Financial Services Advisor — Insurance & Investments
Darintsukashima
Darin Tsukashima - State Farm Agent is seeking a Financial Services Representative to market financial products, educate customers on options, and support their planning needs. You will work closely with clients to understand goals and provide tailored guidance within a reputable agency. The role emphasizes lead generation, regulatory compliance, and a consultative approach to selling life, health, and investment solutions in a fast-paced environment. #J-18808-Ljbffr Darintsukashima
- ...impact providing expert financial advice with heart.... ...different kind of financial services firm, one that puts... ...center of saving and investing. Here, you’ll make an... ...advice, investments, insurance, banking and generosity... ...Thrivent’s comprehensive advisor onboarding program....Suggested
$50k - $150k
...Financial Advisor Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team... ...as needed Provide ongoing client service, communication, and support to ensure long-term...SuggestedWork at officeLocal area$89.61k - $138.9k
...partners including but not limited to internal team members and third party vendors. They are to meet or exceed established sales and service goals and standards based on Logix guidelines. Consistently provides "wow" level service to internal and external customers and...SuggestedWork at officeWeekend workAfternoon shift- ...Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Financial Advisor Assistant How does the role impact the...SuggestedWork at officeFlexible hours
- ...Associate Financial Advisor IFS – Perth, ON At Raymond James, we develop, we collaborate, we decide... ...Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth...SuggestedWork at office
$90k - $120k
...Financial Planning & Analysis (FP&A) Analyst Power your Thirst... ...medical, dental, and vision insurance for our employees AND their... ...financial analysis to evaluate investment opportunities, cost... ...world, DrinkPAK provides full-service support for procurement, batching...Full time$100k - $120k
...is seeking an experienced G2 **Financial Advisor** to join our growing team in **... ...own client relationships, lead a service team, and help shape the next chapter... ...financial plans covering investment strategy, retirement, tax, insurance, and estate planning* Own case design...Full timeWork at office- A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based compensation and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits...
$51.48k
...Financial Consultant The Financial Consultant is responsible for achieving stated monthly sales goals... ...identify financial needs and offer the appropriate investment products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timely...Contract workWork experience placementWork at office- ...client relationships and comprehensive financial planning? We're looking for an experienced Servicing Financial Advisor to independently manage and support an established... ...income, Social Security, tax, estate, insurance, and investment strategies Review portfolios, cash flow,...Work at office
$37 - $65.5 per hour
...and those with more complex financial needs, serving as their primary... ...for banking products and services through scheduled appointments... ...solutions across deposits, investments, credit, home lending, and... ...FINRA registration ~ State Insurance license(s) Job Expectations...Temporary workWork experience placementImmediate start$37 - $65.5 per hour
...and those with more complex financial needs, serving as their primary... ...for banking products and services through scheduled appointments... ...solutions across deposits, investments, credit, home lending, and... ...FINRA registration ~ State Insurance license(s) Job Expectations...Temporary workWork experience placementImmediate start- ...common purpose to help make financial lives better through the power... ...whether shaped by military service, community college education... ...business, lending, and investments Manages financial center... ...offered through MLPF&S and insurance and annuity products offered...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Well in Santa Clarita, CA is seeking a Servicing Financial Advisor to independently manage an... ...to create retirement, tax, estate and investment plans. Requires 3-5 years of advisory experience and an Active California Insurance License. #J-18808-Ljbffr The Well
- About Bank of America We help make financial lives better through responsible growth and by... ...conducting transactions through self‑service resources, such as mobile banking, online... ...experts in small business, lending, and investments Manage financial center traffic, appointments...Shift workWeekend workDay shift
$121.28k - $130.62k
...least two years of relevant financial experience. The successful candidate... ...employees are disaster service workers and are expected to... ...to municipal operations and investments. Use initiative and... ...of annual salary. Health Insurance: SCV Water pays for dental,...Full timeWork at officeLocal areaFlexible hours- ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised...For contractorsWork at office
$28 - $33 per hour
...Overview Join to apply for the Financial Solutions Advisor Registration Candidate- Tri Valley Market... ...delivering Bank of America’s core banking, investment solutions, and client care. The... ...and/or at least one year of financial services industry or sales experience. Skills...Work at officeImmediate startMonday to Friday- Benefits: Simple IRA Health insurance Opportunity for advancement Paid time off Training... ...salary ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team... ...Consult customers on financial planning, investment options, and life/health insurance...
- ...customer-focused individual to join their team in Santa Clarita, California. The position involves marketing State Farm insurance and financial service products, maintaining strong work ethics, and providing valuable customer service. Applicants must possess excellent...Hourly pay
$89.61k - $138.9k
...Financial Analyst III The Financial Analyst III performs financial analysis and assistance... ...profitability; potential new products & services profitability analysis, budget variance... ...Performs cash management and supports investment portfolio activities, including auditing...- ...common purpose to help make financial lives better through the power... ...transactions through self-service resources, such as mobile banking... ...business, lending, and investments - Manages financial center traffic... ...offered through MLPF&S and insurance and annuity products offered...Work at officeFlexible hoursShift workWeekend workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...career paths - whether shaped by military service, community college education, or a wide... ...experts in small business, lending, and investments Manages financial center traffic, appointments...Work at officeFlexible hoursShift workWeekend workDay shift
$90k - $180k
...Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year An... ...location in Sylmar, CA currently has an opportunity for a Senior Financial Analyst. The Senior Financial Analyst will be an FP&A...Work at office- DrinkPAK, LLC is seeking a Financial Planning & Analysis (FP&A) Analyst to support financial planning, reporting, and analysis. You will build financial models, track KPIs, and present insights to senior leadership in a fast-paced, high-growth beverage manufacturing environment...
- Boston Scientific in Santa Clarita, CA, seeks a Senior Financial Analyst to partner with Neuromodulation management and divisional finance teams. You will support FP&A monthly close, quarterly planning and forecasting, and provide monthly reporting with variance analysis...
- ...Financial Administrative Representative Location: Valencia, CA 91355 Shift: MondayFriday, 8:00 AM 4:30 PM... ...financial and administrative aspects of patient access services. This role is responsible for verifying insurance eligibility, obtaining authorizations, securing...Work at officeShift work
- Thrivent in Santa Clarita is seeking a committed financial advisor to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their...
- Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial... ...the community, and robust benefits including medical and dental insurance, a 401(k) retirement plan, and bonuses. Candidates must show...
$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payWork at officeFlexible hoursWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Advisor — Insurance & Investments. Be the first to apply!
- financial advisor Santa Clarita, CA
- financial associate Santa Clarita, CA
- estate planning consultant Santa Clarita, CA
- financial advisor associate Santa Clarita, CA
- financial planning associate Santa Clarita, CA
- financial planning assistant Santa Clarita, CA
- finance associate Santa Clarita, CA
- financial counselor Santa Clarita, CA
- financial planning administrator Santa Clarita, CA
- financial planner Santa Clarita, CA

