Financial Services Professional

About California Wealth TransitionsWe are a Hybrid Broker Dealer/Registered Investment Advisory firm with a strong focus on personalized financial planning and wealth management services. Our team is dedicated to providing exceptional support to our clients and colleagues.Job SummaryThe Associate Financial Advisor will provide technical and client...

{"title": "Associate Financial Advisor", "description": "Join Our TeamAt California Wealth Transitions, we are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As a key member of our Advisory Team, you will provide technical and client relationship management support to our seasoned advisors.Key...

Insurance Agent/Account ManagerProfessional Search Group (PSG) is seeking a highly motivated and customer-focused Insurance Agent/Account Manager to join their dynamic team. As a key member of the team, you will be responsible for establishing strong relationships with customers, providing exceptional service, and helping them navigate the complexities of...

Insurance Agent/Account Manager OpportunityProfessional Search Group - OC is seeking a skilled Insurance Agent/Account Manager to join their team. As a key member of the team, you will be responsible for establishing customer relationships, providing exceptional customer service, and developing leads to drive business growth.Key Responsibilities:Build and...

Unlock Your Earning PotentialBankers Life 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, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.What We...

Professional Search Group OC is seeking a highly skilled Member Service Representative to deliver exceptional customer experiences and drive business growth. As a key member of the team, you will be responsible for providing top-notch service to both new and existing members, primarily through the Contact Center.Key Responsibilities:Process transactions for...

Unlock Your Financial Potential with Kinecta FCUKinecta Federal Credit Union is a leading financial institution that values community, diversity, and employee well-being. As a Personal Financial Advocate III, you will play a vital role in helping our members achieve their financial goals.About the RoleWe are seeking a highly motivated and customer-focused...

Job Title: Senior AccountantWe are seeking an experienced Senior Accountant to join our team in Brea. As a Senior Accountant, you will be responsible for managing the financial operations of our senior living facilities.About UsOur company is headquartered in North Orange County and manages dozens of skilled nursing facilities. We are dedicated to providing...

Member Service RepresentativeProfessional Search Group OC is seeking a highly skilled Member Service Representative to join their client's team. As a key member of the team, you will be responsible for delivering exceptional member service by handling a wide range of credit union products and services.Key Responsibilities:Process transactions for savings,...

Member Service Representative OpportunityProfessional Search Group - OC is seeking a highly skilled Member Service Representative to join their team. As a key member of the Contact Center, this individual will be responsible for delivering exceptional member service by handling a wide range of credit union products and services.Key Responsibilities:Process...

Unlock Your Potential with Kinecta FCUKinecta Federal Credit Union is a leading financial institution that values community, diversity, and employee growth. We're seeking a talented Personal Financial Advocate III to join our team and help our members achieve their financial goals.As a Senior Banker, you'll leverage your exceptional people skills to build...

Unlock Your Potential with Kinecta FCUKinecta Federal Credit Union is a leading financial institution that values community and diversity. We're seeking a talented Personal Financial Advocate III to join our team and help our members achieve their financial goals.As a Senior Banker, you will be responsible for building and deepening financial relationships...

Job Summary We are seeking a highly motivated and customer-focused Financial Representative to join our team at Fidelity Investments. As a Financial Representative, you will play a key role in delivering exceptional client experiences and helping our clients achieve their financial goals. About the Role In this role, you will be responsible for providing...

Job Title: Member Service RepresentativeWe are seeking a highly skilled Member Service Representative to join our client's team at Professional Search Group - Orange County. As a key member of our team, you will be responsible for delivering exceptional member service by handling transactions, generating product referrals, and providing accurate quotes on...

Job Title: Financial ConsultantAre you a skilled financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We're seeking a talented Financial Consultant to join our team at Fidelity Investments.About the RoleAs a Financial Consultant, you will work closely with clients to...

Job SummaryWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment advice to our clients. You will work closely with our clients to understand their financial goals and develop tailored investment strategies...

Job SummaryWe are seeking a highly skilled Member Service Representative to join our client's team in Orange County. As a key member of the team, you will be responsible for delivering exceptional member service by handling a wide range of credit union products and services.Key Responsibilities:Process transactions for savings, checking, money market...

Job Description:Fidelity is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.The Purpose of Your Role:As a Financial Consultant, you will work closely with clients to...

About California Wealth TransitionsWe are a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with two offices in Brea, CA and San Diego, CA. Our focus is on providing highly personalized financial planning and wealth management services to over 600 families going through a wealth transition.About the RoleThe Paraplanner will collaborate with...

Job Title: Financial AnalystEnvista is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance team, you will play a critical role in supporting our financial operations and providing valuable insights to drive business decisions.Key Responsibilities:Assist in the preparation of financial reports, including balance sheets,...