Entry-Level Financial Advisor-in-Training

3 weeks ago

Walnut Creek CA, United States OneMain Financial Full time

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
Target base salary range is $20.00-$2 3 .00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
* High School Diploma or GED
* Bilingual-Spanish
Preferred:
* Sales, Collections or Customer Service experience
* Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

  • Financial Representative Entry Level

    4 days ago

    Walnut Creek, United States Walnut Creek - Northwestern Mutual Full time

    Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Walnut Creek - Northwestern Mutual, we are dedicated to fostering a culture of professionalism, planning, prospecting, and purpose. Guided by our core values, we strive...

  • IM Entry Level Analyst Program: Equity Research

    4 weeks ago

    Walnut Creek, United States Voya Financial Full time

    Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...

  • IM Entry Level Analyst Program: Equity Research

    3 weeks ago

    Walnut Creek, United States Voya Financial Full time

    Equity Research AssociateTogether we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners, and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community...

  • Financial Advisor

    3 weeks ago

    Santa Maria, CA, United States First Command Financial Services Full time

    Job Description Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested...

  • Financial Advisor with Leadership Background

    2 weeks ago

    Walnut Creek, United States Walnut Creek - Northwestern Mutual Full time

    Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Leadership Expertise into Financial Services with Walnut Creek - Northwestern Mutual! Why Sales Professionals Could Thrive Here: Leverage Your Client-Facing...

  • Associate Client Advisor

    17 hours ago

    Walnut Creek, United States Voya Financial Full time

    We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and...

  • Financial Advisor

    3 weeks ago

    Monterey, CA, United States Northwestern Mutual Life Insurance Company Full time

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs...

  • Financial Advisor

    3 days ago

    Ventura, CA, United States Edward Jones Full time

    Job Overview This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial...

  • Financial Advisor

    3 days ago

    Fairfield, CA, United States Edward Jones Full time

    Job Overview This job posting is anticipated to remain open for 30 days, from 07-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial...

  • Financial Advisor

    3 days ago

    Stockton, CA, United States Edward Jones Full time

    Job Overview This job posting is anticipated to remain open for 30 days, from 10-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial...