Financial Benefits Consultant (FINRA Licensed)VirtualVocations • San Bernardino, California, United States
Financial Benefits Consultant (FINRA Licensed)
VirtualVocations • San Bernardino, California, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.
Key Responsibilities
Build and maintain strong relationships with high-income participants, coordinating meetings with planners
Assist in creating comprehensive financial plans and respond to participant inquiries regarding executive benefits
Implement and review investment strategies, staying informed about market trends and regulatory changes
Required Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Minimum of 3 years of experience in financial planning or wealth management
FINRA Series 7 and NASAA Series 63 registrations required
Life insurance licensing and Chartered Retirement Planning Counselor (CRPC) preferred
Knowledge of financial wellness and investment management strategies
serp_jobs.job_alerts.create_a_job
Financial Consultant • San Bernardino, California, United States
Job_description.internal_linking.related_jobs
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...serp_jobs.internal_linking.show_more
Time freedom, uncapped income, and a team that actually has your back.Join our incredible culture of experienced agents ready to help you take the next step! 🐘 Peterson Life & Wealth is...serp_jobs.internal_linking.show_more
We are actively looking to hire talented therapists in the Temecula area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healt...serp_jobs.internal_linking.show_more
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_more
PRMG is one of the largest independently owned Mortgage Banks in the nation.We are looking for a highly motivated individual to join our fulfillment team as a Funder.
PRMG offers a comprehensive ben...serp_jobs.internal_linking.show_more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more 
Financial Solutions Advisor Stage I (FSA I).At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res...serp_jobs.internal_linking.show_more
Support the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally relat...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the Temecula area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healt...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the Temecula area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healt...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the Temecula area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healt...serp_jobs.internal_linking.show_more At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_more Support the Client Service Team with the renewal process.Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally relat...serp_jobs.internal_linking.show_more 
Boutique law firm is seeking an.ERISA / Employee Benefits Attorney.ERISA, employee benefits, and executive compensation space.
The ideal candidate will be skilled in addressing client inquiries and si...serp_jobs.internal_linking.show_more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the Temecula area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healt...serp_jobs.internal_linking.show_more We are actively looking to hire talented therapists in the Temecula area, who are passionate about patient care and committed to clinical excellence.
Wanting to deliver high quality behavioral healt...serp_jobs.internal_linking.show_more We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
Client Relationship Consultant 2 (Banker) - Alta Loma, CA (35hrs)
U.S. Bancorp • Rancho Cucamonga, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Life Insurance Broker (Remote) | Licensed and Unlicensed Welcome
Peterson Life & Wealth • Irvine, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Licensed Marriage Family Therapist - (LMFT) - Hybrid Role - San Jacinto, CA
LifeStance Health • San Jacinto, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant - Irvine, CA
Fidelity Investments • Irvine, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Mortgage Funder
PRMG • Corona, CA, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Perris, CA
LifeStance Health • Perris, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Yorba Linda Financial Center
Bank of America • Yorba Linda, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Benefit Analyst
Marsh McLennan • Aliso Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Marriage Family Therapist - (LMFT) - Hybrid Role - Beaumont, CA
LifeStance Health • Beaumont, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage Family Therapist - (LMFT) - Hybrid Role - Murrieta, CA
LifeStance Health • Murrieta, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage Family Therapist - (LMFT) - Hybrid Role - Hemet, CA
LifeStance Health • Hemet, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Mt Baldy, CA
LifeStance Health • Mount Baldy, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant- Century City, CA
Fidelity Investments • Diamond Bar, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Benefits Analyst
Marsh McLennan • Aliso Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Employee Benefits Attorney
Cruitin • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data Annotation • Hemet, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant- Newport Beach, CA
Fidelity Investments • Trabuco Canyon, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Licensed Marriage Family Therapist - (LMFT) - Hybrid Role - Perris, CA
LifeStance Health • Perris, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage Family Therapist - (LMFT) - Hybrid Role - Winchester, CA
LifeStance Health • Winchester, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data Annotation • Yucaipa, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted