Financial Advisor Assistant

1 week ago

Pasadena, California, United States FIREFIGHTERS FIRST FEDERAL CREDIT UNION Full time $60,000 - $120,000 per year

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.


Currently, we have an immediate opening for a Client Services Representative to join our team in Pasadena, CA The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.

Primary Responsibilities:

  • Handling customer relation issues to assist in both the retention and acquisition of assets under management.
  • Prioritizing client/prospect contacts to maximize sales efforts.
  • Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
  • Coordinating all events such as educational and marketing activities to increase awareness of FFCU's investment services.
  • Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
  • Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.

Basic Qualifications:

  • Education: High school diploma or GED.
  • Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
  • Previous administrative assistance preferably within the financial services industry.

Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources

  • Financial Advisor

    1 week ago

    Pasadena, California, United States MassMutual Pacific Full time $85,000 - $350,000 per year

    About UsMassMutual Greater Los Angeles, is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced,...

  • Administrative Assistant

    1 week ago

    Pasadena, California, United States Floe Financial Partners Full time

    Administrative Assistant (Part-Time)Floe Financial Partners – Pasadena, CA|In-office|Mon–Fri, 9:00 a.m.–2:00 p.m.|$29/hourAbout Floe Financial PartnersSince 1987, Floe Financial Partners, Inc. has enabled individuals, families, charities and corporations to work toward their financial goals. We feel that we have built an outstanding team of advisors,...

  • Wealth Management Advisor

    1 week ago

    Pasadena, California, United States TIAA Full time

    Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the...

  • Community Youth Advisor

    14 hours ago

    Pasadena, California, United States City of Pasadena Full time

    Under general supervision of the Police Department, a Community Youth Advisor performs community service activities, emphasizing peer counseling and information exchange with youth at risk for delinquency.The City of Pasadena's Police Department is seeking Community Youth Advisors to mentor youth who participate in the Pasadena Activities League (PAL)...

  • Customer Service Advisor

    1 week ago

    Pasadena, California, United States Team Car Care Dba Jiffy Lube Full time $18

    Job Title:Customer Service AdvisorLocation:1603 E. Colorado BoulevardPasadena, CA Compensation:$ $18.28Worker Type:EmployeeTime Type:Part timeJob Description: Enjoy fantastic working hours – Monday to Friday, 8:00 a.m. to 6:00 p.m., Saturday from 8:00 a.m. to 7:00 p.m., Sunday from 8:00 a.m. to 5:00 p.m. We offer the flexibility of both full-time and...

  • Customer Service Advisor

    7 days ago

    Pasadena, California, United States Team Car Care Dba Jiffy Lube Full time $18

    Job Title:Customer Service AdvisorLocation:1420 E. Walnut StreetPasadena, CA Compensation:$ $18.28Worker Type:EmployeeTime Type:Full timeJob Description: Enjoy fantastic working hours – Monday to Friday, 8:00 a.m. to 6:00 p.m., Saturday from 8:00 a.m. to 7:00 p.m., Sunday from 8:00 a.m. to 5:00 p.m. We offer the flexibility of both full-time and part-time...

  • Assistant Store Manager

    6 days ago

    Pasadena, California, United States Community Choice Financial Family of Brands Full time $40,000 - $60,000 per year

    Your OpportunityAssistant Store ManagerTitlemaxPasadena, TX As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven,...

  • Lead Financial Analyst

    1 week ago

    Pasadena, California, United States Imperial Health Holdings Full time $70,000 - $80,000 per year

    People are the most important asset of Imperial, for this reason the difference and plurality of people, equality of opportunities, non-discrimination and inclusion in the workplace are priority and strategic factors in the Organization. Imperial maintains a strong will to promote Diversity, Equity, and Inclusion, through inclusive leadership as a lever...

  • Member Service Representative

    6 days ago

    Pasadena, California, United States First Financial Credit Union Full time $60,000 - $90,000 per year

    f you are energetic, love to work with members/customers, and thrive in a service-based atmosphere, then you will find a tremendous opportunity with First Financial.When you join First Financial Credit Union as a Full Time Member Service Representative in our Pasadena branch, you are joining a team of dedicated, self-motivated individuals who enjoy helping...

  • Member Service Representative

    1 week ago

    Pasadena, California, United States First Financial Credit Union Full time $40,000 - $60,000 per year

    f you are energetic, love to work with members/customers, and thrive in a service-based atmosphere, then you will find a tremendous opportunity with First Financial.When you join First Financial Credit Union as a Full Time Member Service Representative in our Pasadena branch, you are joining a team of dedicated, self-motivated individuals who enjoy helping...