New York Life - Greater Los AngelesNewFinancial Services Management Trainee New York Life - Greater Los AngelesFinancial Services Management TraineeSan Dimas, CA$65,000–$150,000 / yearManage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.
Lennar CorporationTitle Sales Representative Lennar CorporationTitle Sales RepresentativeIrvine, CA$40,000–$50,000 / yearWe reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
Chino Commercial BankNewMerchant Services Customer Support Representative Chino Commercial BankMerchant Services Customer Support RepresentativeOntario, CABasic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. The employee may operate any or all of the following: telephone, copy and fax machines, adding machine (calculator), scanner, encoder, money counter, credit card terminal, typewriter, computer terminal, personal computer and related printers.
Securitas TechnologyNewSales Representative - Alarm Systems Securitas TechnologySales Representative - Alarm SystemsLos Angeles, CA$123,000–$145,000Accomplishes regional sales objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees in assigned districts; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures. Maintains and expands customer base by counseling district sales representatives; building and maintaining rapport with key customers; identifying new customer opportunities.
Herc Rentals IncFloor Care Sales Representative Herc Rentals IncFloor Care Sales RepresentativeAnaheim, CA$75,000–$85,000 / yearFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
SHARP HEALTHCARENewAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per Diem SHARP HEALTHCAREAccess Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per DiemLos Angeles, CA$45,000–$54,000 / yearCoordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Sunbelt RentalsOutside Sales Representative Sunbelt RentalsOutside Sales RepresentativeGlendale, CA$40,000–$50,000 / yearRelated experience may include: Account Manager, Rental Sales, Parts Sales, Service Manager, Customer Service Representative, Construction Manager, Tools Manager, Counter Sales Representative, Equipment Associate, Manager Trainee, Manager in Training. A criminal history may have a direct, adverse, and negative relationship with your employment potentially resulting in the withdrawal of a conditional offer of employment for roles that involve direct contact with the public, handling sensitive customer and financial information, or operating vehicles and/or heavy machinery.
Herc Rentals IncTerritory Sales Representative Herc Rentals IncTerritory Sales RepresentativeCarson, CA$75,000–$85,000 / yearFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Herc Rentals IncProSolutions Sales Representative Herc Rentals IncProSolutions Sales RepresentativeLa Mirada, CA$75,000–$85,000 / yearProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
Arrow Electronics, Inc.NewInside Sales Representative Arrow Electronics, Inc.Inside Sales RepresentativeIrvine, CA$25.83–$31.57As owner of the overall customer Quote to Order sales objectives, set strategy for the quote process, coordinate resources and processing of customer quotations (Quote Center, Quote Cover Sheet, PM Views, Management, FSR, Suppliers, Value Add, and SSG), validate EOL and item class change (NCNR), negotiate pricing and Quote mark up (owns strategy and application) and notify customer of all/any price increases. Requires thorough knowledge and accountability of supply chain engagements such as e-Compass, Consignments, CARES (Customer Automated Replenishment System) ; sell and capture opportunities through Synergistic products (e.g., White Space Report, PEMCO Mix), Reverse Logistics, GBC (Global Business Conversion) & ITAD (Information Technology Asset Disposition).
New York LifeNewFinancial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
Company ConfidentialFinancial Analyst 3 Company ConfidentialFinancial Analyst 3costa mesa, CA$95,000–$120,000 / yearFull timeDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Lennar HomesTitle Sales Representative Lennar HomesTitle Sales RepresentativeIrvine, CA$40,000–$50,000 / yearFull timeWe reasonably expect the base compensation offered for this position to range from an annual salary of $40,000 to $50,000, subject to adjustment based on business- related factors such as [employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
PIH HealthEmergency Financial Representative, PT Nights PIH HealthEmergency Financial Representative, PT NightsWhittier, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, PT Days PIH HealthEmergency Financial Representative, PT DaysLos Angeles, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, FT Evenings PIH HealthEmergency Financial Representative, FT EveningsLos Angeles, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, PT Evenings PIH HealthEmergency Financial Representative, PT EveningsLos Angeles, CA$21–$33.78The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
PIH HealthEmergency Financial Representative, Per Diem Evenings PIH HealthEmergency Financial Representative, Per Diem EveningsLos Angeles, CA$25.75–$25.75The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.
Salinas Financial GroupEntry-Level Financial Representative Salinas Financial GroupEntry-Level Financial RepresentativeManhattan Beach, CABeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramIrvine, California$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Foster Region - Modern Woodmen of AmericaFinancial Representative - Seeking Growth Foster Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthLaguna Hills, CA$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Lelly Woo-Grimes - State Farm AgentFinancial Representative – State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Representative – State Farm Agent Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Bilingual Sales Representative to join her team in Garden Grove, CA! Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Atrium Staffing LLCFinancial Aid Representative Atrium Staffing LLCFinancial Aid RepresentativeLos Angeles, CA$25–$30 / hourPosition Overview: The Financial Aid Representative will be a key member of the student services team, responsible for assisting students and families with financial aid applications, documentation, and compliance. Client Overview: Our client is a modern cosmetology and beauty education institution dedicated to preparing students for successful careers in the salon and wellness industry.
Western & Southern LifeFinancial Representative Western & Southern LifeFinancial RepresentativeCERRITOS, CaliforniaOrganization : Name: GREATER LOS ANGELES AGENCY CA Default: Location : City: CERRITOS Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust.
Derek Tsu - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Derek Tsu - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Marino, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options.
Citizens Business BankFinancial Sales Representative II Citizens Business BankFinancial Sales Representative IISanta Ana, CA$20–$23 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
First Citizens BankBank Financial Services Representative (Personal Banker) First Citizens BankBank Financial Services Representative (Personal Banker)Santa Monica, California$23–$35 / hourQualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Shahin Chear State FarmNewLicensed Financial Services Representative Shahin Chear State FarmLicensed Financial Services RepresentativeCosta Mesa, CA$50,000–$75,000 / yearIn this position, you will leverage your expertise to provide tailored financial advice, guiding clients through life's various journey stages with personalized service and attention. Teamwork: Collaborative mindset to work efficiently with others and contribute to team success and possess proactive attitude in overcoming challenges.
Lelly Woo-Grimes - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Sales Representative to join her team in Garden Grove, CA. Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Hire Up Staffing ServicesFinancial Sales Representative Hire Up Staffing ServicesFinancial Sales RepresentativeEncino, CAThis role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The Financial Sales Representative (FSR) is responsible for selling the banks products and services to both existing clients and new prospects.
Alex Mora - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Alex Mora - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberOrange, CAAssist clients in identifying their insurance needs and recommending appropriate personal lines products (auto, home, renters, etc.) . Our State Farm mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Allan Cheng - State Farm AgentFinancial Services Representative – State Farm Agent Team Member Allan Cheng - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGlendora, CAEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorLos Angeles, California$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorGarden Grove, CAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Pointwealth Capital ManagementFinancial Advisor Pointwealth Capital ManagementFinancial AdvisorEncino, CAYou will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.
GoldBook FinancialNewFinancial Advisor GoldBook FinancialFinancial AdvisorCosta Mesa, CA$50,000–$150,000 / yearTotal Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.
Zapata Private Wealth GroupJunior Financial Advisor in training Zapata Private Wealth GroupJunior Financial Advisor in trainingUpland, CA$36,000–$50,000 / yearWe are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.
Universal Technical InstituteAdvisor Financial Aid Universal Technical InstituteAdvisor Financial AidLong Beach, California$26–$28 / hourFuture Advisors work closely with Admissions Representative and students to fully understand each student’s situation and indicators to determine the student’s likelihood of starting school and to develop an accurate projection of the upcoming starts. Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
SagientNewFinancial Advisor SagientFinancial AdvisorEl Segundo, CA$100,000–$300,000 / yearAs a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.
Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles and Surrounding area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles and Surrounding arealos angeles, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Paul Mitchell SchoolsFinancial Advisor Paul Mitchell SchoolsFinancial AdvisorPasadena, CA$22–$25 / hourYou will spend your days preparing essential paperwork for grants and loans, counseling future beauty professionals and their families on financial aid eligibility and guidelines, and ensuring that all financial files are meticulously compliant with regulations. Our 15,000-square-foot campus offers programs in cosmetology, hair styling, barbering, skincare, and nail care, attracting students and guests from all over the region.
Ameriprise Financial IncFinancial Advisor Ameriprise Financial IncFinancial AdvisorLos Angeles, CA$66,640–$70,300 / yearPreferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.
Lenox AdvisorsFinancial Advisor - Los Angeles Lenox AdvisorsFinancial Advisor - Los AngelesLos Angeles, CA$100,000–$1,000,000 / yearWe help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.
The Fadil GroupFinancial Advisor with Sales Background The Fadil GroupFinancial Advisor with Sales BackgroundTorrance, CAWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.
Fives DyAG CorpFinancial Analyst Fives DyAG CorpFinancial AnalystRancho Cucamonga, CAReviews, analyzes, and reports monthly manufacturing variances and plant expenses that can significantly impact job costing such as raw material alloy purchases, alloy inventory, and cost of production labor, outplant, qualification and development, research and development and other indirect costs. The primary responsibility of this position will provide key financial support to the plant including annual budget, monthly forecast, weekly flash, month-end close, monthly financial reporting, ad-hoc business financial analysis, internal control testing and compliance.
City National BankFinancial Advisor Senior City National BankFinancial Advisor SeniorLos Angeles, CaliforniaRemote$90,000–$100,000 / yearThe SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
Atlasfinancialsolutions CoFinancial Services Advisor Atlasfinancialsolutions CoFinancial Services AdvisorLos Angeles, CaliforniaAtlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.
Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
University of California, IrvineBiller I - HB Patient Financial Services - FT Days University of California, IrvineBiller I - HB Patient Financial Services - FT DaysAnaheim, CaliforniaListed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Edelman Financial Engines LLCDirector, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningAnaheim, CA$125,000–$350,000 / yearThats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Recognized by Barrons as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.