Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Retirement Solutions Advisor — No Cold Calling in San Leandro, CA vacancy
  • $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... 
    Retirement
    Work at office
    1 day per week

    California State University East Bay

    Hayward, CA
    7 hours ago
  •  ...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... 
    Retirement
    Full time
    Part time

    SkyKey Financial

    San Leandro, CA
    3 days ago
  • $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... 
    Retirement
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    San Leandro, CA
    5 days ago
  • $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... 
    Retirement
    Work at office
    Remote work
    Flexible hours
    1 day per week

    Marqeta

    Oakland, CA
    7 hours ago
  • 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 Mcknights
    Retirement

    Mcknights

    Hayward, CA
    4 days ago
  •  ...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 Group
    Retirement

    Quality Talent Group

    Dublin, CA
    1 day ago
  •  ...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 Montreal
    Retirement

    Bank of Montreal

    San Leandro, CA
    4 days ago
  •  ...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... 
    Retirement
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Oakland, CA
    26 days ago
  • $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... 
    Retirement
    Local area
    Immediate start
    Day shift

    Hispanic Alliance for Career Enhancement

    San Leandro, CA
    1 day ago
  • $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... 
    Retirement
    Hourly pay

    State Farm Agent

    San Leandro, CA
    2 days ago
  • $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... 
    Retirement
    Local area
    Shift work

    Transforming Age

    Oakland, CA
    3 days ago
  •  ...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... 

    JPMorganChase

    Hayward, CA
    2 days ago
  •  ...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... 

    Quality Talent Group

    Castro Valley, CA
    5 days ago
  •  ...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... 

    JPMorganChase

    San Leandro, CA
    4 days ago
  •  ...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... 

    Quality Talent Group

    Hayward, CA
    5 days ago
  • 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... 

    Fifth Third Bank

    Alameda, CA
    5 days ago
  • $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 Enhancement
    Retirement
    Part time

    Hispanic Alliance for Career Enhancement

    Hayward, CA
    5 days ago
  •  ...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.... 
    Retirement
    Full time

    Fidelity Investments

    Hayward, CA
    4 days ago
  • $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... 
    Retirement
    Hourly pay
    Weekly pay
    Full time
    Monday to Friday

    Ryder

    Hayward, CA
    1 day ago
  •  ...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... 
    Retirement
    Full time
    Local area

    The Ford Store San Leandro

    San Leandro, CA
    4 days ago
  •  ...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... 
    Retirement
    Local area

    Modern Woodmen

    Hayward, CA
    5 days ago
  • 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

    Invictus Marketing Solutions Inc

    San Leandro, CA
    4 days ago
  • $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... 
    Retirement
    Permanent employment
    Local area

    Hightower Advisors

    San Ramon, CA
    3 days ago
  • $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... 
    Retirement
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    San Ramon, CA
    3 days ago
  • $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... 
    Retirement
    For contractors
    Work experience placement
    Work at office
    Local area

    Daikin Applied Americas

    Hayward, CA
    3 days ago
  • $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,... 
    Retirement
    Hourly pay
    Full time
    Work experience placement
    Local area

    Farmers & Merchants Bank of Central California

    Oakland, CA
    4 days ago
  •  ...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... 
    Retirement
    Immediate start
    Afternoon shift

    Koitecc Solutions

    San Ramon, CA
    4 days ago
  •  ...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 area
    Shift work

    Telecare Corporation

    Hayward, CA
    3 days ago
  • $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... 
    Retirement
    Work at office
    Remote work
    Relocation
    Flexible hours
    1 day per week

    Marqeta

    Oakland, CA
    1 day ago
  • $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 pay
    Local area
    Shift work
    Night shift
    Weekend work

    Telecare Corporation

    Hayward, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Solutions Advisor — No Cold Calling. Be the first to apply!