Financial Services Specialist

4 days ago


Fountain Valley, California, United States The Fadil Group Full time
Job Overview

The Fadil Group of Northwestern Mutual is a leading provider of financial services, seeking an Entry-Level Financial Advisor to join our team. This role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications
  • Education: A bachelor's degree in finance, business, or a related field is preferred.
  • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a first year stipend, ensuring new advisors an income for putting in the work and meeting the positions requirements.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Compensation and Benefits

Our competitive compensation package includes:

  • $68K minimum salary (worst performance), $362K maximum salary (best performance), and potential earnings exceeding $600K annually for top performers.
  • A comprehensive benefits package, including health insurance, dental insurance, vision insurance, and 401(k) matching.


  • Mill Valley, California, United States Kipling Capital Full time

    Job OverviewWe are seeking an experienced Financial Services Specialist to join our team at Kipling Capital, a boutique private real estate investment company based in Mill Valley, CA.This is a unique opportunity for someone to work with a dynamic and entrepreneurial team of investment professionals. As a Financial Services Specialist, you will be...


  • Fountain Valley, California, United States Citigroup Inc Full time

    About the JobWe are looking for a Financial Services Associate to join our team in Fountain Valley, California. In this role, you will be responsible for providing exceptional client service and support, while driving business growth and revenue expansion.Responsibilities* Serve as the primary point of contact for clients, responding to inquiries and...


  • Fountain Valley, California, United States Caudillo Agency Inc Full time

    About the JobCaudillo Agency Inc is looking for a Financial Services Consultant to join our team. As a Financial Services Consultant, you will be responsible for presenting and selling insurance policies to new and existing clients, including auto, home, and renter's insurance.You will have the opportunity to work in a professional office setting with a...


  • Fountain Valley, California, United States Manpower Group Inc. Full time

    Job Summary:We are seeking a skilled Financial Operations Specialist to join our team at Manpower Group Inc. in Fountain Valley, CA. As a Business Analyst, you will play a key role in building and implementing reconciliation and reporting tools for multiple projects.About the Role:In this position, you will assist with the LATAM EUC Remediation and template...


  • Fountain Valley, California, United States The Fadil Group Full time

    About Our TeamThe Fadil Group is proud to have a diverse and talented team of insurance professionals who are dedicated to making a meaningful impact in their clients' lives. Our team includes experienced insurance consultants, financial advisors, and group benefits consultants who are passionate about helping individuals and families achieve financial...


  • Fountain Valley, California, United States Axelon Full time

    **Job Title:** Global Financial Reconciliation Specialist **Company Overview:** Axelon, a leading provider of IT solutions, has an exciting opportunity for a skilled Bilingual Business Analyst to join our team. We are located in Fountain Valley, CA and offer a hybrid schedule for this contract role.The ideal candidate will have experience with reconciliation...


  • Fountain Valley, California, United States Woongjin, Inc Full time

    Job SummaryWe are seeking an experienced SAP Finance specialist to join our team at Woongjin, Inc.This role involves maintaining and implementing multiple Client Business Units' SAP FICO systems, including interfaces with other applications or systems.The successful candidate will have a strong background in SAP ABAP programming, with experience in system...


  • Moreno Valley, California, United States Creative Financial Staffing Full time

    About This RoleWe are seeking a highly skilled Lead Accountant to join our financial services team. As a key member of our accounting department, you will be responsible for supporting all regulatory and financial reporting processes, specifically report preparation in accordance with GAAP or regulatory guidelines.This will include account analysis and...


  • Fountain Valley, California, United States Inland Biomedical Services Full time

    Job OverviewWe are seeking an Administrative Support Specialist to join Inland Biomedical Services.The salary for this position is estimated at $45,000 - $55,000 per year, based on industry standards and location. As a key member of our team, you will be responsible for performing various administrative tasks to drive company success.

  • Critical Care Nurse

    4 weeks ago


    Fountain Valley, California, United States Emerald Health Services Full time

    Critical Care Nurse OpportunityWe are seeking a skilled Critical Care Nurse to join our team as a Labor and Delivery Specialist at Emerald Health Services.


  • Fountain Valley, California, United States SPEC SERVICES INC. Full time

    About the RoleSPEC SERVICES INC. is seeking a skilled Project Management Specialist to lead midstream projects from initiation to completion. The ideal candidate will have experience in project management, excellent leadership skills, and a strong understanding of project management principles.Key Responsibilities:Develop project plans and schedules.Manage...


  • Fountain Valley, California, United States SPEC SERVICES INC. Full time

    About the RoleWe are looking for a talented Power Systems Design Specialist to support our design services primarily using AutoCAD and AVEVA.The successful candidate will have strong communication skills, the ability to learn new software quickly, and experience working in a team environment.A minimum of 1-2 years of working experience is preferred, along...


  • Fountain Valley, California, United States The Fadil Group Full time

    Join Our TeamWe are seeking an Entry-Level Financial Advisor to join our dynamic team at The Fadil Group of Northwestern Mutual. As a Financial Representative, you will have the opportunity to make a lasting impact by guiding individuals and families in your community towards financial security and success.Key ResponsibilitiesEngage with clients to...


  • Fountain Valley, California, United States Nationwide Auto Services Full time

    Job OverviewNationwide Auto Services is seeking an Automotive Logistics Specialist to join its Initial Quality Assurance department. As a key member of the team, you will be responsible for overseeing daily operations, building relationships with factory personnel, and developing strategies to improve vehicle quality.Responsibilities:Oversee daily operations...


  • Fountain Valley, California, United States SPEC SERVICES INC. Full time

    At SPEC SERVICES INC., we are seeking a skilled Civil Engineer Project Specialist to join our team in Southern California. With a focus on structural and civil design, this role will be responsible for supporting the development and production of construction drawings for various projects.Key ResponsibilitiesSupport Lead Designers in project design...


  • Fountain Valley, California, United States Harvest Technical Services, Inc. Full time

    **Job Summary**We are seeking a highly skilled Environmental Technician Support Specialist to join our team at Harvest Technical Services, Inc.The ideal candidate will possess excellent laboratory skills and experience in performing microbiology analyses, including comprehensive QC work, equipment maintenance, and lab housekeeping.Responsibilities...


  • Fountain Valley, California, United States SPEC SERVICES INC. Full time

    About the JobWe are seeking a highly skilled Mechanical Engineer to join our team as an Energy Infrastructure Specialist. In this role, you will be responsible for designing and optimizing compression systems for energy infrastructure projects in Southern California.Key ResponsibilitiesDesign and optimize compression systems to meet client needs and...


  • Fountain Valley, California, United States Jobot Full time

    As a Medical Inventory Specialist at our organization, you will play a vital role in ensuring that our medication and supply inventories are accurately maintained and up-to-date. This position requires strong organizational skills, attention to detail, and the ability to work independently. In this role, you will be responsible for:• Performing inventory...


  • Fountain Valley, California, United States Sam's Club Full time

    Job DescriptionWe are looking for a skilled Member Frontline Support Specialist to join our team at Sam's Club. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work in a fast-paced environment and handle multiple tasks simultaneously. Your primary responsibilities will include maintaining a positive...


  • Moreno Valley, California, United States Creative Financial Staffing Full time

    Financial Services Opportunity">Our financial services client is seeking a Senior Financial Professional to support all regulatory and financial reporting processes. The successful candidate will be responsible for report preparation in accordance with GAAP or regulatory guidelines, including account analysis and reconciliation, fixed asset, prepaids and...