Financial Assistant Professional

Job DescriptionAt Spieldenner Financial Group, we are dedicated to helping mid-market families protect their lifestyle and wealth from unexpected financial losses. As an Insurance Enrollment Specialist, you will play a vital role in identifying and meeting the needs of our clients through our comprehensive programs.We offer industry-leading compensation,...

OverviewWe are a dynamic team at San Diego Financial Center, passionate about delivering exceptional financial services to our clients. Our goal is to provide a comprehensive suite of services, catering to their diverse needs.Our team is dedicated to helping individuals prepare for and thrive in retirement, working collaboratively to achieve this mission.

Job Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...

Job OverviewWe are seeking a highly skilled Financial Operations Manager to join our team in San Diego, CA.This is a full-time position with a salary range of $85K-100K D.O.E., offering an excellent opportunity for career growth and professional development.About the RoleThe Financial Operations Manager will be responsible for supporting Company accounting...

Company OverviewIndependent Financial Group, LLC is a leading independent broker-dealer based in California, providing business solutions to over 532 financial professionals nationwide.We were named among the Fastest Growing Private Companies in the US by Inc. 5000 and ranked #7 among the Largest Private Companies in San Diego.Job DescriptionThe Staff...

Seeking a Staff Accountant to join our team in San Diego, CA. As a Staff Accountant, you will be responsible for performing a range of accounting duties supporting Company accounting operations and the month and year end close process.Job SummaryThis is a full-time position with a salary range of $85,000 - $100,000 per year. The ideal candidate will have...

Job OverviewWe are seeking a seasoned accounting professional to join our team at WOTM - Partners Professional in San Diego, CA.This is a full-time, onsite position with a salary range of $85K-$100K D.O.E.The ideal candidate will have 10+ years of experience in a similar role and a strong background in accounting principles, financial analysis, and...

Job Title: Financial Services ProfessionalBluPeak Credit Union is seeking a highly skilled and motivated Financial Services Professional to join our team. The ideal candidate will have a passion for delivering exceptional customer service, a strong understanding of financial products and services, and excellent communication skills.Responsibilities:Identify,...

Financial Services ProfessionalWe are seeking a Financial Services Professional to join our team at Western Alliance Bank. As a key member of our lending team, you will be responsible for analyzing and structuring loan requests, as well as coordinating the closing process. You will work closely with Relationship Managers to manage loans and ensure credit...

Company ProfileIndependent Financial Group, LLC is a top-ranked independent broker-dealer with a presence in San Diego, California, and a network of over 377 offices nationwide.We have been recognized for our commitment to innovation and customer satisfaction, ranking #19 among independent broker-dealers by Financial Planning Magazine in 2023.Job...

Unlock Financial SuccessAt MacDonald Financial Solutions, we are seeking ambitious professionals to share our financial and retirement solutions with homeowners. As an independent agent, you will have the opportunity to work from home, offering simplified issue life insurance, retirement income strategies, and debt elimination plans to qualified leads.The...

Join C2 Financial as a Top-Performing Mortgage ProfessionalC2 Financial is seeking experienced mortgage professionals to join our team as Top-Performing Mortgage Professionals. In this role, you will originate and close mortgage loans, build relationships with clients, and drive revenue growth for the company.We are looking for candidates with 2-3+ years of...

About UsIndependent Financial Group, LLC is a renowned independent broker-dealer with over 17 years of experience in providing innovative business solutions to financial professionals across the country.We take pride in our commitment to excellence and have been recognized as one of the fastest-growing private companies in the US.Role SummaryThe Staff...

Key ResponsibilitiesThis role involves obtaining and maintaining a professional license and engaging in ongoing education and professional growth. The successful candidate will learn and utilize financial tools provided, educate clients on financial literacy, and consult with clients and prospective clients to assess their financial goals and provide quotes...

About the OrganizationCDC Small Business Finance is a leading provider of financial solutions to businesses and communities. Our mission is to transform how capital and investments flow into communities, providing people access to the capital and opportunities they deserve. We offer a comprehensive package of loan products, impact investment opportunities,...

At SDRE Homebuyers LLC, we are seeking a highly skilled Financial Analyst Assistant to join our finance team. This is an excellent opportunity for a motivated individual looking to gain experience and offers opportunities to grow their career in the real estate industry.About the JobAssist in the preparation and maintenance of financial records, including...

Job SummaryWe are seeking a highly skilled Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation.Responsibilities:Market Development: Identify market opportunities...

**Job Description:** Financial Assistant ManagerSouth Coast Copy Systems is seeking a highly skilled Financial Assistant Manager to join our team. This role will be responsible for assisting in financial operations, including accounts receivable and payable, contract billing, and reconciliations.Key Responsibilities:Assist in the preparation of financial...

**Job Summary**We are seeking an experienced Mortgage Loan Officer to join our team at United Financial.As a Mortgage Loan Officer, you will be responsible for presenting and communicating our company's loan products and services to clients, assisting clients in completing loan applications and all necessary paperwork, conducting thorough reviews of client...

Company OverviewWe are Equitable Advisors LLC, a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being and achieve long-term success.CompensationAs a new Financial Professional, you can expect to earn an estimated $62,000 in your first full year following the...