Financial Advisor
5 days ago
Gamma Phi Beta is seeking a dedicated and experienced Financial Advisor to promote chapter financial wellness and ensure executive council officers understand and maintain sound financial management practices.
Key Responsibilities:- Mentor and coach Financial department officers to develop their leadership and financial management skills.
- Review and analyze financial reports to identify areas for improvement and provide recommendations for budgeting and financial planning.
- Collaborate with the Financial Vice President and chapter officers to create and implement a comprehensive financial plan.
- Ensure compliance with Gamma Phi Beta policies and procedures, as well as relevant laws and regulations.
- Develop and maintain relationships with key stakeholders, including chapter officers, advisors, and finance supervisors.
- Stay up-to-date with industry trends and best practices in financial management and leadership development.
- 5-15 hours per week, on average.
- Travel: up to 2 days per year.
- Proficiency in Beta Base and OmegaFi.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Self-awareness of strengths, challenges, and motivation for volunteering.
- Knowledge of financial best practices.
- Knowledge of Gamma Phi Beta policies, procedures, and plans.
- Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta's member competencies.
-
Financial Advisor
1 week ago
San Marcos, California, United States Gamma Phi Beta Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Advisor to join our team at Gamma Phi Beta. As a Financial Advisor, you will play a critical role in promoting chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices.Key ResponsibilitiesMentor and coach Financial...
-
Financial Advisor/Senior Financial Advisor
2 weeks ago
San Mateo, California, United States Summitry Full timeJob SummarySummitry, a leading Bay Area wealth management firm, seeks a skilled Financial Advisor/Senior Financial Advisor to join its team. As a key member of our advisory team, you will be responsible for managing client relationships, formulating and implementing financial advice, and collaborating with Portfolio Managers and other experienced Financial...
-
Financial Advisor
2 weeks ago
San Diego, California, United States Edward Jones Full timeUnlock Your Potential as a Financial AdvisorAre you looking for a career that offers a sense of purpose and fulfillment? Do you want to make a positive impact on people's lives? As a Financial Advisor at Edward Jones, you'll have the opportunity to do just that.Our Financial Advisors partner with clients to help them achieve their long-term financial goals....
-
Financial Services Advisor
2 weeks ago
San Jose, California, United States New York Life Insurance Company Full time{"title": "Financial Services Advisor", "content": "Financial Services AdvisorNew York Life Insurance Company is seeking a highly motivated and detail-oriented Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing strategic recommendations to clients to help them achieve their financial goals.Key...
-
Financial Services Advisor
3 weeks ago
San Jose, California, United States New York Life Insurance Company Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals through effective wealth management.Key Responsibilities:Provide strategic recommendations for products, plans, investments, and other...
-
Financial Planning Assistant
2 weeks ago
San Rafael, California, United States Advisor Business Solutions Full timeFinancial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented Financial Planning Intern to join our team. As a Financial Planning Intern, you will gain valuable experience in the financial planning industry and have the opportunity to work with experienced professionals in the field.Key...
-
Financial Advisor Associate
1 week ago
San Francisco, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients.Our team-based approach, combined with our proprietary Roundtable and UniFi processes, enables us to provide personalized financial solutions that cater...
-
Financial Services Advisor
2 weeks ago
San Jose, California, United States New York Life Insurance Company - Santa Clara General Office Full timeJob OpportunityNew York Life Insurance Company - Santa Clara General Office is seeking a skilled Financial Sales Representative to join our team.About the RoleWe are looking for a motivated and detail-oriented individual to serve as a trusted financial advisor for our clients. The ideal candidate will have a strong understanding of financial industry...
-
Senior Financial Advisor
4 weeks ago
San Diego, California, United States Regional Government Services Full timeAbout the RoleRegional Government Services is seeking a highly skilled Senior Advisor to join our Finance Services team. As a Senior Advisor, you will provide comprehensive financial management services to local government partner agencies, solving complex accounting and finance problems.Key ResponsibilitiesManage fiscal operations of public agencies,...
-
Senior Financial Advisor
2 weeks ago
San Francisco, California, United States MassMutual Northern California Full timeUnlock Your Potential as a Financial AdvisorAre you looking for a career that offers stability, dependability, and opportunities for growth? Do you have a passion for insurance and investments? Look no further than MassMutual Northern California.About the RoleWe offer a unique blend of resources and support that combines the benefits of a big shop advisory...
-
Financial Services Advisor
5 days ago
San Leandro, California, United States Carrington College Full timeJob SummaryCarrington College is seeking a highly skilled Financial Services Advisor to join our team at our San Leandro campus. As a Financial Services Advisor, you will play a critical role in meeting with applicants and students regarding their eligibility for federal financial aid programs. Your expertise will be essential in calculating anticipated...
-
Senior Financial Advisor
5 days ago
San Francisco, California, United States MassMutual Northern California Full timeUnlock Your Potential as a Financial AdvisorAre you looking for a career that offers stability, dependability, and opportunities for growth? Look no further than MassMutual Northern California. Our firm provides a unique blend of resources and support for financial advisors, allowing you to focus on building strong relationships with your clients.Our Core...
-
Financial Planning Expert
5 days ago
San Diego, California, United States Root Financial Partners Full timeUnlock Your Potential as a Lead Financial AdvisorAt Root Financial Partners, we're on a mission to empower individuals to achieve their most cherished financial goals. As a Lead Financial Advisor, you'll play a pivotal role in creating positive financial outcomes for our clients.Key Responsibilities:Collaborate with our founder to develop and implement...
-
Financial Services Advisor
4 weeks ago
San Francisco, California, United States EF Education First Gruppe Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at EF Education First Gruppe. As a key member of our Student Accounts team, you will play a crucial role in supporting students with their financial responsibilities, ensuring a seamless experience from enrollment to graduation.Key ResponsibilitiesFinancial Guidance: Serve...
-
Senior Advisor Tech Services Professional
2 weeks ago
San Diego, California, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled Senior Advisor Tech Services Professional to join our team. As a key member of our operations team, you will play a critical role in providing exceptional support to our clients and advisors.Key ResponsibilitiesRespond to telephone support inquiries from Financial Advisors, their supporting...
-
Senior Financial Advisor
4 weeks ago
San Francisco, California, United States Armanino Full timeAt Armanino, we're committed to helping our clients achieve their financial goals. As a Senior Financial Advisor, you'll play a key role in providing expert financial guidance and support to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including forecasting, budgeting, and financial analysis.Provide...
-
Financial Aid Advisor
3 weeks ago
San Jose, California, United States InsideHigherEd Full timeJob SummaryThe Financial Aid Advisor plays a crucial role in ensuring the smooth operation of the financial aid process at San Jose State University. Reporting to the Associate Director for Counseling and Advising, this position is responsible for processing financial aid eligibility determinations, maintaining accurate records, and providing exceptional...
-
Financial Aid Advisor
3 weeks ago
San Jose, California, United States InsideHigherEd Full timeJob SummaryThe Financial Aid Advisor plays a crucial role in ensuring the smooth operation of the financial aid process at San Jose State University. Reporting to the Associate Director for Counseling and Advising, this position is responsible for processing financial aid eligibility determinations, maintaining accurate records, and providing exceptional...
-
Financial Aid Advisor
3 weeks ago
San Jose, California, United States InsideHigherEd Full timeJob SummaryThe Financial Aid Advisor plays a crucial role in ensuring the smooth operation of the financial aid process at San Jose State University. Reporting to the Associate Director for Counseling and Advising, this position is responsible for processing financial aid eligibility determinations, maintaining accurate records, and providing exceptional...
-
Strategic Financial Advisor
4 weeks ago
San Francisco, California, United States Hispanic Technology Executive Council Full timeAbout the Role:The Hispanic Technology Executive Council is seeking a highly skilled and experienced Strategic Financial Advisor to join our team. As a key member of our Private Banking division, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their long-term financial goals.Key...