FINRA Licensed Financial ConsultantVirtualVocations • Huntington Beach, California, United States
FINRA Licensed Financial Consultant
VirtualVocations • Huntington Beach, 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 Consultant.
Key Responsibilities
Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments
Discuss and align available account options, such as 401K and IRAs, with customers' retirement savings goals
Educate customers on retirement plan specifics and deepen their relationship with the company
Required Qualifications
Bachelor's degree or equivalent combination of education and professional experience
Minimum of 1 year experience in performance / goal-oriented roles, ideally in asset growth and retention
Current FINRA licenses or ability to obtain FINRA 7, 63 & 65 (or 66) registrations within established timelines
Motivated self-starter with a quick learning ability
Demonstrated relationship management and customer service skills
serp_jobs.job_alerts.create_a_job
Financial Consultant • Huntington Beach, California, United States
Job_description.internal_linking.related_jobs
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
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.The ideal candidate will be eager to learn the financial services ropes needed ...serp_jobs.internal_linking.show_more A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.
Key Responsibilities Deliver personalized financial advice including equ...serp_jobs.internal_linking.show_more A company is looking for a Workday Financial Consultant to oversee the implementation and optimization of financial processes.
Key Responsibilities Lead the configuration, deployment, and enhancem...serp_jobs.internal_linking.show_more 
Financial Reporting Consultant.Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most.It's a...serp_jobs.internal_linking.show_more A company is looking for a Financial Consultant.Key Responsibilities Provide over-the-phone guidance to customers regarding their employer-sponsored retirement accounts during key life moments D...serp_jobs.internal_linking.show_more A company is looking for a Financial Planner located in the United Kingdom.Key Responsibilities Meet and engage with clients remotely to provide guidance on financial topics Advise on and adapt ...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 A company is looking for an Oracle Financials Techno-Functional Consultant.Key Responsibilities Analyze and document P2P and sub-ledger to GL functional flows, ensuring accurate journal posting a...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 A company is looking for a Financial Planner to provide comprehensive financial guidance and support to clients.Key Responsibilities Deliver comprehensive financial plans that drive measurable ou...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 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 A company is looking for a Controller to oversee accounting operations across US and UK entities.Key Responsibilities Lead the accuracy and timeliness of financial closes for US and UK entities, ...serp_jobs.internal_linking.show_more 
Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...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 
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 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 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
Financial Consultant - Thousand Oaks, CA
Fidelity Investments • Los Angeles, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant
NYL - Los Angeles, CA • Los Angeles, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Lead Financial Advisor
VirtualVocations • Corona, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Workday Financial Consultant
VirtualVocations • Norwalk, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Reporting Consultant
Pacific Life • Newport Coast, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
FINRA Licensed Financial Consultant
VirtualVocations • Mission Viejo, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
UK Licensed Financial Planner
VirtualVocations • Glendale, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data Annotation • San Clemente, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Oracle Financials Consultant
VirtualVocations • Carson, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data Annotation • San Clemente, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
State Licensed Financial Planner
VirtualVocations • Irvine, California, United States
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 • Yorba Linda, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data Annotation • Rancho Cucamonga, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
New York Licensed Financial Controller
VirtualVocations • Carson, California, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant- Brea, CA
Charles Schwab • Brea, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data Annotation • San Clemente, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Avalon, CA
LifeStance Health • Avalon, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Consultant- Century City, CA
Fidelity Investments • Azusa, CA, United States
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 • San Clemente, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Commercial Banking Analyst - AI Trainer
Data Annotation • San Clemente, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted