We apologize for the inconvenience but the job you are looking for has been filled or it has been removed by the recruiter. For your reference, the original listing is shown at the bottom of this page.
Listed below are the top 10 out of 52 listings that are in the same industry and location as the job you were looking for. To see more than 10 listings, click here to search similar jobs in Riverside, CA
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Trilogy Financial Services, Inc. - Riverside County, CA US
Have you reached a plateau in production or knowledge? Is work / life balance important to you? Click on this link to read a recent article on our CEO http://www.ocregister.co
NAMM California, a leader in the managed care industry, has an immediate opening for a Financial Analyst II position in the corporate office in Ontario, CA. ...
For your reference, we have included the original job posting below.
Financial Advisor/ Financial Planner
Job Number:
38649896
Company Name:
Waddell & Reed
Job Location:
Riverside, CA US
Job Categories:
Accounting & Finance Management & Business
Financial Advisor/ Financial Planner
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart.
Responsibilities
As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.
Target prospective clients and market your unique value proposition in your community.
Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives.
Actively participate in training and development curriculum to continually improve your marketing and financial planning skills and knowledge base.
Provide personal client service and support.
Requirements:
Depending on your background, experience, career and personal goals - we have three targeted career tracks. Within each track, we are looking for candidates with a demonstrated pattern of success.
Classic Advisor:
Career Changer: Accounting, Business Development/Ownership, Mortgage Brokerage, Sales, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care etc.
New College Graduate: Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, etc.
