NewDirector of Financial Planning & Analysis (FP&A) Vaco LLCDirector of Financial Planning & Analysis (FP&A)San Diego, CA$180,000–$220,000Determining 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. The finance organization plays a critical role in driving strategic decision making, enterprise reporting, and analytics, with continued investment focused on elevating FP&A as a technology enabled, strategic function.
Senior Accountant JobotSenior AccountantSan Diego, CA$90,000–$108,000 / yearPerform monthly, quarterly, and annual account reconciliations, including bank accounts, credit card accounts, merchant processing accounts, and balance sheet accounts. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Associate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Diego, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewInsurance Defense Attorney — General Liability — $150k to $250k + Bonus — Hybrid Remote — Established Regional Firm JobotInsurance Defense Attorney — General Liability — $150k to $250k + Bonus — Hybrid Remote — Established Regional FirmSan Diego, CARemote$150,000–$250,000 / yearFounded over 70 years ago, this California-based full-service firm has built one of the most expansive legal platforms in the region — 90+ attorneys and growing across 7 offices, 27 practice groups spanning insurance litigation, construction, white collar, international arbitration, renewable energy, oil & gas, and the 2028 LA Olympics & World Cup. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewEmployment Defense Attorney — Up to $275k Base + Bonus — Fully Remote — California JobotEmployment Defense Attorney — Up to $275k Base + Bonus — Fully Remote — CaliforniaSan Diego, CARemote$180,000–$275,000 / yearThe Labor & Employment Group carries a national reputation for landmark victories before courts, administrative agencies, and in the legislative forum, with attorneys directly responsible for key changes to the California Labor Code and Industrial Welfare Commission Wage Orders. The Labor & Employment Group carries a national reputation defending employers in complex litigation, administrative proceedings, and the legislative forum — representing clients across manufacturing, healthcare, construction, transportation, entertainment, and financial services.
NewTechnical Accounting Manager Vaco LLCTechnical Accounting ManagerSan Diego, CA$135,000–$150,000The ideal candidate can lead accounting driven projects across finance, operations, and product, translate complex accounting guidance into clear execution requirements, and help scale institutional quality processes, controls, and reporting. Determining 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.
Procurement Analyst ECLAROProcurement AnalystSan Diego, CAPosition Overview:The Procurement Operations Analyst is a key member of the Procurement Operations team, responsible for supporting end-to-end purchasing activities within Oracle and Out Systems technology platforms. The ideal consultant brings 1-2 years of hands-on, tactical experience within Oracle Procurement (including Oracle Purchasing and Oracle Contracts) and the Out Systems low-code platform, or similar systems.
Insurance Unit Manager/Supervisor GEICOInsurance Unit Manager/SupervisorEl Cajon, CA$77,900–$133,250Bachelor's or Associate's degree with 2+ years of supervisory experience or a minimum of 4 years of supervisory experience in lieu of a degree (high school diploma or equivalent required). Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.
Business Development Associate - Financial Services Internal Sales Dunham & Associates Investment Counsel, Inc.Business Development Associate - Financial Services Internal SalesSan Diego, CAFull timeDunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. As a Business Development Associate at Dunham & Associates, you'll partner with our external wholesalers to grow assigned territories by building relationships with financial advisors across the country.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateTemecula, CA$20–$28 / hourPart timeCustomer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. Integrity & Ethics – Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values. .
Business Development Associate - Financial Services Internal Sales Dunham & Associates Investment CounselBusiness Development Associate - Financial Services Internal SalesSan Diego, CaliforniaDunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. As a Business Development Associate at Dunham & Associates, you'll partner with our external wholesalers to grow assigned territories by building relationships with financial advisors across the country.
Sales Manager - Financial Services GoldBook FinancialSales Manager - Financial ServicesSan Diego, CA$75,000–$200,000 / yearThis role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.
Financial Services Officer - Laguna Hills Banc of CaliforniaFinancial Services Officer - Laguna HillsLaguna Hills, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Financial Services Representative – State Farm Agent Team Member Jake Cesare - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberEncinitas, CAAs a State Farm team member for Jake Cesare - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic 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.
Financial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Diego, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Banking & Financial Services Attorney - Am 200 - Multiple Locations GD ResourcesBanking & Financial Services Attorney - Am 200 - Multiple LocationsSan Diego, CAFull timeResponsibilities include supporting federal and state regulatory investigations and supervisory matters; reviewing and enhancing compliance management systems, policies, and risk management frameworks; analyzing complex financial services statutes and regulations; and assisting with regulatory due diligence in financial services M&A transactions. Candidates should also have an interest in contributing to the firms broader practice development efforts, including preparing client alerts, participating in industry presentations and conferences, and building relationships within the financial services sector.
Senior Director, Revenue Cycle - Patient Financial Services Scripps HealthSenior Director, Revenue Cycle - Patient Financial ServicesSan Diego, CAThe Senior Director, Revenue Cycle provides strategic and operational leadership for revenue cycle functions across Scripps Health, driving enterprise-wide initiatives that enhance financial performance, improve the patient financial experience, and support organizational growth. They will lead efforts to optimize centralized business office operations, streamline workflows, reduce denials, minimize billing errors, improve collections, and lower administrative costs while maintaining a high level of service for patients and providers.
Senior Manager of Financial Accounting Services & Systems TalentCORE, Inc.Senior Manager of Financial Accounting Services & SystemsPoway, CAOversee cash management and forecasting, including inventory, receivables, payables, and borrowings, in partnership with Treasury, FP&A, Supply Chain, Contracts, and Program Finance leadership. Must have comprehensive finance/accounting management and leadership skills including organizing, planning, scheduling, and coordinating workloads to meet established deadlines or milestones.
Financial Services Consultant Penske CorporationFinancial Services ConsultantEscondido, CA$120,000–$180,000 / yearAs a Financial Services Consultant, you will help our customers to understand and select the best finance, insurance, and aftermarket options and products available for their vehicle, and process all deals accurately and properly for an excellent customer experience. At Penske Automotive Group (PAG), we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible to our customers.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)La Jolla, CAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Financial Services Professional Allen AgencyFinancial Services ProfessionalSan Diego, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMurrieta, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. Compensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorCarlsbad, CAWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: San Diego & Associates MarketSan Diego, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorOceanside, 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. What We Offer 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.
NewFinancial Advisor GoldBook FinancialFinancial AdvisorSan Diego, 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.
Wealth Financial Advisor - San Diego, CA Corebridge FinancialWealth Financial Advisor - San Diego, CASan Diego, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsSan Diego, CA2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Merrill Advisor Development Program - Financial Advisor: San Diego Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: San Diego MarketSan Diego, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor Northwestern MutualFinancial AdvisorLa Jolla, 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.
Financial Planning Strategist Pure Financial Advisors IncFinancial Planning StrategistSan Diego, CA$75,000–$85,000 / yearYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Client Services Specialist/Senior Client Services Specialist Aldrich CPAs + Advisors LLPClient Services Specialist/Senior Client Services SpecialistCarlsbad, CA$36.05–$45.67 / hourAldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
Senior Client Services Associate California Wealth TransitionsSenior Client Services AssociateSan Diego, CA$75,000–$90,000This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members. We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociateTemecula, CA$25–$29 / hourPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
Operations Associate, Retirement Plan Services Concurrent Investment AdvisorsOperations Associate, Retirement Plan ServicesSan Diego, CA$70,000–$90,000 / yearWorking closely with team members across Retirement Plan Services as well as partners in Finance, Compliance, Operations, and Business Development, the Operations Associate helps ensure a seamless experience for plan sponsors, participants, and advisors. Client Operations & SchedulingManage and coordinate client meeting scheduling, including tracking systems, plan consultant travel and time preferences, meeting buffers, and cyclical scheduling cadences.
Risk Advisory Services Principal Baker Tilly Virchow KrauseLLPRisk Advisory Services PrincipalSan Diego, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Senior Manager, Transactions Advisory Services Baker Tilly Virchow KrauseLLPSenior Manager, Transactions Advisory ServicesSan Diego, CA$163,000–$240,000 / yearUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsQualifications8+ years'' experience in a large accounting firm in audit, financial advisory or transaction service linesRelevant bachelor's degree in accounting, finance or relatedCertified Public Accountant (CPA) certification preferredHigh motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyIntermediate modeling and excel skills, experience conducting complex quantitativeand qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast pacedenvironment with shifting prioritiesExcellent verbal and written communication, experience presenting analyses tomanagement and ability to lead and drive initiativesAbility to work effectively and thrive in a team environment with all levels of client personnel in various industriesAbility to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefingsThe compensation range for this role is $163,000-$240,000. You will enjoy this role if:You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly IndustriesYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisionsYou value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat You Will Do:Data gathering, document review and preparation of quality of earnings reports.
Senior Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPSenior Manager - Transaction Advisory ServicesSan Diego, CA$179,000–$262,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPManager - Transaction Advisory ServicesSan Diego, CA$138,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Venture Services Associate Neon RedwoodVenture Services AssociateSan Diego, CaliforniaYou will play a key role in reviewing fund financials, coordinating with fund administrators and auditors, and helping ensure our clients' financial and investor reporting needs are met with accuracy and timeliness. Fund Accounting Knowledge: Understanding of fund structures, LP/GP/Management Company accounting, capital calls/distributions, and investment valuations.
Financial Consultant- Invest Axos BankFinancial Consultant- InvestSan Diego, California4+ year's financial services experience; working knowledge of broker dealer and RIA functions, working knowledge Invest products (ETF, MF, 529, Financial Planning tools) with emphasis on Managed Accounts. Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing, virtual client meetings.
Client Services Associate Axos BankClient Services AssociateSan Diego, CaliforniaThe ideal candidate is comfortable handling both inbound service requests and outbound calls, building client relationships, and supporting advisors with lead generation and client engagement efforts. Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want.
Associate Director (Financial Restructuring) J.S. Held LLCAssociate Director (Financial Restructuring)Solana Beach, CA$140,000–$160,000 / yearOur professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, and clear-cut analysis. The firm provides a comprehensive suite of services enabling clients to navigate complex, contentious, and often catastrophic situations.
Managing Director - Principal Financial Network (San Diego) Principal Financial GroupManaging Director - Principal Financial Network (San Diego)San Diego, California$103,400–$171,000 / yearLicenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Personal Financial Counselor; USNR San Diego Magellan Health IncPersonal Financial Counselor; USNR San DiegoSan Diego, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor -Miramar USMC Magellan Health IncPersonal Financial Counselor -Miramar USMCSan Diego, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor- ARNG San Diego CA Magellan Health IncPersonal Financial Counselor- ARNG San Diego CASan Diego, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
AVP, Financial Consulting Axos BankAVP, Financial ConsultingSan Diego, CaliforniaAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaCamp Pendleton, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Rep Access Dept Palomar HealthFinancial Rep Access DeptPoway, CAMinimum Education: High School Diploma and/or combination of education and experiencePreferred Education: High School Diploma and/or combination of education and experience plus 1 year healthcare-related experience or basic college/medical coursework to learn medical terminologyMinimum Experience: 2 years Patient Access and/or Patient Financial Services experience assisting patients with insurance and government funded programsPreferred Experience: 3+ years Patient Access and Patient Financial Services experience assisting patients with insurance and government funded programs, including experience related to billing and payment of government funded health plans. Windows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop down menus, scroll bars, opening folders, copying and similar operations required upon employment or within the 1st two weeks of employment to perform the essential functions of the job.