Financial Services Professional

3 weeks ago

Santa Barbara, United States Bankers Life Full time

Financial Services Professional - Hybrid Experience Location: Santa Barbara, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. We provide career development from management opportunities to enhancing your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management. Your growth is our success. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support : Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - We provide pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. Securities Licensing Support to Become a Financial Representative – we provide free securities study materials, study group support and assistance with licensing expenses. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team About us: With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Forbes has recognized us for our diversity efforts and as a best midsize employer for 2022. Compensation & Benefits: · Commission structure designed to grow with you · Renewable income and Bonus programs plus $400 for the first four weeks as an active agent · Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more · Retirement Savings Program

  • Financial Services Professional

    1 month ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Raymond James Independent Financial Services is seeking a full-time Financial Advisor in Barrie, ON. As one of Canada's leading independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have a minimum of 5 years of industry...

  • Senior Financial Advisor

    4 weeks ago

    santa barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Senior Financial Advisor

    1 month ago

    santa barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Senior Financial Advisor

    1 month ago

    Santa Barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Senior Financial Advisor

    1 month ago

    Santa Barbara, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Licensed Financial Consultants to join their branches in the Santa...

  • Financial Operations Director

    1 month ago

    Santa Barbara, California, United States Balance Financial Management Full time

    Job SummaryWe are seeking a seasoned financial professional to fill the role of Director of Client Accounting at Balance Financial Management. This position will be responsible for leading our accounting teams, providing financial expertise to clients, and ensuring compliance with all financial reporting and regulatory requirements.Key...

  • Financial Management Specialist

    1 month ago

    Santa Barbara, California, United States Balance Financial Management Full time

    Job SummaryWe are seeking a highly skilled Financial Management Specialist to join our team at Balance Financial Management. As a key member of our accounting team, you will play a vital role in the day-to-day management of accounting cycles for multiple clients.Key ResponsibilitiesManage all cost accounting processes from implementation and...

  • Financial Services Professional

    1 month ago

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

    We are seeking a detail-oriented and organized individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for clients, providing strategic recommendations for products and investments, and identifying new business...

  • Financial Services Professional

    4 weeks ago

    Santa Rosa, California, United States Edward Jones Full time

    Financial Advisor Career OverviewAs a financial advisor at Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will work closely with your branch team, home-office team, and regional financial...

  • Financial Services Professional

    4 weeks ago

    Santa Fe, New Mexico, United States Keenbee Talent Soluitions Full time

    **Job Summary**The Junior Financial Advisor will work closely with a senior advisor and client services staff in a team responsible for managing accounts and client relationships. Primary responsibilities include financial planning and portfolio rebalancing for clients in the senior advisor's group, as well as assisting the senior advisor in client meetings...

  • Financial Services Professional

    4 weeks ago

    Santa Fe, New Mexico, United States Keenbee Talent Soluitions Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Junior Financial Planning Specialist to join our team at Keenbee Talent Solutions. As a Junior Financial Planning Specialist, you will work closely with senior advisors and client services staff to manage accounts and client relationships.Your primary responsibilities will include financial...

  • Bilingual Financial Services Professional

    4 weeks ago

    Santa Clara, California, United States New York Life Insurance Company - Santa Clara General Office Full time

    About the RoleWe are seeking a highly motivated and bilingual financial professional to join our team in Santa Clara, CA. As a key member of our team, you will play a vital role in providing financial services and solutions to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...

  • Banquet Service Professional

    4 weeks ago

    Santa Barbara, California, United States Hilton Hotels & Resorts Full time

    Job SummaryAs a Banquet Bartender at Hilton Hotels & Resorts, you will be responsible for preparing beverages and serving food to guests in a fast-paced environment. Your primary goal will be to deliver exceptional guest service and contribute to the hotel's financial profitability.Key Responsibilities• Prepare and serve beverages and food to guests in a...

  • Financial Advisor

    3 weeks ago

    Santa Clarita, United States Raymond James Financial Services Full time

    Raymond James Independent Financial Services, IFS Barrie, ON is seeking a full-time Financial Advisor.  Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.  The Individual should have a minimum of 5...

  • IT Project Coordinator

    4 weeks ago

    Santa Ana, California, United States Financial Statement Services, Inc Full time

    Job Title: IT Project CoordinatorJob Summary:Financial Statement Services, Inc. is seeking an IT Project Coordinator to join our team in Santa Ana, CA. The successful candidate will coordinate multiple small to large scale projects for Application Developers and Operations team members using Workfront project management software.Key Responsibilities:Work...

  • Office Professional

    6 days ago

    Santa Barbara, United States County of Santa Barbara Full time

    Description Financial Office Professional I: Hourly rate of $22.99 - $27.64, plus bilingual and uniform allowance when applicable. For information on benefits, click HERE.Financial Office Professional I - Restricted: These positions are regularly privy to the decisions or...

  • Director of Client Accounting

    5 months ago

    Santa Barbara, United States Balance Financial Management Full time $120,000 - $150,000

    We are a technically innovative financial services firm providing best-in-class business backbone services to a nationwide clientele. Our advisors, accountants, and support teams partner with our clients to bring scalability and efficiency to finance and operations.  Our business is about people and gaining fulfillment through our work. Balance is looking...

  • Client Controller

    5 months ago

    Santa Barbara, United States Balance Financial Management Full time $115,000 - $125,000

    Balance Financial Management is a fully remote business consulting and accounting service that focuses on building sustainable financial structures and supporting our client partners' growth. We are looking for people who aren't just number crunchers. If you have technical accounting chops, love technology, people and building efficient processes, let’s...

  • HVAC Service Professional

    4 weeks ago

    Santa Barbara, California, United States Home Alliance Full time

    Job Title: HVAC Service ProfessionalJob Summary:Home Alliance is seeking a skilled HVAC Service Professional to join our team. As an HVAC Service Professional, you will be responsible for providing quality diagnostics and repairs on HVAC systems, maintaining high-quality customer service and care, and keeping customers up to date following up with them as...

  • Night Audit Professional

    4 weeks ago

    Santa Barbara, California, United States Azul Hospitality Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Night Audit Professional to join our team at Azul Hospitality. As a Night Auditor, you will be responsible for ensuring the accuracy of financial transactions, maintaining a high level of customer service, and performing various administrative tasks.Key ResponsibilitiesFinancial Transactions:...