Financial Services Career

24 hours ago

Brea, California, United States Bankers Life Full time
Unlock Your Earning Potential

Bankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider this opportunity.

What We Offer
  • Award-winning training to equip you with the knowledge, skills, and financial strategies you need to be successful and confident in this career.
  • Pre-licensing training free of charge, with assistance with licensing expenses.
  • Hybrid experience with flexible in-office schedules once you complete your agent training and take off as a producing agent.
  • Advancement opportunities within local branch structure, including benefit-eligible management positions.
  • Securities licensing support to become a Financial Representative, including free securities study materials and study group support.
What You'll Do
  • Build relationships with your network and establish and maintain strong customer relationships.
  • Present clients with the ability to preserve their retirement and grow their wealth, using the latest software and product illustrations.
  • Take ownership of your career as you master your craft and excel in Financial Services, deciding your path and delivering retirement protection, managing client assets, or constructing and leading your own team.
What Makes a Great Financial Services Professional?
  • Informative: ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
  • Driven: self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
  • Sociable: strong relationship building and communication skills to bond with clients and colleagues.
  • Dreamer: competitive and entrepreneurial spirit to achieve success both for yourself and others.

Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team.

  • Financial Services Representative

    2 weeks ago

    Brea, California, United States Kinecta FCU Full time

    Unlock Your Financial Potential with Kinecta FCUKinecta Federal Credit Union is a leading financial institution that values community, diversity, and employee well-being. As a Personal Financial Advocate III, you will play a vital role in helping our members achieve their financial goals.About the RoleWe are seeking a highly motivated and customer-focused...

  • Financial Services Professional

    3 weeks ago

    Brea, California, United States Kinecta FCU Full time

    Exciting Opportunity at Kinecta FCUWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Kinecta Federal Credit Union.As a leading Credit Union, we offer a unique opportunity to make a real difference in the lives of our members and employees. Our commitment to community giving and diversity has earned us the...

  • Financial Services Representative

    2 weeks ago

    Brea, California, United States Kinecta FCU Full time

    Unlock Your Potential with Kinecta FCUKinecta Federal Credit Union is a leading financial institution that values community, diversity, and employee growth. We're seeking a talented Personal Financial Advocate III to join our team and help our members achieve their financial goals.As a Senior Banker, you'll leverage your exceptional people skills to build...

  • Senior Financial Services Representative

    20 hours ago

    Brea, California, United States Kinecta FCU Full time

    Unlock Your Potential with Kinecta FCUKinecta Federal Credit Union is a leading financial institution that values community and diversity. We're seeking a talented Personal Financial Advocate III to join our team and help our members achieve their financial goals.As a Senior Banker, you will be responsible for building and deepening financial relationships...

  • Financial Services Professional

    3 weeks ago

    Brea, California, United States California Wealth Transitions Full time

    {"title": "Associate Financial Advisor", "description": "Join Our TeamAt California Wealth Transitions, we are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team. As a key member of our Advisory Team, you will provide technical and client relationship management support to our seasoned advisors.Key...

  • Financial Services Professional

    2 weeks ago

    Brea, California, United States California Wealth Transitions Full time

    About California Wealth TransitionsWe are a Hybrid Broker Dealer/Registered Investment Advisory firm with a strong focus on personalized financial planning and wealth management services. Our team is dedicated to providing exceptional support to our clients and colleagues.Job SummaryThe Associate Financial Advisor will provide technical and client...

  • Financial Planner

    3 weeks ago

    Brea, California, United States Fidelity Investments Full time

    Job Title: Financial ConsultantAre you a skilled financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We're seeking a talented Financial Consultant to join our team at Fidelity Investments.About the RoleAs a Financial Consultant, you will work closely with clients to...

  • Financial Representative

    3 weeks ago

    Brea, California, United States Fidelity Investments Full time

    Job Summary We are seeking a highly motivated and customer-focused Financial Representative to join our team at Fidelity Investments. As a Financial Representative, you will play a key role in delivering exceptional client experiences and helping our clients achieve their financial goals. About the Role In this role, you will be responsible for providing...

  • Financial Consultant

    2 weeks ago

    Brea, California, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.The Purpose of Your Role:As a Financial Consultant, you will work closely with clients to...

  • Senior Financial Analyst

    2 weeks ago

    Brea, California, United States Colas Full time

    Join Our Team at ColasWe are committed to the well-being of our employees, through compensation, work-life balance, benefits, and career development. Our team is looking for an experienced Senior Accountant in our Brea office who aspires to be a future financial leader.About the RoleWe are seeking a highly skilled Senior Accountant to join our team. The...

  • Senior Financial Analyst

    2 days ago

    Brea, California, United States Colas Full time

    Join Our Team at ColasWe are committed to the well-being of our employees, through compensation, work-life balance, benefits, and career development. Our Brea office is seeking an experienced Senior Accountant who aspires to be a future financial leader.About the RoleWe are looking for a highly skilled Senior Accountant to join our team. The ideal candidate...

  • Financial Consultant

    2 weeks ago

    Brea, California, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment advice to our clients. You will work closely with our clients to understand their financial goals and develop tailored investment strategies...

  • Senior Financial Analyst

    4 weeks ago

    Brea, California, United States Champions Group Holdings Full time

    Job Title: Senior Financial AnalystAbout the Role:Champions Group Holdings is seeking a highly skilled Senior Financial Analyst to join our Finance team. As a key member of our team, you will be responsible for forecasting revenues and expenditures, advising on future financial and operational insights, and ensuring our financial planning processes and...

  • Financial Planning Assistant

    2 weeks ago

    Brea, California, United States California Wealth Transitions Full time

    About California Wealth TransitionsWe are a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with two offices in Brea, CA and San Diego, CA. Our focus is on providing highly personalized financial planning and wealth management services to over 600 families going through a wealth transition.About the RoleThe Paraplanner will collaborate with...

  • Financial Analyst

    7 days ago

    Brea, California, United States enVista Full time

    Job Description:The Financial Analyst will support the finance team in North America, working closely with the Director of Finance, Finance Manager, and shared service center in North America. This role requires someone to be in the office 3 days per week (Tues-Thurs).Key Responsibilities:Assist in 3-day month-end closing, including analytics for accruals...

  • Senior Financial Analyst

    2 days ago

    Brea, California, United States The People Brand Full time

    About Our FirmWe are a well-established CPA firm with over 30 years of experience, providing a range of financial services to our clients. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and detail-oriented Senior Accountant to join our team. The...

  • Senior Financial Leader

    2 days ago

    Brea, California, United States Vets Hired Full time

    About the RoleWe are committed to the success of our employees through competitive compensation, work-life balance benefits, and career development opportunities. We are seeking an experienced Senior Accountant to join our Brea office who aspires to be a future financial leader.Key HighlightsCompetitive salary range of $85-$105K annually, plus annual...

  • Oracle Financials Solution Architect

    2 weeks ago

    Brea, California, United States Zensar Technologies Full time

    Financial Systems ExpertZensar Technologies is seeking a highly skilled Financial Systems Expert to join our team. As a key member of our financial services team, you will be responsible for designing and implementing financial solutions in complex environments.Key Responsibilities:Develop and document functional specifications, system design, and...

  • Financial Representative

    2 weeks ago

    Brea, California, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Representative to join our team at Fidelity Investments. As a Financial Representative, you will play a key role in delivering exceptional client experiences and building long-lasting relationships with our clients.Key ResponsibilitiesPartner with clients to understand their...

  • Customer Service Representative

    2 weeks ago

    Brea, California, United States American First Credit Union Full time

    About the RoleWe are seeking a highly skilled and customer-focused Contact Center Representative to join our team at American First Credit Union. As a key member of our contact center, you will play a vital role in providing exceptional service to our members, resolving issues, and identifying solutions that meet their needs.ResponsibilitiesProvide excellent...