Investment Advisor - Member Financial Planning (Hybrid)
SchoolsFirst Federal Credit Union
SchoolsFirst Federal Credit Union is seeking a Financial Advisor to provide member-focused investment guidance and financial planning. You will assist with mutual funds, securities, and consultative services, ensuring compliance and ongoing member relationships. The role requires Series 7/66 or 63/65, California Insurance License, and 7–10 years of relevant experience. Expect on-site work with regular member meetings and annual financial reviews. #J-18808-Ljbffr SchoolsFirst Federal Credit Union
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investment Advisor - Member Financial Planning (Hybrid) in West Covina, CA vacancy
- SchoolsFirst FCU is seeking a Financial Advisor to provide members with information on investment products and to assist with mutual funds, securities transactions, and financial planning. You will assess members' goals and risk tolerance, discuss investment alternatives...Suggested
- CU SoCal in Pomona, CA is seeking a Member Service Officer II to act as a trusted financial advisor, identifying needs and matching credit union products and services to members. The role supports branch operations with typical hours Mon-Fri 8:30-5:30 and Saturdays 8:45...SuggestedWeekend work
$27.02 - $39.18 per hour
...SchoolsFirst FCU in Pico Rivera is hiring a Part-time Personal Banker (Member Service Representative III). This role focuses on delivering exceptional customer service, processing Memberships and loans, and managing transactions. Candidates should have a High School Diploma...SuggestedHourly payPart timeSchoolsFirst FCU
Pico Rivera, CA4 days ago- ## Personal Banker (Member Service Representative III)Applyremote type: Onsitelocations: Pico Rivera, CAtime type: Part timeposted on: Posted 18 Days Agojob requisition id: JR105566We’re always looking for diverse, talented, service-oriented people to join our exceptional...Suggested
SchoolsFirst FCU
Pico Rivera, CA3 days ago - ...our exceptional team. Financial Advisor Scheduled Weekly Hours... ...excellent service to Members seeking information on alternative investment products offered through... ..., and financial planning. Discusses financial investment... ...to two days remote. Hybrid teams coordinate on-...SuggestedWork at officeRemote work3 days per week
$45.07 - $60.1 per hour
...child entering a classroom, or a team member working behind the scenes — is an... ...for Options for Learning’s enterprise financial systems, including planning and forecasting tools, by managing... ...hour workday, four-day workweek; Hybrid work schedule with approval by management...Hourly payFull timePart timeFlexible hoursAfternoon shiftOptions For Learning
West Covina, CA7 days ago$80k - $95k
...The Budget and Finance Analyst is a key member of the Finance and Treasurer’s Office... ...responsible for supporting the College’s financial planning, budgeting, reporting, and... ...participation and more.**Work Model:** Hybrid* Must have access to reliable and secure...Full timeWork at officeRemote workWeekend workAfternoon shift$37 - $65.5 per hour
...and those with more complex financial needs, serving as their primary... ..., leveraging goals based planning, and prudent risk oversight to... ...integrated solutions across deposits, investments, credit, home lending, and... ...Serve as an active member of the branch team by advising...Temporary workWork experience placementImmediate startWells Fargo
Walnut, CA1 day ago- ...General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to... ...activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans,...Hourly payWork at office
California Credit Union
Covina, CA1 day ago $37 - $65.5 per hour
...and those with more complex financial needs, serving as their primary... ..., leveraging goals based planning, and prudent risk oversight to... ...integrated solutions across deposits, investments, credit, home lending, and... ...Serve as an active member of the branch team by advising...Temporary workWork experience placementImmediate startWells Fargo
Walnut, CA1 day ago- Southern California Edison is seeking a Financial Planning, Senior Advisor to deliver high-quality financial analysis, strategic insights, and decision... ...performance, and contribute to regulatory filings. Hybrid work from Rosemead, CA is expected. #J-18808-Ljbffr Southern...Temporary work
$75k - $85k
...Financial Analyst Does a fresh Excel spreadsheet hold endless possibilities for you? If... ...ways to work. This role operates on a hybrid schedule and will require to work from... ...budget, forecasts, and monthly financial planning and reporting. • Prepare and maintain...3 days per weekBoxLunch
City of Industry, CA1 day ago$250k
...through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in... ...business client and implement appropriate sales plans to target Book of Business customers... ..., and present product offers/financial solutions Understand and comply with Citibank...Full time- ...Langin - State Farm Agent in Diamond Bar, California, is seeking a Financial Services Representative to market financial products while assisting customers with their financial planning and investment needs. The successful candidate will possess strong analytical skills...
$30k - $60k
...Responsive Recruiter As a financial services rep with Peggy Langin State Farm Agency... .... Consult customers with financial planning and investment options. Assist customers with... ...Benefits include life insurance, team member travel reward, ROTH SIMPLE IRA, bonus...Flexible hours- ...primarily responsible for supporting financial planning, modeling, analysis, and forecasting,... ...providing occasional mentoring to team members; listening and responding to, seeking,... ...sales inventory, analysis spreadsheets, investment schedules).Supports assessment of the...Work experience placement
- Summary Of Job Description As a key member of the Corporate FP&A team, the Senior Financial Analyst (SCM & Consolidation)... ...project Cost of Goods Sold financial plans (e.g., forecast and AOP),... ...data requests. How We Reward You Hybrid Work schedule 401K with company...Permanent employmentFull timeLocal area
- ...Job Description Experienced Financial Advisor Job Description Strategic... ...designing and implementing financial plans, managing resources,... ...Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment...
Strategic Fortune Wealth Management
West Covina, CAmore than 2 months ago - ...clients achieve their financial goals! At CWMG we believe... ...We Offer: Competitive Advisor Funding : Transition... ...to succession planning, we help you grow your... ...thrive. Make your smartest investment yet—apply here directly... ...Advisor Networks LLC, member FINRA/SIPC. Advisory Services...Permanent employmentFull timeRelocationRelocation package
$100k - $115k
...forecasting, management reporting, and financial analysis. This role partners with leadership... ...What you will do Lead financial planning & analysis , offering strategic insights... ...work independently & in fast-paced environments #LI-TK1 #LI-Hybrid #GLTGilat
San Dimas, CA1 day ago$38 - $46 per hour
...practice of Ameriprise Financial Services Location:... ...Build Financial Plans That Make a... ...is about more than investments—it's about helping... ...Working alongside our advisors, you'll support... ...success of its team members. This position offers... ...possibility of a hybrid schedule in the...Full timePrivate practiceWork at officeLocal areaAmeriprise Financial - California
Arcadia, CAa month ago- ...Financial Planning & Analysis Analyst III This individual contributor is primarily responsible... ...occasional mentoring to team members; listening and responding to, seeking,... ...sales inventory, analysis spreadsheets, investment schedules). Supports assessment of...Full timeTemporary workWork experience placementWork at officeWork from homeFlexible hoursShift work
$45.9k - $75.9k
...advice and guidance regarding financial solutions that are in the... ....g. everyday banking, retail investments, lending solutions, home financing... ...and procedures.Acts as a key member of a collaborative and... ...insurance, and retirement savings plans. To view more details of our...Contract workPart timeLocal areaImmediate startDay shiftBank of Montreal
Brea, CA2 days ago$45.9k - $75.9k
...advice and guidance regarding financial solutions that are in the... ....g. everyday banking, retail investments, lending solutions, home financing... ...procedures. Acts as a key member of a collaborative and... ...insurance, and retirement savings plans. To view more details of our...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial
Brea, CA2 days ago- ...Bank of America in Baldwin Park seeks a frontline financial center associate to uncover personal banking needs, assist with self-service transactions, and deepen client relationships. You will connect clients to specialists, train them on digital tools, and ensure accurate...Weekend work
Bank of America
Baldwin Park, CA3 days ago $25 - $27.88 per hour
...Mandarin, with strong communication skills. Responsibilities include processing cash transactions and building relationships to meet financial needs. The pay range is $25.00 - $27.88 per hour based on experience, plus benefits including paid time off. #J-18808-Ljbffr...Hourly payBank of America
West Covina, CA2 days ago$22 - $25 per hour
...through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Responsible for primarily... ...referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial...Full timeFlexible hoursWeekend workCathay Bank in
Monterey Park, CA2 days ago- ...common purpose to help make financial lives better through the power... ...small business, lending, and investments - Manages financial center traffic... ...and the official plan documents, the plan documents... ...registered investment adviser, **Member SIPC** and a wholly owned subsidiary...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Diamond Bar, CA2 days ago $30.9 - $37.76 per hour
...available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They... ....· Develops collaborative partnerships with branch team members and partners to best serve clients.· Opens new consumer and business...Local areaU.S. Bank
Montebello, CA1 day ago$22 - $23.5 per hour
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...help guide businesses and community members on both sides of the Pacific looking to... ...management, deposits, wealth management investment products, international deposits/wires,...Unavailable
Monterey Park, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor - Member Financial Planning (Hybrid). Be the first to apply!
