Current jobs related to Financial Services Professional - CA United States - Northwestern Mutual Santa Monica
-
Financial Services Professional
4 weeks ago
Long Beach, CA, USA, United States Synergy Financial Services Full timeUnlock Your Earning PotentialSynergy Financial Services is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking ambitious and hardworking individuals in the United States to join our team.Opportunity OverviewThis contract-based position provides an incredible opportunity to change...
-
Financial Professional
6 days ago
Los Angeles, CA, United States 49 Financial Full timeJob DescriptionAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based...
-
Financial Services Professional
4 weeks ago
, MN, United States Equitable Services Full timeAbout Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized financial services and products to address the evolving needs of our clients.Our MissionWe strive to deliver exceptional customer experiences...
-
Servicing Financial Advisor
6 days ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Servicing Financial Advisor
5 days ago
Ashburn, VA, United States Abich Financial Services Inc. Full timeAbout usAbich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the...
-
Financial Services Professional
4 weeks ago
, TX, United States Fidelity TalentSource LLC Full timeJob Summary:We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity TalentSource LLC. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.About the Role:This is a unique opportunity to work with...
-
Financial Professional Career Opportunity
3 weeks ago
Anaheim, CA, United States Global Financial Impact Full timeAbout the JobAre you looking for a career change or a way to add an extra income stream to your household? Global Financial Impact is seeking highly motivated and competent individuals to become financial professionals and provide services to clients.Job OverviewWe offer a fully remote position that is perfect for stay-at-home career seekers or those who...
-
Financial Services Professional
4 weeks ago
, KS, United States Commerce Bank Full timeAbout Commerce BankAt Commerce Bank, we're committed to helping individuals and businesses achieve financial safety and success. Our culture is built on a foundation of trust, integrity, and a passion for delivering exceptional service.Job SummaryWe're seeking a motivated and customer-focused Financial Advisor to join our team in the KC South/Olathe markets....
-
Financial Services Professional
1 week ago
Norfolk, NE, United States Bankers Life Full timeBankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...
-
Financial Services Professional
2 days ago
Evansville, IN, United States Bankers Life Full timeBankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...
-
Financial Services Professional
3 weeks ago
, TX, United States Fidelity Investments Full timeJob Description:We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our valued clients.The Expertise We're Looking For:Experience in customer service, phone, or financial...
-
Customer Service Representative
5 days ago
Austin, TX, United States PFS - Professional Financial Services Full timeDo you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way?Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and...
-
Customer Service Representative
1 week ago
Austin, TX, United States PFS - Professional Financial Services Full timeDo you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and...
-
Carpinteria, CA, United States PlanMember Financial Corporation Full timeAs our Financial Services Operations Supervisor in Purchasing, you will be responsible for performing various financial and administrative tasks to support the operations of a financial institution or department. You will work closely with team members, and other stakeholders to ensure accuracy, compliance, and efficiency in operational processes.As the...
-
Financial Services Professional
4 weeks ago
, TX, United States Modern Woodmen Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Associate. In this role, you will work closely with our Managing Partner and Senior Financial Representative to build and maintain strong relationships with our clients, while also developing your own financial practice.Key...
-
Financial Professional
1 week ago
San Jose, CA, United States New York Life Insurance Company Full timeCompany Description New York Life Insurance Company has been helping people put love into action for over 175 years. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. We are committed to making a positive impact in local communities through our culture of giving and volunteerism, supported by the New York Life...
-
Financial Broker
4 days ago
San Antonio, TX, United States McNally Financial Services Full timeMcNally Financial Services is seeking a talented Financial Broker to join our team. This is a remote position based in San Antonio, TX 78201. Job Responsibilities: Manage brokerage accounts and provide financial advice Handle inbound inquiries and claims Generate referrals and manage reimbursement processes Build and maintain relationships with clients Job...
-
Senior Financial Analyst
1 week ago
Raleigh, NC, United States Lighthouse Professional Services Full timeStaffing 360 Solutions is currently seeking a Senior Financial Analyst to join us working hybrid in Raleigh, NC!Duration: Full time3 month contract to permLocation: Raleigh, NC (Hybrid 1-day remote, 4 days in office)Pay Rate: $80K-$100K DOE + discretionary 15% annual bonus (once converted)Some travel may be required to NYCDESCRIPTION:This job description is...
-
Financial Services Representative
4 weeks ago
, FL, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact - Marco Esquivel is seeking a highly motivated and results-driven Financial Professional to join our team. As a Financial Professional, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain professional...
-
Senior Service Professional
5 days ago
Atlanta, GA, United States Cetera Financial Group Full timeCetera is currently seeking a Senior Service Professional.This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.This is a hybrid role, 2-3 days a week in office.What you will do: Cultivating...
Financial Services Professional
2 months ago
We are seeking a skilled and motivated individual to join our team as a Financial Planner. As a key member of our team, you will be responsible for developing and implementing financial plans that meet the unique needs of our clients.
Key Responsibilities- Provide financial advice and guidance to clients to help them achieve their long-term financial goals
- Conduct financial needs assessments to identify areas for improvement and develop customized financial plans
- Collaborate with clients to understand their financial objectives and develop strategies to achieve them
- Analyze financial data to identify trends and opportunities for growth
- Develop and maintain strong relationships with clients to ensure their ongoing financial well-being
- Bachelor's degree in business administration, finance, or a related field
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Basic knowledge of financial planning software and tools
- FINRA Series 7 & 63/66 license a plus
Northwestern Mutual Santa Monica is a dynamic and growing company that values innovation, collaboration, and customer satisfaction. We offer a competitive compensation package, opportunities for professional growth and development, and a supportive team environment.
