Financial Professional
3 weeks ago
This Jobot Job is hosted by Dexter Dionio. We are seeking an experienced Accountant in Kearny Mesa, CA. As an Accountant, you will primarily focus on maintaining and examining the accounting system, auditing financial information, and contributing to financial planning and strategy. Key responsibilities include:
- Maintaining and examining the accounting system
- Auditing financial information
- Contributing to financial planning and strategy
- BA/BS degree in Accounting or Finance or a related field
- 3-5 years experience in revenue accounting
- Strong systems experience in advanced billing platforms
- Experience in audit or external validation
- 401(k)
- Dental Insurance
- Disability insurance
- Vision insurance
This role will involve working across the industry, utilizing your skills in auditing, accounting, general ledger management, and Microsoft Excel. If you are a motivated and detail-oriented professional looking for a new challenge, please apply today.
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Financial Professional
4 weeks ago
San Diego, California, United States Global Financial Impact - Brian Garcia Full timeJob OpportunityWe are seeking highly motivated and competent individuals to join our team as Financial Professionals. As a Financial Professional, you will have the opportunity to work with A+ rated financial companies across the nation, providing services that meet the needs of clients.Key Responsibilities:Develop Financial Need Analysis (FNA) for...
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Senior Financial Researcher
4 weeks ago
San Diego, California, United States Voya Financial Full timeJob SummaryWe are seeking a highly skilled Financial Researcher to join our team at Voya Financial. The ideal candidate will have a strong background in financial research, with a focus on fixed income and credit analysis.Key ResponsibilitiesConduct fundamental research on fixed income and credit marketsDevelop insights into future market trends and...
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Financial Services Professional
4 weeks ago
San Diego, California, United States Boutique Recruiting Full timeBoutique Recruiting is seeking a Financial Services Professional to join our team in Downtown San Diego. As a Financial Services Professional, you will be responsible for building and managing a client base from warm leads and handling the day-to-day management of existing clients.The ideal candidate will be a self-motivated individual who thrives in a...
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Financial Services Professional
3 weeks ago
San Diego, California, United States Northwestern Mutual La Jolla office Full timeJob OverviewAs a Financial Advisor with Northwestern Mutual La Jolla office, you will have the opportunity to help individuals and families achieve their financial goals through comprehensive planning and expert guidance.Key Responsibilities:Provide expert advice and innovative solutions for clients' comprehensive planning needs in areas such as retirement...
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Financial Services Professional
4 weeks ago
San Diego, California, United States Modern Woodmen Full time**Financial Services Opportunity**Modern Woodmen is seeking a skilled Financial Services Professional to join our team. As a representative, you will play a crucial role in building client relationships and contributing to local needs.**Key Responsibilities:**Provide expert guidance on financial services to membersNetwork within the local community to...
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Financial Services Professional
1 month ago
San Ramon, California, United States Summit Financial Group, LLC Full timeAbout UsSummit Financial Group is a high-touch, wealth management firm with a strong focus on community and collaboration. With over 20 years of experience and $3 billion in management, we pride ourselves on being a supportive network of like-minded professionals.Why Choose Us?Experience and ExpertiseWe offer a unique blend of experience and expertise,...
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Financial Planning Strategist
1 month ago
San Diego, California, United States Pure Financial Advisors, LLC Full timeKey Responsibilities:This role requires a deep understanding of our client-centric approach to financial planning and tax planning strategies. Key responsibilities include:Supporting advisors in processing financial data to develop accurate, comprehensive, and professional reports.Collaborating with advisors to create personalized financial planning...
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Digital Product Owner
4 weeks ago
San Diego, California, United States Cetera Financial Group Full timeAbout the RoleWe are seeking a skilled Digital Product Owner to join our team at Cetera Financial Group. As a key member of our team, you will be responsible for product ownership of key client and financial professional facing capabilities, enabled via our digital platform AdviceWorks.This role involves owning user story and requirements documentation and...
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Financial Services Representative
4 weeks ago
San Diego, California, United States Global Financial Impact - Marco Esquivel Full timeJob OverviewGlobal Financial Impact - Marco Esquivel is seeking a skilled Financial Services Representative to join our team. As a Financial Professional, you will play a crucial role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.You will act as a liaison between clients and financial institutions,...
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Financial Services Representative
1 month ago
San Diego, California, United States Global Financial Impact - Brian Garcia Full timeRemote Financial Professional OpportunityWe are seeking highly motivated and competent individuals to join our team as Remote Financial Professionals. As a key member of our organization, you will be responsible for developing financial need analysis for clients and providing them with personalized financial solutions.Key Responsibilities:Develop Financial...
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Data and Analytics Professional
4 weeks ago
San Diego, California, United States LPL Financial Holdings, Inc. Full timeTransforming the Financial Industry with LPL FinancialImagine being part of a team that's revolutionizing the financial industry. At LPL Financial, we're on a mission to create a high-performance fintech organization that's changing the game. As a Data and Analytics Professional, you'll be at the forefront of this transformation, working with our team of...
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Senior Financial Analyst
3 weeks ago
San Diego, California, United States Ledgent Finance & Accounting Full timeWe are seeking a highly skilled Senior Financial Analyst to join our team at Ledgent Finance & Accounting. As a Senior Financial Analyst, you will be responsible for leading our accounting team in the preparation of financial statements, analysis of financial data, and development of financial models.Job DescriptionKey Responsibilities:Lead the accounting...
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Financial Services Professional
4 weeks ago
San Diego, California, United States Bankers Life Full timeUnlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to build a client base, develop your expertise, and take ownership of your career.Our Award-Winning TrainingWe provide pre-licensing training free of...
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Senior External Sales Professional
4 weeks ago
San Diego, California, United States Lincoln Financial Group Full timeAbout the RoleWe are seeking a highly skilled Senior External Sales Professional to join our team at Lincoln Financial Group. As a key member of our sales team, you will be responsible for building and directing complex relationships with senior contacts within targeted firms to achieve profitable sales and growth.Key ResponsibilitiesDevelop and maintain a...
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Financial Services Professional
4 days ago
San Diego, California, United States California Credit Union Full timeJob OverviewWe are seeking a skilled Financial Services Professional to join our team as a Loan Originator. This role requires strong communication and sales skills, with the ability to work independently and collaboratively within a fast-paced environment.Responsibilities:Develop and maintain relationships with existing and new members to identify their...
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Financial Professional
4 weeks ago
San Jose, California, United States Z & L Properties Inc Full timeJob DescriptionAt Z & L Properties Inc, we are seeking a skilled Financial Professional to document the company\u0027s financial transactions, prepare financial statements, and manage payroll related works.ResponsibilitiesEnter financial data and transactionsAnalyze budgets and other financial informationReconcile bank statementsPrepare financial reports and...
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Financial Professional
4 weeks ago
San Anselmo, California, United States Frontier Management (OR) Full timeFinancial Advisor RoleAre you a leader who has the following traits?CompetitiveEntrepreneurialCoachableCommunicativeSelf-disciplinedAuthenticIf the answer is yes, consider becoming an insurance agent/financial advisor to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune...
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Financial Professional
4 weeks ago
San Jose, California, United States New York Life Insurance Company Full timeFinancial Professional CareerAre you a leader who embodies the following traits?CompetitiveEntrepreneurialCoachableCommunicativeSelf-disciplinedAuthenticConsider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader...
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Financial Services Professional
4 weeks ago
San Jose, California, United States MassMutual Alabama Full timeMassMutual Alabama: A Career in Financial ServicesAre you looking for a career where you can help others achieve their financial goals? Do you want to work for a company that values integrity, innovation, and customer satisfaction? Look no further than MassMutual Alabama.As a Financial Services Professional, you will have the opportunity to work with clients...
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Financial Services Professional
4 weeks ago
San Jose, California, United States New York Life Full timeAbout the Role:We are seeking a skilled Financial Services Professional to join our team at New York Life. As an Insurance and Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and plan for the unexpected.Key Responsibilities:Understand the needs and financial concerns of clients.Educate clients on how to...