Life —Elk Grove, CA
Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your…
$60,000 - $125,000 a year
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10d
Hariri Financial Partners —Sacramento, CA
*Innovative Resources:* Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
$95,252 - $187,500 a year
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Secure Income Management —California
By leveraging our "Financial Services Plan" as a lead generation tool, our agents enjoy high-quality appointments that provide a distinct competitive advantage…
$200,000 - $500,000 a year
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New York Life —Davis, CA
Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your…
$62,400 - $150,000 a year
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13d
Bondar & Associates Financial and Insurance Services —Sacramento, CA
Experience in the field is preferred. From scheduling appointments to analyzing client data and providing tailored strategies, you'll be helping individuals and…
$50,000 - $150,000 a year
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GFI Pros —Sacramento, CA
You will work with clients to develop customized financial plans that fit their unique needs and goals. NO data entry/Marketing/Analyst Roles Needed-.
Estimated: $69.8K - $88.3K a year
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New York Life —Davis, CA
Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your…
$62,400 - $150,000 a year
Quick Apply
13d
MassMutual Northern California —Sacramento, CA
Hold or willing to obtain Life, Accident, Health & FINRA Series 6 or 7 license within 6 months of hire. Proficient in technical and analytical skills, including…
$70,000 - $150,000 a year
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Teamfire Financial —Sacramento, CA
The ideal candidate will provide financial guidance to clients, helping them make informed decisions about their money and financial futures.
$71,628.92 - $86,262.79 a year
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2d
Campus —Sacramento, CA
Bachelor's degree in a related field (e.g., finance, accounting, or education). Stay up-to-date with federal, state, and institutional regulations and policies…
$40,000 - $45,000 a year
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Golden 1 Credit Union —Sacramento, CA
Valid California driver's license. FINRA license 7 and 66 registration. 3.Maintain a thorough understanding of state and federal laws and regulations related to…
$66,650 - $66,651 a year
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Northwestern Mutual —Sacramento, CA
*Educate*—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$70,000 - $250,000 a year
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Bank of America —Sacramento, CA
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill…
Estimated: $65.4K - $82.8K a year
New York Life —Davis, CA
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
Estimated: $84.6K - $107K a year
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13d
New York Life —Davis, CA
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
Estimated: $89.3K - $113K a year
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14d
LPL Financial —Sacramento, CA
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
$70,000 - $150,000 a year
Bank of America —Sacramento, 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
5d
California Capital Financial Development Corporation —Sacramento, CA
With a focus on low-wealth and underserved communities, California Capital provides technical assistance through a continuum of services including business…
$70,000 - $85,000 a year
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