Hybrid Financial Service Associate - Insurance Ops
Prudential Ins Co of America
Prudential Financial in Thousand Oaks, CA is hiring a Financial Service Associate for a hybrid role with on-site presence as needed. You will support operations by processing financial transactions and answering customer calls within a cross-functional team. The ideal candidate has excellent verbal and written communication, at least 2 years of customer service experience, and strong multitasking and analytical skills. Training programs and growth opportunities are provided. #J-18808-Ljbffr Prudential Ins Co of America
- Prudential Financial, Inc. in Thousand Oaks, CA is seeking a Financial Service Associate to support operations and call-center style inquiries. This hybrid role requires on-site presence and offers a structured training program to build technical expertise and process...Suggested
- Guitar Center is seeking a financial analyst to lead analysis of business results and provide insights into key performance segments. The role blends on-site collaboration at Westlake Village HQ with remote work on other days, supporting FP&A and executive reporting. The...SuggestedRemote work
$100k - $200k
...for the dealership by selling finance and insurance programs and other appropriate after-... ...lease deals accurately and fairly through financial sources to secure approval. Conducts... ...explanation of manufacturer and dealership service procedures and policies. Seeks new...SuggestedLocal area$95k - $110k
Job DescriptionImportant: This role is based at our Westlake Village, CA corporate offices on a hybrid schedule (3 days onsite per week).About the Role As a Senior Financial Analyst supporting the Guitar Center Brand, you’ll play a critical role in analyzing business results...SuggestedWork experience placementLocal area3 days per week$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions... ...plans—including investments for growth, insurance for protection, and annuities for guaranteed...SuggestedFull timeContract workFor contractorsWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series6,...Full timeInternshipLocal areaFlexible hours- ...and providing clients with exceptional services. What it Means to Work for EisnerAmper... ...Assist in the preparation and review of financial statements, including but not limited to... ...****@*****.*** #LI-KW1 #LI-Hybrid Preferred Location: Los AngelesLocal area
$95k - $110k
Hybrid Onsite Tuesday - Thursday/weekly (Westlake Village Corporate HQ) Remote Monday/... ...the month-end close process to validate financial results, reconcile reporting packages, and... ...with large data sets, be customer service oriented, able to turn around work quickly...Work experience placementLocal areaRemote workMonday to Friday- ...transactions. What You Will Be Doing Providing excellent client service by accurately and expeditiously opening new accounts and other... .... (In-Store) Should cultivate relationship with retail store associates. Contributing to the Bank's efforts in reaching and surpassing...Bank staffImmediate startFlexible hours
$20.75 - $25.5 per hour
...relationships, identifying financial needs, recommending banking... ...branch growth through proactive service and sales activities. This... ...business banking, investments, and insurance. Participate in branch sales... ...on the diversity of our associates and promote personal and...Hourly payFor contractorsWork at officeRemote work- ...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...Degree or business-relevant Associate’s Degree such as business management... ...offered through MLPF&S and insurance and annuity products offered...Work at officeFlexible hoursShift workWeekend workDay shift
$18.47 per hour
...Job Category : Professional (Risk/Financial Analyst) Requisition Number : CREDI010884 Full... ...Time Locations Showing 1 location Westlake Services, LLC | Corporate Office 29851 Agoura Rd... ..., Dental, and Vision benefits Life Insurance and Long-term disability plans Flexible...Hourly payFull timeWork at officeLocal areaFlexible hours- Bank of America Merrill Wealth Management is seeking to grow its Advisor Development talent pool in the Westlake Village area. The program focuses on serving high-net-worth clients with a broad suite of investment and banking solutions, guided by seasoned mentors and extensive...
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business... ...plansincluding investments for growth, insurance for protection, and annuities for...For contractorsWork at office$80k - $90k
A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role... ...0,000 annually, along with additional benefits and incentives based on performance. #J-18808-Ljbffr National Black MBA Association- ...Financial Planning Associate Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Financial... ...related financial planning subjects, including estate, insurance, tax, business and cash flow planning. In this role, you...Immediate start
- ...through the entire loan process, evaluate financial information, and offer tailored loan... ...regulations. This role combines sales, service, and strategy—with the tools and support... ...environment for all employees. Seniority level: Associate Employment type: Full-time Job function:...Full timeWork at office
- Bank of America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to... ...3/65 acceptable), at least 1 year in investments or financial services, and a proven ability to triage client needs, refer to...
$80k - $90k
...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise... ...experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates...Temporary workWork experience placementLocal area
$22 - $26 per hour
...developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and... ...through Saturday branch hours. About You : Customer Service: You are a resource in identifying and resolving member...Hourly payPart timeFlexible hours$30.9 - $37.76 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...available deposit and loan products and services, and recommending solutions based on... ...) ~ Basic term and optional term life insurance ~ Short-term and long-term disability...Temporary work- ...using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring,... ...and regulatory requirements. Federal Deposit Insurance Act This position is subject to Section 19 of...Immediate startAfternoon shift
- Logix Federal Credit Union, located in California, seeks a Financial Services Officer (Personal Banker/Loan Officer) to join their team. In this high-volume sales role, you'll assist members in achieving their financial goals and exceeding sales targets. The ideal candidate...
- ...seeking a Relationship Banker at a Chase Branch to deliver welcoming service, cultivate client relationships, and present banking solutions... ...digital tools. You will proactively engage clients, assess financial needs, and offer suitable products to improve their financial...
- ...Personal Banker III to advise members, establish and develop relationships, and help meet financial goals. You will rotate between teller and platform, delivering high‑quality service and identifying needs. This role emphasizes cross‑selling suitable products, maintaining...
- JPMorgan Chase & Co. in the United States is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing their wealth using investments, credit and banking solutions. You will be part of a local team, supported by an institutional...Local area
- ...guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional collaboration, and adherence to risk controls... ...should bring extensive experience in private banking or financial services, coupled with required licenses or a plan to obtain them...
- JPMorgan Private Bank is actively seeking exceptionally talented professionals who are collaborative, confident and client‑focused to deliver a first‑class experience to clients. You will work alongside a team of colleagues from other markets, businesses and functions to...
- ...in Westlake Village, CA to build client relationships, assess financial needs, and promote banking solutions. You will open accounts, drive... ...and contribute to branch goals. Ideal candidates have customer service experience, consultative sales skills, and the ability to...
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