Financial Services Professional
4 weeks ago
CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to assume responsibility for an existing book of business and provide investment and retirement planning services for its members in the Riverside, CA area.
Key Responsibilities- Identify and evaluate customer needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy to implement.
- Stay current and analyze market conditions and educate clients about financial and investment vehicles in the market and the tax and securities consequences.
- Drive investment and program integration initiatives with credit union programs, including branch personnel training and promoting referral incentives.
- Service and perform periodic reviews of existing client accounts and meet with clients periodically to review and update client needs.
- Remain visible to the public to meet and retain potential new clients for CFS, including conducting client workshops/seminars on various topics.
- Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses.
- Clean U-4 and Background.
- Two (Three) or more years of sales experience in the financial services industry, preferably in a bank or credit union.
- Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network.
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Financial Services Professional
1 month ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeJob DescriptionPFS is seeking a skilled Financial Services professional to create and manage digital campaigns and properties. The ideal candidate will have a passion for learning, strategic thinking, and data analysis.Key Responsibilities:Develop a comprehensive digital marketing strategy to generate traffic and convert leads.Manage social media accounts...
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Financial Services Representative
1 month ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeUnlock Your Potential in Financial ServicesAre you looking for a career that offers stability, growth, and the opportunity to make a real difference in people's lives? Look no further than Primerica Financial Services - Lake Elsinore. As a Financial Services Representative, you will have the chance to work with a dynamic team and develop a rewarding career...
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Financial Services Representative
4 weeks ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeJob OverviewAre you looking for a career that offers flexibility, autonomy, and the potential for financial rewards? Consider joining Primerica Financial Services - Lake Elsinore as a Financial Services Representative.As a representative, you will have the opportunity to work with clients to help them achieve their financial goals, whether it's protecting...
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Financial Services Professional
4 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeAs a key member of our team at Atria Wealth Solutions, we are seeking a highly skilled Financial Services Professional to join our ranks. In this role, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Meet with clients to understand their financial...
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Financial Services Professional
4 weeks ago
Riverside, California, United States Wescom Central Credit Union Full timeJob Summary:As a Financial Advisor at Wescom Central Credit Union, you will play a vital role in helping our members achieve their long-term financial goals. You will meet with members to understand their financial needs and provide personalized advice on investment services, retirement planning, and long-term investing. Your expertise will help members make...
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Financial Services Representative
4 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeFinancial Advisor RoleCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to assume responsibility for an existing book of business and provide investment and retirement planning services for its members in the Riverside area.Altura Credit Union has $3.5 Billion on deposit and 160,000 members. As a Financial Advisor, your responsibilities...
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Wealth Management Professional
3 weeks ago
Riverside, California, United States Cetera Investment Services LLC Full timeRole SummaryFinancial Advisor role at Cetera Investment Services LLC involves working with clients to create tailored financial plans, offering guidance on investments, and managing wealth to meet the unique needs of each individual or business. This position requires a deep understanding of personal finances, investments, and risk management to provide...
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Riverside, California, United States TD Bank Full timeAt TD Bank, we're committed to helping our customers achieve their financial goals. As a Customer Service Representative with Financial Solutions Expertise, you'll play a key role in this mission.What You'll DoYou'll be responsible for conducting needs-based conversations with customers and offering tailored financial solutions. Your duties will include...
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Student Financial Services Assistant
4 weeks ago
Riverside, California, United States La Sierra University Full timeLa Sierra University is a leading institution dedicated to providing exceptional educational experiences. Our team is seeking a highly motivated and organized individual to fill the role of Student Financial Services Assistant.
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Senior Financial Services Manager
4 weeks ago
Riverside, California, United States Riverside Metro Auto Group Llc Full timeRiverside Metro Auto Group LLC, a leading importer of vehicles in the Inland Empire, is seeking a highly skilled Finance Manager to join their team.Key Responsibilities:Manage financial services operations to ensure excellent customer experience and meet high-volume sales demands.Develop and implement strategies to improve sales performance and customer...
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Life Insurance Agent
4 weeks ago
Riverside, California, United States Primerica Financial Services - Lake Elsinore Full timeJob OverviewPrimerica Financial Services is seeking a highly motivated and organized individual to support the daily operations of our remote office. As a Life Insurance Agent, you will play a critical role in helping families become debt-free, financially independent, and properly protected.Key Responsibilities:Field outbound communications to support...
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Financial Advisor
4 weeks ago
Riverside, California, United States Atria Wealth Solutions Full timeWe are seeking a skilled Financial Advisor to join our team at Wescom Financial Services, LLC. As a Financial Advisor, you will be responsible for meeting with and profiling credit union members to determine their financial goals and provide advice on retirement planning, college funding, and long-term investing.Key Responsibilities:Meet with credit union...
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Financial Operations Manager
4 weeks ago
Riverside, California, United States Elite Sourcing LLC Full timeElite Sourcing LLC is partnering with a leading company in the industry to fill a critical role in their financial team.As a seasoned financial professional, you will be responsible for overseeing all financial activities of the company, ensuring accurate financial reporting, and providing strategic financial guidance to support business growth.This is an...
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Customer Service Representative
4 weeks ago
Riverside, California, United States Symmetry Financial Group - Gary Uyemura Full timeUnlock Your Earning PotentialAre you ready to take your career to the next level? Do you want to build a business that generates consistent income and allows you to grow into your full potential?The Uyemura Agency, a partner of Symmetry Financial Group, is seeking ambitious individuals to join our team. We protect American families with life insurance,...
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Financial Management Leader
4 weeks ago
Riverside, California, United States Elite Sourcing LLC Full timeElite Sourcing LLC is seeking a highly skilled and experienced Controller to oversee all financial activities of the company. As a Controller, you will be responsible for ensuring accurate financial reporting and providing strategic financial guidance to support business growth.This is an excellent opportunity for a seasoned finance professional looking to...
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Financial Management Leader
4 weeks ago
Riverside, California, United States Elite Sourcing LLC Full timeJob DescriptionElite Sourcing LLC is partnering with a leading company in the industry to find a highly skilled and experienced Financial Management Leader to join their team. As a Financial Management Leader, you will be responsible for overseeing all financial activities of the company, ensuring accurate financial reporting, and providing strategic...
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HFC Financial Trainer
4 weeks ago
Riverside, California, United States HUB International Full timeAbout the RoleWe are seeking a skilled Financial Trainer to join our team at HUB International. As a Financial Trainer, you will be responsible for delivering training programs to new and existing members of the Hub Financial Center on workflows and processes.Key ResponsibilitiesFacilitate training programs for new and existing members of the Hub Financial...
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Riverside, California, United States U.S. Bank Full timeUnlock Your Potential as a Financial Solutions SpecialistJoin a dynamic team of professionals who are dedicated to helping customers achieve their financial goals. As a Financial Solutions Specialist at U.S. Bank, you will play a key role in building strong relationships with our customers and providing them with tailored solutions to meet their financial...
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Business Office Manager
4 weeks ago
Riverside, California, United States Raincross at Riverside Full timeAt Raincross at Riverside, we're committed to creating a positive and supportive work environment that celebrates the unique contributions of our associates. As a Business Office Manager, you'll play a vital role in ensuring the smooth operation of our financial and human resources functions.Key Responsibilities:Manage accounts receivable and payable,...
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Food Service Professional
4 weeks ago
Riverside, California, United States California Pizza Kitchen Full timeKey Responsibilities:• Deliver exceptional guest service by taking orders, serving food and drinks, and fulfilling requests in a timely and accurate manner.• Maintain a clean and organized workspace, adhering to health and safety standards.• Collaborate with colleagues to ensure seamless service delivery and meet customer expectations.About...