Financial Professional Jobs
By Trinity Financial Partners At Los Angeles, CA, United States
Work experience demonstrating proficiency in marketing, sales, customer service, and/or management skills
Contact clients periodically to determine if there have been changes in their finances
Excellent communication and listening skills
We prefer candidates to have leadership, sales, or related experience
Obtain a financial needs assesment
Provide financial planning and support to clients
Financial Professional Jobs
By New York Life Insurance Company At Glendale, CA, United States
We’re proud of the training we offer.6
Are you a leader who has the following traits?
How we will compensate you.
We’re proud of our financial strength.5
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
Financial Services Professional Jobs
By Starsenterprisesonline.com At Greater Los Angeles, CA, United States

Are you already Life,Health and accident licensed? Do you have your federal license your series 63,6,7 or more ? Please let us know we would like to show you who we are and what we are about. If your ...

Are you looking for a career that offers financial stability and growth potential? Become a Financial Professional and join a team of experts dedicated to helping clients reach their financial goals. With our comprehensive training and support, you'll have the opportunity to build a successful career and make a real difference in people's lives.

Overview Financial Professionals are responsible for providing financial advice and services to individuals, businesses, and organizations. They analyze financial data, develop financial plans, and provide advice on investments, taxes, and other financial matters. Financial Professionals must have a thorough understanding of financial markets, regulations, and economic trends. Detailed Job Description Financial Professionals are responsible for providing financial advice and services to individuals, businesses, and organizations. They analyze financial data, develop financial plans, and provide advice on investments, taxes, and other financial matters. Financial Professionals must have a thorough understanding of financial markets, regulations, and economic trends. They must be able to interpret financial data and make sound decisions. Financial Professionals must be able to communicate effectively with clients and other professionals. They must be able to explain complex financial concepts in a clear and concise manner. Job Skills Required
• Knowledge of financial markets, regulations, and economic trends
• Analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to interpret financial data
• Ability to make sound decisions
• Ability to explain complex financial concepts
• Knowledge of accounting principles
• Knowledge of tax laws and regulations
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Master’s degree in finance, accounting, economics, or a related field
• Professional certification (e.g., CPA, CFA, etc.)
• Relevant work experience
Job Knowledge
• Knowledge of financial markets, regulations, and economic trends
• Knowledge of accounting principles
• Knowledge of tax laws and regulations
• Knowledge of financial planning and analysis
• Knowledge of investment strategies
Job Experience
• Relevant work experience in finance, accounting, economics, or a related field
• Experience in financial planning and analysis
• Experience in investment strategies
Job Responsibilities
• Analyze financial data and develop financial plans
• Provide advice on investments, taxes, and other financial matters
• Monitor financial markets and economic trends
• Prepare financial reports and statements
• Manage client portfolios
• Develop investment strategies
• Monitor client accounts and investments
• Research and analyze financial products and services