Financial Planning Specialist

About the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...

Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Northwestern Mutual Santa Monica. As a key member of our financial services team, you will play a crucial role in helping clients achieve their long-term financial goals.About the RoleYou will serve as a trusted advisor for new clients acquired through proactive...

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Orange County's Credit Union. In this role, you will be responsible for providing exceptional service experiences for internal associates and external members.The ideal candidate will have a strong understanding of financial services processes, including levies,...

Comunidad Latina Federal Credit Union is a small, community-focused financial institution dedicated to supporting and empowering our members' financial wellness. We are based in Santa Ana, CA and are seeking a Financial Wellness Specialist to join our team.About the JobIn this full-time or part-time role, you will be the face of our credit union, handling...

Job OverviewWe are seeking a highly organized and detail-oriented Financial Data Specialist to join our team at JobSource. In this role, you will be responsible for maintaining accurate financial records and ensuring timely payment from clients.Responsibilities:Process and examine financial transactions to ensure accuracy and completeness.Monitor customer...

Job OverviewWe are seeking a skilled Accounting Specialist - Financial Reporting to join our team at AccountingZoom. The ideal candidate will have significant experience in financial reporting and be proficient in client services and administrative duties.The successful candidate will be responsible for preparing and examining financial records for multiple...

We are seeking a skilled Financial Accounting Specialist to join our team for a short-term contract assignment with our Entertainment client located in Santa Ana, CA. The ideal candidate will have experience in A/P invoice vouching/coding, AP check run, and A/R collections.This temporary position is scheduled to last 10 days and will be based on-site at our...

Key ResponsibilitiesProvide exceptional customer service to our members, responding to their financial needs and concerns.Process daily transactions, including deposits, withdrawals, transfers, and loan payments, with high accuracy.Assist members with inquiries and provide information about our credit union's products and services.Participate in financial...

AP/AR Specialist Job DescriptionWe are seeking a skilled AP/AR Specialist for a short-term contract assignment with our client in Santa Ana, CA.Job Summary:The ideal candidate will possess strong experience in A/P invoice vouching/coding, AP check run, and A/R collections.This is a temporary assignment (contract) with a duration of 10 days.Key...

We are seeking a highly skilled Financial Consultant to join our team at El Triunfo Corporation in Santa Ana, CA. As a key member of our Accounting and Tax Firm, you will play a crucial role in assisting Hispanic business owners with their financial planning needs.The ideal candidate will be fluent in both English and Spanish, possess strong analytical...

About Malibu EventsWe are a dynamic events company based in Santa Ana, CA, seeking a meticulous Data Entry Clerk to join our team. As a data entry specialist, you will play a crucial role in supporting the success of our events through accurate and efficient data management.Key Responsibilities:Data Management: Enter, update, and maintain event-related data...

Are you passionate about helping others overcome financial obstacles? Do you excel at communication and problem-solving? We're looking for a skilled Financial Navigator to join our team at Alliance Tax Advocate.As a Financial Navigator, you'll work closely with clients to understand their financial situations and develop personalized plans to resolve their...

Estimated Salary:$56,000Job OverviewWe are seeking an experienced accounting professional to join our team at Alt Financial Network, Inc. The ideal candidate will have a strong background in financial record-keeping and a keen eye for detail.Key ResponsibilitiesManage day-to-day financial transactions and ensure accurate postingsProcess payroll duties in a...

About the RoleWe are looking for a highly disciplined financial analyst to support our team with tasks such as reconciliation, transaction posting, accounts payable processing, Concur implementation assistance, and weekly expense reporting reviews.The ideal candidate will have experience with Netsuite and possess strong analytical skills.The estimated hourly...

We are seeking a highly skilled Senior Financial Analyst to join our team at Kaiser Permanente. As a key member of our financial planning department, you will play a crucial role in supporting the evaluation of the business environment and identifying opportunities for growth.About this RoleThis is a full-time position that reports to the Manager of...

About the RoleAs a Senior Accounting Director at PL & L LLC, you will play a vital role in shaping the company's financial strategy. You will be responsible for overseeing financial activities, identifying areas for improvement, and implementing changes to drive growth.Key ResponsibilitiesLeadership of the finance team, providing guidance and support to...

El Triunfo Corporation has been providing quality, personalized financial guidance to local individuals and businesses for years. As a Bilingual Tax Preparer, you will be responsible for assisting Hispanic business owners with their tax preparation needs in Santa Ana, CA. The estimated salary for this position is $65,000 per year, commensurate with...

Job OverviewThe Senior Financial Director will oversee all financial aspects of Project Kinship, providing strategic leadership and guidance to ensure financial health and compliance. This includes strategic financial planning, management of financial risks, financial record-keeping, statistical reports for management and/or Board, audit activities, and...

Job OverviewWe are seeking a Chief Financial Strategist to join PL & L LLC. This key role oversees financial activities and personnel, driving efficiency improvements through strategic planning and budgeting.ResponsibilitiesOversight of all financial activities and personnel, ensuring seamless operations.Development and implementation of controls and budgets...

Job OverviewWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Project Kinship. This is an exciting opportunity for a motivated individual who is passionate about finance and leadership.About the RoleThe Chief Financial Officer will be responsible for overseeing all financial aspects of the organization, including...