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
$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... ...Match, and Profit Sharing ~ Annual Wellness Benefit ~ Education Assistance...SuggestedWork at officeWorldwideMonday to ThursdayNight shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management...SuggestedFull timeContract workFor contractorsWork 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...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$120.56k
...business on a foundation of strength, stability, and long-term financial leadership. As the largest mutual life insurance company in the... ...products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs. Flexible Career Path...SuggestedFull timeContract workWork at officeFlexible hours$118.5k
...seeking an eager, strategic, and decisive financial advisor to fill a position that offers room for... ...goals Be a coachable, organized team member interested in pursuing training... ...financial advisor or financial consultant, as well interest in the financial industry and financial...SuggestedStart working todayWork at office- ...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....Local area
- ...Interim Chief Financial Officer (CFO) Advisor About the Company Fast-growing Silicon Valley startup revolutionizing robotics and software.... .... The role also involves mentoring internal finance team members and participating in board or executive meetings as needed...Part timeInterim roleRemote workFlexible hours
$119.9k - $191.8k
...SOX compliance, and supporting external financial reporting.While accounting skills are a definite... ...of the team. You will be a key member of a high performing accounting function... ...Teradyne offers a variety of robust health and well-being benefit programs, including medical...Work at officeFlexible hours$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...Full timeLocal area- ...Gurnick Academy Of Medical Arts Llc is seeking a Financial Aid Advisor for a full-time online/remote role with the Corporate Office. The position assists students with financial aid applications, conducts need analyses, and manages ISIRs, verification, and packaging of...Full timeWork at officeRemote work
$25 - $31 per hour
...Financial Aid AdvisorAs a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue...$106k - $146k
...benefits. 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$60k - $95k
...performance ~ Dental insurance ~ Health insurance ~ Opportunity for advancement ~ Paid time off ~ Training & development Financial Services Representative – Sales & Client Development Full-Time | In-Office | San Jose, CA Expected Annual Income: $60,000–$95...Base plus commissionFull timeWork at office- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can... ...financial representative is to help your clients (Modern Woodmen members) plan for their financial security through life insurance,...Flexible hours
$120k - $150k
...Associate Advisor Position 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$77k - $214k
...A career in our State and Local Tax Financial Services practice, within State and Local Tax... ...lead the way as technology-enabled tax advisors who provide significance through digitization... ...conduct Mentor and guide junior team members to develop their skills What You Must...H1bLocal area$500 per month
...classification; anniversary reward amounts vary by location As a valued team member at Atria, you’ll work in a supportive environment that provides... ...and backgrounds. Assists in planning parties and activities as well as decorating the community according to the season and/or...Full timePart time$50k - $100k
...and provides advice and guidance regarding financial solutions that are in the best interests... ...and procedures. Acts as a key member of a collaborative and versatile branch and... ...evaluation will be required for this position as well as restrictions on performing in a real...Contract workPart timeLocal areaImmediate startDay shift- ...guided by a common purpose to help make financial lives better through the power of every... ...teammates' physical, emotional, and financial wellness, recognizing and rewarding performance,... ...dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of...Work at officeShift workWeekend workDay shift
- ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including... ...in offsite business development events (Member Company wellness fairs, community events, and activities, such as phone...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- 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...
- Bank of America is hiring a Financial Solutions Advisor Stage I in Milpitas, CA to begin with obtaining SIE, Series 7 and Series 66 licenses and to deliver core banking and investment solutions to clients. You will learn advisory skills, build client relationships, and...
$117.36k
...Fortune 100 company that is a leader in the financial services industry, New York Life will... ...to make a lasting impact on the financial well‑being of individuals, families, and small... ...different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment...Full timeContract work$120.56k
...career where your ambitions are matched by opportunity. As a Financial Advisor at New York Life Insurance, you'll be part of a company with... ...circumstances and market conditions. Collaborate with team members and leverage New York Life's resources to deliver exceptional...$22.53 per hour
...opportunities for consumers to participate as valued and contributing members of the community. Facilitate and model interactive... ...to reach the consumer is occasionally necessary; work alone as well as closely with others, sitting for periods of time in meetings...Hourly payWork at officeLocal areaFlexible hours$22 - $27.4 per hour
...in Consumer and Small Business Banking Wells Fargo is seeking a Teller in Consumer and... ...and services to meet customers financial needs Required Qualifications:... ...professionalism with customers and team members Experience working with others on a team...Hourly payFull timeWork experience placementWeekend work$20 - $25 per hour
...and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services.... ...employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.Night shift$25 per hour
...can make a difference. If you want a chance to positively impact the lives of our members and be an indispensable part of our team, come join us! We are contributing to the financial well-being of community members and our employees. We are a diverse credit union,...Hourly payTemporary workPart timeWork experience placementFlexible hours$65.47k - $78.56k
...Responsibilities Include The Following As Well As Other Duties And Responsibilities That... ...by Family Service Director and Chief Financial Officer. Additional Duties: Report... ...working as a professional, cohesive team member. Education And Experience: ~ AA...Full timeWork at officeMonday to FridayFlexible hours$159.43k
...checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain... ...for your placement. Verbal or written commitments from any other member of the CDM Smith Inc. and its divisions and subsidiaries staff will...For contractorsWork experience placementH1bImmediate start
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