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
ZL7ZAFLNlc
-
Financial Advisor Assistant
2 months ago
Carlsbad, United States Financial Planning Solutions, Inc. Full timeJob DescriptionJob DescriptionJob Description:Are you a CFP® candidate looking to complete the experience requirement for your credential? Are you a bright professional with experience in the financial planning/investment field? Are you organized and able to work independently? Do you have exceptional attention to detail and an ability to complete...
-
Client Services Coordinator
2 weeks ago
Carlsbad, United States Interfaith Community Services Full timeJob OverviewPosition: Case ManagerShift: Mon-Fri 7am-4pmAre you dedicated to empowering individuals towards stability and independence?This position presents a fulfilling opportunity to positively impact the lives of those in need. As a Case Manager, you will adopt a client-focused, strengths-oriented, and trauma-informed methodology to assist individuals...
-
Client Services Coordinator
2 weeks ago
Carlsbad, United States Interfaith Community Services Full timeJob OverviewPosition: Case ManagerSchedule: Monday to Friday, 7 AM - 4 PMAre you dedicated to assisting individuals in achieving stability and independence?This position presents a fulfilling opportunity to significantly impact the lives of those we assist. As a Case Manager, you will employ a client-focused, strengths-oriented, and trauma-sensitive...
-
Financial Operations Manager
2 weeks ago
Carlsbad, United States Jobot Full timePosition OverviewThe Financial Operations Manager is responsible for overseeing all aspects of financial management within a prominent real estate development firm.About UsWe are a well-established real estate developer with over $2 billion invested in various projects. Our firm is expanding and offers a diverse range of services, including asset management,...
-
Client Services Coordinator
2 weeks ago
Carlsbad, United States Interfaith Community Services Full timeJob OverviewPosition: Case ManagerShift: Mon-Fri 7am-4pmAre you dedicated to empowering individuals towards achieving stability and independence?This position presents a fulfilling opportunity to significantly impact the lives of those in need. As a Case Manager, you will adopt a client-focused, strengths-oriented, and trauma-informed methodology to assist...
-
Construction Financial Manager
2 weeks ago
Carlsbad, California, United States Chelsea Investment Corp Full timeJob OverviewPosition: Construction Financial ManagerAbout Chelsea Investment CorpChelsea Investment Corp is a leading firm in the construction services sector, dedicated to developing high-quality residential and mixed-use projects, with a focus on affordable housing solutions. Our team comprises seasoned professionals committed to delivering exceptional...
-
Financial Operations Manager
6 days ago
Carlsbad, United States Jobot Full timeLeading Real Estate Developer // Over $2B invested in projects // Expanding & seeking talentThis Jobot Job is hosted by: Henry ChungAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $145,000 - $170,000 per yearAbout Us:We are a well-established and rapidly growing Real Estate Developer with a diverse range of...
-
Senior Financial Analyst
2 weeks ago
Carlsbad, United States myGwork - LGBTQ+ professionals & allies Full timeFinancial Analyst IIImyGwork is looking for a Financial Analyst to become a part of our BioProduction Group FP&A team. In this capacity, you will deliver strategic financial guidance, analysis, and reporting to division leadership, playing a vital role in various businesses that support the global bioproduction sector.Key Responsibilities:Assist in the...
-
Financial Operations Specialist
2 weeks ago
Carlsbad, United States Carlsbad, USD of (CA) Full timeThis recruitment aims to create an eligibility list for current and future vacancies within the next year, or until the list is exhausted. The available position involves working 8 hours a day, 12 months a year.The selection process will include a training and experience assessment followed by a structured interview.PRIMARY RESPONSIBILITIES: Under the...
-
Financial Planning Support Coordinator
2 weeks ago
Carlsbad, United States Comprehensive Advisor Full timeJob OverviewPosition SummaryAre you eager to advance your career within a dynamic team? If you are self-driven, detail-oriented, and committed to providing exceptional service, we invite you to consider this opportunity. Our reputable financial services organization is in search of a Financial Planning Support Coordinator. The ideal candidate will...
-
Senior Financial Accountant
2 weeks ago
Carlsbad, United States CERNA SOLUTIONS LLC Full timeJob OverviewCerna Solutions is a rapidly expanding IT Services firm seeking a Full-Time Senior Financial Accountant to contribute to our operations. This role presents an excellent opportunity for the right individual to thrive in a vibrant setting and achieve professional development.The Senior Financial Accountant will deliver daily financial, analytical,...
-
Carlsbad, CA, USA, United States Aldrich Full timeAbout the PositionAldrich Wealth is seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Intern. As an intern, you will have the opportunity to work with our experienced professionals in the Aldrich Wealth practice, gaining hands-on experience in financial analysis, estate planning, and corporate retirement...
-
Financial Controller
7 days ago
Carlsbad, CA, United States Jobot Full timeEstablished Real Estate Developer // Over $2B invested in projects // Growing & looking to add This Jobot Job is hosted by: Henry Chung Salary: $135,000 - $155,000 per year About Us: We are a well-established and expanding Real Estate Developer offering a range of services, including asset management, construction/development, and financial services....
-
Senior Financial Accountant
2 weeks ago
Carlsbad, United States Orthofix Full timeWhy Choose Orthofix? Orthofix is a prominent global entity in the spine and orthopedic sector, offering an exceptional array of biologics, cutting-edge spinal hardware, bone growth therapies, specialized orthopedic solutions, and a leading surgical navigation system. Our workforce exceeds 1,600 individuals, with our products reaching 68 countries globally,...
-
Lead Financial Accountant
2 weeks ago
Carlsbad, United States Jobot Full timeEstablished Real Estate Developer // Over $2B invested in projects // Growing & looking to add This Jobot Job is hosted by: Henry Chung About Us: We are a well-established and expanding Real Estate Developer, recognized for our diverse service offerings, which include asset management, construction, and financial services. Our commitment to excellence has...
-
Lead Financial Analyst
2 weeks ago
Carlsbad, United States Jobot Full timeEstablished Real Estate Developer // Over $2B invested in projects // Growing & looking to addAbout Us:We are a well-established and expanding Real Estate Developer with a diverse range of service offerings, including asset management, construction/development, and financial services. Our company has received numerous accolades within the building community...
-
Senior Financial Accountant
7 days ago
Carlsbad, United States Orthofix Full timeWhy Choose Orthofix? Orthofix is a prominent global leader in the spine and orthopedic sector, offering an exceptional array of biologics, cutting-edge spinal hardware, innovative bone growth therapies, specialized orthopedic solutions, and a leading surgical navigation system. Our combined workforce exceeds 1,600 dedicated professionals, with our products...
-
Senior Financial Officer
2 weeks ago
Carlsbad, United States Jobot Full timeAbout Us:We are a reputable Real Estate Development firm with a proven history of achievements. Our organization has allocated over $2 billion towards various projects and is currently experiencing a growth phase, prompting us to expand our workforce. What distinguishes us is our wide-ranging service capabilities, which encompass asset management,...
-
Lead Financial Analyst
2 weeks ago
Carlsbad, United States Jobot Full timeEstablished Real Estate Firm // Over $2B allocated in ventures // Expanding & seeking to enhanceAbout Us:We are a well-established and expanding Real Estate Firm offering a diverse range of services, including asset management, construction oversight, and financial consulting. Our company has received multiple accolades within the industry and is continually...
-
Senior Financial Officer
2 weeks ago
Carlsbad, United States Jobot Full timeAbout Us:We are a reputable Real Estate Development firm with a proven history of achievements. Having invested over $2 billion in various projects, we are currently experiencing a growth phase and are eager to expand our team. Our unique approach includes a variety of service offerings such as asset management, construction/development, and financial...