Advance Planning Advisor
2 weeks ago
Who We Are Security National Life is celebrating 60 years as a trusted and growing company. Headquartered in Salt Lake City and representing funeral homes across the country, our Preneed Division has experienced exponential growth in recent years. Our mission is simple: to help families plan ahead with confidence and peace of mind. We are the industry’s all-in-one provider, offering our team members the tools and support they need to succeed, including comprehensive training, a powerful CRM system, and a unique aftercare program that sets us apart. Why Join Us Turn your passion for helping others into a purposeful career you can be proud of. As an Advance Planning Advisor you will spend your time meeting new people, creating lasting connections, and guiding families through decisions that bring peace of mind for the future. With our proven systems and strong company support, you will have the opportunity to succeed both personally and financially. The Role Connect with families in person, by phone, and through email to understand their needs Educate families on prearrangement options and funding plans Walk through meaningful choices, complete paperwork, and finalize financial options Build your business by generating leads and following up using our marketing tools What We Offer A rewarding career with growth opportunities Realistic first-year income of $60,000 to $90,000 with daily commission payouts Comprehensive training and ongoing support A valuable product every family needs Unlimited earning potential A supportive culture where your achievements are recognized and celebrated Annual Top Producer’s Trip – an all-expenses-paid adventure to anywhere in the world What You Bring A passion for helping people and building relationships Sales experience preferred, but not required Life Insurance license or willingness to obtain one with our guidance Ability to pass a background check Self-motivation, accountability, and drive to succeed Bilingual ability is a plus Take the Next Step At Security National Life, you will discover more than a job. You will find a career where you can serve families, grow personally and professionally, and create a lasting impact. With six decades of experience and the systems to help you succeed, we are ready to invest in your future. Apply today to become an Advance Planning Advisor and start building a career that truly matters. #J-18808-Ljbffr
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Private Client Advisor: Digital Planning
3 weeks ago
Santa Ana, United States JPMorganChase Full timeA leading financial services firm in Santa Ana, California, seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role emphasizes building client relationships and delivering personalized investment solutions. Candidates should have at least two years of experience in a financial advisor role...
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Financial Advisor
1 day ago
Santa Ana, California, United States Lensa Full timeLensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Edward Jones. Clicking "Apply...
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Service Advisor
2 weeks ago
Santa Ana, CA, United States Penske Automotive Full timeVolkswagen South Coast, a Penske Automotive Group dealership, is looking for an automotive Service Advisor to join our team and deliver extraordinary customer experiences. JOIN OUR TEAM At Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, and we aim to deliver the very best...
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Service Advisor
1 day ago
Santa Ana, California, United States Penske Automotive Group Full time $80,000 - $160,000Crevier MINI, a Penske Automotive Group dealership, is looking for an automotive Service Advisor to join our team and deliver extraordinary customer experiences.JOIN OUR TEAMAt Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible...
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Customer Service Advisor at Netflix
6 days ago
Santa Ana, CA, United States TradeJobsWorkforce Full timeJoin our team as a Customer Service Advisor at Netflix! In this role, you'll be at the forefront of providing exceptional support to our customers while collaborating with a dedicated team. We are looking for passionate individuals who demonstrate commitment and excellence in all interactions. Your responsibilities will include: Engaging with customers to...
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Private Client Wealth Advisor
1 day ago
Santa Ana, United States JPMorgan Chase & Co. Full timeA global financial services firm in Santa Ana seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The role emphasizes strong relationship management, with at least 2 years of financial advising experience required. Successful candidates will hold valid Series 7 and Series 66 licenses, with a...
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Santa Barbara, United States J.P. Morgan Full timeA leading financial services firm in California is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to clients. This role requires expertise in client acquisition, exceptional customer service, and a deep understanding of financial markets. Candidates should have at least 2 years of experience...
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College Bound Academic Advisor
2 weeks ago
Santa Ana, United States Boys and Girls Clubs of Central Orange Coast Full timePOSITION DESCRIPTIONThe College Bound Academic Advisor position is a part-time position reporting to the College Bound Director of the Boys & Girls Clubs of Central Orange Coast. The position will serve as a key staff member at the Main Club with responsibility of implementing the delivery of the College Bound program in the Teen Center and partnering...
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College Bound Academic Advisor
6 days ago
Santa Ana, CA, United States Boys and Girls Clubs of Central Orange Coast Full timePOSITION DESCRIPTION The College Bound Academic Advisor position is a part-time position reporting to the College Bound Director of the Boys & Girls Clubs of Central Orange Coast. The position will serve as a key staff member at the Main Club with responsibility of implementing the delivery of the College Bound program in the Teen Center and partnering...
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Santa Fe, United States New Mexico Staffing Full timedivh2Advanced Planning Consultant/h2pThe Business Resource Center (BRC) is Guardians advanced sales department, and we are seeking an Advanced Planning Consultant. We are an organization providing superior case consultation to our field force on their prospect and client situations where we concentrate our efforts on the high income, high net worth and...
