Financial Services Specialist

Unlock Your Potential as a Financial Services ProfessionalWe are seeking a motivated and ambitious individual to join our team as a Wealth Management Assistant. As a key member of our organization, you will have the opportunity to develop your skills and knowledge in the financial services industry.About Trilogy Financial Services, Inc.Established in 1999,...

Job DescriptionWe are seeking a talented individual to join our team as a Financial Advisor Trainee at Strategic Fortune Wealth Management. This role offers an exciting opportunity to build a thriving business and make a meaningful impact on people's lives.About the RoleAs a Financial Advisor, you will have the autonomy to build your own client base and...

At Trilogy Financial, we're committed to building long-lasting relationships with our clients while utilizing time-tested financial principles to manage their assets. Our company has grown significantly since its inception in 1999, and today we serve clients from coast to coast.The ideal candidate for this role will be a motivated individual with a passion...

We are seeking a Financial Services Associate to join our team at Trilogy Financial, a nationwide firm with clients from coast to coast. This role offers an exciting career advancement opportunity for individuals looking to grow in the financial services industry.Job OverviewThe Financial Services Associate will be responsible for supporting client...

Company OverviewStrategic Fortune Wealth Management is a leading provider of comprehensive wealth management services. Our team of experts specializes in offering tailored solutions to individuals and businesses.SalaryOur financial advisors can earn unlimited income, with no caps on their earnings potential. This means that successful professionals can build...

Job DescriptionRia Financial is seeking a customer-focused individual to join our retail team as a Sales Associate. This role involves interacting with customers face-to-face to receive and process various products, including money transfers and foreign currency sales. You will also be responsible for accurately verifying or entering customer information,...

Job Overview:We are looking for a seasoned Branch Manager to lead our West Covina team at First Financial Credit Union.Key Accountabilities:Foster a positive and productive team culture through effective leadership and coaching.Develop and execute strategies to enhance employee sales skills and overall performance.Ensure compliance with all relevant laws,...

Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Wealth Management Assistant. This entry-level position offers a unique opportunity for professional growth and development, with a comprehensive training program and a fast-paced career path.

Financial Planning ExpertAt Strategic Fortune Wealth Management, we deliver a forum for advisors to launch themselves into the financial services industry. We offer a unique opportunity for elite candidates to build a significant and sustainable financial services practice.As a Financial Services Advisor, you will be responsible for building client...

Ria Financial is a leading global money transfer business with a presence in 165 countries. As a Sales Associate, you will be the face of our company, interacting with customers directly to provide trustworthy, easy, and pleasant experiences.What We OfferCompetitive hourly pay: $16.00Life InsuranceShort-term DisabilityMedical InsuranceDental...

Job OverviewWe are seeking a highly experienced Branch Manager to lead our West Covina branch and drive business growth. As a key member of our team, you will be responsible for inspiring and guiding a team of 3-6 employees towards achieving service-oriented goals.Key ResponsibilitiesDevelop and implement strategies to increase sales and profitability for...

Job SummaryThe Department of General Services is seeking a highly skilled Financial Services Specialist to join our team. This role will be responsible for performing duties of average difficulty in accounting, budgetary, and other fiscal related work.About UsThe Department of General Services is committed to excellence in the business of government. We...

Role DescriptionWe are seeking an experienced Tax Specialist to join our team as an Accountant / Tax Preparer. This role involves preparing tax returns, advising clients, and performing financial tasks.Key Responsibilities:Prepare tax returns for various types of entities.Analyze tax reporting agency notices and advise clients accordingly.Perform financial...

About the RoleThis role offers the opportunity to build a significant and sustainable financial services practice with access to resources, training, financing, facilities, and support staff. The successful candidate will be part of a dynamic team that delivers advice, strategies, and solutions needed to succeed over the long-term.The company's focus on...

Job Title: Financial Services CoordinatorAt LHH Recruitment Solutions, we are seeking a highly skilled Financial Coordinator to join our team in Covina, CA. This is a full-time position that offers a competitive salary of $19.00 to $21.00 per hour.About the RoleThis role involves providing comprehensive financial assistance to patients, ensuring they receive...

Company OverviewRia Financial is a leading provider of international payment services, with over 400k locations in 165 countries. Our mission is to deliver highly reliable payment services to our customers, making us the most progressive and inclusive money transfer business in the world.SalaryThe estimated hourly pay for this position is $16.00, although...

About the Position:We are seeking an experienced Insurance Account Manager to join our team at ALLSTATE: Sandoval Insurance & Financial Services Inc.Key Responsibilities:Grow and maintain a portfolio of personal lines clients through effective relationship-building and sales strategies.Develop and implement sales plans to increase revenue and market...

Job OverviewLHH Recruitment Solutions seeks a skilled Financial Counselor to join our team in Covina, CA.Salary and BenefitsThe estimated annual salary for this position is between $39,000 and $43,000, depending on experience. Our benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP...

About Our FirmStrategic Fortune Wealth Management is an independent financial services company, affiliated with Cetera Financial Services, Inc. Our team of experts provides comprehensive wealth management services to individuals and businesses, specializing in financial planning, investment advisory, and insurance services.CompensationOur financial advisors...

Job OverviewWe are seeking a highly skilled Staff Accountant to join our team at Nick Cadena EA The Tax Doctor.The ideal candidate will be responsible for preparing and analyzing financial records, ensuring accurate and timely reporting.Key Responsibilities:Monthly bank and credit card reconciliationsJournals entries per GAAP principlesClients communication...