Financial Services Professional
1 week ago
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to join our team in Riverside, CA. As a Financial Advisor, you will be responsible for providing investment and retirement planning services to our members.
Key Responsibilities:- Identify and evaluate customer needs for financial services, assess objectives and goals, and develop an investment strategy to implement.
- Stay current on market conditions, analyze financial and investment vehicles, and educate clients on tax and securities consequences.
- Drive investment and program integration initiatives with credit union programs, including branch personnel training and promoting referral incentives.
- Service and perform periodic reviews of existing client accounts, meeting with clients to review and update client needs.
- Remain visible to the public to meet and retain potential new clients, conducting client workshops/seminars on various topics.
- Active Series 7, 63/65 (or 66) licenses, along with Life, Accident & Health licenses.
- Clean U-4 and Background.
- Two or more years of sales experience in the financial services industry, preferably in a bank or credit union.
- Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients.
CFS is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there.
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Financial Services Professional
1 week ago
Riverside, California, United States Cetera Investment Services LLC Full timeJob Title: Financial AdvisorCetera Investment Services LLC is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial planning, investment management, and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...
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Financial Services Professional
1 week ago
Riverside, California, United States Atria Wealth Solutions Full timeFinancial Advisor Job DescriptionAs a Financial Advisor at Wescom Financial Services, LLC, you will play a crucial role in helping our members achieve their long-term financial goals. We are seeking a highly skilled and motivated individual to join our team and provide expert financial guidance to our clients.Key Responsibilities:Meet with clients to...
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Financial Services Professional
2 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeJob Title: Financial AdvisorWe are seeking a highly skilled Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will play a critical role in helping our members achieve their long-term financial goals.Job Summary:The Financial Advisor will be responsible for meeting with and profiling credit union members to...
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Financial Services Professional
6 days ago
Riverside, California, United States Atria Wealth Solutions Full timeJob Title: Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will play a critical role in helping our members achieve their long-term financial goals.Job Summary:The Financial Advisor will be responsible for meeting with and profiling credit union...
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Banking Professional
2 weeks ago
Riverside, California, United States Provident Financial Holdings Full timeJob SummaryThe Community Banker (Teller) is a key role at Provident Financial Holdings, responsible for delivering exceptional customer service and providing financial solutions to our clients. This position requires a strong focus on sales, customer service, and operational efficiency.Key ResponsibilitiesProvide superior customer service, ensuring that all...
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Financial Services Specialist
1 week ago
Riverside, California, United States University of California- Riverside Full timeJob SummaryWe are seeking a highly skilled Financial Services Analyst to join our team at the University of California, Riverside. As a key member of our financial operations team, you will be responsible for reconciling monthly ledgers, generating departmental financial reports, and preparing sales and services applications and associated invoices.Key...
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Financial Services Representative
6 days ago
Riverside, California, United States Wescom Central Credit Union Full timeJob Title: Financial AdvisorWe are seeking a highly skilled Financial Advisor to join our team at Wescom Central Credit Union. As a Financial Advisor, you will play a critical role in helping our members achieve their long-term financial goals.Key Responsibilities:Meet with members to understand their financial needs and goalsDevelop and implement...
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Financial Services Specialist
4 weeks ago
Riverside, California, United States University of California- Riverside Full timeJob SummaryThe University of California-Riverside is seeking a highly skilled Financial Services Analyst to join our team. As a key member of our financial operations team, you will be responsible for reconciling monthly ledgers, generating departmental financial reports, and preparing sales and services applications and associated invoices.Key...
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Financial Services Representative
4 weeks ago
Riverside, California, United States Northgate Markets Full time**Job Summary:**The Financial Services Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and advise accurate...
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Financial Services Associate
3 weeks ago
Riverside, California, United States Omega Enterprises Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Financial Services team at Omega Enterprises. As a key member of our team, you will be responsible for analyzing and optimizing our clients' processes to improve their effectiveness and efficiency.Your Key ResponsibilitiesAnalyze and optimize clients' processes to...
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Financial Services Administrative Assistant
1 week ago
Riverside, California, United States Bail Hotline Full timeJob Title: Financial Services Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our Financial Services Department at Bail Hotline. As a key member of our team, you will provide exceptional support to our Collections Representative and clients, ensuring seamless communication and data entry.Key...
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Office Associate
1 month ago
Riverside, California, United States Marcos Celis Garcia - State Farm Agent Full timeJob Description**Position Overview**Are you a motivated and customer-focused individual who enjoys working with the public? If so, this role may be the perfect fit for you. As a State Farm Agent Team Member, you will have the opportunity to assist customers with insurance and financial services to help them manage the risks of everyday life, recover from the...
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Associate Financial Services Expert
4 weeks ago
Riverside, California, United States Omega Enterprises Full timeAre you passionate about transforming companies with modern and innovative technologies? Are you interested in digitalization in the financial industry and actively seeking an entry into a boutique consulting firm?If so, then you've come to the right place.As a (Senior) Associate (m/w/d) for our Competence Center "Financial Services" at Omega Enterprises,...
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Riverside, California, United States La Sierra University Full timeJob Title: Student Assistant to the Director of Student Financial ServicesJob Summary: We are seeking a highly motivated and detail-oriented student to assist the Director of Student Financial Services in various administrative tasks.Responsibilities:Assist the Director in processing and updating department policies and procedures.Perform various...
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Riverside, California, United States La Sierra University Full timeJob Title: Student Assistant to the Director of Student Financial ServicesJob Summary: We are seeking a highly motivated and detail-oriented student to assist the Director of Student Financial Services in various administrative tasks.Responsibilities:Assist the Director in processing and updating department policies and procedures.Perform various...
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Mortgage Loan Officer
3 days ago
Riverside, California, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesDevelop and...
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Financial Advisor
2 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeJob Title: Financial AdvisorAs a Financial Advisor at Wescom Credit Union, you will play a vital role in helping our members achieve their long-term financial goals. We are seeking a highly motivated and experienced professional to join our team and provide expert financial guidance to our members.Key Responsibilities:Meet with and profile credit union...
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Regional Sales Leader
1 week ago
Riverside, California, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a highly skilled Regional Sales Leader to join our Business Banking team. As a key member of our organization, you will be responsible for leading a team of sales professionals in driving business growth and delivering exceptional customer experiences.Key ResponsibilitiesLead a team of sales professionals...
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Financial Director
2 weeks ago
Riverside, California, United States Colleges and Institutes Canada Full timeJob Title: Director, FinanceCICan is seeking a highly skilled and experienced Director of Finance to join our team. As a key member of our leadership team, you will be responsible for providing strategic financial guidance and oversight to ensure the organization's financial health and sustainability.Key Responsibilities:Develop and implement financial...
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Consumer Loan Sales Specialist
4 weeks ago
Riverside, California, United States OneMain Financial Full timeEmpower Customers with Financial SolutionsAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in helping customers achieve their financial goals by offering personalized financial solutions.Key Responsibilities:Deliver exceptional customer...