Financial Services Professional
1 month ago
We are seeking a detail-oriented and organized individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for clients, providing strategic recommendations for products and investments, and identifying new business opportunities.
Responsibilities:
- Customize financial plans for each client based on their professional and personal circumstances
- Provide strategic recommendations for products and investments to help clients achieve their financial goals
- Identify and secure new business opportunities to expand our client base
- Determine cash flow, income, and financial status to help clients define and achieve their financial objectives
Qualifications:
- Experience working with financial planning software and CRM systems
- A Bachelor's degree in finance or a related field
- Working knowledge of financial products and the financial industry
- Superior communication and math skills to establish a strong foundation of customer service
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Financial Services Professional
1 month ago
Santa Clarita, California, United States Raymond James Financial Services Full timeRaymond James Independent Financial Services is seeking a full-time Financial Advisor in Barrie, ON. As one of Canada's leading independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have a minimum of 5 years of industry...
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Financial Services Professional
1 week ago
Santa Monica, California, United States Banc of California Full timeOverviewBanc of California, a bank holding company headquartered in Los Angeles, seeks a Financial Services Officer to join its team. This role is ideal for individuals with experience in new accounts and branch banking operations.Salary RangeThe base salary for this position is estimated to be around $65,000 per year, based on industry standards and market...
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Financial Services Professional
4 weeks ago
Santa Rosa, California, United States Edward Jones Full timeFinancial Advisor Career OverviewAs a financial advisor at Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will work closely with your branch team, home-office team, and regional financial...
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Chief Financial Strategist
4 weeks ago
Santa Monica, California, United States Joffe Emergency Services Full timeJob DescriptionJoffe Emergency Services is a leading provider of emergency response training, event safety, and disaster preparedness supplies. Our mission is to save lives and prevent emergencies through expert training and high-quality products.We are seeking a Chief Financial Strategist to serve as a strategic business partner to our CEO and other senior...
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Bilingual Financial Services Professional
4 weeks ago
Santa Clara, California, United States New York Life Insurance Company - Santa Clara General Office Full timeAbout the RoleWe are seeking a highly motivated and bilingual financial professional to join our team in Santa Clara, CA. As a key member of our team, you will play a vital role in providing financial services and solutions to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...
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Chief Financial Officer
4 weeks ago
Santa Monica, California, United States Providence Service Full timeThe Chief Financial Officer (CFO) at Providence Service is responsible for overseeing the financial operations of the organization, ensuring its financial health and sustainability.This role will manage all financial reporting, an annual operating budget, investments, and total assets, forecasting, financial analysis, and compliance requirements.The CFO will...
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Financial Services Officer
4 weeks ago
Santa Monica, California, United States Banc of California Full timeAbout the Role:The Financial Services Officer is a key member of our team, responsible for delivering exceptional customer service and support to our clients. As a Financial Services Officer, you will be the primary point of contact for clients, providing guidance and expertise on our range of financial products and services.Key Responsibilities:Opening new...
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Financial Planning Specialist
4 weeks ago
Santa Monica, California, United States Northwestern Mutual Full timeFinancial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...
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Financial Planning Specialist
4 weeks ago
Santa Monica, California, United States Northwestern Mutual Full timeFinancial Advisor Role at Northwestern MutualWe are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you will work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.Key Responsibilities:Build and...
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Financial Planning Specialist
4 weeks ago
Santa Monica, California, United States Northwestern Mutual Full timeWe are seeking a highly motivated and driven Financial Advisor to provide comprehensive and innovative financial planning services to clients at Northwestern Mutual.As a Financial Advisor, you will work collaboratively with other professionals to develop and implement financial plans that help clients achieve their financial objectives.Key...
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Financial Planning Specialist
1 month ago
Santa Monica, California, United States Northwestern Mutual Santa Monica Full timeJob OverviewWe are seeking a skilled financial professional to join our team at Northwestern Mutual Santa Monica. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique needs and...
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IT Project Coordinator
4 weeks ago
Santa Ana, California, United States Financial Statement Services, Inc Full timeJob Title: IT Project CoordinatorJob Summary:Financial Statement Services, Inc. is seeking an IT Project Coordinator to join our team in Santa Ana, CA. The successful candidate will coordinate multiple small to large scale projects for Application Developers and Operations team members using Workfront project management software.Key Responsibilities:Work...
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Chief Financial Officer
4 weeks ago
Santa Monica, California, United States Providence Full timeJob SummaryThe Chief Financial Officer (CFO) is a key member of the executive leadership team at Providence, responsible for overseeing the financial operations of the organization. This role requires a strategic thinker with expertise in financial management, investment, and planning.Key ResponsibilitiesDevelop and implement financial strategies that...
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Chief Financial Officer
1 month ago
Santa Monica, California, United States Travoom Full time{"h1": "CFO Wanted for Football Travel Startup", "p": "We are a rapidly growing company in the football travel industry, and we are looking for a CFO with startup experience and access to capital. Our company, Travoom, is focused on providing unique football travel experiences for fans. We are seeking a CFO who can help us navigate the financial aspects of...
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Chief Financial Officer
4 weeks ago
Santa Monica, California, United States FutureRecruitNet Full timeAbout the JobThe Chief Financial Officer will be responsible for all accounting and financial requirements for the Property, providing financial support, advice and expertise to the General Manager and hotel team, with the goal of maximizing profit and safeguarding hotel assets.Main ResponsibilitiesManaging the accounting records and financial...
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Automotive Service Professional
4 weeks ago
Santa Monica, California, United States Jaguar Land Rover Full timeJoin Our Team as an Automotive TechnicianWe are seeking an experienced automotive technician to join our team at Jaguar Land Rover Santa Monica. As a key member of our service department, you will be responsible for professionally servicing our guests' vehicles and ensuring quality work while delivering an excellent guest...
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Financial Solutions Advisor
4 weeks ago
Santa Monica, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We believe trust comes from transparency. Our...
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Financial Planning and Analysis Manager
4 weeks ago
Santa Monica, California, United States Compu-Vision Consulting Full timeJob SummaryAs a Financial Planning and Analysis Manager at Compu-Vision Consulting, you will play a critical role in managing the budgeting, financial planning, and operational finance for our organization. This position requires a strong analytical mindset, excellent communication skills, and the ability to work independently under pressure.Key...
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Financial Operations Coordinator
4 weeks ago
Santa Monica, California, United States Jaguar Land Rover Full timeJob Summary:We are seeking a highly skilled Financial Operations Coordinator to join our team at Jaguar Land Rover. This role will be responsible for managing the financial operations of our company, including accounts payable, receivable, and invoicing.Key Responsibilities:Process and reconcile accounts payable and receivable, with a focus on efficiency and...
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Construction Financial Manager
7 days ago
Santa Monica, California, United States Jobot Full timeWe are seeking an experienced Construction Financial Manager to join our team in Los Angeles. As a key member of our construction management services, you will be responsible for managing budgets, tracking project costs, and coordinating with clients.