Financial Services Professional
$70k - $100kBankers Life
Base pay range $70,000.00/yr - $100,000.00/yr Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. Responsibilities Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP® Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: Seniority level Entry level Employment type Full-time Job function Finance, Sales, and Customer Service Industries Insurance, Investment Management, and Financial Services #J-18808-Ljbffr
- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
GFI Pros
Anaheim, CA3 days ago - A financial services staffing company is hiring entry-level Financial Professionals to work remotely across the United States. This role includes building relationships with clients, providing financial education, and helping them achieve their financial goals. No prior...SuggestedRemote work
GFI Pros
Anaheim, CA6 hours ago - ...Track to Management Program. This role involves starting as a financial professional and learning key skills in sales and management. Candidates... ...firm dedicated to your growth and success in the financial services sector. #J-18808-Ljbffr New York Life Insurance CompanySuggested
$25.63 - $34.18 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...teams support business lines including Global Industrials and Services (GIS), Specialized Industries, and Institutional Client Group...SuggestedTemporary workWork experience placementWork at officeLocal area3 days per week$37 - $65.5 per hour
...affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby... ...role is designed for growth oriented professionals who lead with advice to acquire and...SuggestedTemporary workWork experience placementImmediate start- ...Organizational Relationship Director of Student Financial Services Position Status Non-exempt, full-time, Monday through Friday, 8:00 a.m. to 5:00 p.m. Position Summary The Financial Aid Counselor will counsel students and authorized third parties about financial aid...Full timeWork at officeLocal areaMonday to Friday
Hope International University
Fullerton, CA1 day ago $28.85 - $33.65 per hour
...for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins by... .... Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills Client Experience Branding...Hourly payWork at officeImmediate startMonday to FridayShift workDay shiftDormont Manufacturing Company
Placentia, CA2 days ago$80k - $110k
...About the Company At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a... ...training/cross‑training and educational and/or professional development opportunities to remain...Work at officeRaymond James
Brea, CA7 hours ago$36k - $125k
...About the job PT/FT Financial Professional (Remote) Job brief PLEASE READ JOB DESCRIPTION BEFORE APPLYING OUR MISSION: Helping everyday families get financially educated and servicing the community on topics we should of learned in school. Looking to get out...Hourly payFull timePart timeRemote workGlobal Financial Impact
Fullerton, CA3 days ago$80k - $110k
...Registered Client Advisor At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by... .../cross-training and educational and/or professional development opportunities to remain current...For contractorsWork at office$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Yorba Linda, CAmore than 2 months ago$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
Placentia, CAmore than 2 months ago$24 - $26 per hour
...Specialist Departments: Finance/Business Services Reports To: Vice President, Finance &... ...Maintain high level confidentiality and professionalism in all functions. Makes proactive... ...all pertinent details. Understanding of financial reporting requirements. General knowledge...Hourly payFull timePart timeWork experience placementISYS Solutions (CA)
Brea, CA3 days ago- ...Senior Accountant to join its accounting team. This position will work closely with accounting leadership and play a key role in financial reporting, month-end close, ERP system management, sales tax compliance, and ecommerce accounting operations. The ideal candidate...
Motive Workforce
Placentia, CA3 days ago $75k - $125k
...emotionally intelligent AI systems, like our patented AngelAi and TRU Approvals® platforms, that are fundamentally transforming financial services. Your work will directly touch high-stakes, real-time financial intelligence, risk detection, and decision automation across...Sun West Mortgage Company, Inc.
Cerritos, CA3 days ago$102.44k - $174.2k
...Regional Relationship Manager to evaluate the financial condition and credit needs of... ...is expected to deliver a high level of service to support strong client relationships.... ...Ability to communicate respectfully and professionally with supervisors and colleagues. Demonstrated...Contract workWork at officeLocal areaFarmers and Merchants Bank of Long Beach
Fullerton, CA4 days ago- ...accuracy, and cross functional relationship management. Ability to work well with upper management and capability to present and explain financial data and analysis to both finance and non-finance audiences. Detail oriented with the ability to prioritize multiple tasks and...Work experience placement
ProKatchers
Brea, CA3 days ago - ...insurance company manager, is growing and looking for an accounting professional to join our US West Captive Management servicing team. As our Accountant, you will play a crucial role in managing the financial and regulatory affairs of a portfolio of captive insurance...InternshipRemote work
GrabJobs
Anaheim, CA3 days ago $24 - $26 per hour
...Specialist Departments: Finance/Business Services Reports To: Vice President, Finance &... ...Maintain high level confidentiality and professionalism in all functions. Make proactive... ...information clearly. Understanding of financial reporting requirements. General knowledge...Hourly payWork experience placementIsyscm
Brea, CA4 days ago$85k - $93k
...end close process. Perform high‑quality reconciliations. Maintain general ledger accuracy. Assist with the preparation of monthly financial reports. Prepare financial statements and summaries. Record general ledger entries for month‑end closing. Reconcile all balance sheet...Yami
Brea, CA1 day ago$25 - $27.88 per hour
...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Northgate Market is looking for a Financial Sales Associate at Store #02 in La Habra, CA. This part-time position requires delivering customer service while promoting financial services and managing transactions effectively. Successful candidates will be bilingual in Spanish...Part time
$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might...Hourly payContract workFor contractorsWork experience placementRemote workData Annotation
La Habra, CAmore than 2 months ago- ...mortgage products, including VA, FHA, & FHLMC. If you have a service first mentality and thrive in a fast-paced environment,... ...Staff Accountant plays a key role in supporting accounting and financial reporting processes for mortgage loan origination, interim servicing...Interim role
HomeXpress Mortgage Corp
Santa Ana, CA4 days ago - ...General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening...Hourly payWork at office
California Credit Union
La Habra, CA2 days ago $41.71k - $50.5k
...is a part time position scheduled for 25 hrs per week.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively...Contract workPart timeLocal areaDay shiftBank of Montreal
Santa Fe Springs, CA3 days ago$32.5 - $36 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuits... ...leverage your tax expertise to provide full service tax return preparation, tax advice,... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Seasonal workLocal areaFlexible hoursAfternoon shiftIntuit
Brea, CA3 days ago$32.5 - $36 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuits... ...leverage your tax expertise to provide full service tax return preparation, tax advice,... ...resources such as government websites, professional tools, and team expertise to deliver accurate...Seasonal workLocal areaIntuit
La Habra, CA1 day ago$80k - $150k
Estimator – Heavy Civil Construction We are seeking a detail‑oriented Estimator to support operations in the Southern Region. This role is responsible for preparing accurate and timely cost estimates for both public and private infrastructure projects. Responsibilities...Contract workFor subcontractorKeystone Distinction Group
Brea, CA3 days ago$125k - $150k
...pay, outstanding benefits, career advancement opportunities, professional education, and extensive training for every employee. We pride... ...conduct as we strive to grow our infrastructure products and services through empowering and developing our people, fostering innovation...For contractorsWork experience placementFor subcontractorFlexible hoursSully Miller Contracting
Brea, CA2 days ago
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