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
$37.5 - $50.48 per hour
...Values. Provides comprehensive financial solutions to small businesses with annual revenues... ...customer relationships through routine calling and develops new relationship opportunities... ...leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five...RetirementTemporary workWork experience placementLocal area$28.56 - $37.36 per hour
...sales standards through outbound calling, outside prospecting and... ...with comprehensive financial solutions, advanced technology, and exceptional... ...in-person business cold calling, as well as applicable... ...Health Savings) Financial & Retirement ~ Employee Stock Ownership...RetirementWork at officeLocal areaFlexible hoursNight shift- ...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
$50k - $100k
...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- ...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 officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn the core skills of advising clients. You will build relationships, deliver banking and investment...Work at office
$28.85 - $33.65 per hour
...of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and progress to advising clients on a comprehensive set of banking and investment solutions. You will learn to acquire, build, and manage client relationships while...
$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- ...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...RetirementLocal area
- ...for this position. 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 hired Parts...RetirementFull timeLocal area
- ...receive health, dental, vision, life, and long-term-care insurance; paid leave and federal holidays; participation in a federal retirement program and the Thrift Savings Plan; flexible spending accounts; and employee-assistance resources. Other benefits may include...RetirementFull timeCasual workWork at officeRemote workFlexible hours
$45k - $100k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding... ...personalized investment and financial solutions to your clients? Taking ownership of...RetirementTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k - $100k
...collaboration, as required. Attend virtual and in-person training to enhance financial expertise. Offer solutions in insurance, asset accumulation, and retirement planning. Leverage company-provided marketing tools and industry resources. Maintain compliance...RetirementRemote workFlexible hours$19 - $28 per hour
...financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations and... ...coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions...RetirementImmediate start$28.85 - $33.65 per hour
...the company, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I in the Danville, CA area. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learning foundational advisory skills. After licensure, you’ll build and manage client relationships...
$28.85 - $33.65 per hour
...needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Financial Solutions Advisor Stage I (FSA I) Journey As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $39.9 per hour
...our clients to offer the best investment solutions to meet their financial needs. As a... ...administrative support to Private Client Advisors within Wealth Management. Job responsibilities... ...on-site health and wellness centers, a retirement savings plan, backup childcare, tuition...RetirementFull time$22.75 - $30 per hour
...members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely... ...Primary Responsibilities: Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance,...RetirementHourly payPart time- ...space, even if you’re just curious about the market. Associate Advisor�� San Ramon, CA (On-Site)🏢 Thriving Wealth Management Firm💰... ...advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands...Retirement
- Bank of America seeks a Financial Solutions Advisor Stage I to embark on Securities Industry licensing (SIE, Series 7 and Series 66) and to learn the foundations of advising clients on banking and investment solutions. You will build relationships, assess needs, and guide...
- ...Account Representative. This role emphasizes building genuine relationships with customers and helping them with life, health, and retirement planning. Ideal candidates possess strong communication skills and a desire for professional growth. Compensation includes base...Retirement
- ...holidays Multiple options for medical care (including Kaiser at 100% employer paid for employee) Dental and vision plans CalPERs Retirement (pension), Student Loan Forgiveness* Work at Home schedules, if applicable Employee Assistance Program, including mental health care...RetirementContract workLive inWork at officeWork from home
$18.26 - $19 per hour
...Eden Hospital) Compensation: $18.26 to $19.00 (DOE) Shifts: On Call Work for the Best in Castro Valley: Are you looking to join a team... ...Vacation Days, Sick Days, and Holidays. Financial Future: 401K retirement plan. Growth: Education Stipends to help you further your...RetirementShift work- ...complex inquiries regarding all lending programs and processes, Retirement and Fiduciary Accounts Administration. This role is also... ...products, and investment products/services)- through face-to-face, calling efforts and participating in business and community...Retirement
$63 - $68 per hour
...your full potential by providing integrated and individualized solutions. Our reimagined approach to rehabilitation connects directly to... .... We are growing, stable, and need people like you, who have a calling to help people thrive. Isn't it time for you to work with a team...$22.62 - $27.63 per hour
...responds to the physical and psychological needs of members served and is consistent with recovery-centered care principles. On call, all shifts available AM 7 am to 3:30 pm PM 3 pm to 11:30 pm NOC 11 pm to 7:30 am Expected starting wage range is $22.62...Hourly payPart timeAll shiftsShift workNight shiftWeekend work$66.7k - $103.9k
...service existing accounts and use superior cold-calling selling skills to generate new business... ...-calling and other strategic selling solutions. Analyze Customer information using... ...Legal, Life), Defined Contribution Retirement Plan. PepsiCo offers a Fixed and Variable...RetirementWork experience placement$100k - $200k
...HVAC Comfort Advisor At Bell Brothers Plumbing, Heating & Air, we are your gateway to a rewarding career in HVAC and plumbing services... ...heating, ventilation, air conditioning, windows, and plumbing solutions, and we believe that our success is rooted in the dedicated and...Work at officeLocal areaFlexible hoursAfternoon shiftWeekday work
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