Retirement Solutions Advisor — No Cold Calling
SkyKey Financial
A financial services company in San Leandro, California is looking for motivated Retirement Specialists. This role involves educating clients on retirement options and life insurance, maintaining strong relationships, and staying updated on industry regulations. Both part-time and full-time opportunities are available, with ongoing training and support provided. Competitive individuals, particularly those with athletic backgrounds, are encouraged to apply. Candidates must be 18 years or older and hold a Life Insurance License or be willing to obtain one. #J-18808-Ljbffr SkyKey Financial
$5,083 per month
...that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent... ...challenges and identifying appropriate solutions, while maintaining strict confidentiality... ...required. Respond to department emails, phone calls and text messages. Train and mentor...RetirementWork at office1 day per week- ...ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds... ...Group presets your appointments on your calendar - No Cold Calling! Responsibilities: Educate and assist clients in selecting...RetirementFull timePart time
$45.9k - $75.9k
...advice and guidance regarding financial solutions that are in the best interests of customers... ..., accident and life insurance, and retirement savings plans. To view more details of our... ...Grow the Good in business and life. It calls on us to create lasting, positive change...RetirementContract workPart timeLocal areaImmediate startDay shift$125.84k - $157.3k
...materials related to the quarterly earnings call, including: earnings press release,... ...Flexible time off – take what you need Retirement savings program with company contribution... ...and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high...RetirementWork at officeRemote workFlexible hours1 day per week- Mcknights is looking for a Private Client Advisor in Hayward, California. This role... ...financial planning and personalized investment solutions to individuals and families. The ideal... ...package including health coverage and a retirement savings plan. #J-18808-Ljbffr McknightsRetirement
- ...integrity while serving customers. In addition to competitive pay, the position offers a comprehensive benefits package, including health coverage, retirement plans, and opportunities for professional growth within the organization. #J-18808-Ljbffr Quality Talent GroupRetirement
- ...identifying customer needs, and recommending tailored financial solutions. Ideal candidates will have 2-3 years of relevant experience,... .... BMO offers a comprehensive compensation package, including health insurance and retirement plans. #J-18808-Ljbffr Bank of MontrealRetirement
- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance...RetirementTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$45.9k - $75.9k
...customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored... ...insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Compensation may include performance-based...RetirementLocal areaImmediate startDay shift$25 - $35 per hour
...Representative committed to providing excellent customer service and insurance solutions. You will build relationships with customers and support them with their insurance needs including life, health, and retirement planning. This dynamic role requires industry knowledge and strong...RetirementHourly pay$18 - $19.25 per hour
## Mercy Retirement and Care Center - On Call ServerApplylocations: Oakland, CAtime type: Part timeposted on: Posted Yesterdayjob requisition id: JR101690**Location:**1Mercy Retirement & Care Center13431 Foothill Blvs11Oakland CA 946011**Mercy Retirement and Care Center...RetirementLocal areaShift work- ...Relationship Banker to enhance client relationships. You'll engage with clients, assess their financial needs, and provide tailored banking solutions. The ideal candidate has at least one year of sales experience, exceptional communication skills, and is committed to creating a...
- ...Castro Valley, California. This is a dynamic role focusing on building strong customer relationships and providing tailored financial solutions. Candidates will assist with account openings, service requests, and compliance with banking policies. Benefits include health...
- ...the ability to create memorable client interactions. This role involves managing client relationships, educating clients on banking solutions, and adhering to regulatory requirements. A high school degree is mandatory, with a preference for candidates possessing a college...
- ...leading financial services client in Hayward, CA. This role involves building customer relationships and providing tailored financial solutions. Candidates should have experience in customer interaction and strong communication skills. The position offers a comprehensive...
- Fifth Third Bank in Alameda is looking for a Personal Banker I to enhance relationships with customers and provide tailored financial solutions. This role involves processing transactions and ensuring excellent customer service. The ideal candidate has a high school diploma...
$43.1k - $58.3k
...and a commitment to providing excellent customer service. Compensation ranges from $43,100 to $58,300 annually, pro-rated for part-time work, and includes benefits such as health insurance and retirement plans. #J-18808-Ljbffr Hispanic Alliance for Career EnhancementRetirementPart time- ...facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals. You will analyze client portfolios, recommend diversified solutions, and ensure alignment with regulatory and fiduciary standards....RetirementFull time
$26 per hour
...insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan. Essential Functions: Primary designee for conducting physical inventory, parts ordering, and receiving...RetirementHourly payWeekly payFull timeMonday to Friday- ...Full Time Benefits: ~ Competitive Wages ~ Medical, Dental and Vision ~ Paid Holidays, Vacation and Sick Time ~401(k) Retirement Plan Qualifications: Must have High School Diploma or equivalent Must have valid Driver's License Must join Union if...RetirementFull timeLocal area
- ...includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense‑paid trips, bonuses and other incentives...RetirementLocal area
- Marketing & Fundraising Events Coordinator - Entry Level job at Invictus Marketing Solutions Inc. San Leandro, CA. We are a values-driven marketing and outreach firm partnering with nonprofits and social justice organizations to amplify change and strengthen Bay Area communities...Local area
$100k - $120k
...that provides investment, financial and retirement planning services to individuals, foundations... ...to corporations. Hightower’s capital solutions, operational support services, size and... ...community of independent‑minded wealth advisors to grow their businesses and help their...RetirementPermanent employmentLocal area$90k - $100k
Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals... ...financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and...RetirementTemporary workLocal areaFlexible hours$90k - $130k
...maintenance contracts, and serving as an advisor on HVAC products & building automated solutions (BAS). Come be a part of an... ...throughout assigned territory to call on regular and prospective... ...dental and vision insurance 401K retirement plan with employer match Paid time...RetirementFor contractorsWork experience placementWork at officeLocal area$25.19 - $28.96 per hour
...service. They need to demonstrate motivation to offer the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement. By opening new accounts and originating new consumer loan applications,...RetirementHourly payFull timeWork experience placementLocal area- ...anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental...RetirementImmediate startAfternoon shift
- ...rehabilitation and skills-building support for older adults (ages 65+) with a primary diagnosis of severe mental illness. Shifts Available: On Call; Shift Hours and Days vary as needed POSITION SUMMARY The Food Service Worker assists in the preparation, assembly, and of food...Local areaShift work
$217.8k - $272.2k
...sentiment. Serve as a trusted advisor to senior leadership on how... ...Application Submission Recruiter video call Hiring manager video call... ...off - take what you need Retirement savings program with company... ...livelihoods depend on us, we pursue solutions that disrupt responsibly and...RetirementWork at officeRemote workRelocationFlexible hours1 day per week$21 - $23.71 per hour
...rehabilitation and skills‑building support for older adults (ages 65+) with a primary diagnosis of severe mental illness. Shifts Available On-Call; Shift Hours and Days vary as needed Expected starting wage range is $21 - $23.71 hourly. We pay differentials! Weekend Shift...Hourly payLocal areaShift workNight shiftWeekend work
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