Current jobs related to Financial Services Consultant II - Santa Monica, California - Kinecta FCU

  • Financial Consultant

    2 weeks ago

    Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Financial Consultant OpportunityMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.Key...

  • Financial Consultant

    4 weeks ago

    Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Unlock Your Potential as a Licensed Financial ConsultantMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Licensed Financial Consultant to join our team. As a national leader in the broker-dealer space, we offer a world-class environment and exceptional work opportunities.In this role, you will be responsible for building...

  • Financial Analyst II

    4 weeks ago

    Santa Monica, California, United States Dexian Full time

    Job Title: Financial Analyst IIJob Summary:We are seeking a highly skilled Financial Analyst II to join our team at Dexian. As a Financial Analyst II, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions.Responsibilities:Analyze financial data to identify trends and patternsDevelop and...

  • Financial Services Representative

    2 weeks ago

    Santa Monica, California, United States Kinecta FCU Full time

    Personal Financial Advocate IIKinecta Federal Credit Union is a leading financial institution that values community giving and diversity. We are seeking a Personal Financial Advocate II to join our team and help our members achieve their financial goals.About the Role:As a Personal Financial Advocate II, you will be responsible for building and deepening...

  • Financial Analyst II

    2 weeks ago

    Santa Monica, California, United States Dexian Full time

    Job Title: Financial Analyst IIJob Summary:We are seeking a highly skilled Financial Analyst II to join our team at Dexian. As a key member of our finance team, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Responsibilities:Work with our Distributed Partner's metadata and rights...

  • Financial Analyst II

    4 weeks ago

    Santa Monica, California, United States Dexian - DISYS Full time

    Job Title: Financial Analyst IIJob Summary:We are seeking a highly skilled Financial Analyst II to join our team at Dexian - DISYS. As a key member of our finance team, you will be responsible for analyzing financial data, identifying trends, and providing insights to support business decisions.Responsibilities:Work with our Distributed Partner's metadata...

  • Financial Consultant

    1 week ago

    Santa Rosa, California, United States Meron Financial Agency Full time

    Unlock Your Earning PotentialMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. As a Financial Consultant, you will play a crucial role in helping our clients succeed while enjoying a work-life balance.We are seeking passionate and driven individuals who want to make a meaningful...

  • Financial Services Associate II

    1 week ago

    Santa Maria, California, United States Dignity Health Full time

    Job Title: Financial Services Associate IIOverview:Dignity Health's Pacific Central Coast Health Centers (PHC) is a non-profit community clinic organization comprised of over 40 health centers located primarily from Ventura to Templeton spanning the coast.Our experienced physicians and advanced practice providers offer a wide range of primary and specialty...

  • Financial Services Associate II

    1 month ago

    Santa Maria, California, United States CommonSpirit Health Full time

    Job SummaryWe are seeking a highly skilled Financial Services Associate II to join our team at Dignity Health. As a key member of our financial services team, you will play a critical role in ensuring the financial well-being of our patients.Key ResponsibilitiesEvaluate insurance options and clinical services to meet the needs of patientsTrack insurance...

  • Financial Services Associate II

    2 weeks ago

    Santa Maria, California, United States Dignity Health Full time

    Job SummaryWe are seeking a highly skilled Financial Services Associate II to join our team at Dignity Health's Pacific Central Coast Health Centers. As a key member of our financial services team, you will play a critical role in ensuring that our patients receive high-quality, cost-effective care.Key ResponsibilitiesEvaluate insurance options and clinical...

  • Financial Services Associate II

    2 weeks ago

    Santa Maria, California, United States Dignity Health Full time

    Job SummaryWe are seeking a highly skilled Financial Services Associate II to join our team at Dignity Health's Pacific Central Coast Health Centers. As a key member of our financial services team, you will play a critical role in ensuring that our patients receive high-quality, cost-effective care.Key ResponsibilitiesEvaluate insurance options and clinical...

  • Financial Services Associate II

    2 weeks ago

    Santa Maria, California, United States CommonSpirit Health Full time

    Job SummaryWe are seeking a highly skilled Financial Services Associate II to join our team at Dignity Health Central Coast. As a key member of our financial services team, you will play a critical role in ensuring the financial well-being of our patients.Key ResponsibilitiesEvaluate insurance options and clinical services to meet the needs of patientsTrack...

  • Financial Services Professional

    2 weeks ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Financial Advisor Opportunity at Raymond James Independent Financial Services **About the Role** Raymond James Ltd., a leading independent investment dealer, is seeking a full-time Financial Advisor to join their team in Barrie, ON. As a Financial Advisor, you will be responsible for providing customized solutions to clients seeking wealth management...

  • Senior Financial Advisor

    1 week ago

    Santa Monica, California, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Our company is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, we are consistently recognized as one of the top firms in the industry. We are currently seeking a Licensed Financial Consultant to join our team in the Santa Barbara and...

  • Financial Services Professional

    2 weeks ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Join Raymond James Independent Financial Services in Barrie, ON, as a full-time Financial Advisor. Our company, one of Canada's leading independent investment dealers, offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. As a successful Financial Advisor, you will have a minimum of...

  • Financial Services Professional

    2 weeks ago

    Santa Clarita, California, United States Raymond James Financial Services Full time

    Raymond James Independent Financial Services is seeking a full-time Financial Advisor in Barrie, ON. As one of Canada's leading independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have a minimum of 5 years of industry...

  • Financial Services Representative

    1 week ago

    Santa Clara, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. You will act as a liaison between clients and financial institutions, providing advice and solutions to meet their needs. Key Responsibilities:Obtain and maintain professional licenses and continuing educationLearn...

  • Financial Advisor

    4 weeks ago

    Santa Monica, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance and personalized planning.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their...

  • Financial Analyst

    4 weeks ago

    Santa Monica, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Analyst to join our team at First Citizens Bank. As a Financial Analyst, you will be responsible for analyzing financial models, preparing debt sizing models, and conducting due diligence on potential lending opportunities.Key ResponsibilitiesAnalyze detailed financial models to evaluate...

  • Financial Services Representative

    2 weeks ago

    Santa Monica, California, United States Equitable Advisors Full time

    About Equitable Advisors LLCEquitable Advisors LLC is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated...

Financial Services Consultant II

2 months ago

Santa Monica, California, United States Kinecta FCU Full time

Kinecta Federal Credit Union stands as a prominent institution in the financial services sector. With our recent expansion efforts, we are on the lookout for dedicated Financial Services Consultants to enhance our team. Recognized as a Great Place to Work for multiple consecutive years, Kinecta is committed to helping both our members and employees achieve their aspirations. We foster a culture where community involvement is valued and diversity is embraced, creating a promising environment for your career.

We are currently offering an engaging opportunity for enthusiastic, driven, and creative individuals who excel in a collaborative setting. As a Financial Services Consultant, your role will involve executing financial transactions while leveraging your exceptional interpersonal skills to cultivate and strengthen relationships with our members, ensuring that every interaction is both meaningful and positive.

Ideal Candidates: If you possess prior experience in customer service or have a minimum of one year in cash handling, along with a vibrant and proactive demeanor, and enjoy engaging with people, we encourage you to consider this opportunity.

What We Offer: Joining our organization means you will benefit from:

  • Competitive Compensation Packages
  • Attractive Incentive Programs
  • Outstanding Career Advancement Opportunities
  • Comprehensive Medical, Dental, and Vision Coverage
  • Flexible Spending Accounts / Health Savings Accounts
  • Education Assistance / Student Loan Repayment Options
  • Generous Paid Time Off Policies
  • 401k with Company Matching
  • Exclusive Employee Discounts on Financial Services / Referral Bonuses
  • Meaningful Community Engagement / Volunteer Initiatives
  • Employee Support Programs - EAP
  • Holistic Wellness Programs
  • Rideshare Incentives
  • Onsite Fitness Facilities & Cafeteria at Headquarters

This position is designed for those who seek a fulfilling career in the financial services industry.

To learn more about this opportunity, please apply through our online platform.