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Financial Advisor

Morgan Stanley Smith Barney-Pasadena, CA, 91101

Job Title: Financial Advisor Description: A Financial Advisor combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full ra...
 

Financial Consultant Jobs in Pasadena, California Jobs

Independent Capital Management | Pasadena, CA, 91105 | 2
Professionals from a variety of backgrounds have found new success at ICM. Bybecoming an Independent FinancialAdvisor, you can run your business, determine your compensation, and redefineyour future all with the support, training, and mentorship of a leader in theFinancial service industry. We take a personal approach tobusiness and wealth management that starts with a face-to-face meeting betweena Financial Advisor and an individual investor . As we continue to grow in theUnited States, Independent Capital Management, Inc. is seeking candidates whoare self-motivated, sales-oriented and hig...
Kforce | Pasadena, CA, 91116, USA |
The responsibilities of this position include the following: * Prepare monthly financial analytics and Key Performance Indicators reporting for various customer contracts of the company that clearly identify root causes of financial performance * Prepare monthly consolidated Financial Statements that include Balance Sheet, Income Statement, Statement of Stockholders' Equity and Statement of Cash Flow in accordance with GAAP * Prepare and processes all monthly consolidating and eliminate entries for global operations * Completes all assigned tasks of the monthly financial close in a timely a...
 
 

Morgan Stanley Smith Barney Jobs

Morgan Stanley Smith Barney | Columbia, SC | 5
Become a Financial Advisor: Morgan Stanley Smith Barney – U.S. Wealth Management Company Overview Two of the most powerful names in wealth management have joined forces to create a new industry leader. In a financial world that’s being remade, Morgan Stanley’s global wealth management business and Smith Barney have joined forces to offer you thinking and resources to fit the times. Morgan Stanley Smith Barney helps open doors to a wider array of financial products, independent money managers and capital markets. Our Financial Advisors have access to a global network of economists, strategis...
Morgan Stanley Smith Barney | Rochester, NY, 14602 | 5
Job Title: Financial Advisor Description: A Financial Advisor combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full ra...
 
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