Current jobs related to Financial Services Professional - Anaheim - Global Financial Impact - Alyssa Harrop

  • Financial Services Professional

    1 week ago

    Anaheim, United States LPL Financial Full time

    {"title": "Financial Advisor Opportunity", "content": "Unlock Your Potential in Financial ServicesLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This employment opportunity at Partners Federal Credit Union in Anaheim, CA, allows you to join the Investment Program as a Financial Advisor...

  • Financial Services Representative

    3 weeks ago

    Anaheim, United States LPL Financial Full time

    Unlock Your Potential as a Financial Services RepresentativeLPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Partners Federal Credit Union in Anaheim, CA would allow you to join the Investment Program at Partners Federal Credit Union as a Financial Advisor...

  • Financial Services Representative

    3 weeks ago

    Anaheim, United States LPL Financial Full time

    Unlock Your Career PotentialLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This employment opportunity at Partners Federal Credit Union in Anaheim, CA would allow you to join the Investment Program as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are...

  • Financial Planning Specialist

    3 weeks ago

    Anaheim, United States LPL Financial Full time

    Unlock Your Potential in Financial ServicesLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This employment opportunity at Partners Federal Credit Union in Anaheim, CA, would allow you to join the Investment Program at Partners Federal Credit Union as a Financial Advisor associated with LPL...

  • Financial Advisor Associate

    3 days ago

    Anaheim, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This opportunity at Partners Federal Credit Union in Anaheim, CA, allows you to join the Investment Program as a Financial Advisor associated with LPL Financial.About the RoleAs a Financial Advisor, you...

  • Financial Planning Specialist

    3 weeks ago

    Anaheim, United States LPL Financial Full time

    Unlock Your Career PotentialLPL Financial partners with credit unions to offer a comprehensive range of financial services to their clients. This employment opportunity at Partners Federal Credit Union in Anaheim, CA, would allow you to join the Investment Program at Partners Federal Credit Union as a Financial Advisor associated with LPL Financial. Under...

  • Financial Advisor Associate

    4 weeks ago

    Anaheim, California, United States LPL Financial Full time

    Embark on a rewarding career journey LPL Financial collaborates with credit unions to provide a comprehensive range of financial services tailored for credit union members. This role at Partners Federal Credit Union presents an opportunity to join the Investment Program as a Financial Advisor affiliated with LPL Financial. It is important to note that...

  • Financial Recovery Specialist

    3 weeks ago

    Anaheim, California, United States LOBEL FINANCIAL Full time

    About the RoleWe are seeking a highly skilled Financial Recovery Specialist to join our team at Lobel Financial. As a key member of our team, you will be responsible for managing collections, providing exceptional customer service, and ensuring compliance with state and federal debt collection laws.Key ResponsibilitiesCollection Management: Contact customers...

  • Asset Recovery Professional

    3 weeks ago

    Anaheim, California, United States LOBEL FINANCIAL Full time

    About the RoleWe are seeking a highly skilled Financial Recovery Specialist to join our team at Lobel Financial. As a key member of our operations team, you will play a critical role in managing our loan collections and ensuring the highest level of customer satisfaction.Key ResponsibilitiesFinancial Recovery: Utilize your expertise to secure payments,...

  • Customer Service Representative

    3 weeks ago

    Anaheim, California, United States LOBEL FINANCIAL Full time

    Job SummaryLobel Financial is seeking a highly skilled and customer-focused Receptionist to join our team. As a Receptionist, you will be the first point of contact for our customers and dealerships, providing exceptional service and support.Key ResponsibilitiesAnswer and direct incoming calls in a professional and courteous manner.Manage and distribute...

  • Financial Services Representative

    3 weeks ago

    Anaheim, United States New York LIfe & NYLife Securities LLC Full time

    Job DescriptionOverviewNew York Life & NYLife Securities LLC is seeking a highly motivated and experienced Financial Services Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional service to our clients and helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement...

  • Customer Service Representative

    2 weeks ago

    Anaheim, California, United States LOBEL FINANCIAL Full time

    Receptionist Job DescriptionLobel Financial is seeking a highly skilled Receptionist to join our team. As a Receptionist, you will be the first point of contact for customers and dealerships, providing exceptional customer service and support.Key Responsibilities:Answer and direct incoming phone calls in a professional and courteous manner.Manage and...

  • Customer Service Specialist

    2 weeks ago

    Anaheim, United States LOBEL FINANCIAL Full time

    Join a Thriving Team at Lobel Financial! Ready to take your customer service skills to the next level? Lobel Financial, a leading name in the auto finance industry, invites you to grow with us. Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your dedication and drive can lead to limitless career...

  • Financial Services Representative

    4 weeks ago

    Anaheim, California, United States Orange County's Credit Union Full time

    Position OverviewCommitment to Excellence. At Orange County's Credit Union, we pride ourselves on our outstanding workplace culture, recognized by the Peter Barron Stark award for exceptional associate satisfaction. With over 85 years of dedicated service to our 123,000+ members, we are a leading financial institution with assets exceeding $2 billion and...

  • Insurance Sales Professional

    2 weeks ago

    Anaheim, California, United States Chung Financial Group Full time

    About UsChung Financial Group is a dynamic and innovative leader in insurance, committed to delivering exceptional value to our customers. We are passionate about growth, driven by results, and focused on building a team that shares our vision for success.Position OverviewWe are seeking a motivated and results-driven Insurance Sales Professional to join our...

  • Financial Services Representative

    3 days ago

    Anaheim, United States O. C. Credit Union Full time

    About UsAt O. C. Credit Union, we're dedicated to creating a workplace where every voice matters. We're proud recipients of the Peter Barron Stark award for highest associate satisfaction, a testament to our commitment to workplace excellence.Our MissionWe're not just a financial service provider - we're a community that puts people first. With over 85 years...

  • Customer Service Specialist

    2 months ago

    Anaheim, United States Lobel Financial Corporation Full time

    Job DescriptionJob DescriptionJoin a Thriving Team at Lobel Financial!Ready to take your customer service skills to the next level? Lobel Financial, a leading name in the auto finance industry, invites you to grow with us. Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your dedication and drive can lead...

  • Financial Services Representative

    2 weeks ago

    Anaheim, California, United States Northgate Markets Full time

    **About Northgate Markets**We are a leading retail company that offers a wide range of products and services to our customers. Our goal is to provide excellent customer service and create a positive shopping experience for our customers.**Job Summary**The Financial Sales Representative II position is responsible for promoting all financial services and...

  • Financial Services Representative

    3 weeks ago

    Anaheim, California, United States Northgate Markets Full time

    **Job Summary:**The Financial Services Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and provide accurate...

  • Financial Services Representative

    2 weeks ago

    Anaheim, California, United States partnersfcu Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Service Representative to join our team at Partners Federal Credit Union. As a key representative of our organization, you will be responsible for providing exceptional service to our members, using consultative sales techniques to build loyalty and cross-sell our services.Key...

Financial Services Professional

4 months ago

Anaheim, United States Global Financial Impact - Alyssa Harrop Full time
Job DescriptionJob Description

We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.

We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our company, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.

The position is fully remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.
We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients, families, and small business owners.

Work Types
We offer 3 types of work effort:
1. Full Time
2. Part Time
3. Referral Partner depending on your current employment schedule.
*You do not have to quit your current job if you join us with any of these options*
Most of our new agents start as Referrals or Part-time before transitioning to full-time but still make the same commissions as our full-timers. You get to work with A+ rated financial companies across the nation. The best part about this opportunity, it’s 100% remote.

Experience
No financial experience is required before joining as you will learn everything hands-on. However, if you have any of these skill sets or experience it will help you move quickly in the company.
- Leadership/Managerial
- Public Speaking
- Customer Service
- Sales
- Banking
- Accounting/Software
- Entrepreneur

Role Description
1. Develop Financial Need Analysis (FNA) for Clients
2. Place families, individuals, and business owners in a financial position of advantage for some of the following:
3. Protect Assets/Funds
4. Build and Leave a Legacy
5. Index Strategies
6. Debt Management Services
7. Estate Planning with our legal team

Work Schedule
1. Part Time - 6-15 hours a Week, varies by the individual.
2. Leads - We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well. 
3. It’s all Remote, Zoom is our platform.
4. You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage your business and effectively help people. This includes how to prospect clients and potential partners.
5. Daily training to help shape your business.

Non-negotiable
- Must pass a background check (No Felonies)
- Must have or be able to obtain a U.S Social Security Number
- Must currently reside in the United States during the initial process. (Must obtain a state-specific Professional License)
- Must be 18+ years old (This is a Federal Requirement)

Other aspects to consider:
- Unlimited Earning Potential, Paid Multiple Ways (Producer, Agency Bonus, Yearly Renewal, Stock Options, Profit Sharing, etc)
- This is a 1099/commission-based position
- Free Training provided
- Own your book of business, agency ownership, equity, and beneficiary to your business and agency.
- Get paid 8 to 9 times a month 
- Fulfilling career with advancement opportunities
- Free performance-based world trips for those who qualify

Powered by JazzHR

t6BlEZoZ0D