Financial Services Professional

3 weeks ago


Huntington Beach, California, United States New York Life-Irvine Full time
Financial Services Professional

**About the Role**

We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life-Irvine. As a Financial Services Professional, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.

**Responsibilities**

* Participate in educational meetings or seminars to research and offer sound financial advice to clients based on their risk tolerance and financial objectives.

* Identify, seek out, and generate prospects using various marketing tools and create strong relationships with new clients as their trusted advisor.

* Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.

* Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.

* Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.

**Requirements**

* Must live in California.

* Relationship management skills are required.

* Must possess uncompromising integrity and the ability to communicate complex ideas.

* Must have the ability to successfully network and prospect for new clients.

**About New York Life**

New York Life is among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies. Our company has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine.

**Benefits**

As a Financial Services Professional with New York Life, you will have access to a comprehensive three-year training program, marketing support, and ongoing support from our experienced team. You will also have the opportunity to work with highly successful agents and managers who will assist you in developing a clientele.

**Join Our Team**

If you are a driven self-starter with strong principles who is interested in making a positive difference in the lives of others, we encourage you to apply for this exciting opportunity.

  • Huntington Beach, California, United States New York Life-Irvine Full time

    About the Role:New York Life-Irvine is seeking a skilled Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for providing financial advice and strategies to clients based on their risk tolerance and financial goals.Key Responsibilities:Employ a research-based approach to providing financial advice...


  • Huntington Beach, California, United States New York Life-Irvine Full time

    We are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life-Irvine. As a Financial Services Professional, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.Our mission is to act with integrity and...


  • Huntington Beach, California, United States New York Life-Irvine Full time

    About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at New York Life-Irvine. As a key member of our team, you will be responsible for providing expert financial guidance and solutions to our clients, helping them achieve their long-term financial goals and secure their financial futures.Key...


  • Huntington Beach, California, United States New York Life-Irvine Full time

    Job DescriptionWe are seeking a skilled Financial Services Professional to join our team at New York Life-Irvine. As a key member of our team, you will be responsible for providing financial security and peace of mind to our clients through our insurance, annuity, and investment solutions.Our ideal candidate will possess strong relationship management...


  • Huntington Beach, California, United States New York Life-Irvine Full time

    About the RoleNew York Life-Irvine is seeking a skilled Financial Services Professional to join our team. As a trusted advisor, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.Key ResponsibilitiesParticipate in educational meetings and seminars to stay up-to-date on industry trends and best...


  • Long Beach, California, United States Financial Partners Credit Union Full time

    Job SummaryThis role involves providing personalized financial advice and solutions to empower members to achieve their financial goals. The Financial Consultant will conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions.Key Responsibilities:Financial Planning and Analysis:...

  • Accounting Assistant

    3 weeks ago


    Huntington Beach, California, United States Creative Financial Staffing Full time

    About the Role:Creative Financial Staffing is excited to partner with a local organization to find a skilled Accounting Assistant to join their accounting team. This is a fantastic opportunity to work in a supportive and positive work environment where your skills are truly valued, and your contributions make a real impact.Key Responsibilities:Data...


  • Long Beach, California, United States First Bank & Trust Full time

    As a Financial Services Professional at First Bank & Trust, you will play a key role in supporting the personal production goals and customer service objectives for all assigned Branches and/or book of business.The role of the Financial Services Professional is to establish value-added relationships with clients and prospects, to understand their financial...


  • Newport Beach, California, United States FirstBank Full time

    Key Responsibilities:As a Financial Services Professional at First Bank, you will be responsible for establishing value-added relationships with clients and prospects, understanding their financial needs, and offering solutions to meet those needs.Key Skills:Meet and profile prospective clientsReview investment goals and prepare presentationsRecommend...


  • Huntington Beach, California, United States Huntington Beach Chrysler Jeep Ram Full time

    Financial Services ManagerHuntington Beach Chrysler Jeep Ram is seeking a highly skilled Financial Services Manager to oversee the customer loan origination and approval process. The ideal candidate will have a proven track record of performance and CSI, as well as excellent communication skills in both verbal and written formats.Responsibilities:Oversee...


  • Long Beach, California, United States LBS Financial Credit Union Full time

    {"title": "Job Description", "content": "Job SummaryLBS Financial Credit Union is seeking an experienced and motivated Assistant Branch Manager to join our team. As a key member of our branch leadership, you will be responsible for providing exceptional Member service, coaching and developing employees, and driving branch performance.Key...


  • Huntington Beach, California, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to build a successful career in the financial services industry?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you will have the opportunity to work with clients who are genuinely interested in our services, and to earn uncapped income through commission-based sales.Our unique...

  • Financial Controller

    4 weeks ago


    Huntington Beach, California, United States Jobot Full time

    Job Details:We are seeking a highly skilled and experienced Permanent Controller to join our dynamic team in the Engineering industry. The successful candidate will be responsible for overseeing all financial and accounting activities of our company. This includes the preparation of financial reports, direct investment activities, and implementation of...


  • Huntington Beach, California, United States Gpac Full time

    Senior Financial ControllerA prominent and successful privately owned Full-Service Real Estate Investment Firm is seeking an experienced Senior Financial Controller to join their finance team.We're looking for a highly skilled professional with a solid foundation in real estate general ledger accounting, financial reporting, tax management, and team...


  • Huntington Beach, California, United States Genesis Healthcare Services Full time

    Job Summary:The Assistant Recreation Director is responsible for assisting the Recreation Director in the development, implementation, and supervision of the full scope of recreation services.Key Responsibilities:Assist with planning the nursing center recreation program by contributing to the development of program philosophies and policies, along with...


  • Huntington Beach, California, United States Teacher Created Materials Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Teacher Created Materials. The ideal candidate will have a strong background in finance, accounting, and financial planning.The Financial Analyst will be responsible for analyzing and interpreting financial results, identifying trends and areas of concern or opportunity, and...


  • Newport Beach, California, United States Elevate Financial Partners Full time

    About Elevate Financial PartnersWe are a wealth management and financial planning firm based in Newport Beach, CA, dedicated to providing custom portfolio construction, complex life insurance plans, insurance planning, estate planning, and holistic financial planning with proven strategies.Role OverviewThis is a full-time hybrid role for an Insurance Agent...


  • Huntington Beach, California, United States Family Service League Full time

    Family Service League is seeking a dedicated and compassionate Social Services Professional to join our team in Huntington. As a key member of our School-Based Clinic, you will provide individual, family, and group therapy to adolescents with a range of DSM diagnoses in an educational setting.We offer a comprehensive benefits package, including:Weekly...


  • Huntington Beach, California, United States Family Service League Inc. Full time

    Job Title: Social Worker - Mental HealthFamily Service League Inc. is seeking a highly skilled and compassionate Social Worker to join our Mental Health Clinic team in Huntington. As a key member of our team, you will provide essential services to individuals, children, and families, promoting their overall well-being and quality of...


  • Huntington Beach, California, United States Genesis Healthcare Services Full time

    Job Title: Licensed Practical NurseGenesis Healthcare Services is a leading provider of post-acute care services, with a strong commitment to employee growth and development.As a Licensed Practical Nurse, you will play a vital role in delivering high-quality patient care while achieving positive clinical outcomes and patient/family satisfaction.Key...