Financial Services
4 weeks ago
A financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning.
Benefits:
1. Fully Remote
2. No cap on income
3. Part Time & Full Time positions
4. Income typically ranges $25,000 part time and $120,000 full time year 1
3. 100% 1099 - commission based
4. Professional License
5. Bonus opportunities
6. Stock and Ownership potential
7. Mentorship and hands on training
8. Professional Growth Opportunities
9. Welcoming and Positive Team Environment
Responsibilities include:
1. Obtain and maintain professional license and continuing education and professional growth
2. Learn and utilize financial tools provided
3. Educate clients and provide financial literacy
4. Consult with clients and prospective clients to access financial goals providing quotes and product recommendations
5. Develop and maintain a client base
6. Seek new prospects via referrals
7. Assist with product submission
Preferred Skills/Qualities:
1. Minimum HS Diploma
2. Energetic and positive demeanor
3. Entrepreneur, marketing and creativity mindset
4. Coachable, hungry and humble, mental toughness
5. Responsible, dependable and punctual
6. Present a professional image
7. Ethical and integrity and trust
8. Interpersonal communication
9. Be able to persevere
10. Analytical reasoning
Powered by JazzHR
TonetZPNNQ
-
Financial Services Representative
2 days ago
Santa Barbara, California, United States Modern Woodmen Fraternal Financial Full timeJob OverviewModern Woodmen Fraternal Financial is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients achieve their financial goals by providing expert guidance and recommendations.Key Responsibilities:Meet with clients to...
-
Financial Analyst
2 days ago
Santa Clara, California, United States City of Santa Clara California Full timeThe Finance Department at the City of Santa Clara, California is responsible for managing the city's financial affairs. The department is comprised of several divisions, including Administrative Services, Budget and Treasury, Accounting, and Financial Services.The Accounting Division is responsible for managing the city's financial transactions, including...
-
Financial Analyst
7 days ago
Santa Clara, California, United States City of Santa Clara California Full timeDepartment Overview: The Finance Division oversees the monetary operations of the City of Santa Clara, which includes the management of municipal-owned utilities. This division is structured into several key areas:Administrative Services: Responsible for the overall administrative functions and support.Budget and Treasury: Focused on financial planning and...
-
Financial Analyst
2 weeks ago
Santa Clara, California, United States City of Santa Clara California Full timeAbout the Finance Division: The Finance Division oversees the monetary operations of the City of Santa Clara, which includes the management of municipal-owned utilities. This division is structured into several key areas:1. Administrative Services: Responsible for the overall administration and support functions within the finance sector.2. Budget and...
-
Financial Analyst
1 week ago
Santa Clara, California, United States City of Santa Clara California Full timeDepartment Overview: The Finance Division oversees the monetary operations of the City of Santa Clara, which includes the management of municipal utilities. This division is organized into several key sectors, including Administrative Services, Budget and Treasury, Accounting, and Financial Applications.Key Responsibilities:1. Manage and analyze financial...
-
Financial Specialist
2 weeks ago
Santa Clara, California, United States The Ladders Full timeCompany Overview The Ladders is a forward-thinking organization dedicated to providing innovative solutions in the IT sector. Established with a vision for sustainability and efficiency, we pride ourselves on our expertise in network management and business alignment. Our mission is to drive a transformation towards a more sustainable and efficient...
-
Financial Specialist
2 weeks ago
Santa Clara, California, United States IT Management Corp. dba 101 VOICE Full timeJob DescriptionCompany Overview:IT Management Corporation, established in 2009, is a forward-thinking IT solution provider dedicated to sustainability, network transformation, and business alignment. We pride ourselves on being a highly skilled consulting and service organization specializing in voice and data networks.Our Mission:At IT Management, we aim to...
-
Oracle Cloud Financial Architect
5 days ago
Santa Clara, California, United States Cognizant Full timeAbout the RoleCognizant is seeking an experienced Oracle Cloud Financial Architect to join our team of IT professionals in a permanent role. As a key member of our Enterprise Platform Services (EPS) unit, you will assist our clients in navigating today's digital shift and leveraging cloud, social, and mobile enterprise application platforms to drive...
-
Head of Financial Planning
4 weeks ago
Santa Clara, California, United States Ushur Full timeUshur is transforming the way enterprises communicate and engage with customers. Fueled by consumer's self-service demands, enterprises are modernizing customer engagement and experience models. Ushur is fast becoming the platform of choice for Customer Experience AutomationTM, enabling these enterprises to leapfrog their digital native counterparts and...
-
Bilingual Financial Advisor
2 weeks ago
Santa Clara, California, United States The Ladders Full timeAre you looking for a fulfilling career that makes a difference? The Ladders is on the lookout for a Bilingual Financial Advisor who will play a crucial role in guiding clients towards financial security. Fluency in English and additional languages such as Spanish, Korean, Hindi, Chinese, Tagalog, Vietnamese, and others is vital for success in this role....
-
Bilingual Financial Professional
1 month ago
Santa Clara, United States The Ladders Full timeDescription Are you looking for a fulfilling career with a meaningful influence? New York Life is actively recruiting a Bilingual Financial Professional in Santa Clara, CA.Requirements to thrive in this position:* Strong command of English and proficiency in languages such as Spanish, Korean, Hindi, Chinese, Tagalog, Vietnamese, and more.You will receive a...
-
Financial Operations Manager
1 week ago
Santa Barbara, California, United States Balance Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Operations Manager to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of professionals and providing exceptional client service to our clients.Key ResponsibilitiesLead a team of accountants and provide...
-
Financial Operations Manager
1 week ago
Santa Barbara, California, United States Balance Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Operations Manager to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of professionals and providing exceptional client service to our clients.Key ResponsibilitiesLead a team of accountants and provide...
-
Bilingual Financial Professional
1 month ago
Santa Clara, United States New York Life Insurance Company - Santa Clara General Office Full timeJob DescriptionJob DescriptionAre you looking for a fulfilling career with a meaningful influence? New York Life is actively recruiting a Bilingual Financial Professional in Santa Clara, CA.Requirements to thrive in this position:* Strong command of English and proficiency in languages such as Spanish, Korean, Hindi, Chinese, Tagalog, Vietnamese, and...
-
Multilingual Financial Advisor
2 weeks ago
Santa Clara, California, United States New York Life Insurance Company - Santa Clara General Office Full timePosition OverviewAre you seeking a rewarding career that allows you to make a significant difference in people's lives? New York Life Insurance Company is currently in search of a Multilingual Financial Advisor.Key ResponsibilitiesContribute positively to the community by serving as a Multilingual Financial Advisor.Enhance your leadership capabilities while...
-
Financial Planning Analyst
2 weeks ago
Santa Clara, California, United States JLL Full timeAbout JLLAt JLL, we are dedicated to transforming the future of real estate through innovative services, expert advisory, and cutting-edge technology. Our team is committed to fostering an inclusive environment where talented individuals can thrive and build rewarding careers.Position OverviewWe are currently looking for a Financial Analyst to become a vital...
-
Financial Reporting Specialist
5 days ago
Santa Clara, California, United States Abbott Laboratories Full timeAbout the RoleWe are seeking a highly skilled Senior Accountant to join our Corporate Finance Services organization in Santa Clara, CA. As a key member of our team, you will be responsible for financial accounting and reporting in our Medical Devices division.Key ResponsibilitiesResponsible for a variety of complex month-end closing activities, including...
-
Financial Analyst
4 weeks ago
Santa Clara, United States JLL Full timeCurrently we are seeking a Financial Analyst to join our account team. Our analyst will be responsible for preparing revenue and expense analysis and business trend analysis for all locations within the client portfolio. This will be a collaborative team member supporting core business analysis and metrics for the account. If you are a clear communicator,...
-
Financial Operations Analyst
2 weeks ago
Santa Clara, California, United States PayNearMe Full timeJob OverviewCompany Overview:PayNearMe is at the forefront of payment technology, streamlining the entire customer payment journey. Our innovative platform empowers businesses to manage, accept, and disburse payments efficiently. By enhancing acceptance rates and simplifying exceptions, we help our clients modernize their payment processes, ensuring they...
-
Financial Consultant/Investment Manager
2 days ago
Santa Clara, United States Grassi Investment Management Full timePosition Overview In this position, the Financial Consultant/Investment Manager would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients. The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new...