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
- 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
$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...SuggestedFull timeContract workFor contractorsWork at office- ...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...SuggestedLocal area
$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...SuggestedFull timeLocal areaImmediate startFlexible hoursShift work$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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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...$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$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 payFull timePart timeSummer workWork at officeWeekend workAfternoon shift$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$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 workWork at officeMonday to FridayFlexible hoursShift workDay shift$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...- ...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 paySecond jobWork at officeNight shiftWeekend workAfternoon shift
- ...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 timeWork experience placementMonday to FridayWeekend work
$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 workWork at officeRemote workRelocation package$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$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$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...$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 payWork at office$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 payTemporary workPart timeWork at office$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...- ...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...
- ...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 startAfternoon shift
- ...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...
- 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...
- ...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
$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 payFull timePart timeWork at officeLocal area$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- ...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...
- ...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 timeMonday to Friday
- 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...
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