Military Personal Financial Counselor
Magellan Federal
Magellan Federal is seeking a Personal Financial Counselor in San Diego, CA, responsible for delivering a full breadth of personal financial counseling services to military service members and their families. The role involves one-on-one counseling, briefings, and managing Personal Financial Management classes. The ideal candidate will have a Bachelor's degree, 3+ years of experience in financial counseling, and certifications such as AFC, CFP, or ChFC. The position offers a competitive salary and benefits. #J-18808-Ljbffr Magellan Federal
- Magellan Federal is seeking a Personal Financial Counselor in San Diego, CA, to provide financial counseling services to military personnel and their families. The role involves developing financial education programs, conducting workshops, and offering one-on-one counseling...Personal
$64.48k
...Financial Coach & CounselorSan Diego, California, United StatesAbout the Job Financial Coach & CounselorThe Financial Fitness Coach represents... ...appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and...PersonalWork at officeLocal area$58.44k - $93.5k
Position Summary This position provides personal financial services at assigned military installations. The counselor delivers a full breadth of personal financial counseling services to military service members and their families, including one‑on‑one counseling, briefings...PersonalContract workTemporary work$89k - $148k
...Required:Active SecretWhat You Will Do:Our Department of War (DOW) Financial Management Consultants help federal clients optimize the... ...Long-Term DisabilityStudent Loan PayDownTuition Reimbursement, Personal Development & Learning OpportunitiesSkills Development & CertificationsEmployee...PersonalFull timeWork at officeFlexible hours- ...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...manner. • Proven track record of setting and achieving personal or professional goals. • Strong desire to learn and grow within...PersonalFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$50k - $150k
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- ...policies including vacation days, sick days, personal days, holidays and volunteer days (VTO)... ...A comprehensive exam program including financial support and study time is provided for... ..., genetic information, marital status, military status, HIV/AIDS status, mental or physical...PersonalTemporary workInternshipWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per week
- ...live their best life, having a sense of financial security is usually at the top of the... ...after they stop working. We also provide personalized financial planning and investment... ...Financial Analyst® (CFA®) Chartered Investment Counselor (CIC) Chartered Financial Consultant® (...PersonalContract workWork at office
$45k - $100k
...Financial Advisor Opportunity At Edward JonesThis job posting is anticipated to remain open... ...that you need to balance your personal and professional lives – the best of both... ...licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...in their professional careers. The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients... ..., medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. #J...PersonalTemporary workWork at officeImmediate startFlexible hours
$125k - $175k
...position will play a pivotal role in delivering comprehensive financial planning and investment management services to high net worth... ...offices located across the country. We combine a boutique\'s personal service, creativity and objective advice with the extensive resources...PersonalPermanent employmentFull timeTemporary workWork at officeFlexible hours$65k - $95k
...supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth... ...“tell the client story.” Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities...PersonalWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...to accelerate trust and create personalized, comprehensive strategies to help clients... ...CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place...PersonalWork at officeWork from homeHome officeFlexible hours- ...What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward... ...Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate....PersonalFull timeLocal areaImmediate start
$47.84k - $64.48k
...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch... ...following: work experience, training, military experience, education Desired Qualifications...PersonalFull timeWork experience placementFlexible hours$4,813.47 - $6,019.87 per month
...is seeking a qualified individual as a Financial Aid Advisor. The Incumbent under the direction... ...a variety of convenient online and in-person classes, along with competitive degree... ...the District, with 30 days or more of military service who become eligible for...PersonalHourly payFull timeContract workTemporary workWork experience placementWork at officeImmediate startRemote workMonday to FridayFlexible hours- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates...Personal
- ...those who serve. At First Command, we’ve been guiding military families toward financial security since 1958. We’re looking for seasoned financial... ...shifts, and regulatory changes. Deliver Advanced, Personalized Planning: Develop and implement sophisticated financial...For contractorsLocal areaFlexible hoursShift work
- First Command is seeking a Financial Advisor who will provide coaching to military families focusing on their financial planning needs. This role includes engaging with the community to attract new clients and offering guidance on managing finances while supporting a flexible...Flexible hours
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- ...Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market... ...pursue the life they envision through a personal relationship with their advisory team committed... ...and careers; whether gained through military service, community college education, or...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...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...Personal
- ...building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating... ...domains. If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, Our Mission...Personal
$22 - $26 per hour
...Personal BankerThe Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...inquiries in a timely manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions...PersonalImmediate start- ...Opportunity California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering... ...and resolves in a positive manner. Serves as a backup to Personal Financial Assistant or Teller. May be required to maintain...PersonalHourly payWork at office
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