Member Financial Wellness Advisor
Commonwealthcu
CommonWealth Central Credit Union in San Jose is seeking a full-time Financial Services Representative to help members achieve their financial goals through proactive wellness discussions and personalized service. You will assist with transactions, account openings, loans, and online banking inquiries, while also cross-selling loan protections and supporting new member onboarding. Prior credit union or bank experience is preferred. NMLS registration is required. #J-18808-Ljbffr Commonwealthcu
- KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing... ...network. This role develops your business in a collaborative, member-focused environment. #J-18808-Ljbffr KeyPoint Credit UnionSuggested
$58.44k - $93.5k
Magellan Health is looking for a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations, including Moffett Federal Airfield, CA. Responsibilities encompass conducting briefings, developing...Suggested$46.4k - $63.95k
...Member Service Associate (Teller) Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total...SuggestedWork at officeWorldwideMonday to ThursdayNight shift$75k - $160k
...KeyPoint Credit Union partners with LPL Financial and TruStage to offer a complete menu of... ...join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under... ...joining a team that is dedicated to helping members in every stage of their financial life....SuggestedLocal area$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management...SuggestedFull timeContract workFor contractors$29 - $36 per hour
...Union, we strive to carry out our mission to "deliver a better financial life to members" through every interaction. We look for team players who... ...issues, or how to access digital product information; is well versed on the Credit Union's products and services and is able...Hourly payFull timeLocal areaNight shift$118.5k
...opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing... ...a coachable, organized team member interested in pursuing... ...advisor or financial consultant, as well interest in the financial...Contract workWork at office- ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California To proceed... ...’ physical, emotional, and financial wellness, recognizing and rewarding... ...dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of...Work at officeImmediate startMonday to FridayShift workDay shift
- State Farm Agent Financial Services Representative Team Member Are you naturally outgoing, energetic and customer focused? Looking to expand on your financial services experience or enhance your professional skills? Searching for a job that's personally and financially...Work at office
- Joe Frangieh's State Farm Office is hiring a Financial Services Representative Team Member to consult customers on financial planning and investments, and to assist with portfolio management. You will review financial options, conduct reviews, and recommend suitable products...Work at office
- ...Chief Financial Officer (CFO) Advisor About the Company Fast-growing Silicon Valley startup revolutionizing robotics and software. Industry... .... The role also involves mentoring internal finance team members and participating in board or executive meetings as...Part timeRemote workFlexible hours
- ...transactions; we build relationships. As a Member Service Representative, you are the face... ...the primary person they trust with their financial goals. We operate in a fast-paced,... ...environment where your growth and the financial well-being of our members are our top...Work at office
- ...clinical initiatives. Supports vendor management as required. Monitors compliance of work activities by ensuring project plans and team members adhere to relevant policies and procedures.Essential Responsibilities:Pursues effective relationships with others by proactively...
$133.5k - $183.5k
...experience.Job Description - Senior Financial Analyst - Global Financial... ...on strategic initiatives, as well as hands-on analytics along... ...equity of our current team members. In addition to a comprehensive... ...prompts to speak to an HR Advisor. This contact is for accommodation...Full time- Jeanne D’Arc Credit Union is hiring a PT Teller in Methuen, MA. You will greet members, handle deposits and withdrawals, and educate customers about products and services in a fast-paced, friendly environment. As part of a supportive team, you’ll help build member relationships...Part time
$106k - $146k
...the world. Position Summary Financial Analyst, FP&A is a high-impact... ...the Finance organization as well as with SPG Operations and Engineering... ...equity of our current team members. In addition to a... ...the prompts to speak to an HR Advisor. This contact is for accommodation...Full timeRelocation$180.27k - $220.33k
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...and total rewards considers our team members’ whole selves and what may be needed to... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance...Local area$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...teammates’ physical, emotional, and financial wellness through affordable, competitive and... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Hourly payFull timeWork at officeDay shift$26 - $28 per hour
Member Acquisition Specialist Santa Clara County, CA (Field-Based) Compensation: $26-$28/hour (Full-Time) About Us Zócalo Health is a tech-enabled, community-oriented primary care organization serving people who have historically been underserved by the one-size-fits...Full timeLocal areaRemote workHome officeFlexible hoursShift workAfternoon shift- ...Gurnick Academy of Medical Arts in San Jose, CA is seeking a Full-Time Financial Aid Advisor I for the San Jose campus. This ground position interfaces with students to determine eligibility for financial aid and to assist with applications, tuition adjustments, and loan...Full time
$117k - $135k
...forecasting, drive the Annual Operating Plan (AOP), and serve as a key financial partner for executive leadership. Reporting directly to the CFO... ...managing an FP&A team, including remote or international team members. Advanced three-statement modeling skills (Balance Sheet,...Remote work- ...About Me: Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning... ...products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs...Full timeWork at office
- ...MassMutual Silicon Valley is actively hiring for entry‑level Financial Advising positions. Individuals who are interested in finance but do not yet know where to begin their career will receive training and support. We value communication skills, helping others, and the...
- ...Corebridge Financial, Inc. is looking for passionate Financial Advisors in Santa Clara County to provide personalized financial planning to clients. The role allows for flexibility in scheduling and comes with a competitive benefits package, including health insurance...
$91.8k - $114.79k
...automation maintenance, data integration, and the utilization of security tools. Working under the general guidance of senior team members, this position helps test, implement, and maintain automated security operations and workflows. Secondary duties include initial monitoring...Work at office- ...world-class stretching session. Position: The purpose of the Studio Ambassador/Wellness Advisor is to assist the Studio Manager with new membership sales by bringing new members to the studio and booking them into Intro Classes. The Wellness Advisor also assists...Part time
$114.97k - $143.71k
...Category): Finance | Job Schedule: Full time | Remote: No Title: Financial Planner & Analyst Manager Company: Hitachi America, Ltd.... ...rule including managing fixed assets/small assets by notifying members of R&D. Prepare and manage necessary documents for the internal...Full timeWork experience placementInterim roleWork at officeRemote workWorldwideOverseas$120k - $150k
...Associate Advisor ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally...Work at officeWork from home$19 per hour
...Job Description Job Description Wellness Advisor | Sales & Customer Service Help People Feel Better. Build Relationships. Make a Difference. At Elements Massage San Mateo, we're more than a massage and skincare studio—we're a wellness destination dedicated...
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