Customer-Centric Financial Services Advisor
$15.25 - $21.75 per hourAttain Finance
Attain Finance is seeking a Financial Service Representative to deliver exceptional customer service and support clients in securing financial solutions. This role is pivotal in fostering relationships and driving sales growth within a dynamic and collaborative environment. Applicants should possess strong communication skills, a sales mindset, and a commitment to helping customers. The position offers a competitive hourly rate between $15.25 and $21.75, full-time benefits, and growth opportunities. Join us to shape the future of consumer finance! #J-18808-Ljbffr Attain Finance
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Customer-Centric Financial Services Advisor in San Diego, CA vacancy
$15.25 - $21.75 per hour
Heights Finance Corporation in San Diego, California, is looking for a Financial Service Representative to provide exceptional customer service and support. This role involves guiding customers through the loan process, driving sales growth, and managing delinquency. Ideal...CustomerHourly payFull timeMonday to Friday$20 - $30 per hour
Greg Johnson - State Farm Agent is looking for a talented Insurance and Financial Services Team Member to join their team in Santee, California. In this role, you will foster customer relationships and provide valuable financial and insurance guidance to enhance their lives...CustomerHourly pay- ...is a functional and process expert in the ServiceNow Expert Services Team on customer implementation/delivery teams consulting with customers and... ...priorities Strong interpersonal skills, customer-centric attitude, ability to deal with cultural diversity Proven...CustomerContract workWork at officeRemote workFlexible hours
- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial... ...insurance solutions from mass affluent customer segment, primarily Retail and Business... ...referrals.Provides financial planning services by advising the customer on the...Customer
TradeJobsWorkforce
San Diego, CA1 day ago - A financial empowerment firm is seeking a motivated Agent to assist clients with financial education and support. This remote role... ...driven to make a positive impact in the community, possess customer service or management experience, and be able to handle a state licensing...CustomerRemote workFlexible hours
Melius Consulting
San Diego, CA1 day ago $58.44k
...Personal Financial Counselor- ARNG San Diego CA This position will provide personal financial services at assigned military installations. Primary responsibilities include the... ...secure video teleconference sponsored by the customer. Virtual PFC support may only be...CustomerContract workTemporary workWork experience placementWork at officeMagellan Health
San Diego, CA1 day ago$70k
...Financial Advisor - Managed Programs Attention finance, insurance, and sales professionals - are you ready to take on a position that... ...Coast Credit Union. With a strong focus on sales and customer service, the Financial Advisor - Managed Programs should be a true...CustomerTemporary workCetera Financial Group
San Diego, CA1 day ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...Financial Representative or Advisor role upon graduation.... ...access to the best products and services for our clients. Our Financial... ...teams that reflect our customers and communities, fostering an...CustomerFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
San Diego, CA1 day ago- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every... ...what works and act decisively for our customers and partners. We deliver on... ...selves to work. Corebridge Financial Services has been helping Americans plan for and...CustomerLocal areaImmediate startRemote work
Corebridge Financial
San Diego, CA9 hours ago $28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations restrict or prohibit the hiring... ...center, you'll interact with banking customers, small business owners and higher net... ...a minimum of one year of financial services industry or sales experience Skills...CustomerHourly payWork at officeImmediate startMonday to FridayShift workDay shiftBank of America
Lemon Grove, CA1 day ago- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...Customer
TradeJobsWorkforce
San Diego, CA3 days ago $70.3k - $74.6k
...investment and insurance products and services. Researches product/service offerings... ...clients. Provides functional guidance to Financial Advisors Associates. Handles accounts at the... ...communication, time-management, analysis, customer service, interpersonal relationships...CustomerFull timeWork at office$25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...with conducting transactions through self-service resources, such as mobile banking,... ...: Adaptability Business Acumen Customer and Client Focus Oral Communications...CustomerHourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
National City, CA1 day ago$25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...with conducting transactions through self-service resources, such as mobile banking,... ...Adaptability Business Acumen Customer and Client Focus Oral Communications...CustomerHourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
San Diego, CA9 hours ago$69.8k - $132k
...are the leading provider of professional services to the middle market globally, our... ...resort, hotel and hospitality accounting and financial operations business issues? Are you looking... ...and personality to diffuse difficult customer situations Ability to function...CustomerFull timeWork experience placementInternshipLocal areaFlexible hoursRSM
San Diego, CA1 day ago- ...employment and career advancement.Careers Site: SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective and... ...aid and Title IV.Demonstrated skills in modeling a strong customer service orientation.Demonstrated skills in establishing and maintaining...CustomerTemporary workWork at officeFlexible hours
$43.68k - $69.9k
...I position will provide an exceptional customer experience by cultivating, maintaining,... ...customers to understand and address their financial needs, the banker will provide solutions... ...by utilizing our consultative sales and service process. Responsible and accountable...CustomerWork at officeFifth Third Bancorp
San Diego, CA1 day ago$61.43k - $88.03k
...applicants should contact their Employment Advisor. Special Selection Applicants: Apply by 11/... ...demonstrate a deep passion for problem-solving and customer service. Under the direction of the Patient Access Manager, the Financial Counselor is responsible for financially...CustomerHourly payWork at office- Job Overview As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining the... ...relationships with clients, including banking customers, small business owners, and high‑net‑... .../or at least one year of financial services industry or sales experience. Skills...CustomerWork at officeMonday to FridayShift workDay shift
$70.3k - $350k
...are seeking a qualified and experienced financial advisor to join our team. The ideal candidate... ...wealth with an emphasis on elite member service to deliver exceptional member experiences... ...existing credit union members or bank customers in a credit union or bank environment....CustomerFull timeWork at officeMonday to Friday- Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...the purpose of sales, conservation, and service. Adequately prepares for and conducts all... ...and exchange accurate information to customers and associates on a regular basis. Requires...CustomerWork at officeLocal area
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program...CustomerContract workWork experience placementWork at office$64.29k - $102.86k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program...CustomerContract workTemporary workWork experience placementWork at office$139.23k - $163.8k
PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations... ...to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the... ...estate planning, and trust services to frame, acquire, and retain...CustomerTemporary workWork experience placementLocal area3 days per week- ...JobAxos Invest is seeking a Financial Specialist who creates and develops... ...or an external Financial Advisor and their clients in a B2B... ...team member(s) in the Client Service Advocate role.Actively pursue... ...Invest.Actively engages with customer portfolio for growth, risk mitigation...CustomerWork at officeLocal area
- Who We Are At Corebridge Financial, we believe action is everything.... ...works and act decisively for our customers and partners.* We deliver on... ...With**Corebridge Financial Services has been helping Americans... ...experience working as a Financial Advisor.* A proven and successful...CustomerLocal areaImmediate startRemote workRelocation
$41.71k - $69k
...Family Group: Retail Banking Sales & Service Branch location will be determined at... ...communities Delivers exceptional service to BMO customers and prospects. Identifies customer needs... ...provides advice and guidance regarding financial solutions that are in the best interests...CustomerContract workPart timeLocal areaImmediate startDay shiftBMO (Bank of Montreal)
La Jolla, CA3 days ago- ...Financial Counselor UC San Diego Health's Revenue Cycle department supports the organization's mission to deliver outstanding... ...individuals who demonstrate a deep passion for problem-solving and customer service. Under the direction of the Patient Access Manager, the...CustomerWork at office
- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every... ...what works and act decisively for our customers and partners. We deliver on... ...selves to work. Corebridge Financial Services has been helping Americans plan for and...CustomerLocal areaImmediate startRemote work
$100k - $150k
...Your Future Team Crest Capital Advisors, a member of the Hightower... ...model on its head by putting service first to ensure its leaders can... ...administration of client financial accounts and associated money... ...drafting letters, preparing customer welcome packets Respond to questions...CustomerPermanent employmentLocal areaMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer-Centric Financial Services Advisor. Be the first to apply!
Related searches
- customer service representative csr San Diego, CA
- customer retention representative San Diego, CA
- service representative San Diego, CA
- client retention specialist San Diego, CA
- bilingual customer support specialist San Diego, CA
- customer service associate remote San Diego, CA
- customer service representative ii San Diego, CA
- international customer service representative San Diego, CA
- employee relations assistant San Diego, CA
- full time customer service representative work from home San Diego, CA