Financial Advisor, Fee-Based Planning & Member Service
$70.3kSAN-Diego-County-Credit-Union
SAN-Diego-County-Credit-Union in San Diego is looking for a qualified financial advisor to provide comprehensive financial planning and advice. This role focuses on offering investment solutions to members, emphasizing elite service and exceptional member experiences. Candidates should possess a bachelor’s degree, have at least 5 years of experience, and be licensed in California. The position offers a base salary starting at $70,304 annually plus commissions, with the potential for significant earnings. #J-18808-Ljbffr SAN-Diego-County-Credit-Union
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...through financial planning. On your path to becoming... ...& Advisory Services · Trust Services ·... ...through a performance-based compensation... ...for course tuition fees and books. Compensation... ...-dealer, and member of FINRA and SIPC,...SuggestedFull timeContract workFor contractorsWork at office$70.3k
...Financial Advisor Base salary of $70,304/annually plus monthly commissions... ...financial planning and advice with a focus on offering fee-based and suitable investment... ...to our credit union members. Your expertise will support... ...on elite member service to deliver exceptional...SuggestedFull timeWork at officeMonday to Friday$125k
...Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing... ...comprehensive retirement planning services and tax-optimized... ...only our Advisors but all members of our team. Requirements... ...position + Benefits. Starting base salary: $125,000; however...Suggested- ...: ~401(k) matching ~ Bonus based on performance ~ Paid time off... ...ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm... ...Consult customers with financial planning and investment options. Assist...Suggested
$23 - $26 per hour
Mission Fed is seeking a dedicated Branch Team Member for our Del Mar Highlands location in San Diego, California, to ensure the best service for our members. With responsibilities... ....00 - $26.00 an hour, along with bonuses, based on your experience and skills. #J-18808-...Suggested- Provide exceptional member service; using Automated Decision Systems, process loan applications... ...the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve assigned... .... Accurately quote rates, terms and fees. Accurate and timely processing of loan...Work at office
$51k - $320k
...the most personally and financially rewarding career paths as a Financial Advisor? Can you be... ...redefine the financial services industry by combining cutting... ...to build your financial planning practice or develop a team... ...through commission and fee-based compensation, lucrative...InternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...through financial planning. On your path to becoming... ...Investment & Advisory Services · Trust Services ·... ...through a performance-based compensation structure... ...reimbursement* for course tuition fees and books....For contractorsWork at office- ...every aspect of their financial lives. Our focus... ...for future advisors, we look for a variety... ...prospecting and referral-based strategies, as... ...Proprietary Planning Software Team-Work... ...products and advisory services offered through Park... ..., LLC (PAS), member FINRA, SIPC. OSJ:...
- ...Job Description The Member Service Representative (MSR) is based in a branch and is responsible for providing consistently exceptional service to members... ...interactions and assisting members with a variety of financial transactions, such as deposits and withdrawals,...Work at office
- ...Think of us as financial partners, because... ...assets. Our advisors average $575,00... ...shared financial services assistant.... ...has a financial planning team that is integrated... ...service based on comprehensive... ...responsible for any fees related to... ...directly by a member of the Talent Acquisition...Immediate start
$89.6k - $188.1k
.... Support UAT planning and execution, including... ...as a trusted advisor to stakeholders, offering... ...as SQL Reporting Services or Microsoft Power... ...sector, energy, financial services) .... ...reward for merit-based performance, CGI typically... ...service members. All CGI offers...Full timeContract workLocal areaRemote work- ...Partners is a San Diego-based RIA serving its families with both financial planning and investment... ...looking to add an Associate Advisor to the team. We are seeking... ...or financial service industry. CFP preferred... ...development of its team members. The Associate Advisor...Full timeWork at officeLocal area
$20.8 - $26.12 per hour
...Range: $20.80 To $26.12 Hourly Job Description The Member Service Representative (MSR) is based in a branch and is responsible for providing consistently... ...assisting members in the completion of a variety of financial transactions, such as deposits and withdrawals,...Hourly payWork at office$85k - $145k
...Why Work at Mercer Advisors? For more than 40... ...and simplify their financial lives by integrating financial planning, investment management... ...top RIA ranking is based on a combination of... ...size, growth, service quality, technology... ...planning and others. No fee was paid for...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...in the search for a Wealth Service Advisor - CFP . The firm’s mission comes... ...to life through proactive planning, deep client relationships,... ...impact role for an experienced financial professional who excels at... ...planning. As a key team member, you’ll manage and deepen relationships...Work at office
- Wheelhouse Credit Union in El Cajon is seeking a member service representative to perform routine transactions such as deposits, withdrawals, and loan payments while ensuring compliance with Credit Union policies. You will also respond to member inquiries and promote services...
- Cal Coast Credit Union is seeking a Full-Time Regular Staff member in El Cajon, CA. The role focuses on providing exceptional service, processing transactions, and referring financial products. Candidates should possess strong customer service skills with a high school...Full time
- Wheelhouse Credit Union in El Cajon seeks a Member Service Representative to perform routine member transactions efficiently and professionally. Responsibilities include cash handling, responding to member inquiries, and ensuring compliance with laws and regulations. The...
- North Island Credit Union is seeking a Member Service Representative in El Cajon, California. The ideal candidate will provide exceptional service to members during financial transactions and assist in cross-selling products. We are looking for someone with strong customer...
- ...As a wealth advisor you will work directly with the wealth... ...create comprehensive wealth plans that include a coordinated financial strategy that aligns with... ...advisors and client service associates Qualifications... ...experience with fee-based consulting, tax, mutual funds...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at... ...provide comprehensive financial planning, investment management... ...planning and investment management services. Conduct Reviews:... ...Long term and unlimited based on production! To start, salary...Temporary workLocal areaFlexible hours$80k - $105k
...our dynamic team as a Financial Planner . This individual... ..., creating financial plans, and presenting those... ...effectively with team members and build strong relationships... ...registered investment advisor (RIA) where talented... ...offered may vary based on factors including experience...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$139.23k - $163.8k
...PWM Private Wealth Advisor page is loaded##... ...better and smarter financial decisions and enabling... ...wealth and estate planning, investments,... ...planning, and trust services to frame, acquire,... ...is hybrid. Team members who are in a hybrid... ...program is an Internet-based employment...Temporary workWork experience placementLocal area3 days per week- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business... ...solutions with a financial planning mindset to meet the... ....Provides financial planning services by advising the customer on the...
$36k - $60k
...Wealth Advisor / Wealth Advisor Partner Track... ...professional services platform combining... ...align their business, financial, and personal goals... ...a deeper level of planning and insight than... ...comprehensive, fiduciary-based advice.... ..., combined with a fee-based and commission...- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland;... ...management and investment products and services for individuals, companies, and... ...the world specializing in goals-based wealth management, including planning for retirement, education, legacy...Work at officeShift workDay shift
$155k - $190k
...Private Wealth Advisor U.S. Bank Private... ...and achieve their financial objectives. Our teams... ...wealth and estate planning, investments,... ...planning, and trust services to frame, acquire,... ...of employment. Base pay for this role... ...role is hybrid. Team members who are in a...Temporary workWork experience placement3 days per week$43.68k - $69.9k
...operations and Sales & Service. There will be a certification... ...Personal Banker I is a Financial Center position focused... ...well as working as a member of the platform staff.... ...to existing customer base and engaging in outside... ...for any associated fee. Fifth Third Bank, National...Full timeWork experience placementWork at office- ...responsibilities to be accomplished): The Financial Fitness Coach represents the... ...financial coaching services to its members and local community. The Financial... ...and help clients to take actions based upon the developed financial plan. Supervisory...Work at officeLocal area
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