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
- A financial services firm is looking for motivated individuals to become part-time financial professionals. This remote role offers great flexibility and the potential for high earnings based on performance. Candidates will receive comprehensive training and mentoring....SuggestedPart timeRemote work
Global Financial Impact
Fullerton, CA4 days ago - 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 Financial...SuggestedRemote jobHourly payFull timePart timeFor contractorsImmediate start
- A financial services staffing company is seeking remote entry-level financial professionals to work with clients online. Responsibilities include building relationships, providing financial education, and developing personalized plans. Ideal candidates are detail-oriented...SuggestedRemote jobFlexible hours
$125k - $145k
...years recent experience in Public Accounting working in a financial services roleSolid understanding of audit and attest services with knowledge... ...Why AldrichAldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit...SuggestedFull timeSeasonal workWork at officeRemote workFlexible hours$24 - $28 per hour
...through research and discovery efforts, financial and economic analysis, and provision of... ...a specific niche in the financial services sector and serving over 600 local governments... .... Leveraging our talented team of professionals, along with leading edge software and database...SuggestedHourly payWork at officeLocal areaRemote workFlexible hours2 days per weekHinderliter de Llamas & Associates
Brea, CA1 day ago$43.1k - $58.3k
...1330 S. Beach Blvd. Job Family Group: Retail Banking Sales & Service This is a part time position scheduled for 20 hrs per week. Delivers... ...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...Contract workPart timeLocal areaDay shiftBank of Montreal
La Habra, CA1 day ago$25.5 - $28.5 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...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
Brea, CA27 days ago- ...based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the... ...Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable...Work experience placementLocal areaImmediate startFlexible hours
Banc of California
Brea, CA4 days ago - ...environment. We understand the expectations of high–quality customer service, therefore we actively search and promote a cohesive team that... .... The Accountant is responsible for maintaining accurate financial records, supporting month-end close, and ensuring compliance...Temporary workWork at officeLocal areaRelocation
Air Treatment Corporation
Brea, CA13 hours ago - ...profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon,...Interim role
- ...to compiling, analyzing, and reporting financial data, as well as performing audits and... ...resolving discrepancies for our third-party services.Job Responsibilities:Maintain effective... ...a culture of continuous learning and professional development within the accounting team....Full time
- ...collaborate closely with accounting and business partners in a fast-paced environment.Responsibilities:• Prepare and consolidate financial reports to support accurate monthly and periodic reporting.• Review account activity, reconcile key balance sheet and bank accounts...
$95k - $110k
Salary: $95,000-$110,000Job Type: Senior Accountant, Full-TimeLocation: Orange County AreaRequirements: 5+ years tax experience, federal and multi-state return prep and review expertise, Bookkeeping About UsTax, reimagined. We're a Boutique Consulting firm that ditched ...- ...and detail-oriented Senior Accountant to join our team in Brea, California. In this role, you will play a vital part in managing financial reporting, ensuring compliance, and supporting various accounting functions. This position requires a proactive and results-driven...Flexible hours
$80k - $110k
...Associate Wealth 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... ...training/cross-training and educational and/or professional development opportunities to remain...For contractorsWork at office$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 office$32.5 - $36 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...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
Brea, CA13 hours ago$32.5 - $36 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...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
Brea, CA13 hours ago$90k - $115k
...tax returns, as well as provide client service, relationship management and consulting... ...package designed to support your health, financial well-being, and overall quality of life... ...is a growth-minded west coast regional professional services firm with an innovative and...Full timeSeasonal workWork at officeFlexible hours3 days per week$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 subcontractor$107.7k - $131.6k
...Analyst plays a key role in driving the organization’s financial performance by independently preparing, analyzing,... ...vendors such as search firms, staffing agencies, professional recruiters, fee-based referral services and recruiting agencies (Agency) to have been...Full timeContract work$130k - $155k
...Regional Relationship Manager to evaluate the financial condition and credit needs of... ...interpersonal communication skills Strong customer service orientation Demonstrated critical... ...to communicate respectfully and professionally with supervisors and colleagues Demonstrated...Work at officeLocal areaJobot
Fullerton, CA4 days ago$150k - $200k
...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...Contract workFor contractorsWork experience placement$75k - $95k
...team. In this role, you will be responsible for managing the financial health and success of our projects. This is an exciting opportunity... ...multiple projects and deadlines. High level of integrity and professionalism, with a commitment to ethical business practices. Proficient...Permanent employmentFull timeWork at officeLocal areaAustralia-Employment
Yorba Linda, CA3 days ago$85k - $110k
...are seeking an experienced Project Accountantto join a growing organization. This position plays a critical role in ensuring the financial integrity of complex projects through work-in-progress (WIP) accounting, job cost analysis, financial reporting, and cross-functional...Full timeContract workLocal areaFORTIS Resource Partners
Yorba Linda, CA1 day ago$64k - $75k
...Controller Position Summary The Staff Accountant plays a key role in supporting accounting and financial reporting processes for mortgage loan origination, interim servicing, and loan sale activities. Responsibilities include journal entries and reconciliations for loan...Interim roleHomeXpress Mortgage Corp
Santa Ana, CA4 days ago$85k - $93k
...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...Monday to FridayMotive Workforce
Brea, CA3 days ago$25 - $32 per hour
...Job SummaryStaff Accountant to analyze the Company’s and other financial information as well as prepare financial reports by compiling... ...quality patient care and ensure the proper implementation of its services, policies, and programs. Staff Accountant will have the...Work at officeInterface Rehab
Placentia, CA2 days ago- ...consumer, creates an enviable platform for both stability and growth through acquisition. TSW is focused on three key areas: Sales, Service, and Inventory Control. The Staff Accountant position works in tandem with the Controller, responsible for the transaction side of...Contract workTemporary work
Turf Star/Western
Brea, CA3 days ago $60k - $80k
...‑to‑day AP workflows, assist in forecasting cash needs, and leverage AI tools to drive process improvement initiatives to enhance financial reporting. You will also lead or assist in finance/accounting projects that support senior management’s decision‑making. Day to Day...Temporary workWork at officeLocal areaShift workViewSonic
Brea, CA3 days ago
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