Financial Services Advisor I
San Diego County Credit Union
San Diego County Credit Union is seeking a Financial Service Representative I to help members open accounts, secure loans, and deepen relationships with our trusted products and services. The focus is on delivering prompt, accurate information and an exceptional member experience. The position requires a high school diploma or equivalent, 1 year of banking or related experience, solid communication skills, and basic MS Office proficiency. This is a full-time role in the San Diego area. #J-18808-Ljbffr San Diego County Credit Union
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$36k - $125k
A financial services company is seeking motivated individuals for a remote Financial Professional role. This position allows part-time work of 6-15 hours per week, with extensive training provided. Candidates can build their own book of business, engaging in meaningful...SuggestedPart timeRemote workFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
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- ...Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 29-Apr-... ...volume of applicants. Join a financial services firm where your contributions are valued... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients... ...Offer ongoing financial planning and investment management services.Conduct Reviews: Regularly review and update financial plans...Temporary workLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...Full timeContract workFor contractorsWork at office$70.3k
...Financial AdvisorBase salary of $70,304/annually plus monthly commissions based on production... ...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...Full timeWork at officeMonday to Friday$80k - $120k
...Position Title : Financial Advisor Salary Range: $80,000-$120,000 / Year BASE This is financial advising built around relationships, not cold calls. We are seeking a Financial Advisor to join a growing registered investment advisory firm focused on helping...Full timeWork at officeFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...Work at officeWork from homeHome officeFlexible hours$23.51 - $26.6 per hour
...MAAC (Metropolitan Area Advisory Committee) is seeking an experienced Accountant in Chula Vista, CA. The role involves maintaining financial records, preparing financial statements, and ensuring accurate financial reporting. Candidates should possess a Bachelor’s Degree...Hourly pay- ...Financial representative Contract type: Full-time Location: San Diego Industry: Financial Services Date published: 06-03-2026 About the role Our financial representatives at Modern Woodmen...Full timeContract workLocal area
- ...Job Description: Job Title: Financial Counselor Location: San Diego, CA (92123) Assignment Duration: 13 Weeks... ...healthcare programs such as Medi-Cal and California Children's Services (CCS) Guide families through insurance processes, including...Shift workAfternoon shiftWeekday work
$22 - $26 per hour
...Financial Aid Advisor Salary Range $22.00 - $26.00 Hourly Position Type Full-Time Job Shift Day Education Level High School Diploma Description... ...IV. Demonstrated skills in modeling a strong customer service orientation. Demonstrated skills in establishing and...Hourly payFull timeTemporary workWork at officeFlexible hoursShift work$23 - $26 per hour
...including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law. As a Financial Services Representative (Relationship Banker for external postings), you’ll serve as a trusted financial partner for our members, helping...Hourly pay$23 - $26 per hour
Mission Fed is hiring a Relationship Banker in Chula Vista, California. This role involves serving as a financial partner, helping members with various services including account openings and loan applications. The position offers competitive compensation between $23.0...Hourly pay- ...join our in‑office team. The role emphasizes relationship building, cash handling, and delivering a strong client experience across financial center activities. The position supports weekends and extended hours as needed, with training at a designated financial center and...Work at officeWeekend work
$60k - $75k
...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time- ...assisting our clients in every aspect of their financial lives. Our focus centers on our clients’... ...REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that... ..., NY. Securities products and advisory services offered through Park Avenue Securities,...
$65k - $95k
...Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning... ...advisory team. Provide best-in-class client service by supporting timely responses and accurate follow...Work at office- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business... ...Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages...
$80k - $90k
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Interim roleWork at officeLocal areaImmediate startShift workDay shift$71k - $96k
...The Associate Owners Advisor role will support Senior Owner's Advisors in the successful... ...and hire those candidate(s) without any financial obligation to the recruiter or agency. Brown... ..., Calif., Brown and Caldwell is a full-service environmental engineering and...Contract workFor contractors- ...Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis...Work at office- A financial services staffing company is seeking entry-level Financial Professionals to work remotely or hybrid. You'll assist clients with financial education, build relationships, and create personalized financial plans. This role offers commission-based compensation...Remote work
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on... ...and existing clients for the purpose of sales, conservation, and service.Adequately prepares for and conducts all appointments using Western...Work at officeLocal area
$48k - $100k
...Job Overview We are looking for an experienced Financial Advisor with at least five years of practice who can build a robust, portable client base and generate new business opportunities in a team-oriented environment. Key Responsibilities Deliver a full range of goals...Shift workDay shift- ...Cetera Financial Group, Inc. seeks a hybrid Financial Planning Training & Enablement Specialist to support advisor success across planning workflows and tools. You will provide real-time guidance, design scalable training, and partner with advisors to refine plans, troubleshoot...
- ...Nation’s military families, you will focus on financial plans that are constantly evolving to... ...program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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