Current jobs related to Financial Services Advisor - Sherman Oaks, California - Paul Mitchell Schools


  • Sherman Oaks, California, United States Paul Mitchell Schools Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Advisor to join our team at Paul Mitchell Schools. As a key member of our staff, you will be responsible for creating and implementing customer-focused financial plans that support our school's culture and admissions process.Key ResponsibilitiesPrepare and process all...


  • Sherman Oaks, California, United States Paul Mitchell Schools Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Advisor to join our team at Paul Mitchell Schools. As a key member of our admissions process, you will create and implement customer-focused financial plans that support our school's culture and the success of our Future Professionals.Key Responsibilities:Prepare and process...


  • Thousand Oaks, California, United States Forum Financial Management, LP Full time

    Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with over $8.5 billion in assets under management. We are seeking an Associate Financial Advisor to join our Thousand Oaks Office who is eager to learn about financial planning and the investment management industry.Job...


  • Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial Services ProfessionalLPL Financial partners with banks to offer a comprehensive range of financial services to their clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial....


  • Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area presents a chance to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model,...


  • Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Career PotentialLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...


  • Thousand Oaks, California, United States LPL Financial Full time

    Career Opportunities at BMO Bank N.A. Unlock Your Potential As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to BMO Bank N.A. for financial solutions. This exciting position will offer: * The ability to build a strong client base with the Bank's...


  • Thousand Oaks, California, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive range of financial services to their clients. This exciting opportunity at BMO Bank N.A. in the Thousand Oaks, CA area allows you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model,...


  • Thousand Oaks, California, United States LPL Financial Holdings, Inc. Full time

    Financial Services OpportunityLPL Financial partners with banks to offer a comprehensive menu of financial services to bank clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks, CA area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...


  • Thousand Oaks, California, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you grow your career and business. As a Financial Advisor associated with BMO Bank N.A., you'll have the opportunity to join a team dedicated to supporting the local community with a complete menu of financial services.Key Benefits:Build a strong client...


  • Thousand Oaks, California, United States LPL Financial Full time

    Unlock Your Potential in Financial Services At LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with BMO Bank N.A. offers a unique opportunity to grow your business and help clients achieve their financial goals. With a strong referral system and a significant deposit base, you'll have the...

  • Optical Advisor

    2 weeks ago


    Sherman Oaks, California, United States EssilorLuxottica Full time

    Job Title: Optical AdvisorAt EssilorLuxottica, we're passionate about delivering exceptional vision care to our customers. As an Optical Advisor, you'll play a vital role in creating a seamless and personalized experience for our patients.Key Responsibilities:Provide exceptional customer service, ensuring all patients receive the highest quality care.Deliver...

  • Retail Sales Advisor

    2 weeks ago


    Sherman Oaks, California, United States United Legwear and Apparel Company Full time

    Job OverviewUnited Legwear & Apparel Co. is seeking a highly motivated and customer-focused Sales Advisor to join our team at our Ted Baker Bloomingdale's Chestnut Hill location. As a Sales Advisor, you will be responsible for delivering exceptional customer service, driving sales, and upholding the Ted Baker brand's high standards.Key...


  • Thousand Oaks, California, United States Kinecta FCU Full time

    Job Summary:The Financial Advisor is a key member of our team at Kinecta FCU, responsible for providing expert financial guidance to our members. This role involves meeting with clients to assess their financial planning needs, developing personalized financial plans, and offering advice on investment products and services.Key Responsibilities:Meet with...


  • Thousand Oaks, California, United States Forum Financial Management Full time

    Job OverviewForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with over $8.5 billion in assets under management. We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our Thousand Oaks office.Key ResponsibilitiesDeliver exceptional client service and provide operational support...

  • Service Advisor

    6 days ago


    Thousand Oaks, California, United States Thousand Oaks Toyota Full time

    We are seeking an experienced Service Advisor to join our team at Thousand Oaks Toyota. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Assess and diagnose automotive problems, providing clear and concise explanations to customers.Verify warranty and service contract...

  • Service Advisor

    2 weeks ago


    Thousand Oaks, California, United States O'GARA Westlake Village Full time

    Job Title: Service AdvisorWe are seeking a highly skilled Service Advisor to join our team at O'GARA Westlake Village. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Promptly greet customers and provide a courteous and professional experience.Communicate with...


  • Thousand Oaks, California, United States Lithia & Driveway Full time

    About the RoleWe are seeking a highly skilled and customer-focused Service Advisor to join our team at DCH Ford of Thousand Oaks. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key ResponsibilitiesProvide exceptional customer service to all customers and vendors.Work closely with our...


  • Thousand Oaks, California, United States Thousand Oaks Toyota Full time

    Service Advisor Job DescriptionThousand Oaks Toyota is seeking an experienced Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Assess and diagnose automotive problems by listening to customer descriptions, conducting inspections, and...

  • Financial Director

    1 month ago


    Sherman Oaks, California, United States Prime Healthcare Full time

    OverviewSherman Oaks Hospital is a 153-bed, not-for-profit, acute-care community hospital located in California. With over 500 employees and an extraordinary team of physicians, the hospital is recognized for advanced technology and compassionate care, providing 24/7 emergency care and a full range of specialized medical, surgical, and diagnostic services to...

Financial Services Advisor

2 months ago


Sherman Oaks, California, United States Paul Mitchell Schools Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Services Advisor to join our team at Paul Mitchell Schools. As a key member of our staff, you will be responsible for creating and implementing customer-focused financial plans that support our school's culture and admissions process.

Key Responsibilities
  • Prepare and process all paperwork related to grants and loans
  • Counsel and advise Future Professionals and parents on financial aid eligibility and guidelines
  • Conduct regular inspections of financial files for compliance with required documentation
  • Stay up-to-date on current regulations pertaining to the release of student information
Requirements
  • Ability to interpret, apply, and comply with federal, state, and institutional guidelines and regulations related to financial aid
  • Excellent interpersonal, oral, and written communication skills
  • Solid work history with verifiable reference
  • Honesty and professionalism
  • Ability to multitask and coach others
Preferred Qualifications
  • Office experience: 1 year
What We Offer
  • Flexible schedule
  • Health insurance
  • Paid time off