Personal Financial Advocate II

6 months ago


Santa Monica, United States Kinecta FCU Full time

Kinecta Federal Credit Union is one of the nation's leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees fulfill their dreams. A place where community giving is celebrated and where diversity really counts. A place with a great future and a place for you

We currently have an exciting opportunity for outgoing, ambitious, and innovative Individuals that thrives on helping people in a team environment. As a Personal Banker, you will process banking transactions and use your strong people skills to build and deepen the financial relationships with our members and make every interaction with them an engaging and positive experience.

If you have prior customer service experience or minimum 1 year cash handling preferred, a positive, energetic attitude, and love working with people - we would like to talk to you

If You: Are looking to join an organization that offers:

  • Competitive Salary Structures
  • Generous Incentive Plan
  • Excellent Career Development Opportunity
  • Medical, Dental, and Vision Insurance
  • Flexible Spending Account / Health Savings Account
  • Education Reimbursement / Student Loan Repayment
  • Generous Paid Time Off program
  • Company Matching 401k
  • Generous Employee Discounts on Credit Union Services / Referral Bonus Programs
  • Rewarding Community / Volunteer programs
  • Employee Assistance Programs - EAP
  • Total Wellness Programs
  • Rideshare Programs
  • Onsite Employee Gym & Cantina at Headquarters

Then this position is for you

Please apply online at www.kinecta.org/careers


  • Financial Navigator

    6 days ago


    Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time

    Are you passionate about helping others overcome financial obstacles? Do you excel at communication and problem-solving? We're looking for a skilled Financial Navigator to join our team at Alliance Tax Advocate.As a Financial Navigator, you'll work closely with clients to understand their financial situations and develop personalized plans to resolve their...

  • Tax Relief Advocate

    1 week ago


    Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time

    At Alliance Tax Advocate, we are seeking a dedicated Tax Relief Advocate to join our team. As a Tax Relief Advocate, you will play a critical role in helping clients navigate the complex process of resolving IRS tax issues.The ideal candidate will have a passion for guiding individuals through financial challenges and be comfortable communicating over the...


  • Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time

    Job OverviewAlliance Tax Advocate INC is a renowned tax relief services company, dedicated to providing effective solutions for IRS tax problems. Our team of knowledgeable tax professionals and enrollment agents works closely with clients to resolve back tax issues.As a Sales Financial Navigator at Alliance Tax Advocate INC, you will play a crucial role in...


  • Santa Maria, United States CommonSpirit Health Full time

    Overview: Dignity Healths Pacific Central Coast Health Centers (PHC) is a non-profit Community clinic organization comprised of more than 40 health centers located primarily from Ventura to Templeton spanning the coast. Our experienced physicians and advanced practice providers offer a wide range of primary and specialty care services. PHC is a part of...


  • Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time

    Job DescriptionWe are looking for a Financial Advocacy Representative to join our team at Alliance Tax Advocate Inc. in Orange County, California. As a key member of our team, you will play a vital role in helping clients resolve their IRS-related financial issues.About the Position:This is a full-time opportunity with a salary of $55,000 - $70,000 per year,...


  • Santa Clara, California, United States Kaiser Permanente Full time

    About This Role:Kaiser Permanente seeks an experienced Registered Nurse (RN) II to join our team as a Patient Health Advocate. In this role, you will work closely with patients, families, and healthcare teams to ensure comprehensive and coordinated care.Main Responsibilities:Develop and implement personalized care plans that address patients' unique needs...


  • Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    About the JobWe are seeking a Financial Representative to join our team in Santa Monica. In this role, you will be responsible for developing and implementing customized financial plans for our clients. If you have a passion for helping others achieve financial security, we want to hear from you!Key ResponsibilitiesCreate personalized financial plans for...


  • Santa Ana, California, United States BMO Financial Group Full time

    Key ResponsibilitiesProvide exceptional customer service and build strong relationships with existing and new customers.Analyze customer needs and develop personalized financial solutions that meet their requirements.Work closely with internal stakeholders to ensure seamless delivery of financial products and services.Stay up-to-date with market trends and...


  • Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Northwestern Mutual Santa Monica is a top-ranked company in the financial services industry. We are seeking an experienced Financial Representative to join our team.About the CompanyWe have a proven track record of financial success and are recognized as one of the 'World's Most Admired' companies by FORTUNE. Our entrepreneurial system provides access to a...


  • Santa Monica, California, United States Abacus Wealth Partners Full time

    About Abacus Wealth PartnersWe are a progressive financial planning firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional client experiences and fostering a supportive work environment.Salary: $65,000 - $70,000 per yearJob DescriptionThe Client Services Associate plays a critical role in...


  • Santa Monica, United States UCLA Health Full time

    Description As an Administrative Assistant II floater for the Department of OBGYN, responsibilities include answering, screening and responding to patient phone calls, scheduling clinic appointments, confirming clinic appointments, assisting patients with scheduling diagnostic tests, preparing charts and documents for clinic visits, filing, assisting with...

  • A&P Technician II

    7 days ago


    Santa Monica, United States StandardAero Full time

    Shift: 7:00am-3:30pm A&P Technician II  Build an Aviation Career You’re Proud Of At StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well.  As an A&P Technician II, you will be responsible for performing routine maintenance and major...


  • Santa Barbara, California, United States Beer Financial Group Full time

    Job OverviewThe Beer Financial Group of Northwestern Mutual is seeking a skilled Financial Advisor to join our team. As a key member of our organization, you will play a vital role in helping clients secure their financial futures through comprehensive insurance solutions.Role Responsibilities:Evaluate clients' financial needs and goals to recommend...


  • Santa Rosa, California, United States Becoming Independent Full time

    Job DescriptionThis exciting opportunity requires a highly motivated and organized individual to provide support and guidance to individuals with disabilities. The successful candidate will be responsible for:Assisting individuals in identifying and achieving personal goals through community inclusion, volunteerism, employment, education, and other...


  • Santa Rosa, California, United States OptimumCareSLS II Full time

    OptimumCareSLS IISalary: $45,000 - $55,000 per yearJob DescriptionWe are seeking a highly organized and detail-oriented Administrative Assistant to provide exceptional support to our office employees. The ideal candidate will have excellent written and verbal communication skills, a friendly demeanor, and the ability to multitask with ease.The successful...


  • Santa Barbara, California, United States Beer Financial Group Full time

    About Our TeamWe are a dynamic team of ambitious professionals at the Beer Financial Group, driven by a shared passion for delivering exceptional financial services. As a seasoned Financial Advisor, you will play a pivotal role in shaping our team's success and contributing to the growth of our insurance and financial services portfolios.Key...


  • Santa Monica, California, United States NAPAA Full time

    Job OverviewWe are seeking an experienced Licensed Sales Producer to join our team at Goldberg Financial & Insurance Services Inc.Job DescriptionThe successful candidate will be responsible for maintaining and maximizing profitable relationships with personal lines and commercial lines clients, growing the book of business through new client sales, and...


  • Santa Clara, California, United States Bank of America Full time

    Are you passionate about delivering exceptional financial experiences for clients? Do you have a knack for building strong relationships and advising clients on complex financial matters? If so, consider joining our team as a Credit Solutions Advisor II.The estimated salary for this position is $24.04 - $28.41 per hour, based on the location and experience...


  • Santa Monica, California, United States Clare|Matrix Full time

    Job OverviewAre you a compassionate and dedicated professional seeking a challenging role in the field of addiction recovery? Look no further than Clare|Matrix, a leading nonprofit organization providing effective and compassionate treatment, recovery, and prevention services for individuals, families, and the community.We are seeking bright and motivated...


  • Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full time

    Job DescriptionWe are seeking a highly motivated Tax Relief Specialist to join our team at Alliance Tax Advocate INC. As a key member of our team, you will be responsible for communicating with clients over the phone, tracking confidential client information, and working closely with our team to provide personalized support.The ideal candidate will have a...