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

Member Financial Services Advisor I

San Diego County Credit Union

San Diego County Credit Union is seeking a Financial Service Representative I in Escondido, CA. The role centers on helping members open accounts, secure loans, and deepen relationships by offering Credit Union products and services. Applicants should have a high school diploma, banking or finance experience, strong communication, and proficiency with MS Office. Full-time position with standard branch hours and opportunities for growth. #J-18808-Ljbffr San Diego County Credit Union

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Member Financial Services Advisor I in Escondido, CA vacancy
  • SAN-Diego-County-Credit-Union in Escondido, CA is seeking a Financial Service Representative I to provide prompt, professional service to members opening accounts, securing loans, and deepening relationships by offering Credit Union products. You will record interactions... 
    Suggested

    SAN-Diego-County-Credit-Union

    Escondido, CA
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a...  ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business...  ...investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    San Marcos, CA
    2 days ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern...  ...organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the... 
    Suggested
    Local area

    Modern Woodmen

    Escondido, CA
    5 days ago
  • $70.31k - $85k

     ...providing banking and treasury management services to small, middle market, and venture...  ...partnering with organizations that promote financial literacy, job training, small business...  ...operational excellence are expected. Our team members are empowered to take ownership, make... 
    Suggested
    Full time
    Local area
    Immediate start
    Flexible hours
    Shift work

    Pacific Western Bank

    Escondido, CA
    3 days ago
  • $45k - $100k

     ...may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Marcos, CA
    1 day ago
  • $132k

     ...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary... 

    Falcon Pacific Group Wealth Management and Insurance Service...

    Escondido, CA
    2 days ago
  • $250k

     ...in the execution of sales, products or service activities in coordination with the customer...  ...Centers of Influence (COIs) and the Member Get Member (MGM) Program* Assist in strategies...  ..., and present product offers/financial solutions* Understand and comply with Citibank... 
    Full time

    Citibank (Switzerland) AG

    Escondido, CA
    2 days ago
  • $75.81 - $119.2 per hour

     ...Dept) Primary Location Primary Location N/A A part-time faculty member’s assignment may include day, evening and/or weekend work, and...  ...retirement plans: APPLE (Accumulation Program for Part‑Time Limited‑Service Employees) Job Duties The Instruction department is seeking... 
    Hourly pay
    Full time
    Part time
    Summer work
    Work at office
    Weekend work
    Afternoon shift

    Palomar College

    San Marcos, CA
    3 days ago
  • $70k - $80k

    United States Digital Space LLC is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products. The role requires... 
    Monday to Friday

    United States Digital Space LLC

    San Marcos, CA
    1 day ago
  • $70k - $80k

     ...At the company, 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... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    United States Digital Space LLC

    San Marcos, CA
    1 day ago
  • $132k

    Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary... 

    Falcon Pacific Group Wealth Management and Insurance Service...

    Escondido, CA
    3 days ago
  •  ...Job Title California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active... 
    Hourly pay
    Second job
    Work at office
    Night shift
    Weekend work
    Afternoon shift

    Cal Coast Credit Union

    Escondido, CA
    4 days ago
  •  ...Financial Service Representative I The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships... 
    Full time
    Work experience placement
    Monday to Friday
    Weekend work

    San Diego County Credit Union

    Escondido, CA
    1 day ago
  • $80k - $100k

     ...parties ~ Competitive salary Description: Job Title: Financial Advisor Location: Poway, California Company: Kristin Francy...  ...experience as a financial advisor or in a related financial services role. Strong analytical skills with proficiency in... 
    Temporary work
    Work at office
    Remote work
    Relocation package

    Kristin Francy - State Farm Agent

    Poway, CA
    6 days ago
  • $30.9 - $37.76 per hour

     ...educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and...  ...Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer... 
    Temporary work

    U.S. Bank

    San Marcos, CA
    4 days ago
  • $20 per hour

     ...and individuals reach their goals. Our financial strength and stability are key reasons Forbes...  ...ensuring smooth, accurate, and friendly service. If you enjoy variety, connection, and...  ...positively as a collaborative team member across all assignments. ~ In this role... 
    Flexible hours

    Banner Bank

    Escondido, CA
    8 hours ago
  • $132k

    Falcon Pacific Group Wealth Management and Insurance Services is seeking a motivated entry-level financial advisor in Escondido, California. The ideal candidate will be eager to learn the intricacies of wealth management to assist clients in achieving their financial goals... 

    Falcon Pacific Group Wealth Management and Insurance Service...

    Escondido, CA
    3 days ago
  • $27.88 - $33.65 per hour

     ...JOB TITLE : Admissions Advisor STATUS: Non-Exempt / Hourly TYPE: On...  .... Acceptable experience includes career services; sales; recruiting; and job placement in...  ...effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly... 
    Hourly pay
    Work at office

    Smith Chason College

    San Marcos, CA
    3 days ago
  • $27.69 - $28.8 per hour

    Job Overview As a member of the Financial Aid & Scholarships Office in Enrollment Management Services (EMS), the Financial Aid Analyst reviews, analyzes and revises federal and state financial aid application data. Candidates must be able to interpret complex federal and... 
    Hourly pay
    Temporary work
    Part time
    Work at office

    CSU

    San Marcos, CA
    5 days ago
  • $58.19k - $81.21k

     ...loyalty and contribute to revenue growth. Responsibilities include managing business credit requests, delivering exemplary customer service, and adhering to Citibank’s policies and standards. The role offers competitive employment benefits and a salary range of $58,190.0... 

    Citigroup Inc.

    Escondido, CA
    3 days ago
  •  ...banking relationships, delivering education and advice tailored to each client’s financial goals. You will collaborate with specialists to connect clients to experts and promote self-service options for around-the-clock access. The role requires adherence to regulatory... 

    Fairygodboss

    San Marcos, CA
    2 days ago
  •  ...education and advice tailored to suit their financial needs. Job Description You have a passion for...  ...ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... 
    Immediate start
    Afternoon shift

    JPMorganChase

    San Marcos, CA
    5 days ago
  •  ...with an advice-based approach and referrals to specialists. You will support growth by expanding client balances and leveraging self-service access around the clock. The role requires a strong client-relationship mindset, excellent communication, and compliance with... 

    JPMorganChase

    San Marcos, CA
    17 hours ago
  • Citibank (Switzerland) AG in Escondido is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. You will help foster relationships with customers to build loyalty and grow the book of business. You will assist... 

    Citibank (Switzerland) AG

    Escondido, CA
    2 days ago
  •  ...families regarding funding sources for inpatient and outpatient services. Responsible for the day to day activities of obtaining...  ...MediCal/CMS/CCS. Appropriately administers the Palomar Health Financial Assistance Policy and Procedures to determine if the patient is... 
    Work at office

    Palomar Health Rehabilitation Institute

    Poway, CA
    17 hours ago
  • $75.81 - $119.2 per hour

     ...following retirement plans: CalSTRS (California State Teachers Retirement System) APPLE (Accumulation Program for Part-Time Limited-Service Employees) Minimum Qualifications: Must meet one of the sets of qualifications listed under 1) through 3): A Master's in... 
    Hourly pay
    Full time
    Part time
    Work at office
    Local area

    The Chronicle of Higher Education

    San Marcos, CA
    5 days ago
  • $20.19 - $26.35 per hour

     ...Associate Enrollment Advisor The mission of the University of St. Augustine for Health...  ...one-year higher education, sales, customer service, account management or related experience...  ...colleagues, administrators and faculty members and students, as well as external constituencies... 
    Work at office

    University of St. Augustine for Health Sciences

    San Marcos, CA
    2 days ago
  •  ...relationships through an advice-based approach and a deep understanding of their financial needs. You will collaborate with Specialists to connect customers with experts, promote self-service options 24/7, and actively solicit referrals while upholding all regulatory... 

    JPMorgan Chase & Co.

    San Marcos, CA
    5 days ago
  •  ...levels of authority Manages existing portfolios, monitoring the financial condition of accounts in relation to acceptable risk Attends...  ...and able to learn and use specific software Excellent customer service skills Proven ability to handle multiple projects & meet... 
    Full time
    Monday to Friday

    Schertzbank

    San Marcos, CA
    2 days ago
  • Schertz Bank & Trust is seeking a Loan Officer to identify, acquire and grow business relationships that generate loan commitments and deposits. The role reports to the Chief Lending Officer and sits in the Loans department in San Marcos. Responsibilities include developing...

    Schertzbank

    San Marcos, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Member Financial Services Advisor I. Be the first to apply!