5 wealth management jobs at 3 companies in Los Banos, CA
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical, communication, and financial planning skills; required US FINRA registrations (SIE + Series 6/63/65 OR Series 7/66), mortgage loan originator and Insurance Group 1 registration within 150 days; familiarity with Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical, financial planning and communication skills; knowledge of Microsoft Office and financial planning tools; self-starter; required US FINRA registrations and insurance/MLO registrations within 150 days.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOERequires 5–8 years of experience, a bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office and financial planning software experience, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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WM Affluent Banker - Salinas, CA
Salinas or Hollister
$98k-$116k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in wealth management/private banking, Series 6-63 or Series 7-63 required, NMLS registration required for mortgage activities, strong relationship management and financial planning skills.