Talent.com
New York Licensed Financial Professional

New York Licensed Financial Professional

VirtualVocationsEscondido, California, United States
job_description.job_card.variable_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 Salaried Financial Professional- Premier Team.

Key Responsibilities

Establish and maintain relationships with clients through proactive communication

Serve as a single point of contact for clients, addressing their needs and providing resources

Assist clients in transactions and identify new opportunities for engagement

Required Qualifications

Bachelor's degree or equivalent relevant industry experience

FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses

6-8 years of sales experience

serp_jobs.job_alerts.create_a_job

Financial Professional • Escondido, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Personal Banker - Del Mar

Personal Banker - Del Mar

First BankDel Mar, CA, United States
serp_jobs.job_card.full_time
Banking Specialist III Sales Focus.This position, Banking Specialist III, may be called by many other names : New Accounts Representative, Personal Banker, Financial Service Representative, etc.A...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Seasonal Tax Expert - Local

Seasonal Tax Expert - Local

IntuitVALLEY CENTER, CA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Seasonal Tax Associate - Local

Seasonal Tax Associate - Local

IntuitTECATE, CA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Banker I / II

Banker I / II

Banner BankChula Vista, CA, United States
serp_jobs.job_card.full_time
More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Business Banker

Business Banker

Banner BankSan Diego, CA, United States
serp_jobs.job_card.full_time
More than 135 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Branch Relationship Banker - Alpine, CA

Branch Relationship Banker - Alpine, CA

BankTalent HQAlpine, CA, United States
serp_jobs.job_card.full_time
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate - Local

Tax Associate - Local

IntuitTECATE, CA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Accounting Specialist

Client Accounting Specialist

AssociaTemecula, CA, US
serp_jobs.job_card.full_time
The Client Accounting Specialist is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations.Essential Dutie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate - Onsite

Tax Associate - Onsite

IntuitTECATE, CA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Personal Banker I

Personal Banker I

Umpqua BankCarlsbad, CA, US
serp_jobs.job_card.full_time
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and comm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Banker

Banker

Banner BankEscondido, CA, United States
serp_jobs.job_card.full_time
More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Expert

Tax Expert

IntuitTEMECULA, CA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Accounting Advisor

Accounting Advisor

Cardinal HealthSan Diego, CA, US
serp_jobs.job_card.full_time
Ideal candidate will be located in the Greater San Diego area with the ability to work a hybrid schedule coming into the office 1-2 days a week!. The Accounting Advisor will be responsible for manag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Accountant II

Accountant II

Family Health Centers of San DiegoSan Diego, CA, United States
serp_jobs.job_card.full_time
Impact Lives, Impact Community.Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Rep Access Dept

Financial Rep Access Dept

Palomar Health Rehabilitation InstituteEscondido, CA, US
serp_jobs.job_card.full_time
Serves as the first contact for patients and families regarding funding sources for inpatient and outpatient services.Responsible for the day to day activities of obtaining funding for patients in ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Accounting Assistant

Accounting Assistant

Staffmark GroupSantee, CA, United States
serp_jobs.job_card.full_time
Numbers Are Your Language? Join Our Team as an Accounting Assistant in Santee, CA!.Are you a detail-driven accounting professional looking to grow your career in a manufacturing environment? A lead...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Business Banker

Business Banker

First Citizens BankSan Diego, CA, US
serp_jobs.job_card.full_time
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our traditi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Tax Associate

Tax Associate

IntuitTECATE, CA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Debt Collector ($20-$50 / hr)

Debt Collector ($20-$50 / hr)

RIVO Holdings, LLCSan Diego, CA, US
serp_jobs.job_card.full_time
At RIVO, you will find we recognize hard work and performance, foster a culture of growth, and encourage collaboration across departments. We value the unique skills and experiences that each employ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Tax Expert - Onsite

Tax Expert - Onsite

IntuitValley Center, CA, United States
serp_jobs.job_card.full_time
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days