Current jobs related to Financial Services Professional - Coronado, California - Wealth Enhancement Group

  • Financial Analyst

    3 weeks ago

    Coronado, California, United States St. Michael's Inc. Full time

    Financial Analyst RoleSt. Michael's Inc. is seeking a skilled Financial Analyst to support a Department of Defense client. As a key member of our team, you will assist with the development and management of program funding lines, ensuring full visibility of resourcing against specific J3 functions.Key Responsibilities• Support day-to-day analysis,...

  • Financial Planning Specialist

    3 weeks ago

    Coronado, California, United States ST MICHAEL'S INC Full time

    Job Title: Financial AnalystAbout the Role:ST MICHAEL'S INC is seeking a skilled Financial Analyst to support a Department of Defense (DoD) client. As a Financial Analyst, you will assist with the development and management of program funding lines, ensuring full visibility of resourcing against specific J3 functions. Your experience in preparing and...

  • Financial Analyst

    4 weeks ago

    Coronado, California, United States St. Michael's Inc. Full time

    About This RoleWe are seeking a highly skilled Financial Analyst to support a Department of Defense (DoD) client. As a key member of our team, you will assist with the development and management of program funding lines, ensuring full visibility of resourcing against specific J3 functions.Key ResponsibilitiesSupport day-to-day analysis, tracking, planning,...

  • Director of Perioperative Services

    4 weeks ago

    Coronado, California, United States Sharp HealthCare Full time

    Job Title: Director of Perioperative ServicesSharp HealthCare is seeking a highly skilled and experienced Director of Perioperative Services to lead our perioperative team. As a key member of our leadership team, you will be responsible for overseeing the planning, direction, and growth of our perioperative services, including the operating room,...

  • Steward - Food and Beverage Service Professional

    3 weeks ago

    Coronado, California, United States Loews Coronado Bay Resort Full time

    Job SummaryThe Steward is a vital member of our food and beverage service team at Loews Coronado Bay Resort. This role is responsible for maintaining the highest standards of cleanliness and sanitation in our kitchen and dining areas.Key ResponsibilitiesClean and maintain food and beverage storage, preparation, and cooking areas, ensuring they meet our high...

  • Director of Perioperative Services

    3 weeks ago

    Coronado, California, United States Sharp HealthCare Full time

    Job SummarySharp HealthCare is seeking an experienced and visionary leader to serve as the Director of Perioperative Services. This key role will oversee the planning, direction, and growth of the perioperative continuum, ensuring the highest quality of patient care and professional services.The ideal candidate will possess a strong background in...

  • Golf Professional Associate

    1 month ago

    Coronado, California, United States PGA Full time

    About the RoleThe Coronado Golf Course is a prestigious asset of the City of Coronado, renowned for its exceptional quality and popularity among residents and celebrities alike. As a Golf Course Assistant, you will be part of a dynamic team responsible for maintaining the course's high standards.Key ResponsibilitiesEnsure the Golf Shop is clean and...

  • Food Service Attendant

    3 weeks ago

    Coronado, California, United States Loews Hotels & Co Full time

    Job SummaryAs a Food Service Attendant at Loews Hotels & Co, you will be responsible for providing exceptional guest service and ensuring the highest quality food and beverage experience. Key Responsibilities Prepares and delivers room service orders to guest rooms in a timely and efficient manner Maintains the cleanliness and organization of the room...

  • Customer Service Representative

    4 weeks ago

    Coronado, California, United States Domino's Franchise Full time

    Job Title: Customer Service RepresentativeAt Domino's Franchise, we are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded.Key...

  • Visionary Eye Care Specialist

    4 weeks ago

    Coronado, California, United States Stephen J Moffett OD A Professional Corporation Full time

    Job OpportunityWe are seeking a highly skilled and compassionate optometrist to join our team at Stephen J Moffett OD A Professional Corporation.Key ResponsibilitiesProviding exceptional patient care and vision servicesConducting comprehensive eye exams and diagnosing vision problemsPrescribing and fitting glasses and contact lensesStaying up-to-date with...

  • Service Improvement Representative

    4 weeks ago

    Coronado, California, United States New Leaf Biofuel LLC Full time

    Job Title: Service Improvement RepresentativeAbout the Role:We are seeking a highly motivated and detail-oriented Service Improvement Representative to join our team at New Leaf Biofuel LLC. As a key member of our operations team, you will play a vital role in ensuring our customers receive exceptional service and support.Key Responsibilities:Improve and...

  • Finance Director

    4 weeks ago

    Coronado, California, United States Hilton Worldwide Full time

    Director of Finance Job DescriptionHilton Worldwide is seeking a seasoned finance professional to join our team as a Director of Finance. This role will be responsible for overseeing all financial operations of the hotel, ensuring compliance with Generally Accepted Accounting Principles (GAAP), and providing financial guidance to hotel management and...

  • Licensed Insurance Customer Service Representative

    4 weeks ago

    Coronado, California, United States Staff My Agency Full time

    Position OverviewWe are seeking a highly motivated and licensed professional to join our team as a Licensed Customer Service Representative. As a key member of our State Farm Agent team, you will play a vital role in providing exceptional customer service and helping our business grow through value-based conversations and remarkable customer experiences.If...

  • Licensed Insurance Customer Service Representative

    4 weeks ago

    Coronado, California, United States Staff My Agency Full time

    Position OverviewWe are seeking a highly motivated and customer-focused professional to join our team as a Licensed Insurance Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional customer service and support to our clients.ResponsibilitiesEstablish and maintain strong relationships with customers,...

  • Occupational Therapist

    3 weeks ago

    Coronado, California, United States Kaiser Permanente Full time

    Kaiser Permanente is seeking a skilled Occupational Therapist to join our Rehabilitation Services team in Coronado, California.Job Summary:As an Occupational Therapist, you will be responsible for evaluating patients, interpreting evaluation findings, and establishing treatment goals to achieve optimal patient outcomes.Evaluate patients to determine the...

  • Dining Room Ambassador

    3 weeks ago

    Coronado, California, United States Hilton Hotels & Resorts Full time

    Key Responsibilities:• Welcome and escort guests to their seats for dining• Deliver outstanding guest service and financial profitabilityAbout the Role:This role is part of the hotel's continuing effort to deliver exceptional guest experiences. As a Restaurant Guest Services Representative, you will be responsible for creating a warm and inviting...

  • Customer Service Representative

    4 weeks ago

    Coronado, California, United States Staff My Agency Full time

    Customer Service Representative - State Farm Agent Team MemberAre you a motivated and self-driven individual looking for a rewarding career in customer service? We are seeking a qualified professional to join our State Farm Agent team as a Customer Service Representative.As a Customer Service Representative, you will be responsible for providing exceptional...

  • Customer Service Representative

    3 weeks ago

    Coronado, California, United States Staff My Agency Full time

    As a Licensed Insurance Customer Service Representative for Staff My Agency, you will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences.We seek a motivated and self-starting professional who thrives in a fast-paced environment and is eager to build lasting relationships with our...

  • Human Resources Director

    4 weeks ago

    Coronado, California, United States RemX Full time

    Job OverviewRemX is seeking a seasoned Human Resources Manager to spearhead the alignment of our workforce with company objectives. This pivotal role will foster a productive and compliant workplace, ensuring the efficient administration of payroll systems and supporting the financial well-being of both employees and the organization.Key...

  • Travel Surgical Technologist in San Diego, CA

    4 weeks ago

    Coronado, California, United States Aya Healthcare Full time

    Aya Healthcare Offers Exciting Opportunities for CVOR TechsWe're committed to helping you build a fulfilling career in healthcare. Whether you're looking for a job close to home or a chance to explore new opportunities, we've got you covered.Job Details:Pay: $2045.02/week - $2274.7/weekAssignment Length: 13-week assignmentShift: 3, 12-Hour 06:30 -...

Financial Services Professional

2 months ago

Coronado, California, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth 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 and commitment to personalized service have earned us a reputation as a trusted partner in achieving our clients' financial goals.

Job Summary

We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As a key member of our advisory team, you will work closely with senior advisors to provide financial plans, financial advice, and reviews to assist clients in achieving their financial objectives.

Key Responsibilities
  • Assist senior advisors in client meetings and follow-up activities
  • Analyze clients' current investments and insurance policies to identify opportunities for growth and improvement
  • Prepare annual reviews using our CRM system and gather data for client reviews to identify additional sales opportunities
  • Create financial plans for clients, analyzing their financial data in light of their financial goals and meeting or calling clients to obtain additional planning information
Requirements
  • 4-year degree in business, finance, economics, or a related field
  • Advanced designation or working towards obtaining (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses
  • Insurance licenses
  • 2+ years of experience in the wealth management industry
  • Excellent analytical, organizational, and communication skills
  • Ability to manage multiple projects simultaneously
Benefits

We offer a comprehensive benefits package that includes training and professional development, medical and dental coverage, 401k with match and profit sharing, and paid time off. We are committed to supporting our employees' growth and well-being.

Equal Opportunity Employer

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity and promotes equal opportunities for all employees.