Personal Financial Counselor, Camp Pendleton Magellan Health ServicesPersonal Financial Counselor, Camp PendletonCamp 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.
Personal Financial Counselor; Usnr San Diego Magellan Health ServicesPersonal 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.
Financial Sales Manager II Target First Citizens BankFinancial Sales Manager II TargetSolana Beach, California$100,000–$125,000 / yearFull timeQualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
Investment Executive (Financial Advisor) San Diego, CA Fifth Third BankInvestment Executive (Financial Advisor) San Diego, CASan Diego, CaliforniaInvestment Executive (Financial Advisor) San Diego, CA At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Business Development Manager - Financial Wellness Solutions PNC BankBusiness Development Manager - Financial Wellness SolutionsSan Diego, CaliforniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
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.
Financial Solutions Advisor - Southern San Diego Area Bank of AmericaFinancial Solutions Advisor - Southern San Diego AreaLemon Grove, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - South OC Bank of AmericaFinancial Solutions Advisor - South OCSan Clemente, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Northern San Diego Area Bank of AmericaFinancial Solutions Advisor - Northern San Diego AreaSan Marcos, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Central San Diego Area Bank of AmericaFinancial Solutions Advisor - Central San Diego AreaSan Diego, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Senior Financial Solutions Advisor Bank of AmericaSenior Financial Solutions AdvisorMurrieta, CaliforniaFSA provides advice and guidance to clients while helping to deepen investment relationships and serve as Preferred clients primary point of contact within the Financial Center. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Treasury Management Client Services Associate II Axos BankTreasury Management Client Services Associate IISan Diego, CAResponsibilities: Provide client training and support for Treasury Management services post-onboarding, including Online Banking, ACH, Wires, Bill Pay, Remote Deposit Capture, Information Reporting, Positive Pay, Lockbox, and Commercial Cards under the direction of senior staff. The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management services.
AVP, Financial Consulting Axos BankAVP, Financial ConsultingSan Diego, CaliforniaEligible for an Annual Discretionary Cash Bonus Target: 15%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 15% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. As 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.
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): San Diego Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor (Partially Licensed): San Diego MarketCarlsbad, CaliforniaOur 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. Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
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.
Financial Rep Access Dept Palomar HealthFinancial Rep Access DeptEscondido, California$21.49–$32.27 / hourMinimum Education: High School Diploma and/or combination of education and experience Preferred 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 terminology Minimum Experience: 2 years Patient Access and/or Patient Financial Services experience assisting patients with insurance and government funded programs Preferred 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. Bilingual (Spanish) Required Certification: Not Applicable Preferred Certification: Certified Healthcare Access Associate (NAHAM) or equivalent Required License: Not Applicable Preferred License: Not Applicable Current employees are not eligible for hiring incentives.
Financial Center Manager -Escondido-Oceanside Market Bank of AmericaFinancial Center Manager -Escondido-Oceanside MarketSan Diego, CaliforniaUS - CA - Escondido - 220 S Escondido Blvd - Escondido Main (CA0111), US - CA - Fallbrook - 1125 S Main Ave - FALLBROOK BC (CA0107), US - CA - San Diego - 10511 CRAFTSMAN WAY (CA0239), US - CA - San Diego - 11855 Carmel Mountain Rd - CARMEL MOUNTAIN BC (CA0216), US - CA - San Diego - 16849 Bernardo Ctr DR - RANCHO BERNARDO BC (CA0163), US - CA - San Marcos - 601 S Rancho Santa Fe Rd - San Marcos BC (CA0169). This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
NewFinancial Center Manager - San Diego North-Bilingual Spanish Required Bank of AmericaFinancial Center Manager - San Diego North-Bilingual Spanish RequiredSan Diego, CaliforniaUS - CA - San Diego - 3101 University Ave - NORTH PARK BC (CA0118), US - CA - San Diego - 4166 El Cajon Blvd - 42ND-EL CAJON BC (CA0109), US - CA - San Diego - 6501 Mission Gorge Rd - GRANTVILLE BC (CA0136), US - CA - San Diego - 6801 El Cajon Blvd - 68TH & EL CAJON BC (CA0142). Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
Entry Level Financial Representative Military, Veterans and Diverse Job SeekersEntry Level Financial RepresentativeSan Diego, CaliforniaBuild - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Pre-Licensing Training - agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
Financial Aid Advisor (experience required) Paul Mitchell SchoolsFinancial Aid Advisor (experience required)San Diego, CAFull timeSkills/Competencies Required:Bachelor's degree or equivalent experienceComputer and data entry skills requiredAbility to multitask and coach othersExcellent interpersonal, oral, and written communication skillsSolid work history with verifiable referencesPassion for the beauty industryHonesty and professionalismContracting experience preferred. What We Are Looking For:The ideal candidate will have exceptional customer service and decision making skills, enjoy working in a multi-tasking, fast paced position and is able to interpret, apply, and comply with federal, state, and institutional guidelines and regulations related to financial aid.